$IFNNF

Infineon reported record Q4 2026 revenue of €4.706B, up 13% sequentially, with AI driving €1.7B in FY revenue. The company forecasts FY 2027 revenue of ~€20B, with data center sales near €4B and a segment margin target in the mid-20s.

Infineon Technologies AG (IFX, IFNNY) announced it has successfully processed 300-millimeter silicon carbide wafers into functional power devices, an industry first. The company plans to showcase the technology at the electronica trade show. Infineon aims to scale SiC technology for automotive, renewable energy, industrial, and AI data center applications, reinforcing its leadership in power semiconductors.

Infineon Technologies AG (IFNNY) will report Q4 2026 earnings on November 10th. Analysts expect EPS of $0.71, up 108.8% YoY, and revenue of $5.25B, up 33.2% YoY. The company has beaten estimates in the past two years.

SOLUM (KRX: 248070) and Infineon (FSE: IFX, OTCQX: IFNNY) signed an MoU to expand collaboration on HVDC power solutions for AI data centers. They will work on intermediate bus converters, battery backup units, and power supply units. SOLUM showcased a 26 kW-class 800 Vdc BBU DC/DC converter with a target peak efficiency of over 98.5%, aiming for mass production in 2027.

Infineon and Qualcomm agreed to collaborate on a microcontroller-based subsystem for Qualcomm's Snapdragon Ride automotive platforms. The subsystem combines Infineon's Aurix microcontrollers and Optireg power-management chips with Qualcomm's Snapdragon Ride systems-on-chip. The design aims to integrate automated driving, driver-assistance, and digital cockpit systems. Infineon will provide additional software and hardware components.

The EU approved €319 million in state aid for Infineon Technologies to upgrade its semiconductor plant in Villach, Austria. The €1.1 billion project aims to produce gallium nitride (GaN) power chips on 300mm wafers, enhancing efficiency and reducing costs. Infineon expects the GaN market to reach $3.1 billion by 2031, growing at 35% annually. The EU aims to increase its semiconductor production share to 20% by 2030.

Infineon will supply 900V GaN BDS devices to Enphase Energy for use in its SST power modules. The devices enable efficient, compact power conversion for applications like AI data centers. Enphase led development with Infineon's support. The 900V GaN BDS devices are being integrated into Enphase’s IQ SST product, with production qualification expected soon.

Infineon Technologies AG (IFX, IFNNY) launched the PSOC Control C3 Main Line PSC3M/P6 microcontrollers, featuring real-time motor and power control, advanced security, and compliance with post-quantum cryptography standards. The MCUs target industrial, robotics, and healthcare applications, offering high performance and efficiency in a compact design. The company highlights the MCUs' ability to meet security and control needs for various systems.

TD Cowen reduced its price target for Infineon Technologies (IFNNF) from €72 to €60.67, citing broader market challenges in the semiconductor sector. GuruFocus assesses IFNNF as 47.0% overvalued, with a GF Value™ of $41.28 and a high P/E ratio of 57.02x compared to its 5-year median of 24.87x. The company has a strong GF Score™ of 90/100, indicating robust performance in growth and momentum.

Infineon and ZuriQ are partnering to scale quantum processing units using ZuriQ's two-dimensional Penning micro-trap architecture. They aim to transition from lab demonstrations to commercial systems, with Infineon providing semiconductor manufacturing expertise. The collaboration follows a successful demonstration of a 3x3 ion array, the largest of its kind. Infineon reported €14.7 billion in revenue for fiscal year 2025.