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05.12.25 - 05:06
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Infineon′s GaN patent wall forces global firms to rethink China ties (Digitimes)
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In the global power-device supply chain, influence is shifting quickly as AI computing demand and geopolitical tension intensify. Although AI data centers urgently need gallium nitride (GaN) devices, Infineon has used litigation to build a formidable barrier against Innoscience across major US and European markets. International companies relying on China's GaN capacity must now define strict intellectual-property boundaries....
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04.12.25 - 09:06
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Wann knackt der DAX die 24.000? – Aurubis, Evotec, Formycon, Infineon, Porsche SE, Siemens Energy im Check (Der Aktionaer)
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Der DAX kommt einfach nicht vom Fleck. Am Mittwoch musste er nach einem Anstieg über die 23.800 wieder den Rückwärtsgang antreten. Am Mittwoch scheint es einen neuen Versuch zu geben, den GD50 anzulaufen. Aurubis, Evotec, Formycon, Infineon, Porsche SE und Siemens Energy stehen dabei im Fokus....
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03.12.25 - 09:06
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Innoscience wins US GaN patent case as ITC rules no infringement (Digitimes)
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Innoscience said at midday on December 3 via the Hong Kong Stock Exchange that it had prevailed in its US patent dispute with Infineon, marking a decisive turn in a long-running GaN intellectual property battle. The US International Trade Commission delivered the key ruling, closing a case that had drawn industry-wide attention....
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02.12.25 - 22:06
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Marvell Technology, Inc. Reports Third Quarter of Fiscal Year 2026 Financial Results (Business Wire)
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Q3 Net Revenue: $2.075 billion, a new record, grew by 37% year-on-year
Q3 Gross Margin: 51.6% GAAP gross margin; 59.7% non-GAAP gross margin
Q3 Diluted income per share: $2.20 GAAP diluted income per share; $0.76 non-GAAP diluted income per share
SANTA CLARA, Calif.--(BUSINESS WIRE)--Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today reported financial results for the third quarter of fiscal year 2026.
Net revenue for the third quarter of fiscal 2026 was $2.075 billion, $15.0 million above the mid-point of the Company's guidance provided on August 28, 2025.
On August 14, 2025, the Company completed the sale of its automotive ethernet business to Infineon Technologies AG for $2.5 billion in cash, which resulted in a pre-tax gain on sale of $1.8 billion. Marvell's results for the third quarter of fiscal 2026 include the results of the automotive ethernet business through the sale date, while prior periods presented include the results of the automotive ...
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01.12.25 - 09:06
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Infineon Neutral (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die US-Bank JPMorgan hat die Einstufung für Infineon mit einem Kursziel von 39,20 Euro auf "Neutral" belassen. Analyst Sandeep Deshpande favorisiert in seinem Ausblick auf 2026 in der europäischen Hardwarebranche die Aktien ......
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