Morgan Stanley disclosed a direct stake of at least 3% in Infineon Technologies AG (XETR:IFX) on 2–3 July 2026, as Infineon simultaneously withdrew court‑enjoined gallium nitride products from its Electronica China 2026 booth following a legal injunction.

Previous Week Recap

  • Morgan Stanley Raises Infineon Stake: Morgan Stanley crossed the 3% voting rights threshold in Infineon Technologies AG (IFX). Notification filed 2 July 2026 and published Europe‑wide 3 July 2026, listing direct holding ≥3%.
  • Infineon Withdraws GaN Displays: Infineon (IFX) withdrew court-enjoined gallium nitride (GaN) products from its Electronica China 2026 booth after a court injunction, removing the affected GaN displays from the trade show.

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