INFINEON WKN: 623100 ISIN: DE0006231004 Kürzel: IFX Forum: Aktien Thema: Hauptdiskussion

Also langsam verkommt Infineon wirklich zur D r e c k s Aktie!🤬

Schrott Aktie

Leider kapieren das nur wenige. Wenn dann ein ANALyst etwas von Phantasiekursen daherschwafelt, kaufen die Optimisten sogar jenseits der Euro 35,-- , um sich anschließend zu wundern, dass die Aktie nicht steigt. Ist seit Jahren immer das Gleiche. An die Verzweifelten: Wir haben Sommer und einen korrigierenden NASDAQ. Wartet bis mindestens Ende August und dann könnt Ihr verbilligen. Wer Mut hat, könnte die Aktie jetzt erst einmal ohne großes Risiko verkaufen, ich bin bis mindestens Euro 31,-- short.

Sell ON Semiconductor Stock, Analyst Says. Weak Demand and Rising Competition Are a Tough Combination. By Tae Kim Published: July 11, 2024 at 11:38 a.m. ET Morgan Stanley doesn’t expect a recovery in the demand for automotive chips any time in the near future. ON Semiconductor is one of the worst-performing chip stocks this year, but that doesn’t make it an attractive opportunity for investors, according to Morgan Stanley. On Wednesday, analyst Joseph Moore lowered his rating for ON to Underweight from Equalweight and cut his price target to $65 from $70. ON Semi makes over 80,000 chip products in the area of power and sensors for the auto and industrial markets. “Given headwinds across auto semis, SiC [Silicon Carbide], and auto image sensors, we see gross margin and multiple expansion as unlikely in the near future,” he wrote. ON shares were down 0.8% to $75.96 in early trading Thursday. The company declined to comment on the report, citing a quiet period ahead of earnings. Moore doesn’t expect a recovery in the demand for automotive chips any time in the near future. He also predicts rising competition for ON Semi’s image sensors from Japan-based Sony in coming years. ON stock is down 9% this year, near the bottom 10% of the components in the iShares Semiconductor exchange-traded fund, which is up 36% so far this year. https://www.marketwatch.com/articles/on-semiconductor-stock-chips-auto-827db4be?mod=mw_quote_news

Freier Fall auf 30€ bitte fest halten 🤣🤣

😂👍

Infineon kommt mir immer mehr wie eine Firma vor, die irgendwie vor sich hin wurschtelt, während viele anderes vorbei ziehen... Der Elektroautoboom ist ausgeblieben, nun rächt sich langsam diese starke Fokussierung auf e-Auto-Chips. Diese "dummen" Chips, die Infineon herstellt können immer mehr Firmen herstellen, die Chinesen holen auch auf. Daher muss der Spruch "Ohne uns fährt kein E-Auto" bald in "ohne uns fahren alle" geändert werden... Ich hoffe der Kurs wir bald mal hoch getrieben von irgendwelchen Spekulanten, ich dadurch meinen Einstiegskurs erreiche. dann kann diese bude von mir aus pleite gehen...

Geduld??? :D:D:D:D Der Kurs bewegt sich seit 3,5 Jahren seitwärts. wie lange sollen wir uns noch gedulden???

Geduld.

So eine Scheiße 🤯

😲

Ja aber in die falsche Richtung

'Broadcom, Marvell, and 3 Other Chip Stocks to Play AI, Says J.P. Morgan J.P. Morgan analyst Harlan Sur favors Broadcom, Marvell Technology, Micron Technology, Analog Devices, and Microchip Technology. By Tae Kim Published: July 15, 2024 at 1:09 p.m. ET J.P. Morgan analyst Harlan Sur favors Broadcom, Marvell Technology, Micron Technology, Analog Devices, and Microchip Technology. Booming demand for artificial-intelligence chips will boost the fortunes of several semiconductor stocks this year, according to J.P. Morgan. “We continue to believe that we are at the beginning of a multi-quarter semiconductor up-cycle and companies should be able to drive a better 2H [second half of year],” analyst Harlan Sur wrote on Monday, citing robust demand for AI infrastructure build outs by enterprises and cloud-computing providers. He predicts most semiconductor companies will report second-quarter earnings slightly ahead of average analysts’ estimates, and will offer better-than-expected guidance for the next quarter. Sur said his top chip stock ideas are Broadcom, Marvell Technology, Micron Technology, Analog Devices, and Microchip Technology. He has an Overweight rating on all five stocks. “In custom AI ASICs [application specific integrated circuits], we continue to see strong customer adoption/design win pipeline expansion from Broadcom and Marvell,” he wrote. Micron is a leader in the markets for DRAM, which is used in desktop computers and servers, and for flash memory, which is found in smartphones and solid-state hard drives. The memory chip maker supplies High Bandwidth Memory (HBM) 3E chips for some of Nvidia’s data center AI products. For auto and industrial sector chip suppliers—including Analog Devices and Microchip, Sur forecasts improving demand trends after the June quarter. “We believe that 1H24 will market the bottom for most of our covered companies (e.g., ADI, TXN, MCHP),” he wrote. https://www.marketwatch.com/articles/broadcom-chip-stocks-marvell-ai-502eba26?mod=watchlist_main_news

Am Ende wird über Onsemi gesprochen: https://www.fool.com/investing/2024/07/12/what-nvidia-hpe-amd-and-other-semiconductor-stock/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&referring_guid=1a134862-788e-4917-8b7b-099ffde17307&mod=mw_quote_news