COMPANY
Infineon
IFX:GR
Primary coverage by Pierre Ferragu
Research
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Bible 1Q25 – Autos: recovery on track. Expect strong momentum through 2025June 5, 2025 — Pierre Ferragu
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Bible 1Q25 – Industrials: the recovery is on. Expect strong momentum through 2025.May 28, 2025 — Pierre Ferragu
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Autos & industrials, OpenAI/io deal, NVLink Fusion, AI cloud & capex, and more.May 27, 2025 — Pierre Ferragu
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Auto semi: Our cyclical thesis is playing out across the boardMay 16, 2025 — Pierre Ferragu
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Infineon: strong recovery amid FX and tariff headwinds. We see upside.May 13, 2025 — Pierre Ferragu
Events
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Dec
19TechnologyDecember 19, 2024Watch Replay -
Sep
26TechnologySeptember 26, 2024Watch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualWatch Replay -
Jan
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Jun
12TechnologyJune 12, 2023Watch Replay -
Nov
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Oct
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Sep
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Jan
12TechnologyJanuary 12, 2022Watch Replay -
Dec
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Oct
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Jun
23TechnologyJune 23, 2021Watch Replay -
May
7TechnologyMay 7, 2021Watch Replay -
Mar
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Jan
29TechnologyJanuary 29, 2021Watch Replay -
Jun
6TechnologyJune 6, 2019Watch Replay -
Feb
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Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Watch Replay -
Jun
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May
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