Jefferies raises Infineon price target to 96 euros - 'Buy' - marketscreener.com

Jefferies has raised Infineon's stock price target to 96 euros while maintaining its 'buy' rating, reflecting growing market confidence in the company's performance in power semiconductor and automoti... Read original →

Jefferies’ upgrade of Infineon’s price target to €96 isn’t just bullish sentiment—it signals a structural shift in the power semiconductor value chain. Technologically, Infineon’s SiC and IGBT dominance is forcing upstream foundries to accelerate 8-inch SiC capacity and compelling Tier 1 suppliers to redesign EV powertrains. Geopolitically, overlapping EU Chips Act subsidies and U.S. export controls are driving Infineon to diversify manufacturing across Germany, Malaysia, and Taiwan, China—raising CapEx but hardening supply chain resilience. In response, rivals like STMicroelectronics and onsemi will likely double down on vertical integration or secure OEM partnerships. Over the next 12–24 months, as 800V EV platforms scale, Infineon’s pricing power in high-end power devices will intensify, positioning it as a leading indicator of the broader semiconductor upcycle.