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

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 is the Swiss army knife of the power semiconductor space and is worthy of a top position in the portfolio. x.com 

STMicroelectronics offers rare asymmetry for a large cap: a bear case in line with the S&P 500, a slightly better base case and a wildly better bull case. 2026 marked an inflection in its data-center business, with a multi-year, multi-billion-dollar Amazon agreement and guidance raised from $1B before 2030 to well above $2B in 2027. A base case with a modest AI business implies 15% annual growth through 2030; if photonics, power and robotics reach a third of revenue, 30-50%. x.com  x.com  x.com 

STMicroelectronics' results should keep improving, so betting against it is risky. @BabybusFL expects a broad semiconductor shakeout first that could hit names with and without earnings alike. 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 

STMicroelectronics is a hidden common thread across semiconductors, and the market is waking up to it in 2026. It turns up in silicon carbide and GaN power devices, its STM32 is effectively the MCU standard, and it leads MEMS sensor share. Its chips sit in SpaceX Starlink satellites, AWS data center infrastructure and a humanoid robot shown at NVIDIA's headquarters. A "European semiconductor" label long kept interest lukewarm, but that perception is breaking down fast. x.com 

STMicroelectronics is a cheap option on SpaceX taking off in both neocloud and space, since its LEO business, about 10% of sales, supplies all of Starlink. At under 30x 2027 estimated earnings, it also brings full analog and power-semiconductor exposure, and those power semis are its link to the neocloud side. x.com  x.com