Infineon Technologies AG (DE0006231004)
 

36,85 EUR

Stand (close): 22.08.25

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Datum / Uhrzeit Titel Bewertung
16.08.25 10:30:03 Wird die USA in der analogen Halbleiterproduktion überhaupt selbstständig sein?
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Okay, here’s a summary of the Investing.com article, followed by a German translation: **Summary (450 words max)** Bernstein’s analysis anticipates potential U.S. Section 232 tariffs on semiconductors and assesses their impact on major players in the analog, discrete, and microcontroller (MCU) markets. The U.S. currently holds a significant position in analog semiconductors, accounting for approximately 18% of global capacity – second only to China – and exceeding domestic demand by around 16%. The market is valued at roughly $80 billion for analog, $31 billion for discrete, and $22 billion for MCUs. However, the U.S. has a smaller share in discrete semiconductors, holding only 4% of global capacity with 11% of demand, creating a modest shortfall. The potential introduction of tariffs could shift manufacturing back to the U.S., potentially increasing demand. However, analysts believe this won’t trigger a massive expansion of U.S. manufacturing capacity. Companies like Texas Instruments (TXN), Analog Devices (ADI), Infineon Technologies (IFNNY), and Renesas Electronics (6723) are viewed differently. TXN has nearly 80% of its front-end manufacturing in the U.S., allowing it to comfortably meet domestic needs. ADI and NXP also maintain strong internal manufacturing (around 60%) coupled with strategic outsourcing (40%). Infineon and Renesas are considered the most vulnerable. Infineon has virtually no significant U.S. production capacity, while Renesas operates with mid-single-digit U.S. capacity against low-teens U.S. revenue. Both companies have the ability to mitigate risk through outsourcing, with Renesas already doing so at 65% versus Infineon's more limited approach. The impact will largely depend on the specifics of the tariffs. While any tariffs would be negative for non-U.S. analog suppliers, particularly Infineon, the potential disruption is considered manageable. U.S.-based companies, like TXN and ADI, are already well-positioned with sufficient capacity to support domestic demand, likely without requiring further large-scale expansion. Ultimately, the shift in supply chains and the existing capacity within the U.S. are key factors shaping the semiconductor landscape. **German Translation** **Investing.com – Zusammenfassung** Mit der potenziellen Einführung von Section 232-Zöllen hat Bernstein eine Analyse der US-Versorgungs- und Nachfragebilanz für analoge und diskrete Halbleiter durchgeführt, wobei der Schwerpunkt auf den Auswirkungen auf wichtige Akteure wie Texas Instruments (NASDAQ:TXN), Analog Devices (NASDAQ:ADI), Infineon Technologies (OTC:IFNNY) und Renesas Electronics (TYO:6723) lag. Die USA verfügen bereits über eine starke Position im Bereich analoger Halbleiter und machen etwa 18% der globalen Kapazität aus – nur hinter China – und übertreffen die heimische Nachfrage um rund 16%. Der Markt wird auf rund 80 Milliarden US-Dollar für analoge, 31 Milliarden US-Dollar für diskrete und 22 Milliarden US-Dollar für MCUs geschätzt. Allerdings hat die USA einen geringeren Anteil an diskreten Halbleitern und hält nur 4% der globalen Kapazität mit 11% der Nachfrage, was einen moderaten Mangel in diesem Segment verursacht. Die potenziellen Zölle könnten die Fertigung zurück in die USA verlagern und die Nachfrage erhöhen. Allerdings gehen Analysten davon aus, dass dies nicht zu einer massiven Ausweitung der US-Produktionskapazität führt. Unternehmen wie Texas Instruments (TXN), Analog Devices (ADI), Infineon Technologies (IFNNY) und Renesas Electronics (6723) werden unterschiedlich bewertet. TXN hat fast 80% seiner Front-End-Fertigung in den USA, was es ihm ermöglicht, die heimischen Bedürfnisse zu decken. ADI und NXP verfügen ebenfalls über eine starke interne Fertigung (ca. 60 %) und unterziehen sich einer strategischen Auslagerung (40 %). Infineon und Renesas gelten als am stärksten gefährdet. Infineon hat praktisch keine bedeutende US-Produktionskapazität, während Renesas mit Kapazitäten im mittleren einstelligen Bereich der USA gegen geringe zweistellige US-Einnahmen arbeitet. Beide Unternehmen können das Risiko durch die Auslagerung reduzieren, wobei Renesas dies bereits mit 65 % gegenüber dem begrenzteren Ansatz von Infineon tut. Der Einfluss hängt von den genauen Details der Zölle ab. Während alle Zölle für Nicht-US-Anbieter analoger Halbleiter, insbesondere für Infineon, negativ wären, wird die potenzielle Störung als beherrschbar angesehen. US-basierte Unternehmen, wie TXN und ADI, sind bereits gut positioniert und verfügen über ausreichende Kapazität, um die heimische Nachfrage zu unterstützen, wahrscheinlich ohne dass eine weitere umfangreiche Kapazitätserweiterung erforderlich ist. Schlussfolgernd lässt sich sagen, dass die Verschiebung der Lieferketten und die bestehende Kapazität in den USA die Halbleiterlandschaft prägen.
15.08.25 06:44:08 Einige Investoren können bereit sein, vor Infineon Technologies' (ETR:IFX) Soft Earnings zu suchen
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Okay, here's a summary of the text in approximately 400 words, followed by a German translation: **Summary (English)** Despite a disappointing earnings report, Infineon Technologies (IFX) stock has held strong, largely due to investor optimism beyond the reported statutory profit. The key factor is the recognition of a significant €1.0 billion expense attributed to “unusual items.” Simply Wall St’s analysis suggests that these one-off costs are unlikely to recur, implying a stronger profit performance for Infineon in the coming year, assuming no further significant deviations. The article highlights that a large number of US stocks are forecast to offer dividend yields exceeding 6% next year, and directs readers to a list for review. The core argument is that investors are already factoring in the expectation that these unusual items are a temporary drag, and that the company’s underlying profitability is robust. While Infineon's earnings per share (EPS) actually decreased in the last twelve months, the analyst believes the current quarter’s results will likely be better. This expectation is based on the assumption that the unusual expenses won’t repeat, boosting the company’s profitability. The piece encourages readers to explore further analysis, including interactive graphs depicting future profitability forecasts and lists of companies with high return on equity or high insider ownership. It stresses the importance of conducting thorough due diligence and understanding the risks associated with investing, particularly given the identification of two warning signs for Infineon. Crucially, Simply Wall St clarifies that this analysis is based solely on historical data and analyst forecasts. They emphasize that this is not financial advice and the article is intended for general information purposes only. They state that they have no position in any stocks mentioned and aim for long-term focused analysis. **German Translation** **Zusammenfassung des Artikels über Infineon Technologies** Trotz eines enttäuschenden Geschäftsergebnisses ist der Aktienkurs von Infineon Technologies (IFX) stabil geblieben, hauptsächlich aufgrund der Optimismus der Investoren über die gemeldeten bilanziellen Gewinne hinaus. Die Hauptursache ist die Berücksichtigung von 1,0 Mrd. € Ausgaben, die als "unvorhergesehene Posten" klassifiziert werden. Die Analyse von Simply Wall St deutet darauf hin, dass diese Einmalzahlungen unwahrscheinlich sind, um eine stärkere Profitabilität für Infineon im kommenden Jahr zu erzielen, vorausgesetzt, es treten keine weiteren signifikanten Abweichungen auf. Der Artikel weist darauf hin, dass eine große Anzahl von US-Aktien eine Dividendenrendite von über 6 % im nächsten Jahr erwartet wird, und weist die Leser auf eine Liste hin, die sie einsehen können. Das Kernargument besteht darin, dass Investoren bereits davon ausgehen, dass diese ungewöhnlichen Posten ein vorübergehender Rückschlag sind und die Profitabilität des Unternehmens solide ist. Obwohl die Gewinnbeteiligung (EPS) von Infineon in den letzten zwölf Monaten tatsächlich gesunken ist, glaubt der Analyst, dass das Ergebnis für das aktuelle Quartal mindestens so gut sein wird, und möglicherweise sogar besser. Diese Erwartung basiert auf der Annahme, dass die ungewöhnlichen Ausgaben nicht wiederholt werden und das Unternehmen seine Profitabilität stärken. Der Artikel ermutigt die Leser, weitere Analysen zu erkunden, einschließlich interaktiver Diagramme, die zukünftige Rentabilitätsprognosen darstellen, und Listen von Unternehmen mit hoher Kapitalrendite oder hoher Beteiligung von Führungskräften. Er betont die Bedeutung einer gründlichen Due Diligence und das Verständnis der mit Investitionen verbundenen Risiken, insbesondere angesichts der Identifizierung von zwei Warnzeichen für Infineon. Wichtig ist, dass Simply Wall St klarstellt, dass diese Analyse ausschließlich auf historischen Daten und Analystenprognosen basiert. Sie betont, dass dies keine Finanzberatung ist und der Artikel nur für allgemeine Informationszwecke bestimmt ist. Sie gibt an, dass sie keine Position in irgendeiner Aktie haben und sich für eine langfristig ausgerichtete Analyse mit fundamentalen Daten einsetzen. Do you want me to modify this summary or translation in any way?
