彭博直播转述英飞凌财报指引：AI数据中心功率芯片仍是最大增长驱动

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-08-05 13:30–14:00(Asia/Shanghai),共 75 段
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[13:30] You already raised your outlook in a excited about a growing market and the market demand.😊
[13:30] As a confidence is the capability of the team at Team is Energy to convert the backlog what we have also into revenue and profits. And this is what you.
[13:31] 've seen this quarter really coming in. You have seen the revenue increase, the profit increase, and this is on the back of really factor.
[13:31] Expansions, really lending execution teams doing their jobs. And it has been a fantastic achievement and gives us also the.😊
[13:31] But look, investors have started questioning whether the industry is over buildingiling AI infrastructure.
[13:31] Models becoming more efficient.
[13:37] Fast are these markets actually developing, and that is something and how we look on the Mill picture.
[13:37] Okay, Christian, thank you so much for making time for us this morning, that's the Xmens Energy CEO Christian Vo thank you let's.😊
[13:38] With earnings and turn now to infinian out of Germany as well, the chip maker, we are looking for any increasing guidance.😊
[13:38] In data center revenue related revenue because we've already seen robust reports, of course, from Texas Instruments and ST Micro.
[13:38] In fact, what they say is that they forecast revenue in the current quarter and it beats analyst expectations here profiting from.😊
[13:38] data and price as well we can get some context on these.
[13:38] With the CFOn Schchneider,'s been speaking with Bberg's Anna Edwards.
[13:38] Back of a record quarter Q in terms of revenue, we are expecting a steep, much stronger than.
[13:38] Seasonal final quarter, we expect a growth of 13% quarter over quarter,19% year.
[13:39] Over year to 4. billion. And we expect as a follow up of that, of course, a very strong.
[13:39] Follow through in the margin trend. So 400 basis points up to 23%.
[13:39] That then, as you said, brings us to a full year guidance, which is especially in terms of the revenue probably.
[13:39] ightly have expectations. So I would summarize it as we are exiting the year on a very, very strong.
[13:39] Path, and it's a broader based recovery, which stands behind the numbers. So it's AI driven clearly as the.
[13:39] Number one growth driver, but there is more than that, for example, also a very strong momentum in the automotive industry.
[13:39] Yes, and I'll come to that in just a moment, F, can I ask you about the power chips segments, how important is the power chip segment to you.😊
[13:39] You describe it this morning as the most important growth driver. so how big can that become.
[13:40] Our CEO said it a couple of months ago, I think, very well. It is the biggest growth driver in the history of.
[13:40] ionThe magnitude of the business to put into perspective is give or take 10% of our group revenue.
[13:40] This year in AI.
[13:47] Potenly this week. And that's obviously responding very well in O question. But this week, what we've seen is some of the proof of.
[13:47] At least in the software space So from the likes of say palentier, which was up 30% yesterday because of really the bump.😊
[13:47] Higher in that AI related revenue. So there's some areas in AI, which are showing some clearer signs of monetization.
[13:47] And that continues to justify that AIK Exp, which will probably be more normalized now compared to previous.
[13:48] When it kept bumping higher, but even that spend continues to justify that shift a little bit from that.
[13:48] Shiips theme and semiconductors theme, which were the direct beneficiaries of higher Kex to now a more measured Kex increase.😊
[13:48] Which does mean that the adoption leaders and the AI monetization leaders will get some.
[13:48] So I do not expect that straight line higher in AI stocks, as we've seen in the last few years, a much more volatile market, but it's.
[13:48] ThereStill still is a very structurally strong trend, and there will be pockets of gains that we will continue to see here. you thinking about this.
[13:48] from Chinese competition to the US hyperscale is it a deadly foe or a helpful pacer?😊
[13:48] I mean, exactly one of the other factors that led to that massive selloff in the US tech space.😊
[13:48] Last week was that Cx empty, the Chinese memory player IPO as well. So that is, again, one factor that continues.
[13:49] To make this whole AI space a lot more two way rather than one way. Now, I think this competition from China.
[13:49] Is real in terms of the amount of state capital that is backing these plays and the even though I.
[13:49] I say that the technology that these Chinese players are coming up with is not on par with the U players. So even if you just CCx.
[13:49] CxNT, for example, I mean, they might be very good in the traditional memory space but when it comes to HBM and Dan.😊
[13:49] You know, the HPM particularly, I mean, we've again seen Samsung today come up with next gen memory, I think that's not some.
[13:49] Areas that China can catch up with, but because the focus has shifted from high Kex and high efficiency.
[13:49] Toward high efficiency, I think these cheaper Chinese models are certainly raising that bar for adoption.
[13:50] In wherever these can be used, and that is certainly pressuring the USS. space, which is still far more expensive.
[13:50] Well you mentioned some of the Korea names when you have a day when the cost be tanked, not today but it has happened rather a lot recently.😊
[13:50] Those tape again, I think for Cospi, there is obviously a case to be made.
[13:50] Given that the crowded positioning has cleared to some extent and that massive leverage that was at play has obviously.
[13:50] You know,Been pushed out a little bit, but again, having said that Cosby is a very pure play memory story.
[13:50] Again, just led by two companies. And if I talk about the memory segment in itself, I do think that there is a risk.😊
[13:50] Of a cyclical peak here, especially because supply is catching up in a big way. And if these U hyperscalers start to get worried about.😊
[13:50] Kex bumping higher and they start to be a little bit more measured than that again, is a signal of cyclical.
[13:51] In the memory cycle, which continues to point to me that that same momentum that we saw in the Copi.
[13:51] Earlier on, earlier in the year could not come back, I think the outlook from here would be more sideways to a little bit higher but not that massive.😊
[13:51] Uwing that we've had earlierry finally, let me just get your take on intervention the.
[13:51] Is it all a waste of money and Scott Besen's bread if the Bank of Japan doesn't step in and play its role with?😊
[13:51] And what's the best way if you're an investor watching all of this play out to get involved, is it actually via Fx or is it?😊
[13:51] Rather via JGVs So I mean, we've seen with that coordinated intervention that we've had.
[13:51] Last week and the moves in the yen from there on, I mean, the yen is still stronger, but we have.
[13:52] Have erased some of those moves that continue.
[13:53] Investment strategist at Saxo Well, it.
[13:53] Diabetes drugs, the drug maker now expect sales and profit to fall.
[13:53] I know more than 6% this year improving a previous forecast for declines as much as 12% but US listed shares.😊
[13:53] Of the company fell after sales of the new Wagovy, weight loss p failed to reach some of the highest estimates.
[13:53] to the Novo Nordsk CEO, speaking to Franine Laquer on the pulse just after 915amm London time.😊
[13:53] Well we have plenty of more coming up on daybreak Europe so don't go anywhere, this is morning, this is Bloomberg, good morning from London.😊
[13:55] 🎼And you're already looking for that edge brings you.
[13:55] Well, in our last few minutes here, a few terminal charts to finish our day, we heard Charu Channa there with all that positive.😊
[13:56] recordLet's turn over and see why because earnings is a huge part of this story you can see here in Europe the rally.
[13:56] Ear growth the scorecard this season one of the strongest in years and flip the board one more time because you can see analysts are turning even more.
[13:56] Optimistic on all of this, it's a broad range of sectors that they're looking at as well you can get these charts on the terminal.😊
[13:56] TheHRT TV go is where to find them and coming up next on the opening trade we've got earnings interviews with the retailer Aho Delha.😊
[13:56] And the generic drug maker Sanderss, that's with Anna Edwards in the next couple of hours on Bloomberg TV stay tuned for you.😊
[13:56] This is Bomberg.😊