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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

Alex Berry

External Communications Manager