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PERSON DIRECTORY

Kevin Salimian

Kevin Salimian appears in 1 indexed conversation across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.

1 EPISODE1 SHOW
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Sohn Conference FoundationEN · 9 min

Kevin Salimian pitches Infinion at Sohn 2026

Kevin Salimian

Kevin Soleymani argues Infineon is entering a multiyear growth and margin transformation as AI power semiconductors rise toward 16% of revenue by 2027 and 25% by 2029.Supply constraints, pricing above normal content growth, completed auto destocking, 60% in-house manufacturing, and Dresden support margins above consensus, with high-single-digit auto growth expected later this year and a €94 end-2027 target.