Infineon Technologies AG (IFNNY) Competitors & Peers
The 5 largest companies in the same industry as Infineon Technologies AG, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| NVDA | Peer | $222.27 | P/E 28.0RSI 54Cap 5.36 T |
| TSM | Manufacturer | $434.67 | P/E 32.0RSI 55Cap 2.23 T |
| AVGO | Peer | $357.61 | P/E 45.3RSI 44Cap 1.70 T |
| MU | Peer | $1,015.80 | P/E 22.8RSI 57Cap 1.14 T |
| AMD | Peer | $559.82 | P/E 142.8RSI 65Cap 913.9 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- SKYTManufacturer
SkyWater Technology fabricates microelectronics for Infineon under a multi-year take-or-pay supply agreement following SkyWater's acquisition of Infineon's Austin Fab 25.
Confirmed — SEC filing / public disclosuresec.gov ↗ - SKYTCustomer
Infineon is a major customer and strategic partner, accounting for 43% of SkyWater's revenue in 2025 under a long-term supply agreement following SkyWater's acquisition of Infineon's Austin Fab 25.
Confirmed — SEC filing / public disclosuresec.gov ↗ - ONCompetitor
Infineon is onsemi's largest global competitor in power electronics, automotive semiconductors, and discrete power devices (IGBTs and SiC).
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- WOLFCustomer
Wolfspeed supplies silicon carbide wafers to Infineon under a long-term supply agreement, which was expanded in January 2024 to support Infineon's automotive and industrial power device manufacturing.
Model-inferred, unverified — treat as a lead, not evidence - BOSCHCustomer
Bosch is both a key Tier 1 automotive customer purchasing power devices and a joint venture partner in the Dresden ESMC semiconductor fabrication plant (10% stake).
Model-inferred, unverified — treat as a lead, not evidence - NXPIPartner
Infineon and NXP are joint venture partners in the European Semiconductor Manufacturing Company (ESMC), each holding a 10% equity stake.
Model-inferred, unverified — treat as a lead, not evidence - BOSCH.DECustomer
Bosch is both a key Tier 1 automotive customer purchasing power devices and a joint venture partner in the Dresden ESMC semiconductor fabrication plant (10% stake).
Model-inferred, unverified — treat as a lead, not evidence - VOW.DECustomer
Volkswagen Group is a major downstream customer under a ten-year direct supply agreement to secure power semiconductors and microcontrollers.
Model-inferred, unverified — treat as a lead, not evidence - MRAMCompetitor
Infineon competes with Everspin's MRAM by offering FRAM (Ferroelectric RAM) and nvSRAM chips to the automotive and industrial sectors.
Model-inferred, unverified — treat as a lead, not evidence - TSMManufacturer
TSMC serves as a major external wafer foundry partner for Infineon, outsourcing microcontrollers and power management ICs.
Model-inferred, unverified — treat as a lead, not evidence - BMW.DECustomer
BMW Group is a strategic customer of Infineon, utilizing its AURIX™ microcontrollers and Ethernet devices for computation and networking in Neue Klasse EV platforms.
Model-inferred, unverified — treat as a lead, not evidence - 7203.TCustomer
Toyota adopts Infineon's CoolSiC™ MOSFETs for use in the on-board charger (OBC) and DC/DC converter of electric vehicles such as the bZ4X.
Model-inferred, unverified — treat as a lead, not evidence - ASMLSupplier
ASML supplies advanced photolithography tools used in Infineon's internal fabrication plants in Dresden (Germany), Villach (Austria), and Kulim (Malaysia).
Model-inferred, unverified — treat as a lead, not evidence - TSLASupplier
Infineon SiC inverter power semiconductors for Tesla.
Model-inferred, unverified — treat as a lead, not evidence - VOW.DESupplier
Infineon largest auto chip supplier to VW.
Model-inferred, unverified — treat as a lead, not evidence - GFSSupplier
GF supplies specialty wafers (BCD/40nm) to Infineon.
Model-inferred, unverified — treat as a lead, not evidence - APTVSupplier
Infineon supplies power management ICs, microcontrollers, and radar chips to Aptiv for safety and electrical architecture.
Model-inferred, unverified — treat as a lead, not evidence - FSupplier
Infineon power semis in Ford.
Model-inferred, unverified — treat as a lead, not evidence - AEHRSupplier
Infineon engaged Aehr for SiC burn-in equipment.
Model-inferred, unverified — treat as a lead, not evidence