英飞凌预期，行情好了

Core Viewpoint - Infineon Technologies has raised its profit margin forecast for the current fiscal year due to increasing demand for semiconductors from the automotive, energy infrastructure, and AI data center sectors [2][3]. Financial Performance - The company expects revenue for the fiscal year ending September 30 to be approximately €14.6 billion (about $16.9 billion), slightly down from €14.96 billion in the same period last year [2]. - Adjusted gross margin is projected to be at least 40%, with profit margin around 15% [2]. - For the quarter ending June 30, sales were €3.7 billion, unchanged from the previous year, while net profit decreased from €403 million to €305 million [3]. Market Outlook - Infineon is focusing on strategic growth areas such as software-defined vehicles, AI data center power solutions, and rapidly growing energy infrastructure investments [3]. - The company is well-positioned in the semiconductor market with a product portfolio that includes power semiconductors, analog and sensors, as well as control and connectivity solutions [3]. Analyst Predictions - According to Vara Research, analysts predict the fiscal year revenue to be €14.67 billion with a segment performance margin of 16.4% [3][4]. - The expected revenue for the quarter ending September is around €3.9 billion, with segment profit margins projected to be in the low teens [5].