14.08.25 13:32:00 Infineon schließt den Erwerb von Marvells Automotive Ethernet-Geschäft erfolgreich ab
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Here's a 400-word summary of the provided text: Infineon Technologies AG has completed the acquisition of Marvell Technology’s Automotive Ethernet business for a price of $2.5 billion, significantly bolstering its position within the rapidly evolving software-defined vehicle (SDV) market and expanding its leadership in automotive semiconductors. The transaction, finalized in August 2025, adds a substantial design-win pipeline of approximately $4 billion by 2030, promising substantial future revenue growth. The acquisition centers around Marvell’s Brightlane™ Automotive Ethernet portfolio, which specializes in high-performance networking solutions – encompassing PHY transceivers, switches, and bridges – capable of supporting data rates from 100 Mbps to 10 Gbps. This technology is critical for enabling the low-latency, high-bandwidth communication demanded by SDVs and offers applications beyond vehicles, notably in the development of physical AI technologies like humanoid robots. Infineon’s CEO, Jochen Hanebeck, highlighted the strategic importance of the acquisition, stating it reinforces their number one position and fuels their strategy of profitable growth by collaborating with customers and partners on the transition to SDVs. The integration will combine Infineon's existing microcontroller expertise with Marvell's established Ethernet technology. The deal is projected to generate approximately $225 - $250 million in revenue for Infineon in 2025, with a gross margin of around 60%. Infineon is planning to quickly translate the acquired business into customer value through innovation and expansion. Marvell’s previous leadership acknowledges Infineon as the ideal partner to unlock the full potential of the Ethernet business, citing Infineon's scale, portfolio breadth, and customer reach. This acquisition strategically positions Infineon at the forefront of automotive innovation, capitalizing on the increasing demand for robust, secure, and high-bandwidth communication systems within vehicles. The investment is financed through a combination of existing funds and debt, reflecting Infineon’s confidence in the long-term growth potential of this key technology area.
12.08.25 15:07:00 Autorisierter Distributor Mouser Electronics bietet breites Produktportfolio von Infineon Technologies AG
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Here's a 400-word summary of the text, translated to German: **Zusammenfassung: Mouser und Infineon – Eine starke Partnerschaft** Mouser Electronics, der führende Distributor für Neuprodukteinführungen (NPI) mit der breitesten Auswahl an Halbleitern und elektronischen Komponenten, ist autorisierter globaler Distributor von Lösungen von Infineon Technologies AG, einem weltweit führenden Halbleiterhersteller in den Bereichen Leistungselektronik und IoT. Mouser bietet über 20.000 Infineon-Teile zum Bestellen an, davon sind über 10.000 auf Lager und sofort versandbereit. Dies ermöglicht Ingenieuren, schnell innovative Produkte auf den Markt zu bringen. Der Text hebt drei Schlüsselprodukte hervor, die über Mouser erhältlich sind: * **XENSIV™ PAS CO2 5V Sensor:** Dieser Miniatur-CO2-Sensor, in einem 14 x 13,8 x 7,5 mm3 Modul, erfüllt die Anforderungen des WELL™ Gebäude Standards und eignet sich hervorragend für Luftreiniger, Thermostate und andere Smart Home-Geräte. Seine geringe Größe vereinfacht die Montage. * **PSOC™ 4100T Plus Microcontroller:** Mit der CAPSENSE™ und Multi-Sense Technologie ermöglicht dieser Mikrocontroller intuitive Mensch-Maschine-Schnittstellen (HMI) sowie Systemsteuerung. Er unterstützt eine Vielzahl von Sensierungsanwendungen, einschließlich kapazitiver, induktiver und ML-basierter Flüssigkeitssensoren. * **CoolSiC™ G2 Silicon Carbide MOSFET Series:** Diese MOSFET-Serie nutzt die Vorteile von Siliziumkarbid, um einen geringeren Energieverlust zu erzielen und somit die Effizienz bei der Leistungsübertragung zu erhöhen. Die Kombination mit der .XT Verpackungstechnik sorgt für höhere Dichte, verbesserte Wärmeableitung und eine längere Lebensdauer. Darüber hinaus bietet Infineon ein breites Portfolio an General Purpose MOSFETs, das von Niederspannung bis 250V und Hochspannung von 500V bis 900V reicht. Die MOSFETs zeichnen sich durch niedrige RDS(on) Werte und geringe Gate- und Ausgangsströme aus und tragen zu einer verbesserten Systemleistung und Effizienz bei. Mouser bietet seinen Kunden 100% zertifizierte, authentische Produkte mit vollständiger Rückverfolgbarkeit. Die umfangreiche Website von Mouser bietet eine Vielzahl technischer Ressourcen, darunter einen technischen Ressourcen-Center, Produktdatenblätter, Referenzdesigns, Anwendungsnotizen und andere hilfreiche Informationen, um die Designprozesse zu beschleunigen. **Deutsche Übersetzung (translated text):** Mouser Electronics, der führende Distributor für Neuprodukteinführungen (NPI) mit der breitesten Auswahl an Halbleitern und elektronischen Komponenten, ist autorisierter globaler Distributor von Lösungen von Infineon Technologies AG, einem weltweit führenden Halbleiterhersteller in den Bereichen Leistungselektronik und IoT. Mouser bietet über 20.000 Infineon-Teile zum Bestellen an, davon sind über 10.000 auf Lager und sofort versandbereit. Dies ermöglicht Ingenieuren, schnell innovative Produkte auf den Markt zu bringen. Der Text hebt drei Schlüsselprodukte hervor, die über Mouser erhältlich sind: * **XENSIV™ PAS CO2 5V Sensor:** Dieser Miniatur-CO2-Sensor, in einem 14 x 13,8 x 7,5 mm3 Modul, erfüllt die Anforderungen des WELL™ Gebäude Standards und eignet sich hervorragend für Luftreiniger, Thermostate und andere Smart Home-Geräte. Seine geringe Größe vereinfacht die Montage. * **PSOC™ 4100T Plus Microcontroller:** Mit der CAPSENSE™ und Multi-Sense Technologie ermöglicht dieser Mikrocontroller intuitive Mensch-Maschine-Schnittstellen (HMI) sowie Systemsteuerung. Er unterstützt eine Vielzahl von Sensierungsanwendungen, einschließlich kapazitiver, induktiver und ML-basierter Flüssigkeitssensoren. * **CoolSiC™ G2 Silicon Carbide MOSFET Series:** Diese MOSFET-Serie nutzt die Vorteile von Siliziumkarbid, um einen geringeren Energieverlust zu erzielen und somit die Effizienz bei der Leistungsübertragung zu erhöhen. Die Kombination mit der .XT Verpackungstechnik sorgt für höhere Dichte, verbesserte Wärmeableitung und eine längere Lebensdauer. Darüber hinaus bietet Infineon ein breites Portfolio an General Purpose MOSFETs, das von Niederspannung bis 250V und Hochspannung von 500V bis 900V reicht. Die MOSFETs zeichnen sich durch niedrige RDS(on) Werte und geringe Gate- und Ausgangsströme aus und tragen zu einer verbesserten Systemleistung und Effizienz bei. Mouser bietet seinen Kunden 100% zertifizierte, authentische Produkte mit vollständiger Rückverfolgbarkeit. Die umfangreiche Website von Mouser bietet eine Vielzahl technischer Ressourcen, darunter einen technischen Ressourcen-Center, Produktdatenblätter, Referenzdesigns, Anwendungsnotizen und andere hilfreiche Informationen, um die Designprozesse zu beschleunigen.
