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Infineon results show it is a good house in a bad neighbourhood

Date: 05 August 2025

1 minute read
5 August 2025
 
If you are covering Infineon's latest results, please see the following comment from Ben Barringer, global technology analyst at Quilter Cheviot:

"Infineon continues to look like a good house in a tough neighbourhood. While many of its peers in the analogue and industrial semiconductor space, such as Texas Instruments, have faced headwinds, Infineon’s performance was notably resilient.

Revenues were flat, but a profit beat will reassure investors, particularly given the backdrop. Guidance was cautious but reasonable, projecting flat revenues despite currency and tariff pressures. Growth in automotive, up 3%, and ongoing strength in its power chip business, especially those used by Nvidia, show Infineon is positioned well even as broader end markets remain subdued."

Alex Berry

External Communications Manager