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Val from ABCD Tech Investing's avatar

The case is not really a “no brainer” at the moment. The automotive market is quite down right now and EV automotive is clearly taking a hit. I would favor STmicro vs Infineon. STmicro could be interesting in case of a strong launch for AI smartphone this year.

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Mark Tan's avatar

It will be helpful if you can compare Infineon to On Semiconductor.

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Daan | InvestInsights's avatar

I agree, Marc. I will take a look at this sometime!

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