Adithya Metuku's questions to Infineon Technologies AG (IFNNY) leadership • Q2 2025
Question
Adithya Metuku asked which end markets were driving the underlying strength in the guidance (excluding tariff/FX impacts) and how quickly Infineon could ramp production if tariff assumptions prove too conservative.
Answer
CFO Sven Schneider clarified that the outlook was a confirmation of previous guidance, not an upgrade, reflecting an expected modest recovery after inventory digestion. CEO Jochen Hanebeck stated that if demand is stronger than anticipated, the company has flexible measures to ramp up production, such as adjusting overtime and utilizing Germany's 'short-time work' scheme, allowing for agile loading management.