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Infineon (IFX.DE)
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Infineon - (IFX.DE)
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2024
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2023
2024
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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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IFX.DE: Infineon’s SiC business should be resilient if EV bear case materializes.
(December 1, 2023)
IFX.DE: Margin concerns remain despite improved FY24 outlook.
(November 15, 2023)
IFX.DE: Growth in FY24 requires a lot to go right.
(August 3, 2023)
IFX.DE: Power semi, automotive tailwinds likely fade by 2HCY23.
(May 4, 2023)
IFX.DE: Initiation Report - Strong year expected in ’23 but risk of oversupply is growing.
(March 28, 2023)
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