INFINEON TECHNOLOGIES AG : Buy rating from Goldman Sachs - marketscreener.com

Infineon Technologies AG received a buy rating from Goldman Sachs, reflecting market recognition of its strong competitive position in power semiconductors and automotive chips. The company plays a cr... Read original →

Goldman Sachs’ 'Buy' rating on Infineon reflects a strategic bet on the inflection point in power semiconductor technology. As 800V architectures and SiC modules accelerate adoption in EVs, Infineon’s 300mm wafer capacity and CoolGaN/CoolSiC platforms are raising technical barriers across automotive supply chains. This pressures rivals like STMicroelectronics and onsemi to fast-track IDM restructuring—especially as EU Chips Act subsidies intensify the race from cost efficiency to materials innovation. However, U.S. export controls on wide-bandgap semiconductor equipment could inflate compliance costs at Infineon’s Malaysia and Austria fabs. Over the next 12–24 months, its market share in EV onboard chargers, DC-DC converters, and industrial servo drives may exceed 35%, though geopolitical delays in equipment delivery remain the key risk.