1Wk·

Aixtron could therefore play a role in the production of indium selenide

Indium(II) selenide (InSe) is a material that could be of interest to the semiconductor industry in the context of Aixtron's deposition equipment. Aixtron is a leading supplier of equipment for chemical vapor deposition (MOCVD), a process used to produce semiconductor materials such as indium selenide. Indium selenide itself is a semiconductor material with interesting properties for various applications.

Indium(II) selenide (InSe):

InSe is a black, easily friable solid.

It is polymorphic, which means that it can occur in different crystal structures (e.g. β-InSe, ε-InSe, γ-InSe).

The γ form is the most common and has a layered structure.

InSe has two band transitions: an indirect one with approx. 1.2 eV and a direct one with approx. 2.4 eV, which makes it interesting for optoelectronic applications.

Aixtron and MOCVD:

Aixtron specializes in MOCVD (Metal Organic Chemical Vapor Deposition) equipment.

MOCVD is a key process for the production of III-V compound semiconductors, including indium selenide.

Aixtron equipment is used worldwide to manufacture components for electronic and optoelectronic applications.

An example of the use of Aixtron equipment is the delivery of a G10 ASP system to SMART Photonics for the mass production of GaAs/InP materials.

Context:

Aixtron could therefore play a role in the production of indium selenide as it provides the necessary MOCVD equipment used for the deposition of this material. Indium selenide itself is a material that can be considered for various applications due to its properties, and Aixtron is a company that is active in this area.

Overview with AI

@topicswithhead what do you think?

Tenbagger2024

@Tenbagger2024

1Wk·

China has developed a material for chips that outperforms silicon in terms of its properties and will make the country independent of the USA

Good morning, my dears,

Have we just had another DeepSeek moment?

In the case of DeepSeek, too, it was just a small report in a trade journal that hardly attracted any attention.

But it wasn't until days later that it caused the stock markets to sway.

Chinese scientists have developed a new semiconductor material to replace silicon and enable Beijing to produce its own chips independently of the West.

Scientists at Peking University claim to have produced the first two-dimensional semiconductor made of indium selenide (InSe) on an industrial scale. According to a study published in the journal Science, this material surpasses the physical limits of silicon and paves the way for a new generation of highly efficient chips that could lead to artificial intelligence with minimal energy consumption.

"This breakthrough opens a new path for the development of next-generation chips that are powerful and energy-efficient and are expected to be widely used in future areas such as artificial intelligence, autonomous driving and smart devices," the team explains in a press release.

If everything works as promised, the new material could not only redefine the future of chips, but also shake up the current global technological balance, which is currently dominated by the USA.

The new generation of chips is challenging the dominance of Nvidia, a company that makes the "silicon brains" that power all artificial intelligence technology and is banned by order of the US government from exporting its most advanced chips to Beijing.

This substance could also serve as an "ezempic" for artificial intelligence's hunger for energy, which would drastically reduce its price. US companies are developing artificial intelligence systems that require data centers the size of a city and enormous amounts of energy to operate.

However, China is taking the opposite approach and developing AI systems such as DeepSeek, which require significantly less energy to generate answers. A chip with such properties could therefore reduce their costs even further and tip the scales in Asia's favor.

The editors of the journal Science emphasized the global significance of this achievement and described this work as a "breakthrough in the field of crystal growth".

My dears, you can see the details in the report at the following link

https://mellebonne.de/2025/08/08/china-hat-ein-material-fuer-chips-entwickelt-das-silizium-in-seinen-eigenschaften-uebertrifft-und-das-land-unabhaengig-von-den-usa-machen-wird/

mellebonne.deChina hat ein Material für Chips entwickelt, das Silizium in seinen Eigenschaften übertrifft und das Land unabhängig von den USA machen wird - Café Mellebonne

12 Comments

EugeneKrabs@Danicx13

1Wk

Added to the portfolio a few weeks ago 👍🏼

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Timon W@Manchkeiner

1Wk

@Danicx13 What did you get into the depot?

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EugeneKrabs@Danicx13

1Wk

@Manchkeiner Yes, Aixtron. That's what this was all about

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Chris@Multibagger

1Wk

This is a share that I would not touch with pliers in the long term. I have lost all confidence in them due to the frequent downward adjustment of targets. And I think that if you invest in such companies for the long term, the first thing you should have is confidence in the management that they will achieve the targets they have set. I don't have that, so I keep my hands off them.

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Tenbagger2024@Tenbagger2024

1Wk

@Multibagger
But it could also be due to the sector.
I remember a similar situation with ASML.
And in the earnings you saw how ASML missed last year and this year as well. It was similar with Tokyo Electron

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Chris@Multibagger

1Wk

@Tenbagger2024 That may well be the case, which is why I am not invested in any of the companies mentioned. What good is the best moat like the one at $ASML if you can't get the horsepower on the road?

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Tenbagger2024@Tenbagger2024

1Wk

@Multibagger
You're right about that. It's often not so easy with cyclical stocks.
Even a share like LVMH has been struggling in recent years.
And wars and customs policy don't make things any easier

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F@Cai-pirinha

1Wk

@Multibagger i feel the same way. i had both aixtron and asml in my portfolio in the past. everything always sounds great... great prospects and so on and so forth. but... just as you say

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ThemenmitKopf@topicswithhead

1Wk

I have no idea what to think. I think they have GaN to roll out first. I don't see why they should benefit here, they only do part of the value creation and that mainly in sensor technology and the electronics to use chips. The customers are more likely to be Wolfspeed, Infineon, ST,... and until recently TSMC. But I'm not an expert in chemistry either, so maybe it really is the biggest opportunity in history.

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Tenbagger2024@Tenbagger2024

1Wk

@topicswithhead
https://www.stock-world.de/aixtron-aktie-geheimwaffe-gegen-nvidia/

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ThemenmitKopf@topicswithhead

1Wk

@Tenbagger2024 yes, I'm glad, but that has little to do with what I said. That refers to GaN and the electronics in the chips.

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Tenbagger2024@Tenbagger2024

1Wk

@topicswithhead
But it is clear that Aixtron is already looking to the future. And I see the cooperation with Cambridge as very positive.
And I also see the development of high-performance semiconductors that are energy-efficient as positive.
And the development in China may also help Aixtron to make further progress

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