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Aandeel X-FAB PSE:XFAB.FR, BE0974310428

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Forum X-FAB geopend

682 Posts
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  1. Gepluimde kip 27 april 2023 13:42
    quote:

    Marbella schreef op 27 april 2023 11:21:

    Sterke cijfers, maar alweer niet goed genoeg om te schitteren blijkbaar...aan 9 gekocht en na 1,5jr toch 1 grote ontgoocheling.
    Je hebt ze dan wel op een top gekocht. Maar daarna zijn ze wel nog veel dieper gezakt dan het dieptepunt vandaag. Rond de 9 is trouwens mijn afbouwzone. Dan koop ik zeker niet. Vanmorgen was een mooie bijkoopkans. Nu wellicht nog. Komt heus wel terug boven de 8 euro op korte termijn. Is erg volatiel aandeel.

    Succes!
  2. VLiTaNbase 1 juni 2023 15:30
    quote:

    Pierre1 schreef op 1 juni 2023 12:06:

    www.xfab.com/securedl/sdl-eyJ0eXAiOiJ...

    Jammer dat er geen AI instaat!
    En jammer dat er niet ook een tekst blok is toegevoegd waarin deze ontwikkeling in 'leken taal' is verwoord.
    Dit persbericht lijkt meer geschreven voor (potentiële) klanten.
    Lijkt overigens wel mooie stap.
  3. galaking 7 juni 2023 12:51
    Super goed nieuws:
    1
    X-FAB Silicon Foundries SE | Press Release June 7, 2023
    Regulated information
    X-FAB announces new outlook target
    Tessenderlo, Belgium – June 7, 2023 11.00 a.m. CEST
    On the occasion of X-FAB Silicon Foundries SE’s (X-FAB Group) Investor Day to be held today, 7th June 2023
    in Paris, France, X-FAB Silicon Foundries SE announces its new outlook of USD 1.5 billion revenue and EBITDA
    margin of 30-35% as targets to achieve by 2026
  4. forum rang 7 JdeFL 8 juni 2023 12:40
    • X-FAB hield een Capital Markets Day en volgens KBC Securities is de belangrijkste conclusie, naast het feit dat ze hun beloften hebben waargemaakt, dat ze voor FY26 een omzet van 1,5 miljard met een bedrijfskasstroommarge van 30-35% en een vrije kasstroom van +/- 15% van de jaaromzet verwachten, waarbij de investeringen vanaf FY26 zullen afnemen tot 15-20% van de jaaromzet. Voor FY23 bevestigden ze hun groeiverwachtingen. De belangrijkste drijfveren voor deze verbetering van de winstgevendheid in de toekomst zijn de omzetgroei en een groter aandeel van activiteiten met een hoge toegevoegde waarde en hogere ASP's. Daarnaast is er een hogere waferproductie op basis van productiviteitsverbeteringen, de verwachte turnaround van X-FAB Frankrijk en schaalvoordelen. Per saldo goed voor een koersdoelverhoging van 11 naar 12 euro bij een onveranderd “Kopen”-advies. (Bolero)
  5. Shlomo 12 juli 2023 10:03
    Integrated Photonics Consortium To Industrialize
    The European Silicon Photonics Value Chain,
    including Heterogeneous Integration of InP Chips by
    SMART Photonics
    PhotonixFab to enable photonics product innovation and commercialization with a path to
    high volume manufacturing.
    Eindhoven, The Netherlands, – June 19, 2023
    The photonixFAB project aims to empower photonics innovation by SMEs and large
    entities by providing low entry access to both ultra-low loss silicon nitride (SiN) and silicon
    (Si) based photonics platforms with indium phosphide (InP) heterogenous integration
    capabilities developed by SMART Photonics. This is a strategic initiative aiming to enable
    the European semiconductor and photonics industries to gain greater sovereignty. The
    project will strengthen the continent’s manufacturing capabilities in key emerging areas.
    The photonixFAB consortium is made up of major public and private enterprises, plus
    highly respected research institutes – all focusing on the development and production of
    next generation integrated photonics. Further to SMART Photonics, the high-profile
    partners include technology and manufacturing services providers LIGENTEC, X-FAB, PHIX
    Photonics Assembly and Luceda Photonics plus application developers Nokia, Nvidia,
    Aryballe, Brolis Sensor Technology and PhotonFirst, as well as the major research
    organizations CEA-leti and IMEC.
    Their objective is to establish a European photonics device value chain and initial industrial
    manufacturing capabilities. Thus, providing a path to scalable high-volume manufacturing
    for innovative product developers.
    SMART Photonics | Press Release June 19, 2023
    2
    A comprehensive set of photonics foundry and assembly capabilities will be covered by
    photonixFAB. These will include:
    • Industry-scale integrated photonics manufacturing services with low entry barrier
    access and fast turn-around cycles for both low-loss SiN and Si based PICs.
    • Enablement of microtransfer print technology for InP, LNOI and germanium based
    active and passive component heterogeneous integration on SiN and Si based PIC
    platforms.
    • Development of scalable packaging and testing solutions in alignment with the
    (heterogeneous) PIC platform developments.
    • Process design kit based design automation enablement for the photonic
    platforms.
    As a part of the project, six demonstrators are being built to validate the implemented
    photonics value chains. These include applications such as datacom and optical switches,
