COMPANY
Infineon
IFX:GR
Primary coverage by Pierre Ferragu
Research
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Power semiconductors: Our updated thoughts following the PCIM conferenceMay 16, 2023 — Pierre Ferragu
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Microchip signals a pullback in autos & industrials? Infineon & Apple defy the broader correction, and much more. Tech Weekly Wrap-Up May 5thMay 8, 2023 — Pierre Ferragu
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Infineon 2FQ23: defying the broader correction. Buy, €50 TP.May 5, 2023 — Pierre Ferragu
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Infineon 2FQ23: defying the broader correction.May 4, 2023 — Pierre Ferragu
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The recession is materializing: weakness across semis, automotive, telecom equipment and Enterprise IT. Tech Weekly Wrap-UpApril 24, 2023 — Pierre Ferragu
Events
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May
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Jun
11 -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Jan
29TechnologyJanuary 29, 2021Hosted by Pierre FerraguWatch Replay -
Mar
31TechnologyMarch 31, 2021Hosted by Pierre FerraguWatch Replay -
May
07TechnologyMay 7, 2021Hosted by Pierre FerraguWatch Replay -
Jun
23TechnologyJune 23, 2021Hosted by Pierre FerraguWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Dec
07TechnologyDecember 7, 2021Hosted by Pierre FerraguWatch Replay -
Jan
12TechnologyJanuary 12, 2022Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Nov
16TechnologyNovember 16, 2022Hosted by Pierre FerraguWatch Replay