Sandeep Deshpande's questions to Infineon Technologies AG (IFNNY) leadership • Q2 2025
Question
Sandeep Deshpande asked if the automotive semiconductor market is facing renewed pricing pressure, citing a competitor's strategy, and questioned if market share shifts in the hyperscaler business could impact second-half revenue.
Answer
CEO Jochen Hanebeck responded that automotive pricing is largely stable under annual agreements, with the exception of silicon carbide where prices are adjusting due to commoditizing substrates and the 8-inch transition. Regarding hyperscalers, CMO Andreas Urschitz and CEO Jochen Hanebeck reiterated confidence in their AI revenue targets of €600 million this year and €1 billion next year, stating that competitive dynamics are already factored into their forecasts.