Bernstein Pushes Back on Blue Tsunami as Infineon's Product Engine Keeps Running
Published on 11/07/2026 at 17:13 | Editorial boerse-global.de
Infineon shares regained 1.8% yesterday, a modest bounce that Bernstein Research framed as a correction of an overdone reaction to the US midterm elections. The analysts expect the incoming US officials to soften their resistance to AI data centres — a view that runs against the fear that gripped chip and AI stocks on Thursday, when media reports linked the sell-off to worries about a Democratic majority slowing the build-out of AI computing capacity. Bernstein dubbed the sector-wide pressure a "blue tsunami" but made clear it does not share the concerns that came with it.
The Munich chipmaker's own news flow, meanwhile, has been anything but defensive. On Tuesday it launched the OptiMOS-7 40V MOSFET family for AI servers, data centres and telecoms infrastructure; the portfolio is available and already in series production. A day later came the AURIX RC1 family, aimed at real-time processing and control in software-defined vehicles as well as physical-AI applications, with samples slated for the first half of 2027. Monday had already brought a microcontroller-based design agreement with Qualcomm Technologies for its Snapdragon Ride reference platforms for high-performance computing and AI in cars.
SOLUM Pact Adds High-Voltage DC to the AI Power Stack
Infineon is also pursuing a planned collaboration with SOLUM on high-voltage direct-current solutions for AI data centres. The letter of intent, signed on Thursday, covers intermediate bus converters, battery backup units and power supplies. Unlike the MOSFET family, which is shipping, this partnership remains at the intent stage.
Should investors sell immediately? Or is it worth buying Infineon?
JPMorgan, for its part, reaffirmed Infineon at "Overweight" with a price target of 96 euros on Wednesday, leaving both rating and target untouched, according to media reports.
Villach Bet Tops a Billion Euros
At the manufacturing end, Infineon said on 27 October it would invest more than a billion euros at its Villach site to expand its gallium nitride power semiconductor business — media reports put the figure at roughly 1.1 billion euros. The same day, the company announced high-volume European production of such power semiconductors on 300-millimetre wafers, and the European Commission approved 319 million euros in state aid for Austria to modernise the existing Infineon plant in Villach.
Investors now have a date to circle: 10 November, when Infineon intends to report fourth-quarter and full-year 2026 results, provisionally scheduled. After a week of product launches and partnership announcements, the numbers will give the market its first hard read on the year just closed.
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