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Infineon Technologies is one of the core companies supplying our digital age, and the companies therein. At the right price, it makes a superb investment. I've previously invested in Infineon, and my modest investment is up over 150% since purchase. However, it's too small to make any...
Intel (INTC) CEO Pat Gelsinger told the WaPo back in April that the global semiconductor shortage would take "a couple of years" to subside, and he reiterated that forecast on Monday at the Computex trade show in Taipei.A "cycle of explosive growth in semiconductors" has placed huge strain on...
Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. The current low-quality rally offers an opportunity to look back on the lessons from the last time the markets coo...
Chinese private equity firm Wise Road Capital is acquiring Magnachip. Reports about authorities potentially disrupting the deal are surfacing with some regularity. These reports are not new and there have been other trial balloons. If the deal fails, the result may not be as b...
With production backlogs forming due to the disruptive nature of COVID-19, the industries depending on an uninterrupted supply chain of semiconductors are feeling the pain. In this piece, we’ll discuss both the reasons for the underlying shortages and how securing semiconductor...
Worries about the security of the company's business with Apple have continued to weigh on shares, and elevated lead-times remain a sector-wide risk. STMicroelectronics has good traction with its SiC program and its opportunities in 32-bit MCUs and IoT are likely underappreciated; man...
Showa Denko and Infineon Technologies Conclude Supply Contract and Development Agreement TOKYO, May 6, 2021 - (JCN Newswire) - Showa Denko K.K. (SDK; TSE:4004) has concluded a two-year contract including optional extension clauses with Infineon Technologies AG (Infineon), a Ge...
Infineon Technologies AG (IFNNY) Q2 2021 Earnings Conference Call May 04, 2021, 03:30 ET Company Participants Alexander Foltin - Head, IR Reinhard Ploss - Chairman, CEO, Head, Research & Development and Labor Director Sven Schneider - CFO Jochen Hanebeck - COO Helmut Gassel - CMO Conferen...
German semiconductor company Infineon (IFNNY) reported second quarter results early this morning and warned that the ongoing global chip shortage will cost automakers 2.5M vehicles in the first half of 2021."The semiconductor market is booming; electronics that help accelerate the energy tran...
The following slide deck was published by Infineon Technologies AG in conjunction with their 2021 Q2 earnings call. For further details see: Infineon Technologies AG 2021 Q2 - Results - Earnings Call Presentation
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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...