Power Semiconductors Weekly’s Post

EBITDA of Infineon Technologies in a Nutshell **Infineon Technologies AG** is a German semiconductor manufacturer known for its high-quality products and innovative technologies in automotive, industrial, and multimarket sectors. #### EBITDA Overview: - **EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization)** is a key financial metric used to evaluate Infineon’s operating performance.  - **Recent EBITDA Figures**: As of the latest financial reports, Infineon's EBITDA stands at approximately €3.2 billion for the fiscal year 2023. This marks a significant increase compared to previous years, showcasing the company’s growth and profitability. - **EBITDA Margin**: Infineon's EBITDA margin, which is the EBITDA as a percentage of revenue, is around 22%, indicating a strong operational efficiency and effective cost management. #### Key Factors Influencing EBITDA: 1. **Revenue Growth**: Driven by increased demand for semiconductors, especially in the automotive and industrial segments. 2. **Cost Management**: Efficient management of production and operational costs has positively impacted EBITDA. 3. **Innovation and R&D**: Continuous investment in research and development has led to new product introductions and enhancements, driving sales and profitability. ### Market Sentiment and Outlook - **Positive Sentiment**: Market analysts have a favorable outlook on Infineon due to its strong market position and consistent financial performance. - **Future Projections**: With the growing demand for electric vehicles and renewable energy solutions, Infineon is well-positioned to capitalize on these trends, potentially boosting future EBITDA figures. Overall, Infineon's robust EBITDA performance highlights its strong market presence and efficient operational management, making it a key player in the semiconductor industry.

Texas Instruments Revenue Hits $4.08 Billion! Soft Demand in Industrial and Automotive Chips. #semiconductor #electricalengineering #mobilecommerce #alternativeenergy #Electronic #ATMEL #vehicleelectronics #artificialintelligence #newenergyvehicles #InternetofThings #robot #Wirelesscommunication #Electroniccomponents Texas Instruments has released its latest quarterly financial report, but revenue, profit, and other metrics fall below Wall Street expectations, primarily due to soft demand in the automotive and industrial sectors. Dave Pahl, Vice President and Director of Investor Relations at Texas Instruments, pointed out, "The financial report reflects the increasing softness in the industrial market and a lower performance in the automotive sector compared to the previous quarter, as customers are committed to reducing inventory levels." Pahl also mentioned, "The industrial market is increasingly weak, with a double-digit decline in Q4, the automotive market, after experiencing 3.5 years of strong growth, sees a single-digit decline in Q4, personal electronics remain roughly flat, communication equipment's quarterly decline falls in the low single digits, and enterprise systems (including data centers, enterprise computing) see a single-digit increase." Haviv Ilanm, President and CEO of Texas Instruments, stated, "In the fourth quarter of last year, we experienced the ongoing softness in the entire industrial sector and the continued decline in the automotive industry. However, in the past 12 months, the company's operating cash flow was $6.4 billion, once again highlighting the strength of our business model, the quality of our product portfolio, and the advantages of 300mm analog production. Free cash flow for the same period was $1.3 billion." Information from the financial report suggests that the rebound in key industry orders seems to require a longer time than expected. Preliminary signs of exacerbated softness in the industrial sector due to increased chip inventories in major markets have intensified the automotive industry's weakness. According to Texas Instruments executives, the demand environment remains soft, and they expect customers to continue reducing chip inventories. Texas Instruments is the largest analog semiconductor manufacturer, producing chips that perform simple but crucial functions, such as converting button presses into electronic signals. These components often do not require as advanced production technology as digital products, but the company has begun implementing an ambitious factory upgrade plan. Texas Instruments states that this move will give it a competitive advantage over rivals relying on outsourcing manufacturing, but it may pose short-term pressure on profitability. However, executives indicate that demand fluctuations will not lead the company to abandon this initiative.

