INFINEON TECH.AG NA O.N.
Commented by Stefan Feulner on August 4th, 2021 | 11:54 CEST
BMW, NSJ Gold, Infineon - Enormous demand
In recent months, the shortage of semiconductors has been a major headache for the manufacturing sector, especially for carmakers. Production losses and short-time work were the result of the global shortage. There seems to be no improvement in sight. Leading chip manufacturer Intel expects the chip shortage to worsen in the coming months and does not expect the situation to ease for at least two years. There is a similar shortage of raw materials for the energy transition. Position yourself in good time.
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Commented by Stefan Feulner on July 7th, 2021 | 14:25 CEST
Infineon, Desert Gold, BASF - Prepared for the future
The energy turnaround and the achievement of climate neutrality are back in the news as the Corona pandemic fades. Politicians around the world are supporting with billions in subsidies. But the industry is under pressure. Climate neutrality requires the introduction of new production technologies in many sectors, and in areas such as basic materials, the conversion of entire production lines. On the other hand, competitiveness should not suffer in this historic transformation.
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Commented by Stefan Feulner on July 2nd, 2021 | 11:18 CEST
Nordex, Triumph Gold, Infineon - Just keep calm
"First, things turn out differently, and second, things turn out differently than you expect." This saying by German poet and caricaturist Wilhelm Busch applies more than ever to the capital markets right now. Why is the Bitcoin falling, why is TUI not rising despite the travel restrictions easing, and why is the gold price not taking advantage of the fundamentally good conditions to attack the high of August last year? The answer is again found in a quote from the Chinese philosopher Confucius: "There is strength in calm."
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Commented by André Will-Laudien on June 28th, 2021 | 13:38 CEST
Infineon, Nvidia, BMW, Defense Metals - Exploding commodity prices ahead!
The explosion in commodity prices is foreseeable. Due to the fatal misjudgment of the governments on how the COVID pandemic will develop, the economies are currently in a supply shock. The months-long lockdowns have broken off some supply chains, and the breakdown in the Suez Canal has further aggravated the situation. Ever Given's wrecked ship is still stuck in the Egyptian Bitter Lake with 20,000 containers on board. Whether in cell phones, electric vehicles, non-fossil power generation and storage, or modern server farms - industrial metals are needed everywhere. For special applications, we even need rare earths, which makes it highly political.
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Commented by Carsten Mainitz on June 2nd, 2021 | 11:34 CEST
Infineon, Defense Metals, Aixtron - It is getting tight!
Supply bottlenecks in various industries, e.g. wood, metals, semiconductors or chips (see Infineon and Aixtron in this article), are causing prices to skyrocket. Whether only a short-term phenomenon, it remains to be seen. One area that is heading for ever-increasing demand with manageable supply is "rare earths." Particularly for producers or prospective producers or exploration companies, such as Defense Metals, this should pay off in the medium term.
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Commented by André Will-Laudien on May 26th, 2021 | 11:12 CEST
Chips sold out: Nvidia, Infineon, AMD, Defense Metals - E-mobility empties the shelves!
The high-tech industry is currently not coming to rest. The great excitement in the industry is enormous, resulting in delivery bottlenecks for important control and sensor chips, especially for the automotive industry. In addition to delayed deliveries, there are also general resource bottlenecks in the raw materials sector. Often, 50% higher immediate delivery prices for individual components have to be included in the calculation. The chip shortage is a side effect of the Corona Crisis. Due to home offices and misjudgments of the limited manufacturing capacities, supply bottlenecks for semiconductors and components have been occurring since 2020. We take a look at an industry that has had a hard time since the trade war between the USA and China.
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Commented by Stefan Feulner on May 5th, 2021 | 09:14 CEST
Infineon, Triumph Gold, Ballard Power - Invest in the future now!
The earnings season is in full swing. In addition to Corona winners such as TeamViewer or Zalando, which continue to profit from the consequences of the pandemic, biotech companies working to combat the virus also shine with solid figures. On the other hand, companies directly involved in the energy turnaround are disappointing at first glance. In addition to electric carmakers currently struggling with production stoppages due to the acute global chip shortage, renewable energy stocks have also missed analysts' forecasts.
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Commented by Stefan Feulner on April 21st, 2021 | 09:30 CEST
Evotec, NSJ Gold, Infineon - The winners of inflation!
Inflation is coming in leaps and bounds. Although the Corona pandemic is not yet over, a strong economic recovery is emerging globally, driven by China and the United States. In the United States, price inflation was 2.6% in March and rising. Nevertheless, the Fed intends to continue its loose monetary policy, which was accelerated during the Corona Crisis, until at least 2023. In doing so, Fed Chairman Powell is overriding the basic principle of a central bank to take preventive action against inflation. There is a threat of monetary devaluation of historic proportions. We show how you can profit from this situation.
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Commented by André Will-Laudien on April 8th, 2021 | 09:49 CEST
Infineon, Airbus, Lufthansa, Almonty Industries - High-tech is the bottleneck!
In order to limit global warming, the world must become climate-neutral. For this, it will require removing billions of tons of CO2 from the atmosphere and storing it. Meanwhile, the Corona pandemic raises entirely different problems. Planned investments in research and development cannot be carried out as planned due to a lack of raw materials and the supply of certain necessary resources. Primarily, this affects high-tech manufacturers, but even basic technologies can only be developed with difficulty. We shed light on the facets of an economy trying to move a great deal, but with a giant brake block in front of it.
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Commented by Nico Popp on November 6th, 2020 | 10:15 CET
Infineon, dynaCERT, Nemetschek: Where innovations drive the share price
The future is traded on the stock exchange. Those who invest in the right companies can achieve rapid returns. But how do you find out which innovations will cause share prices to rise? Since its IPO shortly before the turn of the millennium, the German chip specialist Infineon has developed into an essential Company in the chip industry. Just a few months ago, Infineon completed the critical acquisition of Cypress Semiconductor Corporation, adding areas that are important for the Internet of Things, and other applications related to the new 5G mobile communications standard, to its portfolio.
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