The ongoing construction boom in data centers is filling STMicro's order books. On Tuesday, the Infineon rival raised its forecasts for its power semiconductor business for servers. For the current year, the French-Italian chipmaker expects revenues of approximately one billion dollars, up from the previous guidance of 'significantly more' than 500 million dollars. 'If current trends continue, revenue could double by 2027.' Previously, STMicro had predicted a figure 'well above' one billion dollars for next year.
Specialized chips for regulating the power supply of high-performance computers are also a key growth driver for Infineon. The Munich-based company expects revenues to double to 1.5 billion euros in 2025/2026. In the following fiscal year, earnings are projected to rise to 2.5 billion euros.
(Report by Hakan Ersen and Nathan Vifflin, edited by Myria Mildenberger. For inquiries, please contact our editorial team at berlin.newsroom@thomsonreuters.com (for politics and economics) or frankfurt.newsroom@thomsonreuters.com (for corporate and markets).)
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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