---
title: "Infineon Technologies AG ramps production at the Smart Power Fab; largest fab for intelligent power semiconductors worldwide"
sdDatePublished: "2026-08-15T05:16:00Z"
source: "https://www.infineon.com/assets/row/public/documents/corporate/investors/presentations/2026/2026-08-05-q3-fy26-investor-presentation-v01-00-en.pdf"
topics:
  - name: "semiconductor and electronic component"
    identifier: "medtop:20000230"
  - name: "corporate earnings"
    identifier: "medtop:20000178"
  - name: "financial statement"
    identifier: "medtop:20000180"
  - name: "research and development"
    identifier: "medtop:20000208"
  - name: "environmental, social and governance policy (ESG)"
    identifier: "medtop:20001230"
  - name: "artificial intelligence"
    identifier: "medtop:20001298"
locations:
  - "Dresden"
---


Infineon Technologies AG ramps production at the Smart Power Fab; largest fab for intelligent power semiconductors worldwide

Third Quarter FY 2026 Quarterly Update

1
public
Infineon Technologies AG
Investor Relations
Third Quarter FY 2026
Quarterly Update

2
Copyright © Infineon Technologies AG 2026. All rights reserved.
public
2026-08-05
50%
11%
29%
10%
Infineon at a glance
FY25 revenue by segment
FY25 revenue by product category
Automotive (ATV)
Green Industrial Power (GIP)
Power & Sensor Systems (PSS)
Connected Secure Systems (CSS)
~35%
control &
connectivity
~30%
analog1 & sensors
~35%
power (discretes,
modules)
ATV
GIP
PSS
CSS
of total
revenue
Addressing long-term high-growth trends
Energy
green and efficient
Mobility
clean and safe
IoT
smart and secure
Financials
[EUR m]
​FY19​
​FY20​
​FY21​
​FY22​
​FY23​
​FY24​
​FY25​
​14,955​
​16,309​
​14,218​
​11,060​
​8,567​
​8,029​
Segment result​
Revenue​
Segment result margin​
​14,662​
​18%​
​21%​
​27%​
​24%​
​19%​
​14%​
​16%​
​2,560​
​3,105​
​4,399​
​3,378​
​2,072​
​1,170​
​1,319​
1 including <5% of differentiating memory technologies

3
Copyright © Infineon Technologies AG 2026. All rights reserved.
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2026-08-05
Well-balanced portfolio among segments and key applications,
highest growth coming from Decarbonization and Digitalization
50%
11%
29%
10%
FY25 revenue of €14,662m by segment and key application
CSS
ATV
GIP
PSS
Main growth contributors (addressed by multiple segments)
Further major applications
13%
11%
8%
6%
3%
14%
9%
8%
4%
4%
20%
E-mobility
Power
infrastructure
Software-
defined vehicle
AI/Data center
IoT
Auto Body Power
Classic
Powertrain
Chassis &
Classic Safety
Automation &
Drives
Smart Cards
Other

4
Copyright © Infineon Technologies AG 2026. All rights reserved.
restricted
2026-01-01
1 Based on or includes research from Omdia: Power Semiconductor Market Share Database – 1H26 (2025 Base Year). May 2026. | 2 TechInsights: Automotive Semiconductor Vendor 2025 Market Shares. April 2026 | 3 Based
on or includes research from Omdia: Annual 2001-2025 Semiconductor Market Share Competitive Landscaping Tool – 4Q25. March 2026.
Results are not an endorsement of Infineon Technologies AG. Any reliance on these results is at the third party’s own risk.
Infineon is a global player, clear #1 in power semiconductors,
automotive semiconductors and microcontroller market
2.6%
2.7%
2.8%
3.2%
4.0%
4.2%
4.3%
4.7%
7.2%
17.3%
Toshiba
ROHM
Vishay
BYD
Fuji
Hangzhou
Silan
Mitsubishi
STMicro
onsemi
Infineon
Power discretes and modules
2025 total global market: $32.5bn1
Infineon
NXP
STMicro
Texas Instr.
Micron
12.8%
9.6%
7.8%
6.2%
6.1%
Renesas
Infineon
NXP
STMicro
Microchip
23.2%
19.4%
15.6%
13.0%
7.5%
Automotive semiconductors
2025 total market: $74.4bn2
Microcontroller
2025 total market: $22.2bn3

5
Copyright © Infineon Technologies AG 2026. All rights reserved.
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2026-08-05
Our Target Operating Model: committing to ambitious
financial goals and being the sustainability leader
Segment Result Margin
Adj. Free Cash
Flow Margin1
Sustainability leader
CO2 neutrality 2030
Revenue growth
>10%
10-15%
25%
1 See notes for definition
Target Operating Model
through cycle

