COMPANY
Infineon
IFX:GR
Primary coverage by Pierre Ferragu
Research
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Auto cycle & onsemi, Mobileye & Lyft, Semicap weak, and More: Our Weekly Wrap-UpFebruary 18, 2025 — Pierre Ferragu
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AI Capex up, Semicap down, Auto cycle turning, and more. Our weekly wrap-up.February 10, 2025 — Pierre Ferragu
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Infineon: The loaded gun has shot the first bullet. Top Pick.February 5, 2025 — Pierre Ferragu
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Infineon 1FQ25: Recovery on track. Top pick in 2025. Buy, €50 Target PriceFebruary 5, 2025 — Pierre Ferragu
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Infineon 1FQ25: Recovery on track. Top pick in 2025.February 4, 2025 — Pierre Ferragu
Events
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Dec
19TechnologyDecember 19, 2024Hosted by Pierre FerraguWatch Replay -
Sep
26TechnologySeptember 26, 2024Hosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
10TechnologyJanuary 10, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
12TechnologyJune 12, 2023Hosted by Pierre FerraguWatch Replay -
Nov
16TechnologyNovember 16, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jan
12TechnologyJanuary 12, 2022Hosted by Pierre FerraguWatch Replay -
Dec
7TechnologyDecember 7, 2021Hosted by Pierre FerraguWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Jun
23TechnologyJune 23, 2021Hosted by Pierre FerraguWatch Replay -
May
7TechnologyMay 7, 2021Hosted by Pierre FerraguWatch Replay -
Mar
31TechnologyMarch 31, 2021Hosted by Pierre FerraguWatch Replay -
Jan
29TechnologyJanuary 29, 2021Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Jun
11 -
May
4
