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 

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, 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

Tower Semiconductor's 2028 guidance makes its shares attractively valued around $180 despite competition from Silith, GlobalFoundries, STMicroelectronics and others. The stock previously felt too rich to add to. x.com  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 

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 

STMicroelectronics is low quality next to its "dumb chip" peers, weighed down by a messy international ownership structure where it matters who calls the shots. Italy and France may be the two worst major countries to do business in. That view holds against a post the author replies to, which cites its 90% share of chips for SpaceX's Starlink satellites and doubled 2026 and 2027 revenue targets. x.com 

STMicroelectronics has more upside than Infineon, though it is priced accordingly. It leads in space by selling RF chips for Starlink terminals, 60% of its data-center revenue comes from optics and microcontrollers rather than power chips, and it makes its own substrate wafers in Sicily while Infineon outsources. Infineon is the safer play: STM's margins fell to zero in the last trough versus Infineon's steady 10%, and competitors may take some of its Starlink business. 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