INFINEON TECH.AG NA O.N.
Commented by André Will-Laudien on July 11th, 2022 | 15:32 CEST
Take advantage of the crash in these stocks: Infineon, Siemens, BrainChip and Apple in focus!
High-tech, cars, household appliances, smartphones, renewables - the list of products seems endless. What they all have in common is the need for smart chips: But the effects of the global chip shortage are omnipresent. From today's perspective, leaders would undoubtedly like to turn globalization back a bit because the relocation of production sites around the world is creating huge problems ranging from logistics to high procurement prices to completely destroyed supply chains. If Central Europe does not grasp its energy dependence on the East soon, hard times may lie ahead for local industrial locations. Where are the opportunities in a fragile environment?
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Commented by Carsten Mainitz on June 15th, 2022 | 15:15 CEST
SAP, BrainChip Holdings, Infineon - Chip stocks before the next wave!
The current interest rate decision is casting its shadow ahead, and the horrendously rising inflation rates are unsettling market participants. In the fight against inflation, the US Federal Reserve will likely shrink its balance sheet further and herald more aggressive interest rate steps. However, there is then a risk of significantly weakening the economy. That would seriously worsen the macroeconomic picture and significantly increase the risk of the US sliding into recession. The biggest losers from a major interest rate hike will likely remain interest rate sensitive growth stocks. However, such a scenario is already priced in for many stocks.
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Commented by Stefan Feulner on May 31st, 2022 | 13:22 CEST
Chip shares turn - Infineon, Nvidia and BrainChip in the next upward wave
Despite the chip shortage that has persisted since last year and the associated booming business of manufacturers, they came under a lot of pressure on the stock market in recent weeks in the wake of the weak overall market. The prospects for the industry remain positive, the semiconductor shortage will continue until at least 2023, and the order books of the producers are full to bursting. Now, many companies are starting to bottom out. In the long term, Nvidia and AMD are likely to be quoted significantly higher. A newcomer is also making a run for the top again after a lengthy correction phase.
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Commented by André Will-Laudien on May 25th, 2022 | 11:46 CEST
Infineon, BrainChip, Daimler, Volkswagen - High-tech stocks at their best!
The global automotive business is operating according to new laws. That is because e-mobility is a done deal, and if politicians' pronouncements are anything to go by, combustion engines will be history from 2030. As a result, the prerequisites for the industry are also changing because intelligent and powerful chips remain the basis for the further development of future mobility. Supply chains and Chinese reliability are still a problem, and high raw material prices will not make the new vehicles any cheaper. Innovations could be an effective means of combating the erosion of margins. Who is ahead in the market of high-tech players?
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Commented by Fabian Lorenz on April 26th, 2022 | 12:15 CEST
Chip industry booming: What are Mercedes partners BrainChip, Nvidia and Infineon doing?
Chip stocks are having a hard time at the moment, although the market is undersupplied and will probably remain so for some time. This was also highlighted by figures from semiconductor equipment supplier ASML. Orders at the world's largest supplier of lithography systems to semiconductor manufacturers were around EUR 7 billion in the first three months of 2022, well above market expectations. In addition, ASML has indicated targets through 2025. The Company intends to expand production capacities in view of the high demand. Mercedes partner BrainChip should also benefit from these positive industry prospects. And, of course, industry heavyweights such as Nvidia and Infineon.
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Commented by Armin Schulz on March 28th, 2022 | 13:44 CEST
Infineon, Edison Lithium, BYD - Raw material shortage for electric cars
The shift from combustion engines to electric cars poses new challenges for production. An electric vehicle requires significantly more chips, more copper and more raw materials such as nickel and lithium for the batteries. Most recently, the nickel price climbed to over USD 100,000 per ton, partly due to the sanctions against Russia. But the price of lithium is rising. The demand for batteries is still significantly higher than the supply after the rethinking of the automotive industry. Today, we highlight two problem areas and look at an electric vehicle manufacturer.
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Commented by André Will-Laudien on February 14th, 2022 | 13:45 CET
Plus 300% in 3 months - what is next? Infineon, BYD, BrainChip
According to an analysis by Goldman Sachs, 169 high-tech industries are affected by the global chip shortage. The lack of microprocessors has not only hit the automotive industry hard. Nothing works without chips, whether smartphones, WLAN routers, wind turbines, or medical equipment. Experts do not yet see a turnaround because the problems contributing to the crisis persist. Which tech stocks should be on the buy list now?
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Commented by Armin Schulz on February 9th, 2022 | 13:42 CET
Infineon, BrainChip, AMD - Chip industry holds enormous potential
The chip industry is not even close to keeping up with production, which will remain the case in 2022. Overall, the industry's revenues increased by about 25%, partly due to manufacturers' price increases. To meet demand, companies are investing in their production facilities. Micron plans to invest USD 150 billion, Intel USD 20 billion. Due to the new developments in electric vehicles, artificial intelligence, cloud computing and the continuously growing data centers, demand will also likely increase further in the coming years. We, therefore, take a look at three chipmakers.
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Commented by Armin Schulz on February 4th, 2022 | 13:56 CET
Infineon, MAS Gold, E.ON - Inflation and supply bottlenecks cause rising prices
According to the Federal Statistical Office, inflation in Germany was 4.9% in January. Experts had expected only 4.4%. Inflation rates were particularly high for energy prices. According to ECB President Lagarde, an interest rate increase is not currently under discussion. However, since Lagarde had already miscalculated the inflation rate, there are more and more voices saying that the ECB will have to raise interest rates after all. The Fed has already hinted at an interest rate hike in March. In addition to inflation, supply bottlenecks are causing prices to rise. The automotive industry still has too few chips to ramp up production again. Today, we look at three companies benefiting from the circumstances.
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Commented by Carsten Mainitz on January 28th, 2022 | 11:15 CET
Infineon, BrainChip, Advanced Micro Devices - Winners of the chip boom!
Climate change, mobility change, health technology - none of these megatrends can do without semiconductors. These marvels created from the desert sand are indispensable for every kind of modern technology. If they become scarce, everyone will feel the effects. Car drivers, video gamers and Bitcoin miners have been united in their suffering in recent months: waiting times of several months because chip producers could no longer keep up with production. But one man's sorrow is another man's joy: these stocks will benefit massively from the chip boom.
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