Sébastien Sztabowicz's questions to Infineon Technologies AG (IFNNY) leadership • Q2 2025
Question
Sébastien Sztabowicz asked for the current front-end and back-end fab loading rates and how they are expected to trend in the second half of the year based on the revised guidance.
Answer
CFO Sven Schneider stated that current fab loading is in the 70s for front-end and high 60s for back-end. CEO Jochen Hanebeck explained that the second-half trend depends on the tariff impact; if it doesn't materialize, loading will gradually rise, but if it does, loading may be adjusted downwards, an effect already incorporated into the updated guidance and the €1 billion full-year forecast for underutilization charges.