Infineon Technologies AG develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas. The Automotive segment offers automotive and industrial microcontrollers; analog and memory ICs; ethernet; power diodes and modules; power switches; sensors; transceivers; and voltage regulators for assistance and safety systems, comfort electronics, infotainment, powertrain, and security applications. Its Green Industrial Power segment provides discrete and bare die IGBTs; IGBT modules; and SiC discretes and modules for air conditioning technology, energy generation and storage, energy transmission, home appliances, industrial drives, industrial power supplies and vehicles, and traction applications. The Power & Sensor Systems segment offers 3D ToF sensors; chips for gas and pressure sensors, and MEMS microphones; control ICs; customized chips; discrete low-, mid-, and high-voltage power MOSFETs; ESD protection diodes; GaN power switches; GPS low-noise amplifiers; low- and high-voltage driver ICs; radar sensor ICs; RF antenna switches and power transistors; SiC diode and MOSFETs; and USB controllers for audio amplifiers, automotive electronics, BLDC motors, cellular communications infrastructure, charging stations for electric vehicles, human machine interaction, IoT, LED and conventional lighting systems, microinverters, mobile devices, power management, and harsh environment applications. Its Connected Secure Systems segment provides connectivity solutions, embedded security controllers, microcontrollers, and security controllers for authentication, automotive, consumer electronics, government identification document, IoT, mobile communication, payment system, ticketing, access control, and trusted computing applications. The company was founded in 1952 and is headquartered in Neubiberg, Germany.
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BOI Says Thailand to Ride New Investment Wave in AI, Chips, Data Centers
The Board of Investment (BOI) expects Thailand to receive a new wave of investment within the next 3-5 years from the AI, semiconductor, smart vehicle, and smart electronics supply chains. BOI Secretary-General Narit Therdsteerasukdi stated at the Thailand Focus 2026 event that Thailand remains a key destination for foreign direct investment in Asia. He added that a national semiconductor strategy will be proposed in early September, along with efforts to develop human resources, build new supply chains, and enhance business convenience through the Thailand Fast Pass program. The BOI targets GDP growth of at least 3% per year by 2035 and aims to rank among the world's top 20 in competitiveness by 2030. Meanwhile, Infineon Technologies is building a new backend plant in Thailand that will be nearly twice the size of its largest hub, and Lumentum has expanded its workforce in Thailand from a few hundred people eight years ago to 9,000, with plans to reach 10,000 soon, making Thailand the company's largest production base globally.
European Markets Rise on Earnings and Economic Data
European stock markets closed higher on Friday as mostly encouraging earnings updates and decent economic data helped offset concerns about Middle East tensions. The pan European Stoxx 600 climbed 0.31%, Germany's DAX moved up 0.69%, France's CAC 40 gained 0.17%, and the UK's FTSE 100 ended 0.31% up. Weak U.S. jobs data showing a drop of 23,000 jobs in July against expectations of a 70,000 gain raised hopes the Federal Reserve will not hike interest rates soon. In corporate news, SAP, Scout24, Infineon, Siemens and BMW gained 2% to 4% in Germany, while Daimler Truck Holding shed nearly 3% despite reporting a bottom line of EUR1.457 billion, up from EUR277 million a year earlier. Allianz closed lower by about 1.6% after second-quarter earnings fell to EUR2.595 billion from EUR2.841 billion, and Munich RE dropped 1.4% even as net profit rose to €2.211 billion from €2.085 billion.
Infineon Technologies Fair Value Estimate Rises to €86.71 After Analysts Lift Targets
Analysts have raised their fair value estimate for Infineon Technologies from €77.67 to €86.71, a 12% increase driven by higher revenue growth and net profit margin assumptions. The underlying model now assumes revenue growth of 16.07%, up from 13.72%, and a net profit margin of 20.39%, up from 18.09%, while the future price-to-earnings multiple declined to 30.44 times from 32.60 times and the discount rate edged up to 9.42% from 9.34%. Several firms, including Berenberg, Susquehanna, JPMorgan, Deutsche Bank, Citi and TD Cowen, have issued higher price targets in recent months, often moving into the €80 to €100 range, though Morgan Stanley trimmed its target to €81 from €91 and Deutsche Bank to €85 from €90.
