Technologie: Infineon, ST, NXP: Europas Chiphersteller und der Fluch der KI
Den Halbleiterkonzernen geht es so gut wie seit mehreren Jahren nicht mehr. Dennoch wenden sich die Investoren ab, die Aktienkurse geraten unter Druck. Das hat nur einen Grund.
Munich - Artificial intelligence (AI) is the "biggest growth driver in our company's history," said Infineon CFO Sven Schneider on Wednesday. Infineon customers are reserving large capacities to ensure steady supply in the future. However, the DAX company is still unable to deliver nearly as many chips for power supply as operators of AI data centers order.
Consequently, Executive Chairman Jochen Hanebeck is making partial prepayments to secure quantities for the coming years. Despite these prospects, the stock market has been acting paradoxically for weeks: Infineon's share price soared to 88 euros in June, its highest level since 2000, but then fell by up to six percent on this Wednesday, even though Hanebeck indicated higher AI revenues for the new fiscal year beginning on October 1st. The AI-driven surge has now become a burden factor. How can this be?
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
