Infineon Technologies Company Profile (2026): Power Semiconductors & Automotive Chips
Company Profile | Power & Automotive Semiconductors | Updated August 2026
Infineon Technologies
Infineon Technologies AG is a Germany‑based semiconductor company and a world leader in semiconductor solutions with approximately 57,000 employees at more than 100 locations. The company is a leader in automotive, power semiconductors, and security ICs, enabling solutions for green and efficient energy, clean and safe mobility, and smart and secure IoT.
Company Overview
Infineon Technologies AG is a Germany‑based semiconductor company and a world leader in semiconductor solutions with approximately 57,000 employees at more than 100 locations. The company is a leader in automotive, power semiconductors, and security ICs, enabling solutions for green and efficient energy, clean and safe mobility, and smart and secure IoT.
Business Overview
Infineon operates through four divisions: Automotive (ATV), Green Industrial Power (GIP), Power & Sensor Systems (PSS), and Connected Secure Systems (CSS). For fiscal year 2025 (ending September 30), revenue was approximately €14.66 billion, a 2% decrease from the previous year, with a segment result of €2.56 billion. Automotive represented 50% of revenue (€7.4 billion), Power & Sensor Systems 29% (€4.2 billion), Green Industrial Power 11% (€1.6 billion), and Connected Secure Systems 10% (€1.4 billion).
In Q4 FY 2025, Infineon achieved revenue of €3.943 billion, marking a 6% increase from the previous quarter, driven by all four business segments. The Automotive segment generated €1.921 billion in Q4. Adjusted free cash flow remained positive at €1.803 billion.
Infineon leads the power discretes and modules market with 17.4% market share, compared to onsemi at 8.5% and STMicroelectronics at 6.9%. The company also led the $68 billion automotive semiconductor market with 13.5% market share.
Product Portfolio
- Power Semiconductors: IGBTs, MOSFETs, silicon carbide (SiC), gallium nitride (GaN)
- Automotive Chips: Microcontrollers, analog and memory ICs
- Security ICs: Wireless connectivity, IoT security
- Sensor Systems: Power and connectivity devices for chargers, servers, data centers
AI, Automotive & Industrial Strategy
Infineon's AI strategy focuses on power semiconductors for AI data centers and physical AI for robotics. AI business global revenue is projected to reach €600 million in FY2025 and €1 billion in FY2026.
Infineon has expanded its collaboration with NVIDIA to advance system architectures for Physical AI with a focus on humanoid robots. The NVIDIA Halos AI Systems Inspection Lab is developing certifiable Level 4 autonomous vehicle and robotics systems. Humanoid robot systems combine Infineon's motor control, microcontrollers, power systems, and security with NVIDIA's AI and robotics platforms. The company is also deploying digital twins in NVIDIA Isaac Sim and Isaac Lab for robot development.
Infineon's automotive strategy focuses on electromobility, automated driving, and software‑defined vehicles. Key drivers include growth in BEV production and increasing semiconductor content per vehicle.
Manufacturing & Supply Chain
Infineon operates a global manufacturing network. The company reported adjusted free cash flow of €1.803 billion in FY2025, representing 12.3% of revenue. Management raised FY2026 guidance, now expecting revenue above €16 billion with adjusted gross margin in the low‑to‑mid‑40% range.
Enterprise Customers & End Markets
Infineon serves automotive OEMs, industrial manufacturers, energy companies, and IoT device makers. Key applications include e‑mobility, renewables, assisted driving, IoT, and AI/data centers.
Competitive Landscape
Infineon competes with onsemi, STMicroelectronics, Texas Instruments, and NXP. Its market leadership in power semiconductors and automotive chips provides significant competitive advantages. The company's AI‑related demand and improving automotive replenishment trends are driving a materially stronger outlook.
Strategic Partnerships & Acquisitions
- NVIDIA Collaboration: Expanded partnership for Physical AI, humanoid robots, and autonomous vehicle safety
Recent Developments
- FY2025 revenue of €14.66 billion
- Q4 FY2025 revenue of €3.943 billion, up 6% quarter‑over‑quarter
- AI business projected to reach €1 billion in FY2026
- Expanded NVIDIA collaboration for humanoid robot systems
- FY2026 guidance raised to >€16 billion revenue
Why the Company Matters
Infineon is the world's leading power semiconductor company, providing the essential chips that enable energy efficiency, electrification, and digitalization. Its market leadership in automotive and power semiconductors—combined with a strategic focus on AI data center power and physical AI for robotics—positions the company at the center of the global energy transition and AI infrastructure build‑out. Infineon's power semiconductors are critical for electric vehicles, renewable energy systems, and the data centers that power next‑generation AI.
Profile compiled August 2026. Information is current as of the date of compilation.