Infineon: The Qimonda Challenge

By Vijay Nagarajan, Guest Author In the last part of this series, we looked at Infineon’s recent financials and pointed out that Qimonda is a key reason why the company is struggling to create more shareholders’ value. Let us now take a deeper look into Qimonda’s challenges and Infineon’s strategic initiatives to address the situation.

Infineon: Financials

By Vijay Nagarajan, Guest Author In the first part of this series, I presented an overview of the company’s various business segments. With that as the background, let us look into the company’s recent financials.

ST Microelectronics: Valuation

By Vijay Nagarajan, Guest Author I value ST Microelectronics at just under $15 per share. This is about 30% more than its current value. Its strengths include its broad portfolio, its position in the strengthening European block and its resultant wireless business outlook. The operating constraints caused by STM’s geopolitical ties are growth deterrents. Its

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ST Microelectronics: Financials

By Vijay Nagarajan, Guest Author In the introduction to this series, I reviewed the company’s history and businesses. Let us now review the company’s financials from a more holistic perspective.