Check out the latest report from IMIR Market Research Pvt. Ltd. on the 𝗣𝗼𝘄𝗲𝗿 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 𝗠𝗮𝗿𝗸𝗲𝘁 Outlook and Geography Forecast till 2028 Don't miss out on this opportunity to stay informed about the latest trends in the industry. Power Semiconductor Market Size, Share & Trends Analysis Report By MODULE (Power Modules, Power Discrete), By APPLICATION (Tele/Data Communication, Computer Systems, Industrial, Office Equipment, Transportation, Medical, Energy & Power), By PRODUCT (Thyristor/Diode, MOSFET, IGBT, SiC, GaN, Others), COVID-19 Impact Analysis, Regional Outlook, Growth Potential, Price Trends, Competitive Market Share & Forecast, 2022 - 2028. 📚 𝐆𝐞𝐭 𝐭𝐡𝐢𝐬 𝐫𝐞𝐩𝐨𝐫𝐭 𝐚𝐭 𝐝𝐢𝐬𝐜𝐨𝐮𝐧𝐭𝐞𝐝 𝐩𝐫𝐢𝐜𝐞:👇 https://lnkd.in/deAVCCUm 📚𝐓𝐨𝐩 𝐌𝐨𝐫𝐞 𝐊𝐞𝐲 𝐏𝐥𝐚𝐲𝐞𝐫𝐬 𝐀𝐫𝐞::👇 Infineon Technologies  Texas Instruments STMicroelectronics Mitsubishi Electric Toshiba onsemi Renesas Electronics NXP Semiconductors Broadcom. Analog Devices. Vishay Intertechnology, Inc. Fuji Electric Co., Ltd. Microchip Technology Inc. Maxim Integrated  Fairchild - now part of ON Semiconductor  Semtech Cree. ROHM Semiconductor Americas Dialog Semiconductor  IXYS Corporation Power Integrations. Littelfuse. SEMIKRON International GmbH onsemi GeneSiC Semiconductor. Silicon Carbide. EPC - Efficient Power Conversion Monolithic Power Systems, Inc. Richtek Powerex.

At Yole Group, our committed team conducts daily investigations into the #semiconductormanufacturing industry, engaging strategically with leading stakeholders. Utilizing Quarterly Market Monitors, we provide comprehensive insights into the #semiconductorequipment market, covering essential manufacturing stages such as #testing , #deposition , #lithography , #subsystems and more. Be sure to delve into our insightful snapshot focusing on semiconductor testing challenges, written by John West and his team. Are you prepared to explore?

ams OSRAM delivers solid Q4 https://lnkd.in/gvuw97WT ams OSRAM delivers solid Q4 with revenues at EUR 908 million and adjusted EBIT of 6.9%, above the midpoint of the guided range, revenues of EUR 3.59 billion and 6.5% adj EBIT for Fiscal Year 2023. ams OSRAM continues executing its ‘Re-establish-the-Base’ efficiency and strategic realignment program to benefit from structural growth. The plan is underpinned by a strong design-win pipeline. The company continues to win new business across the board underpinning its structural growth plans, especially in automotive. The company progresses with preparing the exit of the non-core semiconductor portfolio (with 2023 run-rate of around EUR 300 to 400 million) with focus on its passive optical components business. The Semiconductor segment represented 69% of Q4 revenues, or correspondingly EUR 629 million. End-markets continued to show a diverse pattern. Demand for products for automotive applications was particularly strong from China, whilst the other regions showed normal seasonal demand. Overall, the company recorded the highest ever revenue number from automotive semiconductor products, namely EUR 278 million, a 10% year-over-year increase. It underlines the strength of...

