Infineon makes a successful start to fiscal year 2026 and accelerates AI Investments in view of further increasing market dynamics
Quarterly Report
Feb 04, 2026
For the full version of this news release (incl. financial data), please download the PDF version.
Q1 FY 2026: Revenue €3.662 billion, Segment Result €655 million, Segment Result Margin 17.9 percent
Outlook for Q2 FY 2026: Based on an assumed EUR/USD exchange rate of 1.15, revenue is expected to be around €3.8 billion. The Segment Result Margin is expected to be in the mid-to-high-teens percentage range
Outlook for FY 2026: Based on an assumed EUR/USD exchange rate of 1.15, revenue is still expected to rise moderately compared with the prior year. The adjusted gross margin should be in the low-forties percentage range and Segment Result Margin in the high-teens percentage range. Investments are now planned at around €2.7 billion (previously €2.2 billion) to further accelerate the expansion of manufacturing capacity for power supplies for AI data centers. For fiscal year 2027, revenue of around 2.5 billion is expected in this area after around 1.5 billion in the current fiscal year. Adjusted free cash flow should now amount to around €1.4 billion (previously €1.6 billion), and free cash flow is now expected to reach around €1.0 billion (previously €1.1 billion)
Neubiberg, Germany, February 4, 2026 - Infineon Technologies AG today reported results for the first quarter of fiscal year 2026, which ended on 31 December 2025.
"Infineon has made a successful start to fiscal year 2026," said Jochen Hanebeck, CEO of Infineon. "The very dynamic demand for AI, against an otherwise subdued market back-drop, is providing strong tailwinds to Infineon. At present, the focus is on power supply solutions for AI data centers; in the coming years, the expansion of grid infrastructure will be added. To serve our customers in the best possible way, we are aligning our manu-facturing capacity to meet further rising demand and are bringing forward our investments in this area. A significant portion will go toward accelerating the ramp-up of our new Smart Power Fab in Dresden, which we will open this summer - at exactly the right time."
Press Conference Call
about 2026 Fiscal First Quarter Results, 4 February 2026Hosts: Jochen Hanebeck (CEO), Dr. Sven Schneider (CFO), Florian Martens
Start: 8:00 am CET / 7:00 am UK / 2:00 am EST
Open Webcast
For the full version of this news release (incl. financial data), please download the PDF version.
About Infineon
Infineon Technologies AG is a global semiconductor leader in power systems and IoT. Infineon drives decarbonization and digitalization with its products and solutions. The Company had around 57,000 employees worldwide (end of September 2025) and generated revenue of about €14.7 billion in the 2025 fiscal year (ending 30 September). Infineon is listed on the Frankfurt Stock Exchange (ticker symbol: IFX) and in the USA on the OTCQX International over-the-counter market (ticker symbol: IFNNY).
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Infineon Technologies AG published this content on February 04, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on February 04, 2026 at 07:42 UTC.
Infineon Technologies AG is one of the world's leading manufacturers of semiconductors. The group's products include power semiconductors, sensors, microcontrollers, digital, mixed-signal and analog ICs, discrete semiconductor modules, switches, interface ICs, motor-controlling ICs, RF power transistors, voltage regulators, and electronic safety components. Net sales break down by area of activity as follows:
- automotive (50.5%): semiconductor products used in the automotive industry, and memory products for specific applications for automotive, industrial, information technologies, telecommunications and consumer electronics.
- power & sensor systems (28.7%): semiconductors for energy-efficient power supplies, mobile devices, mobile phone network infrastructures, human-machine interaction as well as applications with special demands on their robustness and reliability.
- industrial power control (11.1%): semiconductor products for the conversion of electrical energy for small, medium and high-power applications, used in the manufacturing, the low-loss transmission, the storage and the efficient use of electrical energy;
- connected secure systems (9.7%): semiconductors for networked devices, card-based applications, and government documents; microcontrollers for industrial, entertainment, and household applications, components for connectivity systems, various customer support systems.
Net sales are distributed geographically as follows: Germany (9.8%), Europe/Middle East/Africa (14%), China/Hong Kong/Taiwan (38.1%), Japan (9%), Asia-Pacific (16.7%), the United States (10.3%) and Americas (2.1%).
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