NEW YORK (dpa-AFX Broker) - The research firm Jefferies has maintained its "buy" rating for Infineon with a target price of €48. The semiconductor group appears to be well positioned for growth dominated by artificial intelligence (AI), wrote Janardan Menon in his response to an information event held by the company on Thursday. Solutions for the power supply of AI data centers are likely to be an important structural growth factor for Infineon until at least 2030. /rob/gl/ag
Publication of the original study: November 26, 2025 / 3:58 p.m. / Time zone not specified in study Initial distribution of the original study: November 26, 2025 / 8:00 p.m. / Time zone not specified in study
Infineon Technologies AG is one of the world's leading manufacturers of semiconductors. The group's products include power semiconductors, sensors, microcontrollers, digital, mixed-signal and analog ICs, discrete semiconductor modules, switches, interface ICs, motor-controlling ICs, RF power transistors, voltage regulators, and electronic safety components. Net sales break down by area of activity as follows:
- automotive (56.3%): semiconductor products used in the automotive industry, and memory products for specific applications for automotive, industrial, information technologies, telecommunications and consumer electronics.
- power & sensor systems (20.7%): semiconductors for energy-efficient power supplies, mobile devices, mobile phone network infrastructures, human-machine interaction as well as applications with special demands on their robustness and reliability.
- industrial power control (12.9%): semiconductor products for the conversion of electrical energy for small, medium and high-power applications, used in the manufacturing, the low-loss transmission, the storage and the efficient use of electrical energy;
- connected secure systems (10.1%): semiconductors for networked devices, card-based applications, and government documents; microcontrollers for industrial, entertainment, and household applications, components for connectivity systems, various customer support systems.
Net sales are distributed geographically as follows: Germany (10.8%), Europe-Middle East-Africa (15%), China-Hong Kong-Taiwan (34.3%), Japan (10.1%), Asia-Pacific (16.5%), the United States (10.9%) and Americas (2.4%).
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