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

Schon einmal drüber nachgedacht? Whats happen if FED senkt heute Zinsen....😂

Sch einmal drüber nachgedacht? Whats happen if FED senkt heute Zinsen....😂

AMD, Samsung, liefern 👍

Läuft, ich denke bald wieder 36. Ki Minikrise ist rum, FED senkt auch bald

Ich sehe wirklich nicht warum ONSemi so wunderbar ist. Vorige Woche war Alphabet viel besser und - 5 %: 'Onsemi 2Q Revenue Declines but Above Wall Street Estimates, Issues 3Q Outlook Published: July 29, 2024 at 8:18 a.m. ET By Denny Jacob Onsemi posted lower revenue on Monday for its latest quarter while managing to exceed Wall Street's estimates, with its three business segments all reporting lower year-over-year results. The maker of intelligent sensing and power services logged net income of $338.2 million, or 78 cents a share, for the second quarter ended June 28, down from $576.6 million, or $1.29 a share, a year earlier. Adjusted earnings were 96 cents a share, above analysts' estimates of 92 cents a share. Revenue declined to $1.735 billion from $2.09 billion. Analysts polled by FactSet expected $1.73 billion. Revenue fell by double-digit percentages on a year-over-year basis for all three business segments. PSG declined 15% to $835.2 million, while AMG retreated 18% to $647.8 million. ISG lost 22% to $252.2 million. Onsemi guided for revenue between $1.70 billion and $1.80 billion as well as adjusted earnings per-share in the range of 91 cents and $1.03 for the third quarter. Analysts polled by FactSet expected $1.78 billion in revenue and adjusted earnings of 97 cents a share for the quarter.'

IFX ein Trauerspiel 😡.

OnSemi hat geliefert...https://www.ariva.de/news/starke-nachfrage-treibt-kurs-der-on-semiconductor-aktie-11320896 😂

da setze ich auch mal drauf und bin auch mit ein paar stück rein. man darf nur nicht zu lange warten.

The lower the AI exposure, the bigger the problem for Europe's chip firms 13:58 25/07/2024K By Olivier Sorgho and Nathan Vifflin July 25 (Reuters) - Shares in European semiconductor firms less exposed to AI chips slumped on Thursday as falling demand from their key automotive and industrial clients hit business prospects, on top of a wider sector correction. Chip component suppliers like ASML and ASM International are more exposed to the booming AI chip market and demand from high-end tech clients like Nvidia , TSMC <2330.TW>, and Intel . "The more high-end applications, linked to AI, those are doing much better," said ING analyst Marc Hesselink. But even they aren't immune to a "correction" in stock valuations after strong rallies this year, coupled with worries around the impact of trade spats involving China, the U.S. and Europe, Hesselink added. Shares in both ASML and ASMI were down about 3% in early afternoon trading. Companies with less AI exposure meanwhile were hit harder by industrial clients and automakers cutting orders. Demand for electric vehicles has slowed sharply in Europe. STMicroelectronics , which supplies Tesla, tumbled 14% after it cut 2024 sales and margin targets for a second time this year, as orders from industrial customers did not improve and automotive demand fell. Germany's Infineon , a top automotive chip supplier, fell 6%. Dutch company NXP Semiconductors earlier this week reported its worst decline in quarterly revenue in four years on weak demand from automotive customers, dragging down some U.S peers with auto exposure. And while German chip materials supplier Siltronic raised its guidance, that was mostly due to the AI market which it said would grow this year. BE Semiconductor Industries slumped 13% after forecasting flat third-quarter sales, hit by weak growth in mainstream assembly markets, particularly in China, even as orders for its systems used in AI grew. Europe's STOXX 600 Technology index <.SX8P> was down 2.8%, largely dragged by semiconductor stocks including ams OSRAM that fell 7% ahead of results on Friday, STMicro peer Melexis falling 4%, and Technoprobe , Soitec and Nordic Semiconductor also down. The sector's fundamentals remain strong, Hesselink said. Companies still hope that EV demand will be robust in the longer term. Chip components related to EVs, particularly silicon carbide, will be a growth driver in the second half of the year, STMicro's CEO Jean-Marc Chery said in a conference call.

Bin hier mal wieder mit 70 Stück eingestiegen. Ist ja wirklich zwischen 29 und 37€ gependelt. Dann wird halt bei 36 wieder verkauft 🤷🏼‍♂️

UBS: Infineon "buy" Montag, 29.07.24 06:51 20240729 – ZÜRICH (dpa-AFX Analyser) - Die Schweizer Großbank UBS hat das Kursziel für Infineon von 45 auf 44 Euro gesenkt, aber die Einstufung auf "Buy" belassen. Schwache Zahlen und Signale von Texas Instruments, NXP, STMicro und Renesas hätten die Branche zuletzt belastet, schrieb Analyst Francois-Xavier Bouvignies in seinem am Montag vorliegenden Ausblick auf den Quartalsbericht der Bayern. Er sieht sie aber als Outperformer und bleibt daher bei seiner Kaufempfehlung. Das Automotive-Geschäft dürfte der Schlüssel dafür sein./ag/gl Veröffentlichung der Original-Studie: 26.07.2024 / 15:05 / GMT

ON Semiconductor Seals Multi-Year Deal with Volkswagen for Advanced EV Solutions; Stock Gains by Lekha Gupta, Benzinga Editor July 22, 2024 8:19 AM | 2 min read | 1 Comment ON Semiconductor Corporation ON shares are trading higher after the company signed a multi-year agreement with Volkswagen Group VLKAF VWAGY to provide solutions for vehicle lineup across multiple brands. As per the deal, ON Semiconductor will supply a comprehensive power box solution for Volkswagen’s next-generation traction inverter within its Scalable Systems Platform (SSP). onsemi’s EliteSiC M3e MOSFET-based power box offers higher power and efficiency in a compact design, enhancing heat management and extending EV range. Volkswagen Group can seamlessly adopt future EliteSiC platforms, staying at the forefront of EV innovation. Volkswagen Group will benefit from onsemi’s investment in a new silicon carbide plant in the Czech Republic, which will streamline the supply chain and logistics for traction inverter systems, enhancing manufacturing efficiency. Till von Bothmer, Senior Vice President VW Group Procurement for Powertrain, said, “On top of the verticalization, onsemi has furthermore provided a resilient supply concept with regional silicon carbide fabs across Asia, Europe and the U.S. In addition, onsemi will continuously provide the latest SiC generation to ensure competitiveness.” https://www.benzinga.com/markets/equities/24/07/39881542/on-semiconductor-seals-multi-year-deal-with-volkswagen-for-advanced-ev-solutions-stock-gains?utm_source=MarketWatch&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site&mod=mw_quote_news

Darüber hinaus werden alle kommenden VW-Modelle mit ONSemi SiCs ausgestattet. War das vorgesehen? Inwieweit war VW Kunde von Infineon?

Ich sehe eine große Gefahr für das SiC-Geschäft: Der EV-Markt hat sich erheblich verlangsamt und dennoch werden überall hohe Investitionen in die SiC-Produktion getätigt. Es kommt also zu Überkapazitäten und Wertverlusten.

Sie hat gesagt: 'das schaffen wir'

Ja alles wird gut hat die Frau Merkel auch gesagt 🤣