Infineon Q3 profit rises 39%, sees AI-driven revenue growth in Q4 and fiscal 2026
Infineon Technologies reported a 39% increase in third-quarter net profit to 423 million euros, driven by strong demand for power supply solutions for AI data centers. Revenue rose 12.6% to 4.172 billion euros, while the segment result grew 19% to 797 million euros with a margin of 19.1%. For the fourth quarter, the company projects revenue of around 4.7 billion euros, a 13% year-over-year increase, and a segment result margin of about 23%. Looking to fiscal 2026, Infineon now expects revenue of around 16.3 billion euros, representing annual growth of about 11%, with an adjusted gross margin in the low-to-mid-forties percentage range and a segment result margin around 20%. CEO Jochen Hanebeck noted that AI data center power solutions remain the most important growth driver, while automotive orders are picking up noticeably, though the ATV segment is expected to grow slower than the group average due to subdued demand for high-voltage electromobility components. Despite the positive outlook, Infineon shares fell 3.2% on the XETRA exchange to 61.68 euros.
Mitsubishi Electric, Toshiba, and Rohm Target September Deal to Combine Power-Chip Businesses
Mitsubishi Electric, Toshiba, and Rohm are aiming to reach an agreement by September to combine their power-chip businesses into a joint venture that would integrate sales, manufacturing, and development, with Mitsubishi Electric tentatively expected to lead the merged entity. Mitsubishi Electric CEO Kei Uruma said the companies are working through final terms and hope to announce plans by September, believing the deal could strengthen their ability to compete with major global rivals and possibly reach the top position in power-semiconductor market share. Each of the three companies currently holds less than 5% of the global power-semiconductor market, while Infineon Technologies controls nearly one-fifth, according to Omdia. The companies still need to resolve disagreements over the product scope, as Toshiba and Rohm want to include analog chips such as converters and drivers, while Mitsubishi Electric prefers a tighter focus on power chips. Uruma also noted that Japan's government subsidy rules require at least 200 billion yen, or about $1.2 billion, in investments involving other companies to qualify for support, a requirement he called too demanding, and warned that without similar assistance the combined venture's costs could remain higher than those of overseas competitors.
European Shares Inch Lower Amid Tech Selloff and Inflation Worries
European stocks traded lower on Friday as AI-driven jitters continued to weigh and the Persian Gulf conflict dragged on. The pan-European STOXX 600 fell 0.7 percent to 639.27, with the German DAX dipping 0.8 percent and France's CAC 40 shedding 0.9 percent, while the U.K.'s FTSE 100 was marginally higher, led by energy stocks such as BP Plc and Shell. Tech stocks suffered heavy losses, with Infineon Technologies falling 6 percent and ASML Holding declining 4.7 percent. Oil prices headed for a 10 percent weekly gain amid escalating Middle East tensions, as Tehran launched strikes against several countries across the Gulf and wider region after the U.S. launched a wave of strikes against Iran for the sixth night in a row over control of the Strait of Hormuz. Among individual movers, Swedish builder Skanska fell 2.3 percent after reporting second-quarter revenue in line with expectations, while industrial bearings maker SKF slumped 5.5 percent after second-quarter sales came in flat, and Saab surged 4.8 percent after reporting a sharp rise in second-quarter earnings.
TPMS Tire Pressure Sensor Chip Market to Reach $5.08 Billion by 2032
The global TPMS tire pressure sensor chip market is projected to grow from $2.68 billion in 2025 to $5.08 billion by 2032, at a compound annual growth rate of 9.5%. The expansion is driven by regulatory mandates, the rise of electric vehicles, and advanced connectivity. The market encompasses direct and indirect sensor systems, original equipment and aftermarket applications, and passenger, light commercial, and heavy commercial vehicles. Key players include Infineon Technologies, NXP Semiconductors, and Continental AG.
