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The Silicon Carbide (SiC) — High-Voltage Power Conversion for AI & EVs · The Power Conversion Layer — SiC, GaN, PMICs & the 800V AI Architecture

IFX.DE

Infineon Technologies
Foreign listing — not directly tradable in a US brokerage. Editorial detail only.

Global #1 power semis. Forecast 60-70% PMIC share on certain Blackwell SKUs (alternative analyst takes).

What they do

German global #1 in power semiconductors. Some analyst forecasts cite 60-70% PMIC share on certain Blackwell SKUs (competing with MPWR's claim). Strongest balance sheet in power semis + best EV/AI demand mix. Lower-beta European exposure.