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Aixtron

Your opinion on $AIX ? We'll always need semiconductors... a big drop, maybe now a possibility?

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You have to distinguish which semiconductors are meant. Although I am invested, they do not build the asml machines.
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They are heavily dependent on the market for electric vehicles. The volatility of the share was no fun at all last year and was beaten down further and further with Wolfspeed and ams-OSRAM.
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