Added to YB: 2026-10-02
Pitch date: 2026-09-22
IFX.DE [neutral]
Infineon Technologies AG
Author Info
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Company Info
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.
Market Cap
EUR 77.1B
Pitch Price
N/A
Price Target
N/A
Dividend
0.59%
EV/EBITDA
19.27
P/E
64.65
EV/Sales
5.31
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Infineon Technologies (IFX Germany): AI growth broadens into next year
IFX.DE (update): Infineon enters FY 2027 with rapid AI-related power-semiconductor growth alongside recovering automotive and industrial demand, while normalising inventories, price increases and lower underutilisation costs offer multiple earnings levers. Q4 FY 2026 revenue is targeted at ~€4.7bn, up 13% sequentially, and AI has contributed to a ~€30bn backlog. Uncertainties include the Dresden manufacturing ramp and energy costs; FY 2027 guidance is due November 10.
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