I see three reasons why the 4-year correction is over, and a recovery is starting!
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For four years, Infineon investors needed strong nerves. However, while the semiconductor giant has been stuck in a tough correction, it has developed into the backbone of the AI revolution. Three reasons support the view that the stock is now set to take off: 1. The energy of AI: While Nvidia provides the "brain,” Infineon supplies the "circulatory system.” The company is expecting a doubling of revenue in its fiscal year 2026 to 1.5 billion euros for highly efficient power supplies in data centers. Since demand exceeds supply, this area is...
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