Infineon

Events

• Jan
  13

  Technology

  2026 Tech Infrastructure Top Picks

  January 13, 2026 — Virtual

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  Hosted by Pierre Ferragu, Antoine Chkaiban and Ben Harwood

  Watch Replay
• Dec
  19

  Technology

  The Cyclical and the Secular Power semi conference call with Yole’s CEO.

  December 19, 2024

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  Hosted by Pierre Ferragu

  Watch Replay
• Sep
  26

  Technology

  REPLAY: Asia Tech Tour Debrief: Updates on CoWoS, HBM, AI server, AI PCs and more.

  September 26, 2024

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  Hosted by Pierre Ferragu

  Watch Replay
• Jan
  26

  Technology

  Replay: $400bn spent on datacenter AI chips in 2027? Part II: Implications for infrastructure providers - Conference Call

  January 26, 2024 — Virtual

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  Hosted by Pierre Ferragu and Antoine Chkaiban

  Watch Replay
• Jan
  10

  Technology

  Replay: Our top 3… well, maybe 4 picks for 2024!

  January 10, 2024 — Virtual

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  Hosted by Pierre Ferragu, Ben Harwood, Antoine Chkaiban and Rolf Bulk

  Watch Replay
• Jun
  12

  Technology

  Future of Transportation Conference: Fireside Chat with Infineon (Hans Adlkofer, Senior VP Automotive)

  June 12, 2023

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  Hosted by Pierre Ferragu

  Watch Replay
• Nov
  16

  Technology

  Power Semiconductor Conference Call with Yole CEO

  November 16, 2022

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  Hosted by Pierre Ferragu

  Watch Replay
• Oct
  18

  Technology

  Semi-cycle health check

  October 18, 2022

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  Hosted by Pierre Ferragu

  Watch Replay
• Sep
  12

  Technology

  The Tech Infrastructure Quarterly Bible 2Q22

  September 12, 2022

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  Hosted by Pierre Ferragu

  Watch Replay
• Jan
  12

  Technology

  Conference Call on Silicon Carbide & Power Semis with Yole CEO

  January 12, 2022

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  Hosted by Pierre Ferragu

  Watch Replay
• Dec
  7

  Technology

  Infineon CEO Unplugged Conference Call

  December 7, 2021

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  Hosted by Pierre Ferragu

  Watch Replay
• Oct
  18

  Technology

  Semiconductors - Time to talk cycle again

  October 18, 2021

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  Hosted by Pierre Ferragu

  Watch Replay
• Jun
  23

  Technology

  Deep dive into the high growth, competitive Silicon Carbide market with Yole's CEO Jean-Christophe Eloy: Power Semi and Compound Materials Expert

  June 23, 2021

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  Hosted by Pierre Ferragu

  Watch Replay
• May
  7

  Technology

  Renewable energy: The inflection point is coming. Implications for our coverage.

  May 7, 2021

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  Hosted by Pierre Ferragu

  Watch Replay
• Mar
  31

  Technology

  Wolfspeed initiation & deep dive into power semiconductors

  March 31, 2021

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  Hosted by Pierre Ferragu

  Watch Replay
• Jan
  29

  Technology

  Power semis: This is just the beginning of EVs... and EVs are just the beginning of the electrification era

  January 29, 2021

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  Hosted by Pierre Ferragu

  Watch Replay
• Jun
  6

  Technology

  The Tech Infrastructure Quarterly Bible 1Q19 - What we learnt in the quarter and our updated thoughts

  June 6, 2019

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  Hosted by Pierre Ferragu

  Watch Replay
• Feb
  20

  Technology

  Tech Infrastructure Quarterly Bible 4Q18

  February 20, 2019

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  Hosted by Pierre Ferragu

  Watch Replay
• Nov
  28

  Technology

  The Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughts

  November 28, 2018

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  Hosted by Pierre Ferragu

  Watch Replay
• Jun
  11

  Technology

  Infineon Deep Dive

  June 11, 2018

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  Hosted by Pierre Ferragu

  Watch Replay
• May
  4

  Technology

  Initiation Presentation

  May 4, 2018

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  Hosted by Pierre Ferragu

  Watch Replay