Infineon: Management Expects Strong AI-Related Chip Demand for Years to Come. Big Picture Breakout!
Reading Time: 2 minutes
The Infineon stock ends the multi-year correction since the end of 2021. It missed the rally of AI stocks because, as a supplier of automotive chips, it did not benefit. However, now two growth areas are emerging that make Infineon a potential beneficiary of AI: chips for power supply and microcontrollers for Edge AI! Infineon's foray into the heart of AI infrastructure While Nvidia provides the "brain" of AI, Infineon supplies the "heart-circulatory system," the highly efficient power supply. Given the exploding energy demands in data centers,...
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