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Navitas' AI infrastructure is scaling fast, lifting revenues and margins, but operating breakeven is likely to require quarterly sales in the high-$30 million range.

The European stock markets were tracking lower in Friday trading as investors parse the results - or

By Twesha Dikshit and Avinash P May 14 (Reuters) - European shares closed higher on Thursday, after hitting the highest in a week with a boost from technology stocks, while investors remained cautious

The European stock markets were tracking higher in Thursday trading following media reports that Chi

Shares of European semiconductor companies were edging higher after Foxconn reported robust first-quarter revenue and profit and as President Trump brings a delegation of tech CEOs on his trip to China. Foxconn, which generates a significant share of revenue making AI servers for companies like Nvidia, reported 19% growth in net profit to 49.92 billion New Taiwan dollars and 29% growth in revenue to 2.120 trillion New Taiwan dollars. Meanwhile, Trump is meeting Chinese leader Xi Jinping in a summit attended by Nvidia's Jensen Huang, Apple's Tim Cook and Tesla's Elon Musk.

Soft earnings didn't appear to concern Infineon Technologies AG's ( ETR:IFX ) shareholders over the last week. We think...

ON's AI data center revenues surge 30% sequentially in Q1 as hyperscaler demand and next-gen power systems fuel growth expectations into 2026.

Enovix Corporation (NASDAQ:ENVX) is one of the 10 Best Battery Technology Stocks to Buy Now. On May 5, 2026, Enovix Corporation (NASDAQ:ENVX) provided an update that it is advancing the commercial launch of its 100% silicon-anode batteries and scaling production in Korea. The company recently established a silicon-specific testing framework with its lead smartphone customer. […]

Infineon Technologies and the Health Impact Alliance are collaborating on connected healthcare solutions focused on senior care, aiming to use IoT and AI in that market. Infineon is also preparing to acquire ams OSRAM's non-optical sensor business, targeting an expansion into smart healthcare and AI-connected devices. For investors watching XTRA:IFX, these moves indicate a clear push into health-focused IoT and AI beyond Infineon's traditional semiconductor core. The stock trades at €59.5,...

ON Semiconductor's AI data-center revenues are surging, helping drive margin gains and stronger 2026 earnings expectations.

Infineon Technologies (XTRA:IFX) has returned to focus after reporting half-year earnings to March 31, 2026, with sales of €3,812 million and net income of €301 million, attracting fresh attention to the stock. See our latest analysis for Infineon Technologies. The latest half year results, along with Infineon Technologies' appearance at SEMICON SEA 2026, have coincided with strong momentum, with a 30 day share price return of 55.29% and a 1 year total shareholder return of 107.40%. If fast...

Find insight on Wolters Kluwer, Infineon Technologies, ZZZ and more in the latest Market Talks covering Technology, Media and Telecom.

(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi

Infineon Technologies (IFNNY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

Infineon Technologies said revenue for the year to the end of September should grow significantly as artificial intelligence fuels demand for semiconductors.

Infineon Technologies raised its full-year guidance on Wednesday as ‌demand for power supply solutions for ‌AI data centers surged and automotive order intake improved, ​joining a wave of chipmakers benefiting from AI infrastructure spending. The German chipmaker, which provides parts for automotive, power and security systems, posted ‌second-quarter revenue of ⁠3.81 billion euros ($4.47 billion), up 6% from the same quarter a year ⁠earlier. Infineon now expects revenue to rise significantly year-on-year for fiscal 2026, up from a ​previous forecast ​of moderate growth.

Infineon Technologies stock in focus Infineon Technologies (XTRA:IFX) is back on investors’ radar after recent trading moves, with the share price last closing at €38.96 and short term returns showing a mix of gains and pullbacks. See our latest analysis for Infineon Technologies. The recent 2.96% 1 day share price decline comes after a 4.39% 7 day share price return. The 1 year total shareholder return of 56.35% contrasts with more modest 3 and 5 year total shareholder returns of 13.45% and...

The Japanese companies are exploring a possible merger of their power semiconductor businesses to cope with increasingly fierce international competition.

Japan's Rohm, Toshiba and Mitsubishi Electric will start talks to integrate their power semiconductor businesses to ‌form the world's second-biggest power chip group after Germany's Infineon, ‌the Nikkei newspaper said on Thursday. The talks could complicate rival Denso's bid to acquire Rohm, ​after the Toyota Motor group supplier earlier this month approached the chipmaker about a potential buyout.

With Infineon Technologies trading at €37.65 in a volatile chip sector, this breakdown focuses on what the current price might imply. The stock has recently pulled back, with a 7 day return of a 5.5% decline and a 30 day return of a 16.7% decline, while the 1 year return stands at 14.1%. Recent headlines around the semiconductor space, including shifting investor attention between different chip segments and ongoing discussion of supply chain and capital spending plans, have added extra...

NVIDIA Corporation (NASDAQ:NVDA) is one of the best long term stocks to invest in according to billionaires. Reuters reported on March 17 that NVIDIA Corporation (NASDAQ:NVDA) CEO ​Jensen Huang announced at a press conference that the revenue opportunity for its ⁠Blackwell and ​Rubin artificial intelligence ​chips is “likely to be larger than $1 trillion” by […]

Germany's Elmos Semiconductor is exploring a sale as its founders consider exiting the business, according to three people ‌familiar with the matter. Elmos, which has a market value of around 2.3 billion euros ($2.5 billion), ‌has hired Morgan Stanley to advise on the process, the people said, requesting anonymity because the deliberations are confidential. Elmos and Morgan Stanley ​declined to comment.

Europe's semiconductor industry must invest in more automated and larger 300-millimeter wafer fabs to ‌counter growing competition from Chinese rivals in power and analog chips, ‌an Infineon Technologies executive said last Friday. Speaking at a conference for semiconductor industry executives in ​Poland, Thomas Altenmueller, Vice President Manufacturing Analytics at Infineon, said that Chinese manufacturers were rapidly gaining capacity and expertise in areas historically dominated by European chipmakers. Altenmueller said the shift toward ⁠power and analog chips by Chinese companies was pushed by export restrictions on more advanced semiconductor tools like ASML's ⁠EUV lithography machines.

European chipmakers Infineon, NXP and STMicroelectronics on Monday all announced partnerships with Nvidia to sell hardware for humanoid robots, ‌as they vie for business in a potentially lucrative market. U.S. chipmaker Nvidia ‌coordinated the announcements on the eve of its annual GPU Technology Conference in California where its efforts ​to become the "brain", or central computing platform for robots with its Jetson Thor processors, are likely to be one focus. The role for Europe’s industrial chipmakers is to provide other parts of the body, including electronics needed to make them work safely and reliably, sensors, ‌motion control, power management, and ⁠high-speed internal communications.

Arrow Electronics recently collaborated with Infineon Technologies to launch a 240W USB-C power reference design for battery-powered motor control systems, and was recognized by Microsoft as its 2025 Distributor Partner of the Year for the ArrowSphere AI platform. Together with the company’s expectation of higher revenues and earnings in fiscal 2026, these technology and cloud milestones underline Arrow’s push toward higher-margin, service-led growth. Next, we’ll explore how recognition as...

UBS downgrade puts Infineon’s AI and China auto exposure in focus UBS cut its rating on Infineon Technologies (XTRA:IFX) to Neutral, highlighting what it sees as limited upside in the company’s AI-related business and forecasting 7% annual declines in China auto revenue in 2026 and 2027. See our latest analysis for Infineon Technologies. Infineon’s shares have been choppy recently, with a 1 month share price return of an 8.45% decline, even as the 90 day share price return of 9.77% and 1 year...