6
Copyright © Infineon Technologies AG 2026. All rights reserved.
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2026-08-05
~€0.9bn/
~€1.85bn
Outlook for Q4 FY26 and FY26
1 Based on an assumed average exchange rate of $1.15 for €1.00 for Q4
2 Including the amortization of approximately 400 million Euros from purchase price allocations
Investments
D&A
FCF
Adj. FCF
Segment Result Margin
Revenue
Adj. Gross Margin
Outlook
FY261
Outlook
Q4 FY261
~€4.7bn
~23%
~€2.7bn
~€2.0bn2
~€16.3bn
low-to-mid 40s %
~20%

7
Copyright © Infineon Technologies AG 2026. All rights reserved.
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2026-08-05
Modular investment approach for long-term value creation – pull-in
of AI related investments for faster ramp
Infineon investments1 FY26
1 Investments are defined as the total amount invested in property, plant and equipment and in other intangible assets, including capitalized development costs
Basic investments
‒
Maintenance, process optimization, quality, IT
Strategic investments
‒
Dresden module 4
Capacity investments
‒
Smart power and logic: enabling further growth for ”powering AI”
and analog/mixed-signal products
‒
Includes pull-in of €500m to accelerate AI capacity ramp
Research and development
‒
IFRS capitalization of development cost
~€2.7bn

8
Copyright © Infineon Technologies AG 2026. All rights reserved.
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2026-08-05
The Smart Power Fab ramps production at exactly the right time
to serve powering AI growth – ahead of construction schedule
Summer 2026
Ramp-up
Autumn 2023
Shell construction
Summer 2023
Building permit
Spring 2025
Facility equipment

9
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2026-08-05
The Smart Power Fab – largest fab for
intelligent power semiconductors worldwide
‒ Largest fab for intelligent power semiconductors
worldwide and one of the most advanced and flexible
300 mm semiconductor manufacturing facilities
‒ Creation of ~1,000 jobs, supported by expanded
vocational training, plus strong impact on the ecosystem
‒ Significantly higher ramp speed possible,
supported by AI-optimized pre-planning and digital twin
‒ At its core: semiconductors driving decarbonization
and digitalization – for automotive and industrial
applications, including AI data centers
‒ The combination of power semiconductors with
analog/mixed-signal components enables highly
energy-efficient, intelligent system solutions

10
Copyright © Infineon Technologies AG 2026. All rights reserved.
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2026-08-05
Our Smart Power Fab will serve a highly differentiating power and
analog/mixed-signal product portfolio with high flexibility
Power
Analog/mixed-signal
Digital
The efficient and flexible product portfolio is a strategic advantage of the fab – e.g. enabling Powering AI growth
Power system-on-
chip
Power
Amplifier
Processor
Power
Supply
Commu-
nication
ADC
Memory
Applications
specific controller
(e.g. USB-C)
Processor
Controller
COM
ADC
Memory
Driver
P
r
o
t
e
c
t
i
o
n
Driver
LDO
MOSFET
PROFET
Gate driver
Logic
Sensor
MCU power supply
Logic
Power supply
AI power stage
gate driver
Low side
driver
High side
driver
Logic
S
e
n
s
o
r
 Power switches →
 Analog/mixed-signal ICs →
Include significant shares of analog/power + some digital circuitry

11
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Hybrid manufacturing strategy balances inhouse manufacturing
and outsourcing to strategic partners – sweet spot for Infineon
IFX revenue
split
Foundry supply
globally
IFX outsourcing
share
Control & connectivity
~35%
High
High
Analog & sensors
~30%
Medium
Medium
Power
~35%
Low
Low
Strategic differentiation
through right mix of inhouse
manufacturing …
We manufacture differentiating
power & analog/mixed-signal
primarily inhouse
This results in a differentiation
potential – technology, manufacturing
processes, cost
… and outsourcing to strategic
manufacturing partners
Differentiation arises not from technology,
but mainly from product design and software
Capital efficient growth, flexibility and reduced risks
Strategic localization

12
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2026-08-05
From 4 to 3 divisions: New organizational structure to bring
innovative system-level solutions to customers faster
ATV
GIP
PSS
CSS
Focus applications (examples)
•
SDV
•
E-mobility
Automotive (ATV)
Power Systems (PS)
Edge Systems (ES)
•
Power infrastructure
•
AI Datacenter
•
Robotics & Edge AI
•
Smart home
Clearer ownership
of focus applications
Further accelerate
innovation-to-customer value
Reduced complexity
streamlines decision-making
From…
…to:

