Infineon in Lead Position to Benefit from Power Semiconductors Demand Surge -- Market Talk

Dow Jones06-22

1028 GMT - Infineon Technologies is best-placed to benefit from the rising clamor for power semiconductors, Bernstein analysts write. The huge energy demands of AI data centers and the rising price of power technology mean that the German analog chip maker's key market will expand significantly between now and 2030, they say. Demand for power semiconductors--the chips that process electricity, as opposed to the information-processing chips made by companies like Taiwan Semiconductor Manufacturing Company-- is set to surpass supply, driving up prices and benefiting Infineon's pricing power, the analysts write. "Infineon is a key beneficiary of power semis, given its high exposure and strong market leadership." The analysts increase their forecasts for adjusted diluted earnings per share and margins over the next three years. Infineon shares rise 5.1%. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

June 22, 2026 06:31 ET (10:31 GMT)

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The huge energy demands of AI data centers and the rising price of power technology mean that the German analog chip maker's key market will expand significantly between now and 2030, they say. Demand for power semiconductors--the chips that process electricity, as opposed to the information-processing chips made by companies like <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a> Company-- is set to surpass supply, driving up prices and benefiting Infineon's pricing power, the analysts write. \"Infineon is a key beneficiary of power semis, given its high exposure and strong market leadership.\" The analysts increase their forecasts for adjusted diluted earnings per share and margins over the next three years. Infineon shares rise 5.1%. 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