Infineon Technologies AG
XETRA:IFX
| US |
|
Johnson & Johnson
NYSE:JNJ
|
Pharmaceuticals
|
| US |
|
Berkshire Hathaway Inc
NYSE:BRK.A
|
Financial Services
|
| US |
|
Bank of America Corp
NYSE:BAC
|
Banking
|
| US |
|
Mastercard Inc
NYSE:MA
|
Technology
|
| US |
|
UnitedHealth Group Inc
NYSE:UNH
|
Health Care
|
| US |
|
Exxon Mobil Corp
NYSE:XOM
|
Energy
|
| US |
|
Pfizer Inc
NYSE:PFE
|
Pharmaceuticals
|
| US |
|
Palantir Technologies Inc
NYSE:PLTR
|
Technology
|
| US |
|
Nike Inc
NYSE:NKE
|
Textiles, Apparel & Luxury Goods
|
| US |
|
Visa Inc
NYSE:V
|
Technology
|
| CN |
|
Alibaba Group Holding Ltd
NYSE:BABA
|
Retail
|
| US |
|
JPMorgan Chase & Co
NYSE:JPM
|
Banking
|
| US |
|
Coca-Cola Co
NYSE:KO
|
Beverages
|
| US |
|
Walmart Inc
NYSE:WMT
|
Retail
|
| US |
|
Verizon Communications Inc
NYSE:VZ
|
Telecommunication
|
| US |
|
Chevron Corp
NYSE:CVX
|
Energy
|
Utilize notes to systematically review your investment decisions. By reflecting on past outcomes, you can discern effective strategies and identify those that underperformed. This continuous feedback loop enables you to adapt and refine your approach, optimizing for future success.
Each note serves as a learning point, offering insights into your decision-making processes. Over time, you'll accumulate a personalized database of knowledge, enhancing your ability to make informed decisions quickly and effectively.
With a comprehensive record of your investment history at your fingertips, you can compare current opportunities against past experiences. This not only bolsters your confidence but also ensures that each decision is grounded in a well-documented rationale.
Do you really want to delete this note?
This action cannot be undone.
| 52 Week Range |
24.345
38.515
|
| Price Target |
|
We'll email you a reminder when the closing price reaches EUR.
Choose the stock you wish to monitor with a price alert.
|
Johnson & Johnson
NYSE:JNJ
|
US |
|
Berkshire Hathaway Inc
NYSE:BRK.A
|
US |
|
Bank of America Corp
NYSE:BAC
|
US |
|
Mastercard Inc
NYSE:MA
|
US |
|
UnitedHealth Group Inc
NYSE:UNH
|
US |
|
Exxon Mobil Corp
NYSE:XOM
|
US |
|
Pfizer Inc
NYSE:PFE
|
US |
|
Palantir Technologies Inc
NYSE:PLTR
|
US |
|
Nike Inc
NYSE:NKE
|
US |
|
Visa Inc
NYSE:V
|
US |
|
Alibaba Group Holding Ltd
NYSE:BABA
|
CN |
|
JPMorgan Chase & Co
NYSE:JPM
|
US |
|
Coca-Cola Co
NYSE:KO
|
US |
|
Walmart Inc
NYSE:WMT
|
US |
|
Verizon Communications Inc
NYSE:VZ
|
US |
|
Chevron Corp
NYSE:CVX
|
US |
This alert will be permanently deleted.
Infineon Technologies AG
Infineon Technologies AG, a stalwart in the semiconductor industry, has carved a niche through its innovative prowess and strategic focus on key markets. Born as a spinoff from Siemens AG in 1999, the company quickly established itself as a leader in microelectronics. Infineon's operations revolve around four principal segments: Automotive, Industrial Power Control, Power & Sensor Systems, and Connected Secure Systems. By providing a diverse range of products including microcontrollers, sensors, and power modules, the company serves a plethora of industries from automotive to industrial and consumer electronics. This diversification allows Infineon to maintain a robust presence across different sectors, effectively mitigating risks associated with reliance on a single market.
The company's core revenue stream stems from its dedication to innovation in energy efficiency, mobility, and security. Infineon's products are pivotal in enabling the shift towards electric vehicles and automated driving—a segment that has witnessed significant growth as automakers strive for greener technologies. Moreover, the company’s components enhance energy efficiency in industrial applications, support renewable energy solutions, and empower seamless communication in smart devices. Such strategic alignment with global technological and environmental trends has amplified Infineon's influence. Through continuous R&D, the German chipmaker sustains its competitive edge, maximizing value for a steadily expanding customer base while fueling its financial performance.