The power market is trending towards Infineon’s strengths. Yole anticipates, in addition to the consumer sector, two additional growth catalysts for Power GaN: automotive and data center applications, which are poised to elevate the device market to over $2.45 billion by 2029. https://lnkd.in/gNnZHtQ7

A very comprehensive brief study thanks to #YoleGroup. At Presto Engineering, Test Solutions is in our DNA starting with from our ASIC specification and design for test strategy. We started a journey on millimeter testing touring many ATE vendor (a this time), and decided to find ourselves solutions for our Customer. The same is today happening in photonic. So yes packing more transistors into the silicon is causing increase of pin-count and data-rates per pin, and pushes therefore parallelism, and then high power supply. The underlying explanation is rather simple: test compression is getting silicon overhead (more expansive that capital spend per second on ATE), test access to specific functions (optics, radiofrequency, or high current/voltage) is getting consumables being complexified. This is the reason why at Presto Engineering we pride ourselves to have ASIC designer and Test engineer on the same Development project to be able to deliver the best value for money high quality ASIC and System in Package. #semiconductor #testing #asicdesign 👉 Full story on https://lnkd.in/eym6Uum8

Check out the latest report from IMIR Market Research Pvt. Ltd.  on the 𝗚𝗮𝗻 𝗣𝗼𝘄𝗲𝗿 𝗗𝗲𝘃𝗶𝗰𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 Outlook and Geography Forecast till 2028 Don't miss out on this opportunity to stay informed about the latest trends in the industry. Gan Power Device Market Size, Share & Trends Analysis Report By Device Type (GaN Power ICs, GaN Power Modules, GaN Power Discrete Devices), By Industry Vertical Type (Automotive, Aerospace & Defense, Consumer Electronics, IT & Telecommunication, Others), COVID-19 Impact Analysis, Regional Outlook, Growth Potential, Price Trends, Competitive Market Share & Forecast, 2022 - 2028 📚 𝐆𝐞𝐭 𝐭𝐡𝐢𝐬 𝐫𝐞𝐩𝐨𝐫𝐭 𝐚𝐭 𝐝𝐢𝐬𝐜𝐨𝐮𝐧𝐭𝐞𝐝 𝐩𝐫𝐢𝐜𝐞:👇 https://lnkd.in/dqcBN7B8 📚𝐓𝐨𝐩 𝐌𝐨𝐫𝐞 𝐊𝐞𝐲 𝐏𝐥𝐚𝐲𝐞𝐫𝐬 𝐀𝐫𝐞::👇 Ammono Ampleon Analog Devices. Cree Efficient Power Conversion Empower RF Systems EpiGaN Exagan Ferdinand-Braun-Institut, Leibniz-Institut für Höchstfrequenztechnik Hexawave Inc. Infineon Technologies Innoscience Integra Technologies Inc. IQE Kyma Technologies, Inc. M/A-COM TECHNOLOGY SOLUTIONS HOLDINGS, INC. Microchip Technology Inc. Microsemi Corporation Mitsubishi Electric MSDLab n&k Technology Navitas Semiconductor NexGen Power Systems Northrop Grumman Panasonic Porotech Qorvo, Inc. Qromis, Inc. Seoul Semiconductor Southchip Semiconductor Technology STMicroelectronics International N.V. Sumitomo Electric Texas Instruments Toshiba Transphorm Inc. VisIC Technologies Ltd.

✍ Yole Group writes - Next-generation chips: is semiconductor testing ready? Innovation in #semiconductor #testing is not keeping pace with #chipmakers requirements for the next generation of chips, constraining development and driving up the cost of testing... John West from Yole Group comments: The cost of semiconductor testing was trending lower until 2013, but test #equipment and #consumables revenues have been outgrowing semiconductor revenues since 2019. The #semiconductorindustry spent $13.4 billion on test equipment and consumables in 2023, accounting for 2.5% of industry revenues and growing. Yole Group projects that the test #equipmentmarket will expand at a CAGR of 6.2% between 2023 and 2028, with test consumables growing at 6% year after year... 👉 Full story on https://lnkd.in/eym6Uum8

STMicroelectronics announced Q4 and FY 2023 Financial Results. - Q4 net revenues $4.28 billion; gross margin 45.5%; operating margin 23.9%; net income $1.08 billion; - FY net revenues $17.29 billion; gross margin 47.9%; operating margin 26.7%; net income $4.21 billion; - Business outlook at mid-point: Q1 net revenues of $3.6 billion and gross margin of 42.3%.