INFINEON TECHNOLOGIES (IFNNY) Company Report

Infineon Technologies and SolarEdge are partnering to develop next-generation Solid-State Transformer (SST) technology for AI and hyperscale data centers.
The collaboration focuses on a modular 2-5 megawatt (MW) SST building block designed for over 99% efficiency in direct medium-voltage to 800–1500V DC conversion.
This partnership combines Infineon's advanced silicon carbide (SiC) switching technology with SolarEdge's power-conversion and control topology to support sustainable and scalable power infrastructure.
The initiative aims to enable SolarEdge's expansion into the data-center market and address the increasing power demands of AI infrastructure.

Nov 5, 2025, 12:30 PM

GlobalFoundries Announces Billion-Euro Investment in German Chip Manufacturing

IFNNY

New Projects/Investments

GlobalFoundries announced plans to invest €1.1 billion to expand its manufacturing capabilities at its Dresden, Germany site.
This investment aims to increase production capacity to more than one million wafers per year by the end of 2028, establishing it as the largest site of its kind in Europe.
The expansion, known as project SPRINT, is expected to receive support from the German federal government and the State of Saxony under the framework of the European Chips Act.
The new manufacturing capacity will focus on highly differentiated technologies essential for sectors such as automotive, internet of things (IoT), defense, and critical infrastructure, reinforcing Europe's strategic goal of supply chain resilience.

Oct 28, 2025, 4:00 PM

SEALSQ and Kaynes SemiCon Announce Joint Venture

IFNNY

New Projects/Investments

SEALSQ Corp and Kaynes SemiCon have signed a Term Sheet to form a Joint Venture company, SEALKAYNESQ Ltd, to be established in India.
The new entity aims to develop a state-of-the-art semiconductor design and personalization center and an Outsourced Semiconductor Test & Personalization (OSTP) facility in India.
SEALSQ will hold 51% of the JV’s share capital, while Kaynes SemiCon will hold 49%, with governance shared equally.
The partnership combines SEALSQ’s expertise in cybersecurity and post-quantum cryptography with Kaynes SemiCon’s manufacturing capabilities, aligning with India’s national semiconductor strategy.
Kaynes SemiCon is on track to become the first in India to deliver packaged semiconductor chips by October 2025.

Sep 29, 2025, 12:17 PM

Infineon Technologies AG Updates FY25 Outlook and Discusses Strategic Investments

IFNNY

Guidance Update

New Projects/Investments

M&A

Infineon Technologies AG has updated its fiscal year 2025 revenue outlook to be slightly down versus the prior year, a change from the previous outlook of flat to slightly up, primarily due to currency depreciation and a potential tariff impact.
For fiscal year 2025, the company expects a gross margin of around 40% and a segment result margin in the mid-teens.
The company is investing EUR 4 billion to EUR 5 billion to upgrade its Dresden facility and has secured EUR 1 billion in subsidies from the European Union for this project.
Infineon maintains its market leadership in power semiconductors and automotive semiconductors, leveraging advanced materials like silicon carbide and gallium nitride for high-efficiency products.
The decrease in revenues in fiscal year 2024 was attributed to an inventory correction following over-ordering during the COVID period, which is now normalizing.

May 15, 2025, 1:01 PM

Infineon Technologies AG Reports Q2 2025 Results and Updates Fiscal Year 2025 Guidance

IFNNY

Earnings

Guidance Update

Demand Weakening

Infineon Technologies AG reported Q2 2025 revenues of EUR 3.591 billion, a 5% sequential increase, and a segment result of EUR 601 million, with a 16.7% segment result margin.
The company revised its fiscal year 2025 revenue outlook to be slightly down annually, primarily due to anticipated tariff-related indirect demand effects and a weaker U.S. dollar (new exchange rate assumption of $1.125).
Despite market uncertainties, Infineon confirmed its position as the #1 global automotive semiconductor provider with a 13.5% market share in 2024 and expects its AI business revenue to reach EUR 600 million this year, growing to EUR 1 billion next year.
Free cash flow improved significantly from minus EUR 237 million in the previous quarter to plus EUR 174 million in Q2 2025, driven by lower investments and reduced taxes.