Added to YB: 2026-04-09
Pitch date: 2026-04-07
M7U.DE [bullish]
Nynomic AG
+4.2%
current return
Author Info
No bio for this author
Company Info
Nynomic AG, together with its subsidiaries, manufactures and sells products for permanent, non-contact, and non-destructive optical measurement technology.
Market Cap
EUR 72.3M
Pitch Price
EUR 13.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.58
P/E
-27.30
EV/Sales
0.85
Sector
Electronic Equipment, Instruments and Components
Category
growth
LayTec - I found a hidden InP monopolist and overlooked the GaN story that will double the TAM. - Nynomic AG
M7U.DE: LayTec holds quasi-monopoly in MOCVD metrology (~90% InP share) via Aixtron OEM integration + new Oxford Instruments partnership for GaN etch metrology (Etchpoint: 4x precision vs competitors at ±0.5nm). TAM doubled to €25-35M (2025) → €60-120M (2030) driven by: InP datacom lasers (AI datacenters), GaN power (NVIDIA 800V, Infineon 300mm wafer
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