COMPANY
Infineon
IFX:GR
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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Bible 1Q24 – Autos: Semi cycle hits. Time to buy the stocks.June 18, 2024 — Pierre Ferragu
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Bible 1Q24 – Industrials: Past the bottom, but the pace of recovery may be slowJune 3, 2024 — Pierre Ferragu
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AI expectations increasing, PC and Non AI cloud spending recovering, Apple-OpenAI deal and more. The Tech Weekly Wrap-upJune 3, 2024 — Pierre Ferragu
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Infineon: Microcontroller share gains help offset the cyclical slowdown this yearMay 15, 2024 — Pierre Ferragu
Events
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Jan
26TechnologyJanuary 26, 2024 — VirtualWatch Replay -
Jan
10 -
Jun
12TechnologyJune 12, 2023Watch Replay -
Nov
16 -
Oct
18 -
Sep
12 -
Jan
12TechnologyJanuary 12, 2022Watch Replay -
Dec
07 -
Oct
18 -
Jun
23TechnologyJune 23, 2021Watch Replay -
May
07TechnologyMay 7, 2021Watch Replay -
Mar
31 -
Jan
29TechnologyJanuary 29, 2021Watch Replay -
Jun
06TechnologyJune 6, 2019Watch Replay -
Feb
20 -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Watch Replay -
Jun
11 -
May
04