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

OMG was geschieht hier?

Ich habe nicht gesagt das ich nur Infineon habe. Und für manche ist das natürlich sehr wenig.

Nur? Das lohnt sich ja gar nicht .....😂 Da sind die Ordergebühren und abzüge von Kapitalertrragsteuer auch noch nicht dabei....🤣

TSMC makes the main processors inside Apple iPhones, Qualcomm mobile chipsets, and processors made by Nvidia and Advanced Micro Devices. It dominates the high-end chip manufacturing market, including the 3-nanometer and 2-nanometer chips that are expected to power the next generations of smartphones. “Our business in the first quarter was impacted by smartphone seasonality, partially offset by continued HPC [high-performance computing]-related demand,” said Wendell Huang, chief financial officer of TSMC, in a statement. “Moving into second quarter 2024, we expect our business to be supported by strong demand for our industry-leading 3 nanometer and 5 nanometer technologies, partially offset by continued smartphone seasonality,” Huang said. https://www.marketwatch.com/articles/taiwan-semiconductor-tsmc-earnings-stock-price-9ae55b18?mod=mw_quote_news

Entwickelung von TSMC p. 4 https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-04/93ac4d64a5f16b53c2a31320b7316a0e58333f4f/1Q24%20Presentation%20%28E%29.pdf

Dat liebe ich an dem Deutschen. Läuft ständig herum und jammert, aber im inneren verliert er nie den Glauben an seine Industrie und die Fähigkeit große Dinge zu vollbringen.

Schade das ich schon zuviel Infineon habe: 969 Stück.

Na ja, das sind immer noch die Nachwirkungen von gestern. Dasselbe gilt in den Niederlanden mit ASML, BE Semi und ASMi und in Belgien mit Melexis. Die Menschen, die heute aufwachen. Kommt heute noch gut.

War doch gefühlt immer so bei Infineon.. Gute Nachrichten interessiert die Aktie nicht und bei schlechten rauscht es mit ab

Die Deutschen verstehen etwas von Maschinenteilen, aber echte Tech geht über ihr Wissen. Voraus an die Nasdaq.

Bei TSMC wachst IoT und Automotive ist gleich. Aber soweit ich weiß, stellt Infineon die Chips selbst her und hier geht es auch nicht um SiC.

Infineon sollte wirklich darüber nachdenken, an die Nasdaq zu gehen. So geht es hier nicht weiter.

das hab ich mich auch gerade gefragt - habe keine News zu Infineon gefunden - außerdem hausiert Aixtron heute und TSMC hat gute Nachrichten verkündet - von daher wäre die Branche heute doch ehr mit guten Nachrichten am Start

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.