Added to YB: 2026-05-29
Pitch date: 2026-05-27
IFX.DE [bullish]
Infineon Technologies AG
Author Info
No bio for this author
Company Info
Infineon Technologies AG develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas.
Market Cap
EUR 99.7B
Pitch Price
N/A
Price Target
N/A
Dividend
0.46%
EV/EBITDA
25.70
P/E
93.58
EV/Sales
7.00
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Infineon Technologies - Why this is a long term buy for me.
IFX.DE (new position): Only merchant semi spanning full AI rack voltage chain from grid to chip. $175/kW content today ($100-$250 range), rising with vertical power & SST adoption. AI rev: €250M FY24→€700M FY25→€1.5B FY26→€2.5B FY27 (mgmt says not max). Backlog €25B (+25% YoY), on allocation, prices rising. Dresden fab opens July 2. FY30 SAM €5.8B-€12.8B vs €14.7B FY25 group rev. Stock +140% YTD to €77, NTM P/E 32x. Multiple expansion done, now execution story.
Read full article (12 min)