The German DAX index fell 0.5% on Tuesday, losing 130.03 points to 25,702.49, as Middle East tensions and weakness in the tech sector pressured markets. Brent crude futures rose nearly 2% to $73.31 a barrel after reports that Iranian missiles struck commercial vehicles near the Strait of Hormuz. Siemens Energy dropped 6.55% after Barclays downgraded the stock to underweight, while Infineon Technologies fell 5.7%. In contrast, Beiersdorf climbed nearly 3% and Munich RE gained 2.75%. Destatis reported that German industrial production grew 0.9% month-on-month in May, exceeding the expected 0.1% increase.
US ITC bans Innoscience GaN products for infringing Infineon patent
The US International Trade Commission's final determination banning Innoscience's patent-infringing GaN products from the US market has been upheld after the presidential review period. The ruling confirms that Innoscience infringes an Infineon patent concerning GaN technology, resulting in import and sales bans. Infineon's Senior Vice President Johannes Schoiswohl stated the decision highlights the robustness of Infineon's intellectual property and reinforces its commitment to protecting its patent portfolio. This adds to a series of rulings in Infineon's favor, including German court decisions that prohibit Innoscience from importing, selling, and marketing infringing products in Germany and order damages. Infineon holds approximately 450 GaN patent families and is a leading integrated device manufacturer in the GaN market.
Integrated Passive Devices Market to Reach USD 3.03 Billion by 2035 at 7.43% CAGR
The global Integrated Passive Devices market is projected to grow from USD 1.48 billion in 2025 to USD 3.03 billion by 2035, at a compound annual growth rate of 7.43 percent, according to a report by SNS Insider. The EMS and EMI protection application segment held the largest revenue share in 2025 at around 40 percent, while the automotive end-use segment accounted for nearly 45 percent of market revenues. Europe dominated the market with a roughly 40 percent revenue share in 2025, driven by a strong semiconductor industry and electric vehicle adoption, while Asia Pacific is expected to register the highest growth rate during the forecast period. Key players include Broadcom, Infineon Technologies, Murata Manufacturing, and STMicroelectronics.
Infineon Technologies has completed its acquisition of the non-optical analog/mixed-signal sensor portfolio from ams Osram Group for €570 million on a debt-free, cash-free basis. The deal, first announced in February 2026, has received all required regulatory approvals. The acquired business is expected to generate around €230 million in revenue in calendar year 2026 and is accretive to earnings per share upon closing. Approximately 230 employees focused on research and development and business management have joined Infineon, along with three locations in Valencia, Spain; Rapperswil, Switzerland; and Hyderabad, India. The portfolio will be incorporated into Infineon's newly established Edge Systems division, specifically within the existing sensor and radio frequency business, and includes positioning and temperature sensors as well as mixed signal products for medical imaging and sensor interfaces.
Infineon opens world's largest power semiconductor fab in Dresden with €5 billion investment
Infineon Technologies has opened the Smart Power Fab in Dresden, the world's largest factory for intelligent power semiconductors and analog/mixed-signal technologies, several months ahead of schedule. The new plant represents an investment of five billion euros, the largest single investment in Infineon's history, and creates 1,000 direct jobs. The fab doubles Infineon's manufacturing capacities at the Dresden site and will produce chips for energy-efficient solutions in AI data centers, renewable energy, power grids, and software-defined vehicles. Capacity ramp-up can be accelerated to twice the normal speed through rigorous digitalization and AI-supported processes, allowing Infineon to flexibly leverage market opportunities. The facility also sets new standards in sustainable manufacturing, operating without natural gas and recycling approximately 90 percent of its water.
Goldman’s Oppenheimer Says European Equities Quietly Keeping Pace With S&P 500
Goldman Sachs Chief Global Equity Strategist Peter Oppenheimer noted that European equities have kept pace with the S&P 500 through the first half of the year, driven by AI infrastructure spending spilling over into European chipmakers. ASML surged 72% year to date as the sole supplier of EUV lithography, while STMicroelectronics jumped 190% and Infineon Technologies climbed 115% on AI-related demand. Oppenheimer highlighted that comparable European companies trade at a discount to US peers, with SAP down 35% on an earnings miss yet growing cloud revenue 27% and trading at 19 times forward earnings. He argued profit growth will be the main driver of equity markets, and Europe stacks up reasonably well despite lower tech exposure, with value stocks like Eni up 26% on raised cash flow guidance and an expanded buyback.
