Business · Companies · 2 hrs ago
Infineon forecasts more than 20% revenue growth as AI demand lifts earnings
Infineon reported higher revenue and profit for its latest financial year, as demand for chips used in AI data centres remained strong.
The German chipmaker’s revenue rose 12% to €16.35 billion, and profit from continuing operations increased to €1.97 billion from €1.36 billion.
The company expects revenue to reach €20 billion in 2026/27, more than a fifth above the latest year.
It expects sales linked to data centres to approach €4 billion.
Infineon also forecasts a higher operating margin, in the mid-20% range, compared with 19.7% in the past year.
Demand for AI data-centre power chips is a key growth driver, alongside products for energy infrastructure and electric vehicles.
Infineon plans to pay shareholders a dividend of €0.38 per share, up €0.03.
Infineon expects revenue to rise by slightly more than a fifth to €20 billion in the 2026/27 financial year.
The chipmaker said it expects revenue related to data centres to reach nearly €4 billion.
It also forecasts its segment result margin will improve to the mid-20% range.
Infineon reported revenue of €16.35 billion in the past financial year, up 12%.
Net income from continuing operations rose to €1.97 billion from €1.36 billion.
- Who
- Infineon, the semiconductor maker.
- What
- It forecast revenue growth of slightly more than a fifth in 2026/27, to €20 billion.
- When
- The forecast was announced on Tuesday; the financial year is 2026/27.
- Where
- Munich, Germany.
- Why
- Demand for power chips for AI data centres is supporting growth.
This story does not have two clearly opposing sides.
Infineon’s revenue grew 12% to €16.35 billion and net income from continuing operations rose to €1.97 billion.
Infineon’s performance accelerated further.
Infineon announced its forecast for the 2026/27 financial year in Munich.
- 2026/27 revenue forecast
- €20 billion
- Data-centre revenue forecast
- Nearly €4 billion
- Past financial-year revenue
- €16.35 billion, up 12%
- Segment result margin
- 19.7% in the past financial year
- Dividend proposal
- €0.38 per share, an increase of €0.03
What people are saying
We are entering the new financial year with sustained momentum.
This is driven in particular by our semiconductor solutions for powering data centres, expanding and converting energy infrastructure, electric mobility and software-defined vehicles.