COMPANY
Infineon
IFX:GR
Primary coverage by Pierre Ferragu
Research
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What if the EV slowdown were not a headwind on auto semi growth?May 1, 2024 — Pierre Ferragu
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Wolfspeed: who could buy? At what price?April 27, 2024 — Pierre Ferragu
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Infineon: Near-term downside priced in. Attractively valued for the long-term. Buy €45April 26, 2024 — Pierre Ferragu
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STM 1Q24: Auto & industrial cycles hitApril 25, 2024 — Pierre Ferragu
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Auto semis: The secular and the cyclical – Time to buy?April 11, 2024 — Pierre Ferragu
Events
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Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
10TechnologyJanuary 10, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
12TechnologyJune 12, 2023Hosted by Pierre FerraguWatch Replay -
Nov
16TechnologyNovember 16, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jan
12TechnologyJanuary 12, 2022Hosted by Pierre FerraguWatch Replay -
Dec
07TechnologyDecember 7, 2021Hosted by Pierre FerraguWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Jun
23TechnologyJune 23, 2021Hosted by Pierre FerraguWatch Replay -
May
07TechnologyMay 7, 2021Hosted by Pierre FerraguWatch Replay -
Mar
31TechnologyMarch 31, 2021Hosted by Pierre FerraguWatch Replay -
Jan
29TechnologyJanuary 29, 2021Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Jun
11 -
May
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