FT商學院

Infineon/semiconductors: a quarter of good cheer does not eliminate prospect of slowdown

Cost of living crises should damp demand for upgraded phones and TVs

Tech stocks may be falling, but chipmakers continue to roll out strong results. Germany’s Infineon on Monday was bang on trend, reporting a (modest) profit beat in the second quarter and raising full-year sales guidance from €13bn to €13bn-€14bn.

Integrated device manufacturers such as Infineon and Samsung are riding a demand boost exacerbated by snagged supply chains. Infineon’s auto industry specialisation — more than two-fifths of sales — means it benefits from healthy trading in electric and assisted-driving vehicles.

Experts suggest more to come. Gartner last month upped its predictions, expecting a 13.6 per cent increase in global semiconductor revenues to $676bn this year.

您已閱讀32%(686字),剩餘68%(1433字)包含更多重要資訊,訂閱以繼續探索完整內容,並享受更多專屬服務。
版權聲明:本文版權歸FT中文網所有,未經允許任何單位或個人不得轉載,複製或以任何其他方式使用本文全部或部分,侵權必究。
設置字型大小×
最小
較小
默認
較大
最大
分享×