Technologie: Chiphersteller Infineon rechnet mit massiv steigendem KI-Umsatz
Der Münchner Technologiekonzern erwartet ein sprunghaftes Wachstum im neuen Geschäftsjahr. Außerdem will er deutlich profitabler werden. Die Aktionäre profitieren vom Aufschwung.
Infineon, Europe's leading chipmaker, anticipates a record-breaking revenue for the current business year, projected at €20 billion, marking a 20% increase compared to the previous year. The German company, listed on the Dax index, aims for an operating margin of around 25%, a notable 5 percentage points higher. The growth drivers are massive global investments in data centers, predominantly for artificial intelligence (AI).
Infineon expects chip sales for the power supply of these data hubs to reach four billion euros, a significant jump from €2.2 billion last year. Long-term contracts are expected to secure supply and reassure customers, with the related revenue exceeding ten billion euros, indicating both strong and sustained demand. Recently, chipmaker stocks worldwide have faced pressure as investors worry about a potential AI bubble burst.
This optimistic forecast could provide a much-needed boost to Infineon's shares, which have lost more than 40% since their June peak but remain about 28% higher than their January start.
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