Infineon(US:IFNNY) Zhi Tong Cai Jing·2025-08-05 07:05Group 1 - Infineon Technologies (IFNNY.US) expects flat sales for the current fiscal quarter due to ongoing uncertainty regarding tariffs, which continues to impact revenue [1] - The company raised its full-year guidance for segment operating margin to a high teens range (approximately over 15%) after reporting better-than-expected Q3 results [1] - CEO Jochen Hanebeck noted significant progress in inventory adjustments within target markets, but challenges remain due to uncertain macroeconomic and geopolitical conditions [1] Group 2 - Infineon's Q3 segment operating margin was reported at 18%, exceeding the previous expectation of 15.8% [1] - The company slightly raised its full-year profit guidance, adjusting segment revenue growth expectations to a high teens range, up from a mid-teens range [1] - For the fiscal quarter ending in September, Infineon anticipates revenue to be flat year-over-year at approximately €3.9 billion (around $4.5 billion), slightly below analysts' average expectation of €4 billion [1] Group 3 - The European semiconductor industry is assessing the impact of tariffs, with a recent trade agreement between the US and EU setting tariffs at 15% [2] - Infineon's Q3 revenue was reported at €3.7 billion, in line with expectations, and the company slightly raised its adjusted gross margin forecast for the fiscal year to at least 40% [2] - Competitors like NXP (NXPI.US) and STMicroelectronics (STM.US) have not indicated similarly negative impacts, with NXP suggesting that the prolonged inventory surplus may be coming to an end [2]