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Which ones are you invested in?

+107% Intel $INTC (+3.27%)

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+47% GLOBALFOUNDRIES $GFS (+2.24%)

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+46% Infineon $IFX (-4.48%)

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+41% QUALCOMM $QCOM (+2.47%)

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I have AMD. Which one do you have?

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Last week, Siemens was $SIE (+0.44%) had overtaken SAP $SAP (-0.69%) then SAP was ahead again on Thursday. The two companies are currently on an equal footing with a market capitalization of around 200 billion euros each.

In the 38-year history of the Dax, which was launched on July 1, 1988, no other company has been at the top as often as Siemens, according to Handelsblatt calculations. One of the Munich-based company's recipes for success is reliability in the form of steadily rising earnings and dividends. Added to this is the ability to constantly adapt to industrial developments.

Ten of the current 40 DAX companies have been represented in the selection index, which originally only included 30 stocks, from the very beginning: Allianz, BASF, Bayer, BMW, Deutsche Bank, Henkel, Mercedes-Benz (then still under the name Daimler-Benz), RWE, Volkswagen and Siemens.

According to calculations by the Handelsblatt Research Institute, Siemens shares have performed best among these Dax veterans, with a price increase of almost 2300 percent. Anyone who has held the share since the Dax was founded has achieved an average price gain of 8.7 percent per year.

This does not include the many dividends paid to shareholders. Siemens shares have risen by around 5,850 percent when price gains and dividends are added together. This results in an average annual return of 11.3 percent.

No share that has been listed on the Dax since the beginning has performed better. By way of comparison, the Dax as a whole, including all dividends, has achieved an average annual return of 8.8 percent since its inception.

This Siemens return does not even take into account a particularly rewarding transaction for investors. Anyone who held Siemens shares at the end of September 2020 automatically received one Siemens Energy share free of charge for every two shares held. $ENR (+1.04%) booked into the securities account.

With this step, Siemens spun off its power plant division. The new shares ended the first trading day on September 28, 2020 at €21.21 each. One share currently costs 153 euros. This corresponds to an increase of 621 percent in just five and a half years.

Siemens shareholders will soon receive another substantial bonus. After its power plant business, Siemens is spinning off its medical division. This is already listed on the stock exchange under the name Siemens Healthineers $SHL (+0.17%) and is also listed on the Dax. However, Siemens currently holds around 67 percent of the shares.

This means that Healthineers is still fully consolidated in Siemens' balance sheet, i.e. Siemens recognizes the profits in its balance sheet. This will soon change, as 30 percent of Healthineers shares are to go to Siemens shareholders in a direct spin-off. They are to receive the new shares in their securities account, similar to Siemens Energy. What the distribution ratio will look like is still open.

With this deconsolidation of the medical technology unit, which has been listed on the stock exchange since 2018, the Siemens Group will lose almost a third of its sales, and the spin-off will also leave its mark on profits. For the current fiscal year, analysts are forecasting an average net profit of €8.1 billion for Siemens, compared to €9.6 billion last year. The reason for this is the loss of Healthineers.

Nevertheless, this strategy makes sense from an investor's point of view, as Siemens' priority is to grow faster and become more profitable. This shareholder-friendly focus is the reason why there are more and more different shares in the Siemens family.

Infineon $IFX (-4.48%) is one of them, as Siemens floated its semiconductor division on the stock market back in 2000. There are now four Siemens shares in the Dax.

One reason for the many buy recommendations by analysts (currently: 21 buy | 4 hold | 4 sell) for Siemens is, in addition to the ambitious, but compared to its competitors, more favorable valuation, the profit sharing for shareholders. The Managing Board intends to increase the dividend from €5.20 to €5.35 for the past fiscal year, which at Siemens ended on September 30, 2025. This is the fifth increase in a row. The dividend has more than tripled since 2010.

At 2.1%, the dividend yield is rather low by historical standards. In the last 20 years, there has almost always been at least three percent to be had. However, the lower yield is by no means the result of slower rising, let alone falling, dividends, but solely due to the enormous increase in the share price. Over the past three years, the share price has risen by 80 percent.

The dividends have not been able to keep up with this rapid development. As a result, the dividend yield for new entrants has fallen. However, this is not a real problem in view of the sharp rise in the share price.

Source text (excerpt) & image: Handelsblatt, 05.02.2026

$IFX (-4.48%) has made a good start to the new year 2026 with +10%.

