Infineon Stock - Goldman Sachs lifts target on chip demand - AD HOC NEWS

Infineon Technologies has received renewed support from Goldman Sachs, which raised its price target from EUR 75 to EUR 88 while maintaining a 'Buy' rating, citing strong demand for power and automoti... Read original →

Goldman Sachs’ target price hike for Infineon isn’t just bullish sentiment—it signals a structural realignment in the power semiconductor value chain. Technically, Infineon’s integrated IGBT and SiC roadmap is accelerating 800V EV architectures, forcing upstream wafer suppliers to scale 8-inch SiC substrates and pushing OEMs toward chip-level thermal co-design. Regulatory tailwinds from the EU’s Net-Zero Industry Act and U.S. IRA subsidies are offset by rising compliance costs in packaging/test hubs across Taiwan, China and Southeast Asia. With STMicroelectronics and onsemi aggressively expanding SiC capacity, Infineon is likely doubling down on long-term agreements with Tier-1 automakers like Volkswagen and BMW. Over the next 12–24 months, while automotive inventory corrections and foundry pricing volatility pose near-term headwinds, Infineon’s entrenched position in industrial power conversion and solar inverters will generate durable, cycle-resilient revenue streams.