SILTRONIC AG NA O.N.

After a sales increase in the third quarter, Siltronic raises its full-year sales forecast to around €1.35 billion and lifts the lower end of its EBITDA margin to 22–24 percent. The driver is strong demand from the server market as AI data centers expand, which will significantly increase wafer area consumption for servers in 2026. Despite the sales and EBITDA gains, the net loss widens because of high write‑downs related to factory construction in Singapore; the company still expects a negative price effect for the full year compared with the previous year. » Altro su deraktionaer.de

Siltronic has technically broken the downtrend and continues to trade above the trend-channel line and a support around 81 euros. Despite positive impulses, including Jefferies raising its price target to 130 euros due to improved demand and wafer-price developments, industry turbulence threatens a fall back into the down channel. A sustained breakout could push prices higher, but macroeconomic and sector-specific risks could slow the rally. » Altro su finanzen.net

Siltronic's share is under pressure after major shareholder Wacker Chemie placed 2.2 million shares (6.7% of the share capital) with institutional investors at €77.25 each, raising around €171 million in gross proceeds. Despite ongoing demand for wafers driven by the AI boom, the placement is causing short-term selling pressure. » Altro su finanzen.net