11.08.25 16:22:00 SkyWater Shares Jump on Q2 Earnings Beat, Robuste Q3 Anleitung
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Here’s a 400-word summary of the SkyWater Technology (SKYT) news, focusing on the key developments: SkyWater Technology Inc. (SKYT) has experienced a significant surge in its stock price – up 58.7% since its second-quarter 2025 results were released on August 6th, driven primarily by strong third-quarter guidance. This rally is largely attributable to the successful integration of Infineon’s Fab 25 facility in Austin, TX, acquired during the reported quarter. Despite a 36.7% year-over-year revenue decline in Q2 2025, totaling $59.1 million, the company exceeded consensus estimates. Revenue fell sequentially by 3.4%. The key driver for the quarter was the ATS Development segment, which accounted for 89% of revenue and experienced a relatively stable 14.7% year-over-year decrease to $52.6 million. Wafer Services and Tools revenues saw steeper declines – down 6.9% and 95.8% respectively, highlighting areas needing attention. However, the company’s gross margin expanded by 60 basis points to 19.5% due to operational improvements. A significant drop in gross margin sequentially (470 bps) indicates potential challenges in maintaining profitability. R&D expenses remained relatively flat year-over-year but increased sequentially, and SG&A expenses decreased significantly. The most impactful news is the robust Q3 guidance. SkyWater expects revenues between $130 million and $141 million, a substantial increase compared to the current estimates. This is fueled by anticipated performance of Fab 25, which is projected to generate approximately $300 million in annual revenue and EBITDA. The company anticipates a non-GAAP operating margin between 11% and 14% for Q3, alongside operating expenses between $18 million and $20 million. The projected loss for Q3 is expected to range from 20 cents to 14 cents per share. Financially, SkyWater secured funding for the Fab 25 acquisition via a new senior secured revolving credit facility with a borrowing capacity of up to $350 million. As of June 29th, the company held $49.4 million in cash and had $42.1 million in long-term debt. Finally, analysts currently rate SkyWater with a Zacks Rank #3 (Hold). The report also highlighted other companies within the broader computer and technology sector for consideration, including Lumentum (up 38.5% year-to-date) and Cisco Systems (up 21.3% year-to-date).
06.08.25 20:05:00 SkyWater Technology Reports Second Quarter 2025 Results
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** BLOOMINGTON, Minn, August 06, 2025--(BUSINESS WIRE)--SkyWater Technology, Inc. (NASDAQ: SKYT), the trusted technology realization partner, today announced financial results for the second quarter 2025 ended June 29, 2025. "We’re pleased to report second-quarter financial results at the upper end of our expectations entering the quarter and the completion of our acquisition of Infineon’s U.S. fab (Fab 25) in Austin, Texas," commented Thomas Sonderman, SkyWater CEO. "This transformative acquisition was fully funded through a flexible new debt facility, empowering us with the financing agility to drive future growth. We expect Fab 25 to contribute at least $300 million in annual revenue and generate strong adjusted EBITDA and free cash flow, starting in the third quarter. With Fab 25, we’re answering an urgent and growing need for secure, U.S.-based semiconductor manufacturing—delivering open-access capability and high-value IP to support customers seeking to manufacture onshore. "The federal budget for fiscal 2025 remains under a continuing resolution, and therefore we currently expect that the timing of funding for certain Department of Defense (DOD) programs we support will likely impact our expected return to ATS revenue growth this year," continued Mr. Sonderman. "Meanwhile, we continue to build strong momentum in our emerging quantum computing and advanced packaging businesses, which combined with Fab 25’s contribution, altogether positions SkyWater for what we expect to be a strong growth year ahead in 2026." Recent Business Highlights: On June 30, we completed our acquisition of Infineon’s flagship Fab 25 in Austin, TX, which was entirely funded by a new senior secured revolving credit facility providing borrowing capacity of up to $350 million. The transaction terms were modified since the February 2025 acquisition announcement, eliminating the $25 million payable at the conclusion of the supply agreement and increasing the purchase price payable at closing by $18 million. The final purchase price of approximately $93 million consisted of a $73 million cash payment at close plus an additional approximately $20 million payment for working capital, subject to adjustment. Backed by a projected greater-than $1 billion multi-year supply agreement, we believe that Fab 25 offers the output scale and process flexibility needed to meet the evolving demands of foundational semiconductor markets, while being firmly aligned with secure, U.S.-based supply chain goals – advancing SkyWater’s mission to serve as an essential enabler of America’s semiconductor onshoring and industrial resilience strategy. We expect the strong financial contributions of Fab 25 to approximately double our annual levels of revenue and adjusted EBITDA, and generate immediate positive free cash flow. Story Continues We continue to build strong momentum in quantum computing, as we build on a solid foundation in this emerging market by expanding our capabilities in superconducting film development and chiplet integration, both critical building blocks for scalable quantum systems. Strong progress achieved in Florida continued in the second quarter, as we approach a significant increase in the installation of new tooling while adding incremental capabilities into our Kissimmee operations in support of our Advanced Packaging platform, in preparation for an expected 2H-2025 revenue ramp. Q2 2025 Financial Summary: GAAP In millions, except per share data Q2 2025 Q2 2024 Y/Y * Q1 2025 Q/Q * ATS development revenue (1) $52.6 $61.7 (15)% $52.5 —% Wafer Services revenue $5.4 $5.8 (7)% $7.5 (28)% Combined ATS development and Wafer Services revenue $58.0 $67.4 (14)% $60.1 (3)% Tools revenue (2) $1.1 $25.9 (96)% $1.2 (8)% Total revenue * $59.1 $93.3 (37)% $61.3 (4)% Gross profit $10.9 $17.1 (36)% $14.3 (24)% Gross margin * 18.5% 18.3% 20 bps 23.3% (480) bps Net loss to shareholders $(10.0) $(1.9) (426)% $(7.3) (37)% Basic and diluted loss per share $(0.21) $(0.04) (425)% $(0.15) (40)% Net income (loss) margin to shareholders (16.9)% (2.0)% (1,490) bps (12.0)% (490) bps __________________ * Amounts calculated based on figures reported in thousands Non-GAAP In millions, except per share data Q2 2025 Q2 2024 Y/Y * Q1 2025 Q/Q * Non-GAAP gross profit $11.5 $17.6 (35)% $14.8 (22)% Non-GAAP gross margin * 19.5% 18.9% 60 bps 24.2% (470) bps Non-GAAP net income (loss) to shareholders $(5.5) $0.8 (675)% $(3.7) 49% Non-GAAP basic income (loss) per share $(0.11) $0.02 (600)% $(0.08) 38% Non-GAAP diluted income (loss) per share $(0.11) $0.02 (600)% $(0.08) 38% Adjusted EBITDA $2.3 $8.1 (72)% $4.0 (43)% Adjusted EBITDA margin 3.9% 8.7% (480) bps 6.6% (270) bps __________________ * Amounts calculated based on figures reported in thousands (1) ATS development revenue represents GAAP revenue primarily derived from process development services, tool installation and qualification services, facility and tool access, leases where SkyWater serves as lessor, and security services. (2) Tools revenue represents GAAP revenue primarily derived from the procurement and subsequent sale of equipment to our customers. While this equipment is owned by our customers, the equipment is retained in one of our fabs and is used to complete ATS customer programs. Q2 2025 Results: Revenue: Revenue of $59.1 million decreased (37)% compared to the second quarter of 2024. ATS development revenue of $52.6 million decreased (15)% compared to the second quarter of 2024. Wafer Services revenue of $5.4 million decreased (7)% compared to the second quarter of 2024. Tools revenue of $1.1 million decreased (96)% compared to the second quarter of 2024. Gross Profit: GAAP gross profit was $10.9 million, or 18.5% of total revenue, compared to gross profit of $17.1 million, or 18.3% of total revenue, in the second quarter of 2024. Non-GAAP gross profit was $11.5 million, or 19.5% of total revenue, compared to non-GAAP gross profit of $17.6 million, or 18.9% of total revenue, in the second quarter of 2024. Tools revenue negatively impacted non-GAAP gross margin by 10 bps, compared to 570 bps in the second quarter of 2024. Operating Expenses: GAAP operating expenses were $17.4 million, compared to $15.7 million in the second quarter of 2024. Non-GAAP operating expenses were $13.6 million, compared to $13.5 million in the second quarter of 2024. Net Loss: GAAP net loss to shareholders was $10.0 million, or $(0.21) per diluted share, compared to a net loss to shareholders of $1.9 million, or $(0.04) per diluted share, in the second quarter of 2024. Non-GAAP net loss to shareholders was $5.5 million, or $(0.11) per diluted share, compared to non-GAAP net income to shareholders of $0.8 million, or $0.02 per diluted share, in the second quarter of 2024. Adjusted EBITDA: Adjusted EBITDA was $2.3 million, or 3.9% of total revenue, compared to $8.1 million, or 8.7% of total revenue, in the second quarter of 2024. A reconciliation between GAAP and non-GAAP financial measures is contained in the tables below in the section titled "Non-GAAP Financial Measures." Q3 2025 Financial Outlook: Our current expectations of third-quarter financial results reflect the following low-end to high-end of these ranges: Wafer Services revenue Wafer Services revenue (MN) $ 5,000 — $ 6,000 Wafer Services revenue (TX) $ 75,000 — $ 80,000 Total Wafer Services revenue $ 80,000 — $ 86,000 ATS development revenue $ 48,000 — $ 52,000 Combined ATS development and Wafer Services revenue $ 128,000 — $ 138,000 Tools revenue $ 2,000 — $ 3,000 Total revenue $ 130,000 — $ 141,000 GAAP Gross Margin % 10.5% — 13.5% Non-GAAP Gross Margin % 11.0% — 14.0% GAAP Operating Expenses $ 21,500 — $ 23,500 Non-GAAP Operating Expenses $ 18,000 — $ 20,000 GAAP diluted loss per share $ (0.28) — $ (0.22) Non-GAAP diluted loss per share $ (0.20) — $ (0.14) This outlook for non‑GAAP gross margin, operating expenses, and diluted net loss per share excludes anticipated equity-based compensation expense of approximately $2.3 million, or $0.04 per share (with an estimated $1.5 million in operating expenses and the remainder in cost of revenue), and estimated transaction costs of approximately $2.0 million, or $0.04 per share (all of which is included in operating expenses). Non-GAAP diluted net loss per share should be considered in addition to, but not as a substitute for, our financial information presented in accordance with GAAP. Investor Webcast SkyWater will host a conference call today, Wednesday, August 6, 2025, at 3:30 p.m. CT (4:30 p.m. ET) to discuss its second quarter 2025 financial results. A live webcast of the call will be available online at IR.SkyWaterTechnology.com. About SkyWater Technology SkyWater (NASDAQ: SKYT) is a U.S.-based semiconductor manufacturer and a DMEA-accredited Category 1A Trusted Supplier. SkyWater’s Technology as a Service model streamlines the path to production for customers with development services, high-volume production and heterogeneous integration solutions in its U.S. facilities. This pioneering model enables innovators to co-create the next wave of technology within diverse categories including mixed-signal CMOS, read-out ICs, rad-hard ICs, MEMS, superconducting ICs, photonics and advanced packaging. SkyWater serves critical domestic markets including aerospace & defense, automotive, biomedical, industrial and quantum computing. For more information, visit: www.skywatertechnology.com. Cautionary Statement Regarding Preliminary Results The Company’s results for the second quarter and six months ended June 29, 2025 are preliminary, unaudited and subject to the finalization of the Company’s second quarter review and full-year audit and should not be viewed as a substitute for full financial statements prepared in accordance with GAAP. The Company cautions that actual results may differ materially from those described in this press release. SkyWater Technology Forward-Looking Statements This press release contains "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements that are based on the Company’s current expectations or forecasts of future events, rather than past events and outcomes, and such statements are not guarantees of future performance. Forward-looking statements include all statements other than statements of historical fact contained in this press release, including information or predictions concerning the Company’s future business, results of operations, financial performance, plans and objectives, competitive position, market trends, and potential growth and market opportunities. In some cases, you can identify forward-looking statements by words such as "intends," "estimates," "predicts," "potential," "continues," "anticipates," "plans," "expects," "believes," "should," "could," "may," "will," "targets," "projects," "seeks" or the negative of these terms or other comparable terminology. Forward-looking statements are subject to risks, uncertainties and assumptions, which may cause the Company’s actual results, performance or achievements to be materially different from those expressed or implied by such forward-looking statements. Key factors that could cause the Company’s actual results to be different than expected or anticipated include, but are not limited to: our goals and strategies; our future business development, financial condition and results of operations; our ability to continue operating our fabrication facilities at full capacity; our ability to appropriately respond to changing technologies on a timely and cost-effective basis; our customer relationships and our