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MILPITAS, Calif. & MUNICH--(BUSINESS WIRE)--SolarEdge and Infineon extend collaboration into solid-state circuit breaker technology for HVDC distribution in AI and hyperscale data centers.
The portfolio outperformed the MSCI EAFE benchmark in the second quarter of 2026. Contributors include Infineon Technologies, Tokyo Electron and Recruit Holdings. Detractors include Murata Manufacturing, SoftBank Group and Astellas Pharma.
Infineon Technologies AG (IFNNY) Q3 2026 Earnings Call Transcript
It expects revenue of roughly €16.3 billion for the current fiscal year as the race to build AI infrastructure keeps adding fuel to red-hot semiconductor demand.
– Investment of 5 billion euros strengthens manufacturing base for highly modern power semiconductors, creating 1,000 jobs in the "Smart Power Fab" – Infineon chips enable energy-efficient solutions for automotive and industrial applications such as power supplies for AI data centers, renewable energy sources, power grids and software-defined vehicles – Capacity ramp-up at double speed possible to leverage market opportunities effectively and flexibly DRESDEN, Germany, July 2, 2026 /PRNewswire/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) opened the Smart Power Fab in Dresden several months ahead of schedule. The new plant, with an investment volume of five billion euros, is the largest single investment in Infineon's history and one of the largest investment projects in Germany, creating 1,000 new, direct jobs.
Infineon Technologies is rated a strong buy, driven by its pivotal role in AI infrastructure power systems and leadership in automotive semiconductors. IFNNY raised FY2026 guidance, projecting significant revenue growth, expanding power/sensor margins, and robust free cash flow amid rising AI data center demand. AI power revenue is set to grow from €1.5B in FY2026 to €2.5B in FY2027, with Infineon investing €2.7B to meet this demand.
MUNICH, June 3, 2026 /PRNewswire/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI systems.
The development of AI data centers has pushed the limits of the industry in several categories.
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