Ge Long Hui A P P·2026-01-06 09:38Core Viewpoint - The upward revision of third-quarter performance guidance by Microchip Technology is seen as a positive signal for European peers Infineon and STMicroelectronics, indicating potential recovery in the semiconductor sector [1] Group 1: Company Performance - Microchip Technology has indicated demand levels that are above average, which contrasts with the recent decline in semiconductor supply [1] - European semiconductor companies are expected to see quarterly revenues that may exceed expectations, improving their performance outlook for 2026 [1] Group 2: Market Reaction - Following the news, Infineon's stock price increased by 3.95% [1] - STMicroelectronics experienced stock price increases of approximately 2.5% in both Milan and Paris markets [1]