ability to retain and expand our customer relationships; our ability to accurately predict our future revenues for the purpose of appropriately budgeting and adjusting our expenses; our expectations regarding dependence on our largest customers; our ability to diversify our customer base and develop relationships in new markets; our ability to integrate the operations of the Fab 25 facility with our operations and risks associated with operating the Fab 25 facility; the performance and reliability of our third-party suppliers and manufacturers; our ability to procure tools, materials, and chemicals; our ability to control costs, including our operating and capital expenses; the size and growth potential of the markets for our solutions, and our ability to serve and expand our presence in those markets; the level of demand in our customers’ end markets; our ability to attract, train and retain key qualified personnel; adverse litigation judgments, settlements or other litigation-related costs; changes in trade policies, including the imposition of or increase in tariffs; our ability to raise additional capital or financing; our ability to accurately forecast demand; changes in local, regional, national and international economic or political conditions, including those resulting from increases in inflation and interest rates, a recession, or intensified international hostilities; the level and timing of U.S. government program funding; our ability to maintain compliance with certain U.S. government contracting requirements; regulatory developments in the United States and foreign countries; our ability to protect our intellectual property rights; and other factors discussed in the "Risk Factors" section of the Annual Report on Form 10-K the Company filed with the SEC on March 14, 2025 and in other documents that the Company files with the SEC, which are available at http://www.sec.gov. The Company assumes no obligation to update any forward-looking statements, which speak only as of the date of this press release. Source String: SkyWater Technology (SKYT-IR) SKYWATER TECHNOLOGY, INC. Condensed Consolidated Balance Sheets (Unaudited) June 29, 2025 December 29, 2024 (in thousands, except per share data) Assets Current assets Cash and cash equivalents $ 49,373 $ 18,844 Accounts receivable (net of allowance for credit losses of $125 and $398, respectively) 32,016 54,332 Contract assets (net of allowance for credit losses of $19 and $42, respectively) 19,250 20,890 Inventory 13,385 14,535 Prepaid expenses and other current assets 41,914 23,476 Total current assets 155,938 132,077 Property and equipment, net 161,582 165,431 Intangible assets, net 8,441 7,779 Other assets 8,732 8,488 Total assets $ 334,693 $ 313,775 Liabilities and shareholders’ equity Current liabilities Current portion of long-term debt $ 6,752 $ 5,073 Accounts payable 15,353 29,590 Accrued expenses 40,627 36,829 Short-term financing, net of unamortized debt issuance costs 23,614 27,669 Contract liabilities 61,250 55,166 Total current liabilities 147,596 154,327 Long-term liabilities Long-term debt, less current portion and net of unamortized debt issuance costs 35,316 34,704 Long-term contract liabilities 90,887 51,901 Deferred income tax liability, net 604 632 Other long-term liabilities 8,324 8,721 Total long-term liabilities 135,131 95,958 Total liabilities 282,727 250,285 Shareholders’ equity Preferred stock, $0.01 par value per share (80,000 shares authorized, zero shares issued and outstanding as of June 29, 2025 and December 29, 2024) — — Common stock, $0.01 par value per share (200,000 shares authorized; 48,176 shares issued and outstanding as of June 29, 2025 and 47,704 shares issued and outstanding as of December 29, 2024, respectively) 485 478 Additional paid-in capital 194,070 189,132 Accumulated deficit (149,319 ) (131,996 ) Total shareholders’ equity, SkyWater Technology, Inc. 45,236 57,614 Noncontrolling interests 6,730 5,876 Total shareholders’ equity 51,966 63,490 Total liabilities and shareholders’ equity $ 334,693 $ 313,775 SKYWATER TECHNOLOGY, INC. Condensed Consolidated Statements of Operations (Unaudited) Three-Month Period Ended Six-Month Period Ended June 29, 2025 March 30, 2025 June 30, 2024 June 29, 2025 June 30, 2024 (in thousands, except share data) Revenue $ 59,063 $ 61,296 $ 93,329 $ 120,359 $ 172,965 Cost of revenue 48,164 47,039 76,215 95,203 142,871 Gross profit 10,899 14,257 17,114 25,156 30,094 Research and development expense 3,368 3,249 3,382 6,617 7,394 Selling, general, and administrative expense 14,009 15,030 12,332 29,038 23,502 Operating income (loss) (6,478 ) (4,022 ) 1,400 (10,499 ) (802 ) Interest expense 1,637 1,812 2,482 3,450 4,871 Income (loss) before income taxes (8,115 ) (5,834 ) (1,082 ) (13,949 ) (5,673 ) Income tax expense (benefit) 742 384 (127 ) 1,126 (86 ) Net income (loss) (8,857 ) (6,218 ) (955 ) (15,075 ) (5,587 ) Less: net income attributable to noncontrolling interests 1,121 1,127 942 2,248 2,039 Net loss attributable to SkyWater Technology, Inc. $ (9,978 ) $ (7,345 ) $ (1,897 ) $ (17,323 ) $ (7,626 ) Net loss per share attributable to common shareholders, basic and diluted $ (0.21 ) $ (0.15 ) $ (0.04 ) $ (0.36 ) $ (0.16 ) Weighted average shares used in computing net loss per common share, basic and diluted 48,091 47,791 47,395 47,943 47,247 SKYWATER TECHNOLOGY, INC. Condensed Consolidated Statements of Cash Flows (Unaudited) Six-Month Period Ended June 29, 2025 June 30, 2024 (in thousands) Cash flows from operating activities Net loss $ (15,075 ) $ (5,587 ) Adjustments to reconcile net loss to net cash flows provided by operating activities Depreciation and amortization 9,044 9,129 Gain on sale of property and equipment — (78 ) Accretion of investment tax credits (385 ) — Amortization of debt issuance costs included in interest expense 484 880 Equity-based compensation expense 4,220 4,088 Deferred income taxes (28 ) (115 ) Allowance for credit losses 289 203 Changes in operating assets and liabilities Accounts receivable and contract assets 23,648 24,775 Inventory 1,151 727 Prepaid expenses, other current assets, and other assets (18,665 ) (560 ) Accounts payable and accrued expenses 4,548 (18,529 ) Contract liabilities, current and long-term 45,069 (9,427 ) Income tax receivable and payable — (83 ) Net cash provided by operating activities 54,300 5,423 Cash flows from investing activities Purchase of software and licenses (1,366 ) (1,155 ) Proceeds from sale of property and equipment — 23 Purchases of property and equipment (17,407 ) (2,086 ) Net cash used in investing activities (18,773 ) (3,218 ) Cash flows from financing activities Proceeds from draws on the revolving line of credit 189,466 168,500 Repayment of draws on the revolving line of credit (195,544 ) (163,900 ) Proceeds from tool financings — 920 Repayment of tool financing advanced payments — (920 ) Proceeds from sale leaseback transaction 4,599 — Principal payments on long-term debt (2,479 ) (2,047 ) Cash paid for principal on finance leases (371 ) (396 ) Proceeds from the issuance of common