Manager at Bayerische Motoren Werke AG (BMW)
- Automotive semiconductor content trends, highlighting areas of component shortage
- Evolution of Infineon's (ETR: IFX) OEM (original equipment manufacturer) and tier 1 spend
- Competitive landscape, highlighting dynamics vs companies such as STMicroelectronics (NYSE: STM) and ON Semiconductor ( NASDAQ: ON)
- Growth outlook for silicon, SiC (silicon carbide) and GaN (gallium nitride)
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