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Infineon Technologies (IFX) investor relations material
Infineon Technologies Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary26 Nov, 2025
AI Market Growth and Revenue Outlook
AI-related revenues are projected to double from over €700 million in FY2024 to €1.5 billion in FY2026, with a total addressable market (TAM) of €8–12 billion by the end of the decade.
FY25 revenue projected at €14.7bn, with AI/data center, e-mobility, and software-defined vehicles as key growth drivers.
AI server business revenue exceeded €700m in FY25, nearly tripling from FY24.
Market share is expected to remain at least 30–40% in AI, consistent with historical enterprise power share.
Supply constraints, not demand, are currently the main limiting factor for growth, with capacity reservation discussions underway.
Technology and Product Innovation
Transition to high-voltage DC architectures (400V/800V) and hybrid microgrids is increasing content per rack and driving demand for advanced power management solutions.
Wide bandgap materials (silicon carbide, gallium nitride) are essential for efficiency and density in next-gen power supplies and converters.
Introduction of DC microgrids and advanced components like SST, SSCB, and UPS-ESS for efficiency and reliability.
Infineon is advancing vertical power delivery modules and substrate-integrated solutions, with ASPs up to 3x higher than discrete solutions.
Ongoing investments in manufacturing (e.g., 8-inch silicon carbide wafers) support rapid capacity expansion and cost advantages.
Competitive Landscape and Market Dynamics
Market remains highly competitive, with differentiation based on performance, reliability, and system-level integration.
Chinese competitors are active, especially in power discretes, but Infineon maintains an edge in demanding and wide bandgap applications.
Customers increasingly seek suppliers who can deliver complete system solutions, though some mix-and-match persists at the board level.
Both grid and core segments offer differentiated opportunities, with vertical power modules and SiVR expected to drive higher market share in the future.
AI-related business is expected to remain accretive and diversified across GPU, ASIC, and TPU vendors.
What is the strategy to capture AI market share?
SST market potential: What is the timeline?
Humanoid robots: What are next steps for Infineon?
ASP uplift for vertical power modules vs discrete?
Solid-state transformer market opportunity?
Infineon's strategy for SiVR adoption?
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Next Infineon Technologies earnings date
Q1 20263 Feb, 2026
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Q1 20263 Feb, 2026
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Infineon Technologies AG, a technology company, designs, develops, manufactures, and markets semiconductors and related system solutions worldwide. It offers power management and multimarket solutions, including power semiconductors and integrated circuits and system solutions for automotive, industrial power control, mobile devices, energy efficient homes, smart grid and infrastructure applications. The company also provides logic products; opto semiconductors; micro controllers and sensors; radio frequency identification; memories; discrete components; hard switches; and passive components. Infineon Technologies AG is headquartered in Munich, Germany.
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