Infineon: Positioned For Recovery, Powered By Autos And China

  • Infineon is a leader in automotive semiconductors, well-positioned for EV growth, especially in China, which remains a key market driver. Recent results and guidance suggest the bottom is behind us, with sequential growth across segments and margin recovery expected as volumes rebound. The Marvell automotive Ethernet acquisition enhances Infineon's product offering and margin profile, supporting its strategic positioning in software-defined vehicles.