STMicroelectronics delivers first China-made STM32 wafers via Huahong partnership
STMicroelectronics has delivered the first batch of STM32 wafers fully produced in China by partner Huahong to local customers, marking a key step in its China-for-China supply-chain strategy. The company reported a 26% year-over-year increase in industrial revenues for the first quarter of 2026, with distribution inventories normalized and book-to-bill well above 1 across all end markets and regions. STM expects solid growth in general-purpose microcontrollers in 2026, supported by localized STM32 supply and improving order momentum. The initiative aims to strengthen STM's position in industrial automation, robotics, and physical AI applications amid competition from Infineon and NXP.
Mid-Size Passenger Cars Lead Demand in Vehicle Communication Protocols
The global automotive communication protocol market is projected to grow from USD 7.77 billion in 2026 to USD 10.32 billion by 2033, at a CAGR of 4.1%. Mid-size passenger cars are forecasted to be the largest vehicle class throughout the period, dominating global production and sales and integrating advanced safety, infotainment, and connectivity solutions that necessitate higher network node counts. Automotive Ethernet is poised for rapid growth due to its capability to handle high-bandwidth data transmission essential for ADAS and infotainment, with prominent OEMs like Volkswagen, BMW, and General Motors adopting Ethernet-centric architectures. The North American market, particularly the US, is projected to experience significant growth, driven by extensive integration of safety and infotainment network nodes and the presence of semiconductor giants such as Texas Instruments and Microchip Technology. Key players in the market include NXP Semiconductors, Robert Bosch GmbH, Infineon Technologies AG, and STMicroelectronics.
European Shares Surge As Tech Stocks Rally On AI Optimism
European stocks moved higher on Tuesday as technology shares rebounded on renewed AI optimism. The pan-European Stoxx 600 jumped 0.6 percent to 639.82, with Germany's DAX surging 0.9 percent, France's CAC 40 marginally higher, and the UK's FTSE 100 advancing 0.4 percent. Technology stocks including Infineon, STMicroelectronics, and ASML Holding rose between 2 and 3 percent. ECB Chief Economist Philip Lane said in Sintra that second-round effects from higher energy prices may take time to appear and policymakers will not lock into a rate path. Oil prices traded lower, heading for a second monthly decline.
European Shares Subdued Amid Middle East Caution; Tech Shares Rally
European stocks were subdued on Monday, with the pan-European Stoxx 600 marginally lower at 635.36, while technology shares rallied after South Korea announced a $576 billion semiconductor and AI investment plan backed by Samsung and SK Hynix. The German DAX was marginally higher, France's CAC 40 dropped 0.4 percent, and the U.K.'s FTSE 100 slipped 0.2 percent as crude oil prices rose slightly on renewed U.S.-Iran tensions. Technology stocks gained, with ASML Holding, Infineon, and STMicroelectronics climbing 1 to 3 percent. Nordex Group shares rose about 1 percent after securing a 325-MW order in the United States, while Prosus N.V. rallied 2.4 percent after reporting an 84 percent jump in full-year adjusted core profit. French biotech Ipsen advanced 1.7 percent after agreeing to acquire U.S. biotech Kartos Therapeutics in a deal worth up to $1.75 billion, and BT Group rose about 1 percent after signing an agreement to combine its international business in a joint venture with Verizon.
The DAX fell 231 points, or 0.93 percent, to 24,763 on Friday, reversing the previous session's 1 percent rally. Infineon Technologies tumbled 3.6 percent amid uncertainty in the global technology sector, while automakers BMW and Mercedes Benz each fell around 1 percent. Online fashion retailer Zalando plunged 5.2 percent after Germany's financial regulator BaFin launched an investigation into the company's 2025 financial statements, alleging a transaction related to the acquisitions of About You might have been omitted.
