Infineon(IFNNY)

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Infineon: Automotive Segments Turbocharging Growth
Seeking Alpha· 2023-12-26 02:58
Sean Gallup In our previous analysis of Infineon Technologies AG (OTCQX:IFNNY), we identified that Infineon's Automotive segment includes four key product groups including power semiconductors, MCUs, sensors, and memory ICs. Power semiconductors contribute about half of the segment's revenue, with the power semiconductor market representing 58% of the overall automotive semiconductor market. We believed Infineon's strong presence in the MCU, sensor, and power semiconductor markets gives it a competitive adv ...
Infineon: Underlying Growth Remains Robust
Seeking Alpha· 2023-12-23 00:57
adventtrInvestment action I recommended a buy rating for Infineon (OTCQX:IFNNY) when I wrote about it the last time, as I expected growth to normalize as the business continues to clear its backlog. Doing so, the market should eventually re-value its multiple to its peers’ level. The stock took a big dive before recovering, and I believe the current momentum can continue. Based on my current outlook and analysis of IFNNY, I recommend a buy rating. Underlying demand remains robust for IFNNY, especially i ...