Infineon's automotive exposure is a structural headwind as European OEMs lose share to Chinese EV manufacturers using domestic power semiconductor suppliers. Industrial weakness in Germany compounds the pressure. SiC ambitions face the same Chinese oversupply issue as Onsemi and Wolfspeed. Dresden capacity additions arrive at a cyclical low.
Thesis reviewed May 29, 2026
Infineon Technologies AG is headquartered in Germany, which is currently showing moderate signals.
🇩🇪Germany62NEUTRALView Germany risk detail →💻Semiconductors2WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | 12 | +10% | ↓53% | NEUTRAL |
| AMD | Advanced Micro Devices, Inc. | 12 | +14% | ↓53% | EARLY |
| WOLF | Wolfspeed Inc. | 12 | -29% | ↓53% | AVOID |
| TSM | Taiwan Semiconductor Manufacturing Company | 12 | +12% | ↓53% | NEUTRAL |
| ONTO | Onto Innovation Inc. | 12 | +17% | ↓53% | EARLY |
| 2330.TW | TSMC | 12 | — | ↓53% | NEUTRAL |
| MU | Micron Technology, Inc. | 12 | +16% | ↓53% | EARLY |
Investors who hold IFNNY may also have indirect exposure through these country funds.
Volkswagen shifts power module sourcing toward CRRC subsidiaries
Infineon trims FY guidance on industrial weakness
German EV production cuts spread to second-tier suppliers
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Josh GottheimerNJ | D | Buy | $1k–$15k | Apr 13, 26 | +27.3% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Mar 12, 26 | +91.7% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Feb 27, 26 | +109.6% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 12, 24 | +156.7% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 21, 24 | +156.7% |