Infineon Technologies (ETR:IFX) in Dodge & Cox Global Stock Fund Q2 2024

Positioned for Growth in Electric Vehicles and Renewable Energy

Apr 15, 2025

Summary

New holding in the fund, focusing on semiconductor growth.
Benefiting from trends in electric vehicles and renewable energy.
Valuation remains attractive despite industry inventory concerns.

In Dodge & Cox Global Stock Fund's 2nd-Quarter Commentary 2024 Q2, Infineon Technologies (ETR:IFX, Financial) was introduced as a new holding. The German semiconductor company is poised to benefit from growth in electric vehicles and renewable energy, with its valuation seen as attractive despite current industry inventory challenges.

"Infineon’s power and microcontroller chips should benefit from secular growth tailwinds in electric vehicles, advanced driver assistance systems, and renewable energy infrastructure." — Dodge & Cox Global Stock Fund, Q2 2024 Fund Letter

Read full letter at gurufocus Dodge & Cox Global Stock Fund's 2nd-Quarter Commentary 2024 Q2 page.

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