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Nvidia is literally telling you what power semis to buy - the market is showing you exactly where the next wave of demand is going. $AOSL $ON $IFX $VRT $TXN As NVDA drives higher GPU density, the limiting factor shifts from compute → how efficiently power is delivered, regulated, and cooled at scale. That’s why these names are moving together - they sit directly under the AI compute stack, in the physical layer that actually makes scaling possible.
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$IFX Goldman Sachs upgrades Infineon Technologies AG to 'Buy' NEW YORK (dpa-AFX Analyser) - US investment bank Goldman Sachs has raised its price target for Infineon from €75 to €88 and maintained its "Buy" rating. Analyst Alexander Duval applied a higher valuation multiple to the Bavarian company on Thursday. He also adjusted his estimates to reflect greater growth opportunities in light of the demand for AI chips. /ag/ajx
View on StockTwits ↗$IFX -- Infineon Technologies AG is preparing to open its largest single investment, a €5 billion semiconductor factory, as the European Union seeks to boost chip production. -- The new plant represents a rare success for the bloc’s flagship semiconductor law, which aims to double the EU’s share of chip production to 20% by 2030. -- Infineon expects data center-related revenue to rise from around €1.5 billion in fiscal 2026 to €2.5 billion in 2027, driven by demand for power chips used in AI data centers. Bloomberg
View on StockTwits ↗UBS just dropped serious numbers on the AI data center power chain—and the implications are massive. Key beneficiaries across the stack: $IFX - Infineon (Buy rated) $TXN - Texas Instruments $ADI -Analog Devices $MPWR - Monolithic Power Systems $VICR - Vicor Regional exposure also includes: $6723.T - Renesas $2308.TW - Delta Electronics $2301.TW- Lite-On Tech What’s changing isn’t just demand-it’s power architecture. 800V DC shift is forcing GaN/SiC adoption across every layer of AI infrastructure. Rack economics are exploding: Hopper → $3.9K Blackwell → $12.6K Rubin → $20.2K Rubin Ultra → $123K Feynman → $202K That’s the signal: ~50x content growth in 5 years. UBS also models 30GW+ 2026 capacity adds vs 10–15GW consensus-effectively 2x the Street. This is no longer a chip story. It’s a power + infrastructure re-rating cycle. So chat, anyone got power-semi picks not on the list that I should check out?
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$NVTS Would Infineon be the much better bet? For infrastructure? $IFX
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$IFX | Infineon Raises Investments To Meet Unrelenting AI Chip Demand - WSJ https://www.wsj.com/business/earnings/infineon-forecasts-higher-sales-raises-investments-to-meet-strong-ai-chip-demand-86192b5d
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Shares of ASML and other European semiconductor companies fell amid growing fears of a trade war between the European Union and the United States. The decline followed President Donald Trump’s threat to impose 10% tariffs on eight NATO countries starting Feb. 1, potentially rising to 25% by June, over the dispute involving Greenland. ASML, Europe’s most critical exporter of advanced chipmaking equipment and a near-monopoly supplier of lithography machines, is seen as particularly exposed. Higher tariffs on its products could raise costs for U.S. chipmakers such as Intel and Micron, as well as for foreign firms investing in U.S.-based semiconductor facilities, weighing on the broader chip sector. $ASML $IFX $STM $INTC $MU
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$IFX So Bosch has offices in China and Malaysia... and suddenly everyone there is googling Infineon like it’s a secret mission 😄 Let’s see when Bosch finally announces its new supplier. Popcorn alert 🍿👀🚀
View on StockTwits ↗$IFX — Automakers warn critical inventories of Nexperia chips will run out in weeks, boosting Infineon’s strategic leverage🚀!!!
View on StockTwits ↗Taiwan Semiconductor jumped 5% after Taiwan’s government said the chipmaker would be exempt from Trump’s proposed 100% tariff on imported semiconductors, thanks to its $ 165B+ U.S. investment, including three planned fabs. Samsung (005930) and SK Hynix (000660) also gained on reports they’ll be spared under the U.S.–South Korea trade deal. AAPL noted it will source chips from Samsung's U.S. facilities. Meanwhile, IFX and other EU chip stocks rebounded after Washington reportedly agreed to cap EU chip tariffs at 15%. Japanese chipmakers fell amid uncertainty. $AAPL $IFX $TSM
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$NVDA collaborating with $IFX on industry-first 800-volt architecture! https://tradertimes.com/markets/hot-news-en/infineon-and-nvidia-collaborate-on-power-supply-for-ai-data-centers-21428.html
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$IFX $IFNNY does anyone know about their partnership with IDEX biometrics? It’s a Norwegian penny stock
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$IFX | Infineon Q1 2025 Earnings - Rev €3.42B (est €3.21B) - Total Segment Progit €573M (est €472.4M) - Sees Q2 Rev About €3.6B (est €3.42B)
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.