German chipmaker Infineon reports Q1 revenue up 7% YoY to €3.66B, vs. €3.62B est., plans to raise investments to ~€2.7B in 2026, and forecasts growing AI demand
Infineon Technologies AG said it will ramp up its investment in technology for artificial intelligence …
German chipmaker Infineon reports Q4 revenue up 1% YoY to €3.94B, vs. €3.91B est., a €231M net profit, and expects 2026 sales growth as AI demand keeps booming
Mauro Orru / Wall Street Journal :
Sources: Tokyo-based Renesas is exploring a sale, valued at close to $2B, of its timing unit that supplies timing components for data centers and 5G networks
- Texas Instruments, Infineon are among potential buyers, according to sources — Unit supplies critical timing components for data centers, 5G networks
Infineon agrees to acquire Marvell's Automotive Ethernet business, expected to generate $225M to $250M in 2025 revenue, for ~$2.5B in cash, set to close in 2025
Vallari Srivastava / Reuters :
Global chip stocks drop as the US tariff rout on markets intensifies, extending last week's losses; Nvidia, Intel, ASML, SK Hynix, Infineon, and STMicro fall
The rout underscores investor concerns that tariffs could lead to higher prices for chips and subdue demand
Power chip companies Renesas, Infineon, and others are cutting jobs and spending, as disappointing EV market growth leaves them saddled with excess capacity
TOKYO — Producers of power semiconductors, a key component in the electric-vehicle supply chain, are shrinking their workforces …
The European Commission approves €920M in German state aid to Infineon to build a new chip plant in Dresden, set to reach full capacity in 2031
How chips made by US companies like Analog Devices, Germany's Infineon, and others power Russian missiles used to attack Ukraine, despite US export controls
Bloomberg : Mastodon: @hanse_mina@mastodon.social . X: @rfriedman305 and @stephanibaker Mastodon: Hanse Mina / @hanse_mina@mastodon.social : Oleksandr Vysikan's job, studying components from weapons ...
Infineon says it has developed 300mm gallium nitride wafers, which can produce 2.3x more chips than 200mm wafers and speed their adoption for AI applications
- Chipmaker announces breakthrough in gallium nitride production — Compound semiconductors can be more efficient than silicon
Infineon reports Q3 revenue down 9.5% YoY to €3.7B, below €3.79B est., and €2.11B in automotive chip sales, down from €2.13B in Q3 2023; IFX is down 18% in 2024
Bloomberg :