Analyst
Metzler
Equibles does not estimate personal net worth.
Vesel Thais is recorded as Analyst at Metzler. Vesel Thais has spoken on 1 earnings call across 1 company, most recently for AIXTRON SE on July 30, 2026. The companies whose calls Vesel Thais spoke on are classified in the Technology sector.
“There were recently speculations that co-packaged optics and TSMC's COOP platform, there might be delays for the NVIDIA platform, and co-packaged optics potentially rather for 2029, and that NVIDIA might take a similar approach like like Google using more optical circuit switching as a transition step, so to say.”
Metzler
Analyst
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AIXTRON SE
Semiconductor Equipment & Materials · Technology
Publication Half-Year Group Financial Report H1/2026
AIXTRON SE