    coherent optical transceiver, IR spectrometer for sensing, digital olfaction sensor for
    consumer healthcare and a health monitoring demonstrator.
    A multitude of prospective opportunities for the cutting-edge photonic devices fabricated
    via the photonixFAB project have already been identified. Among them are data
    communication, telecoms, biomedical sensors/detectors, quantum computing and vehicle
    LiDAR.
    “As the photonics industry is growing rapidly, the need for collaboration and alignment
    across the European photonics value chain is crucial”, states Johan Feenstra, CEO of SMART
    Photonics. “PhotonixFab will allows us to work within a highly valued consortium to ensure
    that InP actives and passive elements can be combined with the Si and SiN platforms, to
    provide the right solutions to end customers.”
    SMART Photonics | Press Release June 19, 2023
    3
    “Seeing huge potential emerging there, traditional semiconductor vendors, OEMs and
    start-ups are all now exploring photonic-enabled applications,” states Rudi De Winter, CEO
    of project lead X-FAB. “Consequently, this is the right time for companies to work together
    on building an extensive Europe-centric silicon photonics ecosystem that will help drive the
    continent’s competitiveness in this exciting new market.”
    The project is being supported by the Key Digital Technologies Joint Undertaking (KDT JU),
    with funding from EU and the national authorities. The combination of this funding and the
    investments being directly made by each of the consortium members comes to a total of
    Euro 47.6 million. A major part of the work of this 3.5 year project will be conducted at X-FAB’s foundry operation in Corbeil-Essonnes, France, with additional activities also
    undertaken at the numerous other partners’ sites across Europe.
    ###
    Acronyms
    InP – Indium Phosphide
    IR – Infrared
    LiDAR – Light Detection and Ranging
    LNOI – Lithium Niobate-on-Insulator
    PIC – Photonic Integrated Circuit
    SiN – Silicon Nitride
    SOI – Silicon-on-Insulator
    About SMART Photonics
    SMART Photonics plays a central role in the Photonics industry which has been recognized
    by the EU as one of Europe’s key enabling technologies having the potential to provide
    solutions to some of the most pressing societal and environmental challenges of our time.
    SMART Photonics is a leading independent foundry of photonic integrated chips (PIC’s)
    offering solutions for data and telecommunication, as well as for sensing – such as LiDAR –
    SMART Photonics | Press Release June 19, 2023
    4
    and medical applications. We help our customers to bring their innovations to life. From
    proof of concept to full production. Adding value at every step of the way.
    SMART Photonics Press Contact
    Thomas van der Zijden
    Director Sales and Marketing
    thomas.van.der.zijden@smartphotonics.nl
    More information at: www.photonixfab.eu
    Acknowledgement
    photonixFAB is co-funded by the European Union under grant agreement no. 101111896. Views and
    opinions expressed are however those of the author(s) only and do not necessarily reflect those of the
    European Union or the Key Digital Technologies Joint Undertaking. Neither the European Union nor the
    granting authority can be held responsible for them.
    The project is supported by the Key Digital Technologies Joint Undertaking and its members including top-up funding by Belgium, Germany, France, Israel, Italy and the Netherlands
  6. Shlomo 27 juli 2023 19:36
    Highlights Q2 2023:
    › Revenue was USD 227.1 million, up 20% year-on-year (YoY) and 9% quarter-on-quarter (QoQ);
    including USD 8.3 million of revenues recognized over time due to long-term customer contracts in
    accordance with IFRS 15
    › Excluding this positive effect, revenues* would have been USD 218.9 million, within the guided
    USD 205-220 million
    › Strong growth in X-FAB’s key end markets – automotive, industrial, and medical – up 28% YoY
    (excluding revenues recognized over time)
    › EBITDA at USD 62.3 million, up 46.7% YoY
    › EBITDA margin of 27.4%, slightly above the guided 23-27%
    › EBIT was USD 40.8 million, up 69.9% YoY, with an EBIT margin of 18.0%
    Outlook:
    › Q3 2023 revenue is expected to come in within a range of USD 225-240 million with an EBITDA
    margin in the range of 24-28%. This guidance is based on an average exchange rate of 1.10 USD/Euro.
    › The FY 2023 guidance gets reconfirmed.
  7. galaking 27 juli 2023 19:48
    Ook nog:
    Demand remained strong and continued to exceed X-FAB’s available production capacity. Second quarter
    bookings came in at USD 220.9 million with a book-to-bill ratio of 1.01. Backlog at the end of the second
    quarter amounted to USD 507.0 million, compared to USD 508.3 million in the previous quarter.
    Tijdens de Q&A sessie kwam ook nog ter sprake dat ook voor het eerste halfjaar van 2024 de vraag naar de producten van X fab hoger zal zijn dan de productiecapaciteit.
    Winst per aandeel in het eerste halfjaar 0,62 USD en dan lijkt dit high tech aandeel m.i. toch wel zwaar ondergewaardeerd.
682 Posts
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