Aixtron vs Lasertec: Deposition, etch & metrology compared

November 2026 edition · assessment by Frontier Tech Intelligence

Lasertec ranks 27 on the AI Infra 100 with a score of 94; Aixtron ranks 44 with 91. Aixtron is ahead on production and progress. Lasertec is ahead on deployment, commercials, firepower and leverage. Level on technology and positioning. Aixtron is based in Herzogenrath, Germany, Lasertec in Yokohama, Japan. Aixtron is named in 182 signals and Lasertec in 5.

Aixtron →

Herzogenrath, North Rhine-Westphalia, Germany · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · aixtron.com

Aixtron supplies MOCVD and CVD epitaxy systems, including the G10, G5+C and CCS platforms, used to make GaN, SiC, GaAs and InP compound-semiconductor devices.

AI Infra 100 · rank 44 · score 91

Scores, AI Core (of 10)

Deployment8
Production10
Commercials9
Progress9
Technology10
Positioning10
Firepower8
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

AIXTRON SE is a publicly listed German supplier of front-end MOCVD and CVD deposition systems used to manufacture compound-semiconductor devices for GaN, SiC, lasers, optical communications and LEDs. Its 2025 systems revenue was EUR 444.6 million, including EUR 254.9 million from GaN/SiC power-electronics equipment, while 2026 activity includes orders from Lumentum, Renesas and ROHM, a new Malaysia production facility, and a reported 100th G10-SiC system shipment. The company sits as a leading MOCVD supplier with named customer and research relationships including Lumentum, Renesas, ROHM, imec, MIT Lincoln Laboratory and Penn State; key disclosed institutional investors include Goldman Sachs, UBS, BlackRock and Morgan Stanley.

Latest signals

  • Aixtron SE began developing a €40 million production site in Penang, Malaysia.semiconductor-today.com
  • Aixtron SE's equipment backlog reached €456.9 million at the end of June 2026.semiconductor-today.com
  • Aixtron SE's optoelectronics equipment business became its dominant revenue driver in first-half 2026.semiconductor-today.com

182 signals name Aixtron.

Facts, with sources

  • Jochen Linck joined NextGO Epi as Operating PartnerEU-Startups
  • State-of-the-art production facility in Penang, Malaysiaaixtron.com
  • State-of-the-art production facility under construction in Penang, Malaysiaaixtron.com

116 facts on file.

Lasertec →

Yokohama, Kanagawa, Japan · AI Core · Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology · lasertec.co.jp

Lasertec develops and sells semiconductor inspection and metrology equipment, including systems for wafer and photomask inspection and EUV mask inspection. This directly qualifies as semiconductor metrology equipment.

AI Infra 100 · rank 27 · score 94

Scores, AI Core (of 10)

Deployment10
Production6
Commercials10
Progress8
Technology10
Positioning10
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

The sole supplier of EUV mask blank and pattern inspection systems (ACTIS, ABICS) and EUV pellicle inspection; every EUV mask passes its tools, which pairs it with ASML as the second one-of-one in lithography.

Latest signals

  • Lasertec reported weaker semiconductor sales while FY2027 order expectations strengthened.TradingView
  • Lasertec’s FY2027 order outlook is ¥400–500 billion despite a weak Q1.TradingView
  • Lasertec Corporation provided consolidated earnings guidance for fiscal year 2027.www.marketscreener.com

5 signals name Lasertec.

Facts, with sources

  • >500mLasertec consolidated results
  • JPY 230500000000Lasertec consolidated results
  • Lasertec raised its FY6/2026 order outlook to JPY 200-240bn from JPY 170-220bn; nine-month sales were JPY 169.5bn and operating profit JPY 78.1bn.s.kabutan.jp

7 facts on file.

More comparisons

Questions this page answers

Aixtron or Lasertec: which is ahead in ai core?

Lasertec ranks 27 on the AI Infra 100 with a score of 94; Aixtron ranks 44 with 91. Aixtron is ahead on production and progress. Lasertec is ahead on deployment, commercials, firepower and leverage. Level on technology and positioning. Aixtron is based in Herzogenrath, Germany, Lasertec in Yokohama, Japan. Aixtron is named in 182 signals and Lasertec in 5.

How do Aixtron and Lasertec compare?

Lasertec ranks 27 on the AI Infra 100 with a score of 94; Aixtron ranks 44 with 91. Aixtron is ahead on production and progress. Lasertec is ahead on deployment, commercials, firepower and leverage. Level on technology and positioning. Aixtron is based in Herzogenrath, Germany, Lasertec in Yokohama, Japan. Aixtron is named in 182 signals and Lasertec in 5. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

Members see every signal and fact behind both companies, the live ranking, the questions the signals answer and the week explained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →

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