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.
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.
It will be helpful if you can compare Infineon to On Semiconductor.
I agree, Marc. I will take a look at this sometime!