stock pursuant to equity compensation plans 725 1,260 Cash paid on licensed technology obligations — (2,000 ) Contributions from noncontrolling interest 626 323 Distributions to noncontrolling interest (2,020 ) (3,965 ) Net cash used in financing activities (4,998 ) (2,225 ) Net change in cash and cash equivalents 30,529 (20 ) Cash and cash equivalents, beginning of period 18,844 18,382 Cash and cash equivalents, end of period $ 49,373 $ 18,362 Preliminary Supplemental Balance Sheet Information June 29, 2025 Preliminary Transaction Adjustments June 30, 2025 Cash and cash equivalents $ 49,373 $ 7,000 $ 56,373 Property and equipment, net (1) $ 161,582 $ 364,000 $ 525,582 Short term financing, net of unamortized debt issuance costs $ 23,614 $ 113,400 $ 137,014 Current portion of long-term debt 6,800 — 6,800 Long-term debt 35,316 — 35,316 Total debt $ 65,730 $ 113,400 $ 179,130 __________________ (1) The preliminary transaction adjustment specific to property and equipment, net is based on an initial draft valuation, which is subject to change. Supplemental Financial Information by Quarter Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 (in thousands) ATS development revenue (1) $ 52,605 $ 52,535 $ 59,401 $ 56,390 $ 61,669 $ 61,185 Wafer Services revenue 5,411 7,527 4,371 6,718 5,780 9,992 Combined ATS development and Wafer Services revenue 58,016 60,062 63,772 63,108 67,449 71,177 Tools revenue (2) 1,047 1,234 11,715 30,709 25,880 8,459 Total revenue $ 59,063 $ 61,296 $ 75,487 $ 93,817 $ 93,329 $ 79,636 Tools revenue (2) $ 1,047 $ 1,234 $ 11,715 $ 30,709 $ 25,880 $ 8,459 Cost of tools revenue (2) 881 1,030 9,674 30,477 24,869 8,260 Tools gross profit $ 166 $ 204 $ 2,041 $ 232 $ 1,011 $ 199 Cost of revenue impact of modified customer contracts (3) — — — (5,616 ) — — Favorable gross profit impact of modified customer contracts $ — $ — $ — $ 5,616 $ — $ — __________________ (1) ATS development revenue represents GAAP revenue primarily derived from process development services, tool installation and qualification services, facility and tool access, leases where SkyWater serves as lessor, and security services. (2) Tools revenue and cost of tools revenue represents GAAP revenue and cost primarily derived from the procurement and subsequent sale of equipment to our customers. While this equipment is owned by our customers, the equipment is retained in one of our fabs and is used to complete ATS customer programs. (3) SkyWater accounts for the impacts of customer contract modifications in accordance with GAAP. Customer contract modifications that add or eliminate performance obligations and thereby change the scope of our customer programs often impact the revenue and/or cost of revenue associated with performance on customer programs. Significant impacts resulting from the effects of executed contract modifications include: In the first quarter of 2024, we recorded a $8,004 charge to recognize future estimated losses for one significant customer program based on anticipated cost increases to complete the customer’s program. In the third quarter of 2024, we successfully modified the customer contract, which resulted in a decrease in our estimate of future costs to complete their program. The remaining $5,616 loss accrual recorded at the time the contract was modified was released, which reduced cost of revenue for the three-month period ended September 29, 2024. Non-GAAP Financial Measures We provide non-GAAP financial information that our management regularly evaluates to provide additional insight to investors and to supplement our results reported using U.S. generally accepted accounting principles (GAAP). We provide non-GAAP cost of revenue, non-GAAP gross profit, non-GAAP gross margin, non-GAAP research and development expense, non-GAAP selling, general and administrative expense, non-GAAP net income (loss) to shareholders, non-GAAP net income (loss) to shareholders per basic share and non-GAAP net income (loss) per diluted share. Our management uses these non-GAAP financial measures to make informed operating decisions, complete strategic planning, prepare annual budgets, and evaluate Company and management performance. We believe these non-GAAP financial measures are useful performance measures to our investors because they provide a baseline for analyzing trends in our business and exclude certain items that may not be indicative of our core operating results. The non-GAAP financial measures disclosed in this earnings release should not be viewed as an alternative to, or more meaningful than, the reported results prepared in accordance with GAAP. In addition, because these non-GAAP financial measures are not determined in accordance with GAAP, other companies, including our peers, may calculate their non-GAAP financial measures differently than we do. As a result, the non-GAAP financial measures presented in this earnings release may not be directly comparable to similarly titled measures presented by other companies. We also provide earnings before interest, income taxes, depreciation and amortization (EBITDA), adjusted EBITDA and adjusted EBITDA margin as supplemental non-GAAP measures. We define adjusted EBITDA as net income (loss) attributable to SkyWater Technology, Inc. before interest expense, income tax expense (benefit), depreciation and amortization, and certain other items that we do not view as indicative of our ongoing performance, including net income attributable to noncontrolling interests; equity-based compensation expense; management transition expense; and transaction costs. Our management uses EBITDA, adjusted EBITDA and adjusted EBITDA margin to make informed operating decisions, complete strategic planning, prepare annual budgets, and evaluate Company and management performance. We believe these non-GAAP financial measures are useful performance measures to our investors because they allow for an effective evaluation of our operating performance when compared to other companies, including our peers, without regard to financing methods or capital structures. We exclude the items listed above from net income (loss) in arriving at adjusted EBITDA and adjusted EBITDA margin because the amounts of these items can vary substantially within our industry depending on the accounting methods and policies used, book values of assets, capital structures, and the methods by which assets were acquired. These non-GAAP financial measures should not be considered as an alternative to, or more meaningful than, the reported results prepared in accordance with GAAP. Certain items excluded from these non-GAAP financial measures are significant components in understanding and assessing a company’s financial performance, such as a company’s cost of capital and tax structure, as well as the historic cost bases of depreciable assets, none of which are reflected in these non-GAAP financial measures. Our presentation of these non-GAAP financial measures should not be construed as an indication that our results will be unaffected by the items excluded from adjusted EBITDA and adjusted