英飞凌科技(ADR)股票讨论区

J.P. Morgan analysts anticipate that Infineon will either back or tweak its fiscal 2024 guidance due to worse-than-expected indications from other semiconductor companies. UBS's Francois-Xavier Bouvignies predicts that the fiscal 2024 guidance will likely be revised down slightly.

Infineon's strategic partnership with GlobalFoundries aims to bolster the supply of semiconductors driving decarbonization and digitalization. The deal is set to deliver advanced microcontrollers vital for autonomous, connected, and electrified vehicles.

Analysts expect mid-single-digit growth in Infineon's automotive offset by weaker power, sensor, and secure systems sectors. Both Warburg Research and Citi predict a decrease in segment result margin.

The German cartel office has approved stakes by Bosch, Infineon and NXP in TSMC's new semiconductor plant in the German city of Dresden, the regulator said in a statement on Tuesday.
The companies would each acquire 10% of shares in the European Semiconductor Manufacturing Company, founded by TSMC, it said.
"The recent geopolitical upheavals have shown how important secured access to semiconductors is, especially for the Germ...

Taiwan Semiconductor Manufacturing Co. Ltd (TSMC), Robert Bosch GmbH, Infineon Technologies AG, and NXP Semiconductors plan to jointly invest in European Semiconductor Manufacturing Co. (ESMC) GmbH, in Dresden, Germany to provide advanced semiconductor manufacturing services.
ESMC marks a significant step towards construction of a 300mm fab to support the future capacity needs of the fast-growing aut...