Infineon: Valuation

By Vijay Nagarajan, Guest Author Last month, we discussed in detail the various businesses of Infineon and also peeked into its strategy. We noted that Qimonda was the cause of most of its miseries. We also suggested acquisition and growth possibilities for the German company. Against this background, it is time for us to look

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Infineon: Future and Strategy

By Vijay Nagarajan, Guest Author Over the past two weeks, we have looked at Infineon’s financials and various business units. Before we proceed to its valuation, it will be useful to examine the company’s key strategic initiatives and growth possibilities if we exclude Qimonda from the picture.

Infineon: Wireless Business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s industrial and automotive business and its wireline communications business. Let’s now take a quick look at its wireless communications business, which has been in the news for the past year due to the company’s presence in the iPhone.

Infineon: Wireline Communications Business

By Vijay Nagarajan, Guest Author We have, so far in this series, reviewed Infineon’s financials, Qimonda and the industrial and automotive businesses. As we continue to dissect Infineon in our valuation analysis, we will now take a look at its wireline business.

Infineon: Industrial and Automotive business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s financials and the negative impact Qimonda has had on it. While it is facing difficulties offloading its Qimonda stake, the German chipmaker has done well in its two business segments. Let us take a quick look at the Industrial and Automotive business in this part.

Infineon: The Qimonda Challenge

By Vijay Nagarajan, Guest Author In the last part of this series, we looked at Infineon’s recent financials and pointed out that Qimonda is a key reason why the company is struggling to create more shareholders’ value. Let us now take a deeper look into Qimonda’s challenges and Infineon’s strategic initiatives to address the situation.

Infineon: Financials

By Vijay Nagarajan, Guest Author In the first part of this series, I presented an overview of the company’s various business segments. With that as the background, let us look into the company’s recent financials.

Infineon: Company Overview

By Vijay Nagarajan, Guest Author We have, over the past year, presented detailed valuation theses for various mobile chipset vendors namely Qualcomm, Texas Instruments, Broadcom, InterDigital, Marvell and STMicroelectronics. This matrix will not be complete without Infineon – the German Chipmaker.