EBITDA margin. In future fiscal periods, we may exclude such items and may incur income and expenses similar to these excluded items. Accordingly, the exclusion of these items, and other similar items, from these non-GAAP financial measures should not be interpreted as implying that these items are non-recurring, infrequent or unusual, unless otherwise expressly indicated. The following tables present a reconciliation of the most directly comparable financial measures, calculated and presented in accordance with GAAP, to our non-GAAP financial measures. SKYWATER TECHNOLOGY, INC. Reconciliation of GAAP to Non-GAAP Financial Measures (Unaudited) Three-Month Period Ended Six-Month Period Ended June 29, 2025 March 30, 2025 June 30, 2024 June 29, 2025 June 30, 2024 (in thousands) GAAP revenue $ 59,063 $ 61,296 $ 93,329 $ 120,359 $ 172,965 GAAP cost of revenue $ 48,164 $ 47,039 $ 76,215 $ 95,203 $ 142,871 Equity-based compensation expense (1) (626 ) (567 ) 504 (1,193 ) (959 ) Non-GAAP cost of revenue $ 47,538 $ 46,472 $ 75,711 $ 94,010 $ 141,912 GAAP gross profit $ 10,899 $ 14,257 $ 17,114 $ 25,156 $ 30,094 GAAP gross margin 18.5 % 23.3 % 18.3 % 20.9 % 17.4 % Equity-based compensation expense (1) 626 567 504 1,193 959 Non-GAAP gross profit $ 11,525 $ 14,824 $ 17,618 $ 26,349 $ 31,053 Non-GAAP gross margin 19.5 % 24.2 % 18.9 % 21.9 % 18.0 % GAAP research and development expense $ 3,368 $ 3,249 $ 3,382 $ 6,617 $ 7,394 Equity-based compensation expense (1) (113 ) (83 ) (90 ) (196 ) (197 ) Non-GAAP research and development expense $ 3,255 $ 3,166 $ 3,292 $ 6,421 $ 7,197 GAAP selling, general, and administrative expense $ 14,009 $ 15,030 $ 12,332 $ 29,038 $ 23,502 Equity-based compensation expense (1) (1,543 ) (1,229 ) (1,422 ) (2,831 ) (2,932 ) Management transition expense (2) — — (664 ) — (664 ) Transaction costs (3) (2,171 ) (1,810 ) — (3,981 ) — Non-GAAP selling, general, and administrative expense $ 10,295 $ 11,991 $ 10,246 $ 22,226 $ 19,906 GAAP net loss to shareholders $ (9,978 ) $ (7,345 ) $ (1,897 ) $ (17,323 ) $ (7,626 ) Equity-based compensation expense (1) 2,282 1,879 2,016 4,220 4,088 Management transition expense (2) — — 664 — 664 Transaction costs (3) 2,171 1,810 — 3,981 — Non-GAAP net income (loss) to shareholders $ (5,525 ) $ (3,656 ) $ 783 $ (9,122 ) $ (2,874 ) Three-Month Period Ended Six-Month Period Ended June 29, 2025 March 30, 2025 June 30, 2024 June 29, 2025 June 30, 2024 (in thousands) Equity-based compensation expense allocation in the consolidated statements of operations (1): Cost of revenue $ 626 $ 567 $ 504 $ 1,193 $ 959 Research and development expense 113 83 90 196 197 Selling, general and administrative expenses 1,543 1,229 1,422 2,831 2,932 $ 2,282 $ 1,879 $ 2,016 $ 4,220 $ 4,088 Management transition expense allocation in the consolidated statements of operations (2): Cost of revenue $ — $ — $ — $ — $ — Research and development expense — — — — — Selling, general and administrative expenses — — 664 — 664 $ — $ — $ 664 $ — $ 664 Transaction costs allocation in the consolidated statement of operations (3): Cost of revenue $ — $ — $ — $ — $ — Research and development — — — — — Selling, general and administrative expenses 2,171 1,810 — 3,981 — $ 2,171 $ 1,810 $ — $ 3,981 $ — Three-Month Period Ended June 29, 2025 Six-Month Period Ended June 29, 2025 GAAP Non-GAAP GAAP Non-GAAP Computation of net loss per common share, basic and diluted: (in thousands, except per share data) Numerator: Net loss attributable to SkyWater Technology, Inc. $ (9,978 ) $ (5,525 ) $ (17,323 ) $ (9,122 ) Denominator: Weighted-average common shares outstanding, basic and diluted 48,091 48,091 47,943 47,943 Net loss per common share, basic and diluted $ (0.21 ) $ (0.11 ) $ (0.36 ) $ (0.19 ) Three-Month Period Ended March 30, 2025 GAAP Non-GAAP Computation of net loss per common share, basic and diluted: (in thousands, except per share data) Numerator: Net income (loss) attributable to SkyWater Technology, Inc. $ (7,345 ) $ (3,656 ) Denominator: Weighted-average common shares outstanding, basic and diluted 47,791 47,791 Net income (loss) per common share, basic $ (0.15 ) $ (0.08 ) Three-Month Period Ended June 30, 2024 Six-Month Period Ended June 30, 2024 GAAP Non-GAAP GAAP Non-GAAP Computation of net (loss) income per common share, basic and diluted: (in thousands, except per share data) Numerator: Net loss attributable to SkyWater Technology, Inc. $ (1,897 ) $ 783 $ (7,626 ) $ (2,874 ) Denominator: Weighted-average common shares outstanding, basic and diluted 47,395 47,395 47,247 47,247 Net loss per common share, basic and diluted $ (0.04 ) $ 0.02 $ (0.16 ) $ (0.06 ) Three-Month Period Ended Six-Month Period Ended June 29, 2025 March 30, 2025 June 30, 2024 June 29, 2025 June 30, 2024 (in thousands) Net loss to shareholders (GAAP) $ (9,978 ) $ (7,345 ) $ (1,897 ) $ (17,323 ) $ (7,626 ) Net income (loss) margin to shareholders (16.9 )% (12.0 )% (2.0 )% (14.4 )% (4.4 )% Interest expense 1,637 1,812 2,482 3,450 $ 4,871 Income tax expense (benefit) 742 384 (127 ) 1,126 (86 ) Depreciation and amortization, net 4,301 4,358 4,064 8,659 9,129 EBITDA (3,298 ) (791 ) 4,522 (4,088 ) 6,288 Equity-based compensation expense (1) 2,282 1,879 2,016 4,220 4,088 Management transition expense (2) — — 664 — 664 Transaction costs (3) 2,171 1,810 — 3,981 — Net income attributable to noncontrolling interests (4) 1,121 1,127 942 2,248 2,039 Adjusted EBITDA $ 2,276 $ 4,025 $ 8,144 $ 6,361 $ 13,079 Adjusted EBITDA margin 3.9 % 6.6 % 8.7 % 5.3 % 7.6 % __________________ (1) Represents non-cash equity-based compensation expense (2) Represents the cost of severance, separation, and other termination benefits related to the reorganization of the manufacturing, sales, marketing, and operations leadership team. (3) Represents costs associated with the Company's acquisition of Fab 25, including fees for consultants, professional services fees and other costs to effectuate the closing of the Transaction. (4) Represents net income attributable to noncontrolling interests arising from our variable interest entity (VIE), which was formed for the purpose of purchasing the land and building of our primary operating facility in Bloomington, Minnesota. Since interest expense is added back to net loss to shareholders in our adjusted EBITDA financial measure, we also add back the net income attributable to noncontrolling interests as its net income is derived from interest the VIE charges SkyWater. View source version on businesswire.com: https://www.businesswire.com/news/home/20250806430767/en/ Contacts SkyWater Investor Contact: Claire McAdams | claire@headgatepartners.com SkyWater Media Contact: Tammy Swanson | tammy.swanson@skywatertechnology.com View Comments
06.08.25 06:21:53 Infineon Technologies Drittes Quartal 2025 Ergebnis: EPS misst Erwartungen
