COMPANY
Infineon
IFX:GR
Primary coverage by Pierre Ferragu
Research
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AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.August 11, 2025 — Pierre Ferragu
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Infineon 3FQ25: Recovery on track and margin beat, despite tariff uncertainty. Buy, €50 TP.August 6, 2025 — Ben Harwood and Pierre Ferragu
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Infineon 3FQ25: Recovery on track and margin beat, despite tariff uncertaintyAugust 5, 2025 — Ben Harwood and Pierre Ferragu
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AI capex & replatforming; semicap into 2026; Apple, Arm & more.August 4, 2025 — Pierre Ferragu
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2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.July 28, 2025 — Pierre Ferragu
Events
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Dec
19TechnologyDecember 19, 2024Hosted by Pierre FerraguWatch Replay -
Sep
26TechnologySeptember 26, 2024Hosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
10TechnologyJanuary 10, 2024 — VirtualHosted by Pierre Ferragu, Ben Harwood, Antoine Chkaiban and Rolf BulkWatch 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
7TechnologyDecember 7, 2021Hosted by Pierre FerraguWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Jun
23TechnologyJune 23, 2021Hosted by Pierre FerraguWatch Replay -
May
7TechnologyMay 7, 2021Hosted by Pierre FerraguWatch Replay -
Mar
31TechnologyMarch 31, 2021Hosted by Pierre FerraguWatch Replay -
Jan
29TechnologyJanuary 29, 2021Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 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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