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

Infineon fällt? Was ist das denn?

TSMC net profit up 8.9% in Q1 on strong AI demand Taiwan chipmaker snaps streak of declining profit; analysts positive on expansion in U.S. Taiwan chip titan TSMC is benefiting from demand for chips to power generative AI. © Reuters CHENG TING-FANG, Nikkei Asia chief tech correspondent April 18, 2024 14:37 JST TAIPEI -- Taiwan Semiconductor Manufacturing Co. has returned to growth after three straight quarters of year-on-year declines in net profit, a sign that the global tech industry is rebounding, helped by the generative AI boom. The world's largest contract chipmaker said Thursday that its net profit for January to March came in at 225.49 billion New Taiwan dollars ($6.9 billion), up 8.9% from NT$206.99 billion from a year ago. Gross margin for the quarter was 53.1%, slightly higher than last quarter's 53%. Revenue for the first three months of 2024 grew 16.5% on year to NT$592.64 billion, its first year-on-year growth since April-June 2023, during a global downturn in tech. TSMC supplies almost all major chip developers, including Apple, Amazon, Nvidia, Qualcomm, AMD and MediaTek. TSMC's earnings came just after one of its top chip equipment suppliers, ASML, posted a weaker-than-expected financial performance and forecast for the current quarter, citing soft demand for cutting-edge chipmaking tools. The downbeat news surprised the global chip industry and sent semiconductor-related stocks down. In a significant move, TSMC announced this month it will bring the world's most advanced 2-nanometer chip production to the U.S. This technology is suitable for building high-end processors for AI, smartphones and computers. The Taiwanese chip titan also plans to build a third chip plant in Arizona, boosting its total U.S. investment by 60%, to $65 billion. The U.S. government, for its part, has awarded TSMC its largest subsidy ever to a foreign chipmaker, a $6.6 billion grant. A grant for Samsung announced the following week, however, was larger as a percentage of planned corporate investment: a $6.4 billion grant versus a $45 billion investment. Top U.S. chipmaker Intel received the biggest grant in absolute terms, at $8.5 billion. TSMC said the massive earthquake that recently struck Taiwan -- where most of its production is based -- will not change the company's forecast revenue growth for the full year of about 21% to 26%. TSMC and its suppliers were able to get production back to normal within days of the quake. Mark Li, a veteran analyst with Bernstein Research, said TSMC is likely to have "impressive growth" for 2024, thanks to cyclical recovery and a boost from AI. Because TSMC is the sole supplier of processor chips for Apple's iPhones, some analysts worry that chip orders for the iconic device could weaken this year due to Huawei's resurgence in China. Li, however, said this concern is mainly due to soft iPhone demand in China, and sales of other high-end Android phones using TSMC-produced processors are better than expected globally. TSMC's overseas diversification, meanwhile, should mitigate investors' geopolitical concerns, and the new phase of investment reaffirms strong demand for AI from U.S. customers, Charlie Chan, an analyst with Morgan Stanley, said in a research note. According to Chan, "2-nanometer production in the U.S. should help protect TSMC's market share against Intel's 18A." The U.S. company is also getting into the business of making chips for others, a sector TSMC dominates globally.

Beursblik: Berenberg erhöht ASML-Kursziel 18.04.2024 07:21 Bis 1.100 Euro. (ABM FN-Dow Jones) Berenberg erhöhte am Donnerstag das Kursziel für ASML von 880 auf 1.100 Euro unter Beibehaltung der Kaufempfehlung. Dies ging aus einem Bericht der Analystin Tammy Qiu hervor. „Die schwachen Aufträge bereiten uns keine Sorgen“, reagierte Qiu auf den Kursverfall der ASML-Aktie, nachdem das Unternehmen am Mittwoch einen deutlich geringeren Auftragseingang im ersten Quartal verzeichnet hatte als erwartet. Mit 3,6 Milliarden Euro an Aufträgen lag ASML deutlich unter dem Analystenkonsens von 5,0 Milliarden Euro. „Die Anleger reagierten negativ darauf“, sagte Qiu. Der Analyst stellte fest, dass die Anzahl der Bestellungen bei ASML von Quartal zu Quartal schwankt und dass der geringer als erwartete Zufluss im ersten Quartal daher kein Hinweis darauf ist, dass die Veldhovener ihre Umsatzprognose von 35 Milliarden Euro für 2025 nicht erreichen werden. Qiu glaubt, dass sich TSMC nach einigen ruhigen Quartalen aufgrund der schwachen Erholung der Endmärkte nun auf die Migration auf 2 Nanometer vorbereitet und ASML davon profitieren wird. Und gleichzeitig werde Intel seine Aufträge aufrechterhalten, meint Berenberg. Qiu wies jedoch darauf hin, dass es ungewiss sei, ob TSMC im zweiten oder dritten Quartal bei ASML anklopfen werde, dass dies aber auf jeden Fall noch vor Jahresende geschehen werde. Die ASML-Aktie schloss am Mittwoch bei 852,40 Euro. Von: ABM Financial News.

'TSMC is set to report its first-quarter financial results before the market open Thursday and will host a conference call to discuss the results at 2:00 p.m. ET the same day. According to estimates from Benzinga Pro, the company is expected to report earnings of $1.32 per share and quarterly earnings of $18.395 billion. TSMC reported fourth-quarter earnings of $1.44 per share and revenue of $19.62 billion, both figures beating analysts’ estimates.' https://www.benzinga.com/news/24/04/38299207/whats-going-on-with-taiwan-semiconductor-stock?utm_source=MarketWatch&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site&mod=mw_quote_news

Du solltest mal anfangen IFX zu traden...Sonst Nix. 🤡

Minus 7% in einer Woche fast nicht schlecht

Auch NVIDIA zurückgekauft.

ASML wäre mir zu riskant weil viel zu hoch bewertet - KGV 49 / zum Vergleich Infineon mit KGV 18

Aber sehr alle Infineon behalten: das wird wirklich TOP. 60 € in 2025.

Ich habe heute ASML angekauft an - 7 %. TSMC, Intel und Samsung bauen alle drei in der USA. Inflation Reduction Act. 2025 wird TOP.

Info?

Danke für diese "neue" Info ;-)

Abwärtstrend, meine Meinung. 🙋‍♂️

'Tech stocks were moving tentatively higher early Wednesday as the sector struggles to turn around a bad week. Futures on the Nasdaq 100 edged 0.1% higher after the technology-heavy Nasdaq Composite fell 0.1% Tuesday, extending its losing streak to three days. Chip stocks were in focus after Dutch semiconductor company ASML reported earnings early Wednesday. The stock fell 4.5% in early European trading after the company’s orders missed expectations in the first quarter. ASML supplies the lithography machines that are essential for manufacturing semiconductors. Shares of chip maker Intel, one of ASML’s customers, pointed 0.5% lower ahead of the open Wednesday. Applied Materials, a rival of the Dutch company, fell 1.9%. Other chip stocks were under pressure, including Advanced Micro Devices and Micron Technology, while Nvidia edged higher.' https://www.marketwatch.com/articles/intel-super-micro-computer-meta-tech-stocks-today-13eb8a91?mod=mw_quote_news

Das hat wenig mit Infineon zu tun, aber ich habe meine NVIDIA's mit leichtem Gewinn verkauft.