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Entdecken Sie die Fair Values von Infineon Technologies aus der Gemeinschaft und wählen Sie Ihre Infineon Technologies (ETR:IFX) Ergebnisse des dritten Quartals 2025 Wichtigste Finanzergebnisse Umsatz: 3,70 € (auf 3Q 2024). Nettoeinkommen: 289,0 Mio. € (ab 27% ab 3Q 2024). Gewinnmarge: 7,8% (ab 11% in 3Q 2024). EPS: 0,22 € (ab 0,31 € in 3Q 2024). AI wird die Gesundheitsversorgung verändern. Diese 20 Bestände arbeiten an allem von der Frühdiagnostik bis zur Drogenentdeckung. Der beste Teil - sie sind alle unter $10bn in marktcap - es gibt noch Zeit, in früh zu bekommen. XTRA:IFX Ergebnis- und Umsatzwachstum 6. August 2025 Alle in der obigen Abbildung dargestellten Zahlen sind für die Dauer von 12 Monaten (TTM) Infineon Technologies EPS misst Erwartungen Der Umsatz entsprach den Schätzungen der Analytiker. Das Ergebnis je Aktie (EPS) verfehlte die Analyseschätzungen um 4,0%. Die Umsatzerlöse werden in den nächsten 3 Jahren im Durchschnitt um 9,2% wachsen, verglichen mit einer 8,9%-Wachstumsprognose für die Halbleiterindustrie in Deutschland. Performance der deutschen Halbleiterindustrie. Der Aktienkurs des Unternehmens ist von vor einer Woche weitgehend unverändert. Risikoanalyse Bevor wir einpacken, haben wir 2 Warnzeichen für Infineon Technologies entdeckt, die Sie wissen sollten. Haben Sie Feedback zu diesem Artikel? Über den Inhalt? Kontaktieren Sie uns direkt. Alternativ, E-Mail Editorial-team (at) einfachwallst.com. Dieser Artikel von Simply Wall St ist allgemein in der Natur. Wir liefern Kommentare basierend auf historischen Daten und Analystenprognosen nur unter Verwendung einer unvoreingenommenen Methodik und unsere Artikel sind nicht als Finanzberatung gedacht. Es stellt keine Empfehlung dar, Aktien zu kaufen oder zu verkaufen, und berücksichtigt nicht Ihre Ziele oder Ihre finanzielle Situation. Wir wollen Ihnen langfristig fokussierte Analyse durch grundlegende Daten bringen. Beachten Sie, dass unsere Analyse möglicherweise nicht in den neuesten preisempfindlichen Unternehmensankündigungen oder qualitativen Material ausschlaggebend ist. Einfach Wand St hat keine Position in den genannten Beständen. Kommentare anzeigen
05.08.25 13:55:01 Infineon Technologies (IFNNY) könnte bald einen Support finden, deshalb sollten Sie jetzt den Artikel kaufen
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Der Preistrend für die Infineon Technologies AG (IFNNY) ist in letzter Zeit erbärmlich und der Bestand hat in den letzten zwei Wochen 12,4% verloren. Die Bildung eines Hammer-Chart-Musters in seiner letzten Handelssitzung deutet jedoch darauf hin, dass der Bestand bald eine Trendumkehr beobachten konnte, da Bullen möglicherweise eine signifikante Kontrolle über den Preis gewonnen haben, um ihm zu helfen, Unterstützung zu finden. Die Bildung eines Hammermusters wird als technischer Hinweis auf die Nähe eines Bodens mit wahrscheinlicher Subventionierung des Verkaufsdrucks angesehen. Aber das ist nicht der einzige Faktor, der einen bullischen Fall für den Bestand macht. Auf der Grundseite, starke Vereinbarung zwischen Wall Street Analysten bei der Erhöhung der Ergebnisschätzungen für dieses Unternehmen erhöht seine Aussichten auf eine Trendwende. 1-monatiges Kerzenständerdiagramm für IFNNY Hammer Chart und die Technik zu verstehen, um es zu traden Dies ist eines der beliebten Preismuster im Kerzenständer. Ein kleiner Unterschied zwischen den Öffnungs- und Schließpreisen bildet einen kleinen Kerzenkörper, und ein höherer Unterschied zwischen dem Tiefen des Tages und dem offenen oder Schließen bildet einen langen unteren Docht (oder vertikale Linie). Die Länge des unteren Dochts ist mindestens doppelt so lang wie der eigentliche Körper, die Kerze ähnelt einem 'Hammer. ' In einfachen Worten, während eines Abwärtstrends, mit Bären mit absoluter Kontrolle, öffnet sich ein Bestand in der Regel niedriger im Vergleich zum Vortag nahe, und schließt wieder tiefer. Am Tag wird das Hammermuster gebildet, wobei der Abwärtstrend beibehalten wird, macht der Stock einen neuen Tiefpunkt. Jedoch, nach schließlich zu finden Unterstützung am niedrigsten des Tages, einige Menge an Kauf Interesse entsteht, schieben die Aktie bis zu schließen die Sitzung in der Nähe oder leicht über seinem Öffnungspreis. Wenn es am unteren Ende eines Abwärtstrends auftritt, signalisiert dieses Muster, dass die Bären möglicherweise die Kontrolle über den Preis verloren haben. Und der Erfolg von Bullen beim Stoppen des Preises von weiter sinken zeigt eine mögliche Trendumkehr. Hammerkerzen können auf jedem Zeitrahmen auftreten -- wie eine Minute, täglich, wöchentlich -- und werden sowohl von kurzfristigen als auch langfristigen Investoren genutzt. Wie jeder technische Indikator hat das Hammerdiagramm-Muster seine Grenzen. Insbesondere, da die Stärke eines Hammers von seiner Platzierung auf dem Diagramm abhängt, sollte es immer in Verbindung mit anderen bullischen Indikatoren verwendet werden. Hier ist, was macht die Trend Reversal eher für IFNNY Ein Aufwärtstrend der Ergebnisschätzungsrevisionen, die IFNNY in letzter Zeit erlebt hat, kann sicherlich als bullischer Indikator auf der Grundseite betrachtet werden. Das liegt daran, dass empirische Forschung zeigt, dass die Trends in der Ergebnisschätzung Revisionen stark mit kurzfristigen Aktienkursbewegungen korreliert. Geschichte geht weiter In den letzten 30 Tagen hat die Konsens EPS-Schätzung für das laufende Jahr 3,2% erhöht. Es bedeutet, dass die verkaufsseitigen Analysten, die IFNNY abdecken, im Wesentlichen übereinstimmen, dass das Unternehmen bessere Gewinne melden wird als vorhergesagt. Wenn dies nicht genug ist, sollten Sie beachten, dass IFNNY derzeit einen Zacks Rank #1 (Strong Buy) hat, was bedeutet, dass es in den Top 5% von mehr als 4.000 Aktien, die wir auf Trends in der Ergebnisschätzung Revisionen und EPS Überraschungen rangieren. Und die Bestände, die einen Zacks Rang #1 oder 2 tragen, übertreffen den Markt gewöhnlich. Sie können die vollständige Liste der heutigen Zacks Rank #1 (Strong Buy) Aktien hier >>> sehen. Darüber hinaus ist ein Zacks-Ranking von 1 für Infineon Technologies ein schlüssiger Hinweis auf eine potenzielle Trendwende, da der Zacks-Rank ein ausgezeichneter Timing-Indikator ist, der Investoren hilft, genau zu identifizieren, wenn die Aussichten eines Unternehmens zu verbessern. Möchten Sie die neuesten Empfehlungen von Zacks Investment Research? Heute können Sie 7 Best Stocks für die nächsten 30 Tage herunterladen. Klicken Sie, um diesen kostenlosen Bericht zu erhalten Infineon Technologies AG (IFNNY): Bericht zur Bestandsanalyse Dieser Artikel erschien ursprünglich auf Zacks Investment Research (zacks.com). Zacks Investment Research Kommentare anzeigen
05.08.25 06:01:52 Infineon CFO über die Auswirkungen von Zöllen auf Umsatz, AI-Anforderung
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Der deutsche Auto-Chiphersteller Infineon Technologies erwartet für das laufende Fiskalquartal einen stagnierenden Umsatz, da die Unsicherheiten über Zölle den Umsatz weiterhin belasten. CFO Sven Schneider zu Gast bei Oliver Crook auf Bloomberg Television..
05.08.25 05:44:00 Infineon steigert die Ausrichtung als Halbleiternachfrage
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Die Nachfrage nach Halbleitern für Fahrzeuge, Energieinfrastruktur und KI-Rechenzentren nimmt zu.