Infineon is a better pick than STMicroelectronics because data-center power chip demand is set to inflect while its smartphone exposure is much lower. About a fifth of STM's revenue still comes from smartphones, which are vulnerable to soaring memory prices. Rising rack power densities and 800V rollouts should lift demand, and Infineon has very competitive SiC and GaN products. Data-center power chips could top a quarter of Infineon's sales, more counting energy storage. x.com  x.com 

Infineon is the best overall stock in power semiconductors, with the best silicon carbide and the second-best gallium nitride offering. @zephyr_z9 says Infineon is outclassing everyone in the space. x.com 

Infineon, STMicroelectronics and NXP have little value upside left from humanoid robotics after rallying hard on the AI datacenter theme. Infineon's CEO said humanoids could eventually rival AI datacenters as a revenue opportunity, about 20% of sales, yet Infineon saw insider sales this week. Humanoids may create few real bottlenecks: about 60% of parts come from the existing auto supply chain, most value will likely accrue in China and OEMs will integrate vertically, leaving heavy competition. … Show more

Infineon is a buy at its current multiple, now cheaper than STMicroelectronics', with more exposure to auto and power, while STM has more exposure to satellites. x.com 

Power semiconductors should deliver index-beating returns, though the trade is not early and the easy money was made long ago. The power-semi revenue cycle already started last year, and the ecosystem is broad enough that the whole sector should do well. STMicroelectronics and Infineon are the buys. x.com 

Infineon trades at a discount to lower-quality global peers. STMicroelectronics, for one, is lower quality than Infineon. x.com  x.com 

Power-semiconductor content per AI server rack is set to rise about 17-fold, from $11,000 at B200 to $191,000 at Feynman, and the market has not seriously priced it in. As racks pass 200kW and power shifts from 48V to 800V DC, every conversion stage needs more power devices. VRMs and PSUs make up nearly 70% of a Feynman rack's content, Infineon's core turf, where its DrMOS and smart power stages are hard to displace. Design-in leads shipments by 12-18 months, so Rubin Ultra orders start now. … Show more

Navitas, Infineon, Texas Instruments and STMicroelectronics each have a strong position in GaN and SiC power chips. Navitas is one of only three vendors with integrated-driver GaN and a credible SiC part, so it beats Texas Instruments when customers want dual-source GaN plus SiC. Texas Instruments has top-tier integrated-drive GaN but no SiC. Infineon has competitive GaN and very strong SiC. STMicroelectronics has a good SiC part, with GaN in development. x.com 

Infineon is on allocation for AI power chips, and the supply that would relieve it is years away. Its order book rose from about €21B in December to nearly €30B by June, about 1.8x fiscal 2026 revenue guidance of €16.3B. Lead times are rising, price increases are lifting margins, and AI datacenter customers are prepaying for multiyear capacity worth high single-digit billions. Dresden, worth about €5B a year at full capacity, starts only this autumn. A modest November AI revision would hurt. … Show more

Europe's AI and tech names are the ones worth owning through 2030, unlike its boring banks, automakers and pharma. Picks: Nebius as a neocloud; Rolls-Royce for SMRs; Sivers, IQE, Aixtron, Nynomic and Soitec in photonics; BESI, ASML, SUSS MicroTec and LPKF in chip tools; Arm, Infineon and STMicroelectronics in chips; ABB and Schneider Electric in automation and power; Nokia in AI networking; Scottish Mortgage. Spotify is a great company but not a buy until next year amid the SaaS selloff. x.com  … Show more