Infineon invests €1.1B in Villach GaN fab, first 300mm high-volume production
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DNB portfolio manager Mikkel Tobias Nyholt argues Europe is entering a multi-year investment supercycle driven by post-energy-crisis infrastructure spending, and identifies five stocks with strong order books. The claim is an analyst opinion, not a confirmed market event, and its market impact depends on investor conviction and capital flows.
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