13
Copyright © Infineon Technologies AG 2026. All rights reserved.
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2026-08-05
Well-balanced and simplified business setup
FY25 revenue of €14.7bn as reported and pro forma
50%
11%
29%
10%
~50%
~30%
MCU, security, wireless connectivity
RF, sensors, USB
Power (Si MOSFET, GaN), analog ICs
Power (IGBT, SiC)
OBC
~20%
CSS
ATV
GIP
PSS
ES
ATV
PS

14
Copyright © Infineon Technologies AG 2026. All rights reserved.
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2026-08-05
Infineon strengthens its sensor leadership with the acquisition of
ams OSRAM’s non-optical analog/mixed-signal sensor portfolio
A unique opportunity to reinforce our leadership in analog/mixed-signal sensor solutions
analog/mixed-signal
sensor business
CY26e revenue
~€230 m
Purchase price
€570 m
Employees
~230 employees, thereof ~150 in R&D
fabless asset-deal
Financial impact
EPS accretive from day 1
End market split
1
2
Strengthening our global
sensor leadership position
Accelerating growth and
innovation
‒
Acquisition of a top European sensor
portfolio with complementary products in
automotive and industrial end markets
‒
Expands footprint in high-value medical
market
‒
Acceleration of innovation through
synergetic R&D
‒
Acceleration of growth via established
Infineon go-to-market channels
Strategic rationale
Transaction overview
Medical
Automotive
Industrial

15
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Infineon serves all markets with a broad sensor portfolio ​
to provide best solutions in Auto and Industrial
‒
Radar sensors
‒
Magnetic position sensors
‒
Magnetic speed sensors
‒
Magnetic current sensors
‒
Inductive sensors
‒
Pressure sensors
‒
Gas/leakage sensors
‒
Silicon microphones
‒
CAPSENSE
 µC
Automotive
‒
Radar sensors
‒
Magnetic position sensors
‒
Current sensors
‒
Pressure sensors
‒
Vibration sensors
‒
Gas/leakage sensors
‒
3D ToF sensors
‒
CAPSENSE
 µC
Industrial
‒
Temperature sensors
‒
Conventional and photon counting IC
‒
X-ray sensor IC
Medical
‒
Magnetic position sensors
‒
Capacitive sensors
‒
Battery sensors
‒
Inductive position sensors
‒
Sensor interface IC
‒
X-ray sensor IC
Complementing Infineon’s leading sensor and sensor IC portfolio across
automotive and industrial applications
Expanding our portfolio in medical
applications
ams OSRAM
analog/mixed-signal
sensor business

16
Copyright © Infineon Technologies AG 2026. All rights reserved.
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2026-08-05
Strengthening of Infineon’s leading robotics sensor solutions with
acquired portfolio – addressing around 200 sensors
Infineon’s current & environmental sensors portfolio
Current sensors
Pressure sensors
Microphones
Radar systems
3D time of flight
‒
Broad range of environmental sensors (pressure, vibration, SiMiC, ToF, radar)
‒
Capacitive sensing for dexterous hands, >100 position sensors, e.g. for joints
‒
Current sensors for battery management
Humanoid sensor usage
acquired portfolio
Infineon’s combined position sensor portfolio
3D sensor
Magnetic switches
Inductive sensors
Angle sensors
Linear sensors

17
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Silicon
Diode – MOSFET – IGBT – Driver – Controller
Silicon carbide
Diode – MOSFET
Gallium nitride
HEMT – Driver
Undisputed power systems leadership mastering all three key
materials
Software + Algorithms
Controller
Driver IC
Power switch
Si/SiC/GaN
Leadership in Power Systems across all materials and technologies
Reliable multi sourcing
of raw materials
Application
understanding
Packaging know-how and
hybridization competence
World-scale fabs

18
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Infineon is the leader across all power semiconductor technologies –
unparalleled portfolio and know-how
Infineon is strengthening its position as the industry’s innovation leader
leading the way in all three power semiconductor materials
World’s thinnest silicon power
wafer with 20 µm on 300 mm
World’s first 300 mm
gallium nitride power wafer
World’s most competitive
200 mm silicon carbide power fab
‒
Broadest Si-power portfolio
in the market
‒
Unmatched quality and leading
in all figures of merit (FOM)
‒
Best price/performance ratio
‒
Broadest portfolio covering auto and
industrial applications
‒
Leading trench performance
‒
High reliability and robustness