2025
(Back to Top)  MPWR, IFX.DE: MPS’ custom ASIC revenue could exceed Nvidia business by the late 2020s. (September 12, 2025) IFX.DE: Cyclical and secular growth plus margin expansion outweigh the near-term negatives. (August 5, 2025) IFX.DE, MPWR: Marvell’s AI day a strong indication of growing adoption of vertical power. (June 23, 2025) IFX.DE: Tariff de-risking amidst cyclical recovery leaves room for upside in 2H25. (May 8, 2025) IFX.DE: Marvell automotive Ethernet acquisition a positive for Infineon on several fronts. (April 8, 2025) IFX.DE: Wide range of tailwinds prime IFX for near-term outperformance. (February 4, 2025) 2024
(Back to Top) IFX.DE: Cyclical headwinds persist but guidance resets expectations for FY25. (November 12, 2024) IFX.DE: Cyclical recovery underway with SiC share gains and AI ramp to boot. (August 5, 2024) IFX.DE: 400V MOSFETs should expand SiC TAM and unlock the AI datacenter market. (May 30, 2024) IFX.DE: Big guidance cut to flush expectations while AI exposure should boost sentiment. (May 7, 2024) IFX.DE: Longer-than-expected inventory corrections likely a consistent theme in ’24. (February 6, 2024) WOLF, IFX.DE: Newly signed supply agreement pokes holes in Chinese competition narrative. (January 27, 2024) WOLF, IFX.DE: Wolfspeed/Infineon wafer deal should calm the waters on Chinese competition. (January 24, 2024) ON, STM, IFX.DE, TXN: Downgrading ON as widespread decline in automotive looks imminent. (January 4, 2024) 2023
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