Infineon Technologies AG, a stalwart in the semiconductor industry, has carved a niche through its innovative prowess and strategic focus on key markets. Born as a spinoff from Siemens AG in 1999, the company quickly established itself as a leader in microelectronics. Infineon's operations revolve around four principal segments: Automotive, Industrial Power Control, Power & Sensor Systems, and Connected Secure Systems. By providing a diverse range of products including microcontrollers, sensors, and power modules, the company serves a plethora of industries from automotive to industrial and consumer electronics. This diversification allows Infineon to maintain a robust presence across different sectors, effectively mitigating risks associated with reliance on a single market.
The company's core revenue stream stems from its dedication to innovation in energy efficiency, mobility, and security. Infineon's products are pivotal in enabling the shift towards electric vehicles and automated driving—a segment that has witnessed significant growth as automakers strive for greener technologies. Moreover, the company’s components enhance energy efficiency in industrial applications, support renewable energy solutions, and empower seamless communication in smart devices. Such strategic alignment with global technological and environmental trends has amplified Infineon's influence. Through continuous R&D, the German chipmaker sustains its competitive edge, maximizing value for a steadily expanding customer base while fueling its financial performance.
2025 Performance: Infineon met expectations in 2025 despite tough macro and geopolitical conditions, as revenue, margin, and free cash flow landed in the lower range of targets.
Revenue Trends: Full-year revenue fell 2% to EUR 14.662 billion, mainly due to a weaker US dollar and inventory reductions at customers.
Profitability: Segment result margin declined to 17.5% from 20.8% last year, but remained within the forecasted high-teen range.
AI Data Center Growth: Revenue from power solutions for AI data centers nearly tripled to over EUR 700 million in 2025, beating forecasts, and is expected to double to around EUR 1.5 billion in 2026.
2026 Guidance: Management expects only moderate revenue growth and a high-teen segment result margin for 2026, with first quarter revenue guided to about EUR 3.6 billion (down 9% QoQ).
Free Cash Flow: Adjusted free cash flow was EUR 1.803 billion (12.3% of revenue); reported free cash flow was negative due to large investments.
Dividend: Infineon will propose an unchanged dividend of EUR 0.35 per share.
China Exposure: Greater China accounted for 38% of revenue in 2025, 29% from Mainland China, with similar levels expected for 2026.
Management
Andreas Urschitz is a notable executive at Infineon Technologies AG, a leading global semiconductor company. He has been with the company for several years and has made significant contributions to its growth and success. Urschitz is known for his expertise in sales, marketing, and the development of technology products, especially in the power management and multimarket segments. Urschitz began his career at Infineon in various roles, gaining extensive experience that eventually led to his appointment as the Chief Marketing Officer (CMO). His leadership in this role involved overseeing global marketing strategies and initiatives, enhancing the company's brand presence, and driving business development with a strong focus on customer needs. Throughout his career, Urschitz has been instrumental in guiding Infineon's strategic direction, focusing on innovation and sustainability. His efforts have been crucial in expanding Infineon's market share in various sectors, including automotive, industrial power control, and digital security solutions. Urschitz is recognized for his visionary approach, emphasizing the importance of digital transformation and the integration of cutting-edge technologies to meet the evolving demands of the marketplace. His leadership has significantly contributed to positioning Infineon as a market leader in the semiconductor industry.
Urschitz began his career at Infineon in various roles, gaining extensive experience that eventually led to his appointment as the Chief Marketing Officer (CMO). His leadership in this role involved overseeing global marketing strategies and initiatives, enhancing the company's brand presence, and driving business development with a strong focus on customer needs.
Throughout his career, Urschitz has been instrumental in guiding Infineon's strategic direction, focusing on innovation and sustainability. His efforts have been crucial in expanding Infineon's market share in various sectors, including automotive, industrial power control, and digital security solutions.
Urschitz is recognized for his visionary approach, emphasizing the importance of digital transformation and the integration of cutting-edge technologies to meet the evolving demands of the marketplace. His leadership has significantly contributed to positioning Infineon as a market leader in the semiconductor industry.
Dr. Rutger Wijburg is a notable figure in the semiconductor industry, currently serving as the Chief Operating Officer (COO) of Infineon Technologies AG. He assumed this role in April 2023 and is responsible for overseeing the company's manufacturing operations and technology development, which are pivotal to Infineon's growth and innovation strategies. Before becoming COO, Dr. Wijburg held the position of President at GLOBALFOUNDRIES, one of the leading semiconductor manufacturers, where he was instrumental in driving efficiency and expanding manufacturing capacities. His extensive experience spans over three decades in the semiconductor industry, giving him deep insights into manufacturing processes, technology transitions, and strategic partnerships. Dr. Wijburg's expertise lies in scaling semiconductor operations to meet global demand, which aligns with Infineon's goals for advancing their market position in power systems, automotive electronics, and security systems. Under his leadership, Infineon aims to enhance its operational capabilities, focusing on sustainability and technological advancement to foster better innovation within the industry. His educational background includes a PhD in Solid State Physics, which underscores his technical proficiency and supports his executive decision-making skills. Dr. Wijburg's leadership is characterized by a commitment to enhancing production efficiencies and innovation in the semiconductor sector.
