Infineon: The loaded gun has shot the first bullet. Top Pick.
Infineon confirmed yesterday that the inventory correction in auto and industrials is peaking in 1Q25. This aligns with our view, based on close tracking of inventories across the value chain, and will drive strong sequential momentum for all, including Infineon, which remains a top pick.Infineon Technologies is a semiconductor manufacturing company. The Automotive segment designs, develops, manufactures and markets semiconductors for use in automotive applications. The Industrial Power Control segment designs, develops, manufactures and markets semiconductors for the generation, transmission and economy in the use of electrical energy. The Power Management & Multimarket segment designs, develops, manufactures and markets semiconductors for power supplies, mobile devices and mobile phone network infrastructures. The Chip Card & Security segment designs, develops, manufactures and markets semiconductor-based security products for card applications and networked systems.
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- Pan European Telecom Services and Cable
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We provide debt research on:
- Pan European Telecom Services and Cable
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