Janardan Menon's questions to Infineon Technologies AG (IFNNY) leadership • Q2 2025
Question
Janardan Menon inquired about which business segments would show the strongest momentum in Q4 without the tariff impact and asked about the long-term strategy to mitigate pricing pressure in the GIP segment from Chinese competitors.
Answer
CFO Sven Schneider indicated that in a normal environment, the Automotive (ATV) and Power & Sensor Systems (PSS) divisions would typically exhibit the strongest growth. CEO Jochen Hanebeck addressed pricing by noting that while standard components face pressure, Infineon differentiates through high-reliability modules and superior technology in areas like power infrastructure and automotive, where the company achieved double-digit revenue growth in China year-over-year.