Profil de l'entreprise · Technology

Infineon Technologies AG

IFX · XETRA
Bourse
XETRA
Pays / Région
Germany
Effectif
56 500
Cours actuel
61.49
En direct · 27 juillet 2026
Achat raisonnable
≤ €65
Point d'entrée avec marge de sécurité
Score de croissance Baillie
45/100
Faible
Valeur intrinsèque · Fourchette en trois niveaux Cours actuel €61.49 En direct · Dans la fourchette de valeur intrinsèque raisonnable

Fourchette de valorisation composite · prudent €40–€50 / raisonnable €60–€75 / optimiste €90–€110. À €61.49, Dans la fourchette de valeur intrinsèque raisonnable.

À la publication €85.05 (4 juin 2026)

Capitalisation83,7 Md €
Chiffre d'affaires (TTM)15,12 Md €
EBITDA4,02 Md €
Marge nette7,23 %
ROE6,31 %
PER (TTM)78,55
PER prévisionnel23,81
PEG0,59
BPA0,82 €
Rendement du dividende0,53 %
Fourchette sur 52 semaines30,58 € – 88,83 €

Données EODHD, présentées dans la devise de reporting ; à titre indicatif uniquement, ne constitue pas un conseil en investissement.

Infineon Technologies AG develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas. The Automotive segment offers automotive and industrial microcontrollers; analog and memory ICs; ethernet; power diodes and modules; power switches; sensors; transceivers; and voltage regulators for assistance and safety systems, comfort electronics, infotainment, powertrain, and security applications. Its Green Industrial Power segment provides discrete and bare die IGBTs; IGBT modules; and SiC discretes and modules for air conditioning technology, energy generation and storage, energy transmission, home appliances, industrial drives, industrial power supplies and vehicles, and traction applications. The Power & Sensor Systems segment offers 3D ToF sensors; chips for gas and pressure sensors, and MEMS microphones; control ICs; customized chips; discrete low-, mid-, and high-voltage power MOSFETs; ESD protection diodes; GaN power switches; GPS low-noise amplifiers; low- and high-voltage driver ICs; radar sensor ICs; RF antenna switches and power transistors; SiC diode and MOSFETs; and USB controllers for audio amplifiers, automotive electronics, BLDC motors, cellular communications infrastructure, charging stations for electric vehicles, human machine interaction, IoT, LED and conventional lighting systems, microinverters, mobile devices, power management, and harsh environment applications. Its Connected Secure Systems segment provides connectivity solutions, embedded security controllers, microcontrollers, and security controllers for authentication, automotive, consumer electronics, government identification document, IoT, mobile communication, payment system, ticketing, access control, and trusted computing applications. The company was founded in 1952 and is headquartered in Neubiberg, Germany.

Historique

Infineon Technologies AG was founded in 1952 and grew out of Siemens' semiconductor division, which had risen from the world's 19th-largest chipmaker in 1993 to 10th by 1999. It was legally carved out on 1 April 1999 and listed in Frankfurt and New York on 13 March 2000 at €35 per share, raising over $5 billion. Siemens retained about 74% after the offering and fully exited by 2006. The company spun off its memory business as Qimonda in 2006 (Qimonda filed for bankruptcy in Munich in January 2009), sold its wireless business to Intel for $1.4 billion in 2011, and reorganized into four segments. Major acquisitions followed: International Rectifier (January 2015, enterprise value ~$2.4 billion), Cypress (April 2020, enterprise value ~€9 billion), GaN Systems (2023, $830 million), and Marvell's automotive ethernet business ($2.5 billion, announced April 2025 and completed August 2025).

Position dans le secteur

Infineon is the global No.1 in power semiconductors, holding a 17.4% share of the 2024 power discrete devices and modules market (~$32.8 billion), ahead of onsemi (8.5%) and STMicroelectronics (6.9%). It also led automotive semiconductors with a 13.5% share of the ~$68.4 billion 2024 market and a 12.8% share in 2025 (its 6th consecutive year at No.1), with automotive MCU share reaching 36%. FY2025 revenue was €14.66 billion (-2%) across four segments (Automotive, Power & Sensor Systems, Green Industrial Power, Connected Secure Systems). The company employs about 56,500 people and spent €2.227 billion on R&D (15.2% of revenue) in FY2025. Competitors include STMicroelectronics, onsemi, Texas Instruments, NXP, Renesas, Microchip, ROHM and Wolfspeed.

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