Andrew Gardiner's questions to Infineon Technologies AG (IFNNY) leadership • Q2 2025
Question
Andrew Gardiner inquired about how Infineon is operationally managing the risk of slowing down fabs based on a 'guesstimate' of tariff impacts, particularly when customer orders are still increasing.
Answer
CEO Jochen Hanebeck acknowledged the challenge and explained that the company is preparing measures to potentially reduce fab loading over the summer. They will monitor order intake over the next few months before acting, using their high inventory levels as a buffer to manage any short-term fluctuations and maintain flexibility.