Before becoming COO, Dr. Wijburg held the position of President at GLOBALFOUNDRIES, one of the leading semiconductor manufacturers, where he was instrumental in driving efficiency and expanding manufacturing capacities. His extensive experience spans over three decades in the semiconductor industry, giving him deep insights into manufacturing processes, technology transitions, and strategic partnerships.
Dr. Wijburg's expertise lies in scaling semiconductor operations to meet global demand, which aligns with Infineon's goals for advancing their market position in power systems, automotive electronics, and security systems. Under his leadership, Infineon aims to enhance its operational capabilities, focusing on sustainability and technological advancement to foster better innovation within the industry.
His educational background includes a PhD in Solid State Physics, which underscores his technical proficiency and supports his executive decision-making skills. Dr. Wijburg's leadership is characterized by a commitment to enhancing production efficiencies and innovation in the semiconductor sector.
Elke Reichart is a notable business executive known for her role at Infineon Technologies AG. She currently serves as the Chief Digital Officer (CDO) and a member of the Management Board. In her role, she is responsible for spearheading digital transformation initiatives and leveraging technology to improve operations and drive innovation within the company. Reichart has a strong background in IT and digital strategy, having accumulated extensive experience in various leadership positions across the tech industry. Before joining Infineon, she held significant roles at companies like Hewlett-Packard, where she was instrumental in developing and implementing IT strategies that aligned with business goals. Her expertise lies in digital transformation, strategic planning, and information technology, making her a key player in advancing Infineon's position in the semiconductor industry. Reichart's leadership is characterized by a forward-thinking approach, emphasizing the integration of cutting-edge technologies to enhance business processes and create value. In addition to her executive responsibilities, Reichart is often involved in initiatives that promote diversity and sustainability within the tech sector, recognizing the importance of these elements in driving long-term success for businesses.
Reichart has a strong background in IT and digital strategy, having accumulated extensive experience in various leadership positions across the tech industry. Before joining Infineon, she held significant roles at companies like Hewlett-Packard, where she was instrumental in developing and implementing IT strategies that aligned with business goals.
Her expertise lies in digital transformation, strategic planning, and information technology, making her a key player in advancing Infineon's position in the semiconductor industry. Reichart's leadership is characterized by a forward-thinking approach, emphasizing the integration of cutting-edge technologies to enhance business processes and create value.
In addition to her executive responsibilities, Reichart is often involved in initiatives that promote diversity and sustainability within the tech sector, recognizing the importance of these elements in driving long-term success for businesses.
Peter Friedrichs is well-regarded in the semiconductor industry, particularly in the field of power electronics. He is associated with Infineon Technologies AG, a leading German semiconductor manufacturer. Friedrichs has served in key roles focusing on the development and advancement of power semiconductors, most notably within Infineon's industrial power control division. With a strong technical background, Friedrichs has been involved in pioneering work on silicon carbide (SiC) technology, which is crucial for enhancing the efficiency and performance of power electronic systems. His expertise is widely recognized in the field, and he has contributed significantly to the promotion and integration of SiC in various applications, helping Infineon maintain its leadership in the market. Friedrichs has also engaged actively with the engineering community through publications and speaking engagements at international conferences, sharing insights into the future directions of semiconductor technology and its applications in energy efficiency and management.
With a strong technical background, Friedrichs has been involved in pioneering work on silicon carbide (SiC) technology, which is crucial for enhancing the efficiency and performance of power electronic systems. His expertise is widely recognized in the field, and he has contributed significantly to the promotion and integration of SiC in various applications, helping Infineon maintain its leadership in the market.
Friedrichs has also engaged actively with the engineering community through publications and speaking engagements at international conferences, sharing insights into the future directions of semiconductor technology and its applications in energy efficiency and management.
Matthew T. Epstein does not appear to be a widely recognized or publicly documented figure within Infineon Technologies AG or in connection with the Chartered Financial Analyst (CFA) credential, based on available information. If he is an executive or officer at Infineon Technologies AG, it is possible he serves in a role that has not been prominently featured in publicly accessible records or publications. If you have additional context or specific details about his role or achievements, I could help provide a more precise overview. Otherwise, the information is currently insufficient. Therefore, the answer is FALSE.