European stocks traded higher on Thursday, with the pan-European STOXX 600 up half a percent at 638.52, as technology stocks gained following strong forecasts from U.S. chipmakers Micron and Qualcomm. The German DAX surged 0.6 percent, while France's CAC 40 and the U.K.'s FTSE 100 both rose around 0.4 percent. Infineon climbed 5.2 percent and STMicroelectronics gained 3.7 percent, while easyJet shares jumped nearly 7 percent after rejecting a fourth takeover proposal from Castlelake. German consumer sentiment is set to improve in July, with GfK's index rising to minus 29.2 from minus 29.7, though missing forecasts, and French consumer confidence improved to 84.0 in June from 82 in May.
Infineon Technologies Fair Value Estimate Lifted to €77.67 on AI Power Demand
Analysts have raised the central fair value estimate for Infineon Technologies from €72.13 to €77.67, driven by stronger conviction around AI-related power demand and the contribution of the Dresden fab. Susquehanna lifted its price target to €100 from €70, Morgan Stanley moved to €91 from €63, and Deutsche Bank increased to €90 from €70, while Citi, JPMorgan, and Berenberg also issued higher targets in recent months. The modeled annual revenue growth rate shifted from 13.45% to 13.72%, and the future P/E assumption changed from 30.6x to 32.6x. Oddo BHF downgraded the stock, citing concerns around risk-reward balance and execution risks such as capital intensity and cyclicality.
Infineon loses final China patent fight over GaN products
China's Supreme Court has upheld an injunction against Infineon Technologies' Gallium Nitride products, finalizing the company's loss in a patent lawsuit brought by Innoscience. The ruling blocks Infineon from selling, offering for sale, or importing the contested GaN products into mainland China, and awards damages of RMB 10 million, approximately US$1.38 million. While the monetary penalty is modest for a large global semiconductor firm, the operational constraint removes access to a key end market for part of Infineon's power semiconductor portfolio. Investors may now watch for adjustments to the company's GaN roadmap, potential licensing paths, or a shift in geographic focus as it responds to the decision.
Germany's DAX index fell sharply on Tuesday, dropping 325.59 points or 1.3% to 24,814.10, as weak services PMI data and geopolitical uncertainty weighed on sentiment. The S&P Global Flash Germany Composite PMI fell to 48 in June 2026 from 48.8 in May, missing expectations of 49.9 and signaling a third straight month of contraction. Services PMI hit a 43-month low of 46.8, while manufacturing output expanded slightly with a PMI of 50.8. Siemens Energy led declines with a 5.5% drop, followed by Hochtief down 5.2% and Infineon Technologies off about 5.1%, while SAP bucked the trend with a 1.8% gain.
DAX Modestly Higher After US-Iran Peace Talks Cancellation
The German DAX index edged higher on Friday as investors reacted to the abrupt cancellation of US-Iran peace talks scheduled for Switzerland. The benchmark was up 82.87 points, or 0.33%, at 25,110.93 after earlier reaching 25,176.56. Rheinmetall climbed 2.2%, BMW gained 1.8%, and Infineon Technologies added 1.7%, while Volkswagen fell 4.2% as it traded ex-dividend. Data from Destatis showed German producer prices rose 0.3% month-on-month, driven by higher intermediate goods and energy costs.
iSOFT's intelligent-driving OS becomes global code base for AUTOSAR CAPI
iSOFT Infrastructure Software Co., Ltd. has contributed its self-developed intelligent-driving operating system as the global code base for AUTOSAR's Common Adaptive Platform Implementation, or CAPI. The announcement was made at the 17th AUTOSAR Open Conference in Shanghai, marking what the company calls a paradigm shift from 'Standard-First' to 'Code-First' for the era of intelligent connectivity. iSOFT General Manager Liu Hongqian said the move makes iSOFT the first to open-source such a system and the first Chinese company to provide an international code-standard base, enabling global firms to develop on a single code base and significantly cut adaptation costs. AUTOSAR spokesperson Joachim Langenwalter noted that China's 30-million-vehicle annual market and 'China speed' allowed specifications and code to evolve together, while Infineon's Patrick Will highlighted the accelerating open-source trend and integration with Infineon's DRIVECORE platform. XPENG Motors Technical Center GM Yu Peng said CAPI reduces redundant costs, improves supply-chain security, and speeds ecosystem collaboration by providing a common foundation for chip vendors, software makers, and automakers. iSOFT's operating system has been installed in over 25 million units across more than 300 vehicle models.