Added to YB: 2026-07-23
Pitch date: 2026-07-21
IFX.DE [neutral]
Infineon Technologies AG
Author Info
Equity research team focused on tech stocks (with special interest in cybersecurity and cloud). Sign up for their newsletter.
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 87.8B
Pitch Price
N/A
Price Target
N/A
Dividend
0.52%
EV/EBITDA
22.80
P/E
82.37
EV/Sales
6.21
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Infineon Technologies AG - $IFX.DE
IFX.DE (holding update): Most mature incumbent in 800V DC AI datacenter power; broadest qualified component catalog, most designed-in for solid-state transformers. Leads SiC (Navitas challenger), trails Navitas in GaN. Not adding—diversification dilutes upside; ~30% WBG capacity idle from China overbuild caps 800V ramp benefit. Prefers Navitas for cleaner GaN beta.
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