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X-FAB Silicon Foundries (XFAB) investor relations material
X-FAB Silicon Foundries CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary9 Sep, 2025
Strategic focus and market trends
Emphasis on electrification, decarbonization, aging population, AI, and sustainability as key megatrends driving demand in automotive, industrial, and medical sectors.
Three technology pillars: smart power (BCD-on-SOI, SiC, GaN), advanced sensing (sensors, silicon photonics), and next-level/high-level integration (heterogeneous integration, microsystems) for miniaturization and efficiency.
AI and smart technologies are key growth drivers, impacting both product offerings and operational efficiency.
Strong customer relationships fostered by co-creation, customization, robust supply chains, and sole-source supplier status for most products.
Neutral European foundry with strategic presence in the US and China, maintaining high entry barriers and continuous innovation.
Technology and business developments
Leadership in BCD-on-SOI, SiC, and GaN technologies for high-voltage, high-efficiency applications in automotive, industrial, and medical sectors.
Sensing solutions account for about 51% of 2024 production revenue, with silicon photonics as a new growth area and mass production planned for 2028.
Microsystems business leverages 3D integration and heterogeneous system packaging, expanding addressable market and ASP.
BCD-on-SOI revenues expected to grow 2.5x by 2030, already 14% of 2024 revenue.
Notable applications include automotive headlights, medical sensors, inkjet printheads, and photon-counting CT scanners.
Capacity expansion and operational strategy
$1.1 billion capacity expansion program (2023-2025) nearly complete, with new and upgraded facilities in Malaysia, France, Germany, Texas, and Dresden; full capacity available by end of 2026.
Capacity to increase wafer output by 50% and value per wafer by another 50% by 2026.
Flexibility achieved through modular tool additions, dual sourcing, and process flexibility across sites.
Automation and digital transformation initiatives underway to boost efficiency, quality, and asset utilization.
Active management of legacy processes and customer transitions to advanced technologies.
SiC recovery and CHIPS Act funding status?
Automation's impact on future margins?
Microsystems: how to leverage Chips Act?
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Next X-FAB Silicon Foundries earnings date
Q3 202530 Oct, 2025
Next X-FAB Silicon Foundries earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
X-FAB Silicon Foundries SE is a specialty foundry group that manufactures analog and mixed-signal integrated circuits. The company's expertise includes micro-electro-mechanical systems (MEMS) and high-voltage applications, catering primarily to the automotive, industrial, and medical sectors. X-FAB operates multiple wafer plants worldwide, including locations in Germany, France, Malaysia, and the United States, where it produces semiconductors ranging from CMOS to BiCMOS technologies. It is headquartered in Erfurt, Germany, and its shares are listed on the Paris Stock Exchange.
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