Chip sector sell-off persists - Infineon & Co remain under pressure - marketscreener.com

The semiconductor industry continues to face persistent market pressure, with multiple chip companies experiencing significant stock price declines. Key players like Infineon remain under continued ma... Read original →

Infineon’s stock pressure reflects a structural slowdown in power semiconductor demand, not an isolated blip. Slowing EV adoption directly hits its IGBT revenue, while delayed industrial automation orders erode near-term visibility. Technically, the slower-than-expected SiC adoption drags down the entire technology stack—impacting upstream wafer suppliers and downstream module packagers. On compliance, the EU Chips Act’s subsidies come with local manufacturing mandates, raising operational complexity; meanwhile, U.S. export controls force costly supply chain rerouting between Taiwan, China and Southeast Asia. Competitors like STMicro are accelerating automotive MCU integration, while onsemi bets heavily on wide-bandgap capacity to grab share at the cycle bottom. Over the next 12–24 months, the sector faces brutal consolidation: firms lacking vertical integration or deep tech moats will be marginalized, while those mastering co-innovation across materials, devices, and systems will lead the recovery.