Added to YB: 2025-12-01
Pitch date: 2025-11-27
IFX.DE [bullish]
Infineon Technologies AG
Author Info
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Company Info
Infineon Technologies AG engages in the design, development, manufacture, and marketing of semiconductors and semiconductor-based solutions worldwide.
Market Cap
EUR 45.3B
Pitch Price
N/A
Price Target
N/A
Dividend
1.01%
EV/EBITDA
14.64
P/E
45.86
EV/Sales
3.44
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Infineon Technologies (IFX Germany): powering the AI era from the grid to the chip
IFX.DE (update): Power AI segment to double by 2026, reaching €1.5B sales (~20% group rev by 2030). Covers entire power conversion chain from grid to AI chips w/ 30-40% market share. Higher margins than group avg, growth limited by capacity not demand. Trading like cyclical auto supplier vs AI infrastructure enabler.
Read full article (2 min)