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The following slide deck was published by Infineon Technologies AG in conjunction with their 2023 Q1 earnings call. For further details see: Infineon Technologies AG 2023 Q1 - Results - Earnings Call Presentation
Summary Wolfspeed posted another quarter of disappointing results marked by ongoing operational and execution issues. The bulls may be overestimating future market share for Wolfspeed in SiC materials and power devices, but I expect Wolfspeed will be a player in these rapidly-growing ma...
Summary Infineon Technologies is a German semiconductor giant, mostly unknown among investors, while being one of the 10 largest suppliers of semiconductors. The company controls its whole supply chain through both frontend and backend production facilities. With exposure to many hi...
Summary Power Integrations is seeing a painful inventory correction cycle playing out across all of its markets, and pricing/demand are likely to be weak in FY'23. Beyond this correction is a bright future with leading power conversion products, including gate drivers and motor control ...
Summary ON Semiconductor Corporation's CES presentation reaffirmed that the chipmaker remains on track to triple silicon carbide revenues in FY23, from $300m to $1b or more. ON Semiconductor Corporation also has solid visibility, with all of the supply capacity for auto/industrial marke...
Smart devices not only make life easier and more convenient, they also help us lead a health-oriented lifestyle. Semiconductor solutions from Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) are making the Internet of Things (IoT) an increasingly key component of healthy lifestyles in a variety...
Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) today announced that Micross Components, Inc. (“Micross”) has entered a definitive agreement to purchase Infineon’s HiRel DC-DC converter business including its hybrid and custom board-based power products. This sale will ena...
Micross Acquires High-Reliability DC-DC Converter Business of Infineon Technologies AG PR Newswire Acquisition Expands Micross' High-Reliability Power Management Solution Capabilities MELVILLE, N.Y. , Jan. 10, 2023 /PRNewswire/ -- Micross Compone...
Summary Infineon should benefit from the currency development. The CEO announced that they are looking for inorganic acquisitions. Infineon is still benefitting from the chip shortage. The 2022 revenue target has been revised upwards. Our buy target is confirmed. Here at t...
Infineon Technologies ( OTCQX:IFNNY ) ( OTCQX:IFNNF ) CEO Jochen Hanebeck told a German news outlet that the Germany-based semiconductor manufacturer is on the hunt for acquisition targets, adding that the company could spend a "few billion euros" to do so. In an interview with Fran...
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Both companies commit to actively engage with common suppliers to help them drive effective decarbonization strategies. The aim is to identify areas for improvement and support suppliers in setting their own science-based emissions reduction targets. The partnership of Infineon and Amkor ...
PowerUP Asia 2024 Opens Tomorrow TAIPEI, TW, June 10, 2024 - (ACN Newswire) - PowerUP Asia 2024, a two-day virtual conference focused on power semiconductor technologies and industry developments in Asia, opens tomorrow, June 11. Organized by AspenCore, publisher of EETimes Asia...
PowerUP Asia 2024: Leading Power Semiconductor Companies to Discuss Challenges, Trends, and Latest Innovations TAIPEI, TW, May 23, 2024 - (ACN Newswire) - Leading power semiconductor companies including STMicroelectronics (ST), Texas Instruments Inc. (TI), Efficient Power Conversion...