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Posted by
Two Blokes Jun 19 -
Filed in
Stock
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2 views
X-FAB's fundamentals remain strong, with Q1 results showing sequential growth in core automotive and industrial segments, and margins holding steady, despite SiC weakness. The company is transitioning from recovery to strategic expansion, investing heavily in capacity, while maintaining healthy EBITDA, positioning for future demand in EVs and industrials. SiC bookings are stabilizing, and a rebound in this segment could drive significant margin expansion if customer inventories clear as expected by late 2025.
