Report
Stephane Houri

Infineon Technologies AG : A new factory at just the right time!

>An investment strategy that will harness more growth in 2022, Outperform rating reiterated - Despite an exceptionally buoyant context, reflected in a record order intake and visibility materialised by a backlog equivalent to two years of revenues (~€ 22bn), Q3 2021 results came in slightly short of expectations. This temporary poor performance stems from 1/ supply chain pressures in general, which curbed expansion, and also 2/ difficulties specific to the group wit...
Underlying
INFINEON TECHNOLOGIES AG

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.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Houri

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