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To Infineon and beyond

The semiconductor manufacturer is capitalising on multiple structural growth drivers including the shift to electric vehicles and renewable energy
February 16, 2021
  • As the leading automotive semiconductor maker, Infineon is set to benefit from increased adoption of electric vehicles
  • Tapping into such ‘megatrends’ should mitigate some of the group’s traditional cyclical exposure
IC TIP: Buy
Tip style
Growth
Risk rating
Medium
Timescale
Long Term
Bull points

Megatrends enabler and beneficiary

Improving profit margins

Analyst upgrades

Fund manager pick

Bear points

Fancy PE multiple

Cyclical vulnerability

Infineon (DE:IFX) is a German chip manufacturer that specialises in the â€˜power semiconductors’ that manage the flow of electric current through devices. It is one of the world’s top 10 semiconductor companies, with its chips spanning four broad applications – automotive, industrial, consumer electronics and security solutions.

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