Nov. 21 at 12:04 AM
$IFNNY and
$ON are both mostly associated with semiconductors for vehicles
Both are making inroads into data centers, and actually have some unique things to offer
$ON is pretty high beta so its a risky play, but the growth of demand for SiC is very promising for the company as data center power demands continue growing
$IFNNY is one of the few giant European semiconductor companies, headquartered in Germany. It is the largest provider of chips to the automotive industry, but it's chips are finding great niche utility in data centers providing a surprising, fast-growing segment of the business
I personally don't own either, but have owned
$IFNNY in the past. I don't think this would be a bad time to wade in, however