Infineon QJun25: Near flat y/y growth in QJun after 6 quarters of y/y decline. Auto down y/y for 5 straight quarters while industrial and consumer down y/y for 7 straight quarters. Industrial inventories reaching normal but cautious on aggressive inventory depletion in auto. Robust AI demand in Power and Sensor Systems (PSS) segment. Reiterates €600M AI server revenue in FY25 and €1B in FY26.
Source: Sravan Kundojjala
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