The € 40 mark was exceeded for the first time since the end of 2021, breaking the years-long sideways trend. The share price was recently supported by its US competitor $MCHP (-3.35%) which recorded high incoming orders in December and also raised its sales forecasts.

While at $IFX (-4.48%) sales in the automotive and industrial sectors are stagnating/declining and margins are also under pressure, finanzen.net sees 2026 as a landmark year for the market position of $IFX (-4.48%) market position. The AI sector with semiconductors for powering AI data centers is seen as the main growth driver.

In this area, the company expects $IFX (-4.48%) expects sales of € 1.5 billion in the new financial year instead of the previously forecast € 1.0 billion. Most recently, turnover amounted to €0.6 billion. CEO Jochen Hanebeck sees the addressable market for Infineon in this area at € 8-12 billion by the end of 2029. The current market share of 30-40% is $IFX (-4.48%) at least maintain it. The envisaged leaps in sales in this area are essential to at least compensate for the problems in the traditional areas (above all automobiles).

To achieve this growth $IFX (-4.48%) is currently building a new plant in Dresden for € 5 billion in record time. This is also the largest single investment in the company's history. The factory should be able to go into operation in summer 2026 - earlier than planned.

I am and will remain invested, how do you see $IFX (-4.48%) in 2026 and, above all, in perspective until the end of the decade? Do you see $IFX (-4.48%) well positioned to generate the planned growth in this area and at the same time positively counter the pressure on margins in the other areas?

$IFX (-4.48%) has left the dividend for Feb 2026 unchanged from 2025 at 0.35.

Chip-Hersteller Infineon: Wie sich Engpässe vermeiden ließen

Infineon-Aktie 2026: Kann der Chiphersteller vom KI-Hardware-Boom profitieren? | 01.01.26 | finanzen.ch

Da ist das Ding: Infineon-Aktie startet mit Kaufsignal ins neue Jahr - DER AKTIONÄR

Millions of smartphones end up in drawers or directly in the bin every year after a short period of use. Many components that are still functional are lost in the process.

Deutsche Telekom is now showing just how much potential there is in scrapped devices by $DTE (+0.29%) has now impressively demonstrated with a DSL router in which electronic parts from old cell phones have a second life.

》Strong performance despite old components《

Routers require less high-end power than many people think. Older chips, memory and transistors are perfectly adequate for standard connections.

This is precisely where the "NeoCircuit" prototype comes in, which Deutsche Telekom has developed together with seven partners.

The fully-fledged router is made up of around 70 percent components from discarded smartphones, including processors, memory and transistors.

The NeoCircuit router is not yet encased in a housing so that the electronics remain visible. However, if implemented, a housing made entirely from recycled plastic would be feasible.

In initial practical tests, the router achieves a download speed of around 100 Mbit per second. This is surprising, as the design is based on parts that many would have written off long ago.

At the same time, the prototype reduces CO₂ emissions by half compared to conventional routers.

A clear indication of how great the ecological effect of recycled hardware can be. According to Telekom, the NeoCircuit could also be offered at a competitive price if a sufficiently large number of units were produced.

》Why a router of all things?

Henning Never from Telekom explains why a router was chosen.

"Many of the company's products are digital and therefore intangible. A router, on the other hand, can be touched and is a very simple device from a technical point of view. This makes it possible to replace it with recycled components without any noticeable loss of performance."

The recycled router currently costs more than a classic model. This is mainly due to the time-consuming removal of the components. But Telekom is optimistic about the future.

The Group believes that production costs will fall significantly with larger quantities and that up to 20 percent below the price of a standard router is realistic in the long term. However, smartphones must be easier to open to achieve this. Today, many manufacturers glue their devices because it is cheaper in production and waterproofness serves as an argument.

》What customers get from recycling routers《

The Telekom project could be worthwhile for consumers in several ways. On the one hand, such a router helps to reduce electronic waste and conserve resources. On the other hand, customers benefit financially in the long term: if the price falls due to economies of scale, they save on their purchase while still receiving solid performance and strengthening sustainable production chains at the same time. In addition, the industry consortium consisting of Telekom, Fairphone, Infineon $IFX (-4.48%) and other partners would like to use the NeoCircuit prototype to generate momentum in the market and encourage a rethink in the design of new end devices.

In the future, much more recyclable hardware could therefore be used in German households.