Infineon shares rise above 50 euros for the first time since 2000: Texas Instruments and STMicro are driving the trend

Texas Instruments shares are surging on the NASDAQ. STMicro’s shares are also going up.

Analyst Blayne Curtis from the US bank Jefferies attested that Texas Instruments had a rock-solid quarterly report. The semiconductor company is benefiting from a strengthening recovery in the entire chip industry and from a boom in data centers. The company’s scenario for the second half of the year is promising, both in terms of prices and profitability.

Blayne’s colleague Janardan Menon, who evaluates European semiconductor stocks for Jefferies, praised STMicro’s statements on the current second quarter this morning. The average of the proposed target corridor for sales is eight percent above market expectations. The optical components manufactured for use in data centers are likely to go primarily to Amazon’s AWS cloud computing platform and to the data center supplier Innolight Technology.

Infineon rose above 50 euros for the first time since 2000

Good news from the semiconductor industry boosted Infineon shares on Thursday. The chip manufacturer’s shares ultimately rose by 8.02 percent to 53.35 euros and passed the round mark of 50 euros for the first time since 2000. In doing so, they extended their winning streak since the annual low of 35.78 euros on March 23rd to around 45 percent. A price increase of around 38 percent is expected for 2026.

The rally was triggered by strong business prospects from Texas Instruments and STMicroelectronics. The day before, analyst Alexander Duval from the US investment bank Goldman Sachs had raised the price target for Infineon from 49 to 53 euros and confirmed his buy recommendation for the shares. With a view to the Munich-based company’s second quarter figures due on May 6th, he increased his sales forecasts for the 2027/28 and 2028/29 financial years. What is particularly interesting is whether demand from the automotive sector and industry has actually improved, as management announced after the first quarter. The focus would also be on signals about the influence of recent geopolitical events.

BE Semiconductor ultimately rose by 4.09 percent to 241.80 euros in Amsterdam. Shares from the supplier AIXTRON, on the other hand, fell by 0.36 percent to 46.45 euros.

ASML shares were trading 2.08 percent lower at 1,223.80 euros in Amsterdam. There are reports that Taiwan Semiconductor (TSMC) is delaying the use of ASML’s next generation lithography systems.

FRANKFURT (dpa-AFX)

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