Ferrari Delays Financial Targets

The video discusses the challenges faced by Ferrari and Infineon. Ferrari is dealing with delayed targets and a confusing market strategy, particularly around its reliance on combustion engines. The company is balancing high-margin and lower-profit products, affecting its growth. Infineon faces structural issues in the chip supply chain, with capacity constraints expected to last two years. The industry is considering building new capacity in the US and Europe to reduce dependency on Japan and Taiwan.

What factors contribute to the confusion in the market regarding Ferrari's targets?

How does the backlog of vehicles impact Ferrari's production strategy?

What role does the new CEO play in shaping Ferrari's future strategy?