IFX.DE Infineon Technologies
SiC/GaN power semis for 800V DC racks
Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.
IFX.DE · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-04EarningsMiss / cut
Reported EPS 0.44 vs 0.44 expected (-0.6% surprise).
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7
2026-05-05EarningsMiss / cut
Reported EPS 0.34 vs 0.37 expected (-7.0% surprise).
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6
2026-02-03EarningsBeat / raise
Reported EPS 0.35 vs 0.33 expected (+4.5% surprise).
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5
2025-11-11EarningsMiss / cut
Reported EPS 0.34 vs 0.43 expected (-21.1% surprise).
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4
2025-08-05EarningsBeat / raise
Reported EPS 0.37 vs 0.34 expected (+10.2% surprise).
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3
2025-05-08EarningsBeat / raise
Reported EPS 0.35 vs 0.33 expected (+7.0% surprise).
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2
2025-02-04EarningsBeat / raise
Reported EPS 0.33 vs 0.25 expected (+30.4% surprise).
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1
2024-11-11EarningsBeat / raise
Reported EPS 0.49 vs 0.47 expected (+4.5% surprise).
Latest headlines
Auto-updated daily- ASIC - Global Strategic Business Report: Capture a $6.2 Billion Revenue Shift Through 2032 as AMD, Broadcom, Intel, Infineon, and Analog Devices Accelerate AI, 5G, and Automotive Chips2026-10-28
- Enphase Energy and Infineon Announce World’s First 900 V GaN Bidirectional Switch Devices for AI Data Center Solid-State Transformers2026-10-26
- Industrial Semiconductors - Global Strategic Business Report 2026 | Secure Share of the US$156.1 Billion 2032 Market as Infineon, Intel, STMicroelectronics, NXP, and Texas Instruments Lead2026-10-20
- Semiconductor Timing Integrated Circuit (IC) Market Report 2026, Forecast to 2030 | Capture AI, 5G and EV Demand with Texas Instruments, STMicroelectronics, Infineon and SiTime2026-10-19
- Power Transistors - Global Strategic Business Report: Capitalize on the US$21.4B Market by 2032 as Infineon, Fuji Electric, ON Semiconductor, Mitsubishi Electric and Toshiba Disrupt Power Systems2026-10-19
Alternative data that moves IFX.DE
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-04 | 0.44 | 0.44 | −0.6% |
| 2026-05-05 | 0.37 | 0.34 | −7.0% |
| 2026-02-03 | 0.33 | 0.35 | +4.5% |
| 2025-11-11 | 0.43 | 0.34 | −21.1% |
| 2025-08-05 | 0.34 | 0.37 | +10.2% |
| 2025-05-08 | 0.33 | 0.35 | +7.0% |
| 2025-02-04 | 0.25 | 0.33 | +30.4% |
| 2024-11-11 | 0.47 | 0.49 | +4.5% |
| 2024-08-05 | 0.42 | 0.43 | +2.4% |
| 2024-05-07 | 0.38 | 0.42 | +10.2% |
| 2024-02-06 | 0.48 | 0.53 | +9.4% |
| 2023-11-14 | 0.6 | 0.65 | +8.5% |
| 2023-08-03 | 0.61 | 0.68 | +10.9% |
| 2023-05-04 | 0.64 | 0.69 | +7.0% |
| 2023-02-02 | 0.58 | 0.64 | +11.2% |
| 2022-11-13 | 0.57 | 0.63 | +10.5% |
| 2022-08-03 | 0.43 | 0.49 | +13.7% |
| 2022-05-09 | 0.42 | 0.44 | +5.7% |
| 2022-02-03 | 0.38 | 0.41 | +9.3% |
| 2021-11-10 | 0.31 | 0.41 | +31.3% |
| 2021-08-03 | 0.27 | 0.27 | −1.3% |
| 2021-05-04 | 0.25 | 0.24 | −5.7% |
| 2021-02-04 | 0.22 | 0.28 | +29.6% |
| 2020-11-08 | 0.18 | 0.2 | +14.3% |
About Infineon Technologies
Website ↗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. The Automotive segment offers automotive and industrial microcontrollers; analog and memory ICs; ethernet; power diodes and modules; power switches; sensors; transceivers; and voltage regulators for assistance and safety systems, comfort electronics, infotainment, powertrain, and security applications. Its Green Industrial Power segment provides discrete and bare die IGBTs; IGBT modules; and SiC discretes and modules for air conditioning technology, energy generation and storage, energy transmission, home appliances, industrial drives, industrial power supplies and vehicles, and traction applications. The Power & Sensor Systems segment offe…
100kW+ racks force 800V DC architectures, GaN/SiC conversion and new power shelves. Power density per rack is now a design constraint.
What would prove us wrong. Weakens if rack densities stall and legacy 54V designs remain sufficient.
800V DC racks need silicon-carbide and gallium-nitride switches at every conversion step. Capacity is ample after the EV slowdown, so the constraint is qualified AI designs, not wafers.
What would prove us wrong. Strengthens if 800V adoption outruns qualified GaN/SiC supply for AI power shelves.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| 2308.TW Delta Electronics | Power shelves and thermal for AI racks | NT$1,335.0 | −9.80% | −27.2% | +39.4% | |
| MPWR Monolithic Power Systems | Voltage regulation for accelerators | $1,211.6 | +1.07% | −11.0% | +34.4% | |
| VICR Vicor | High-density power modules | $191.1 | −7.52% | −38.1% | +74.3% | |
| NVTS Navitas Semiconductor | GaN power ICs for AI power supplies | $8.48 | −7.83% | −30.0% | +18.8% | |
| ON onsemi | SiC power and image sensors | $71.67 | −4.74% | −10.5% | +32.4% | |
| 2301.TW Lite-On Technology | AI server power supplies and shelves | NT$240.5 | −4.56% | −14.4% | +51.1% | |
| STM STMicroelectronics | SiC and GaN power devices | $46.74 | −6.50% | −12.6% | +81.2% | |
| POWI Power Integrations | GaN power conversion | $43.86 | −10.54% | −14.8% | +24.8% | |
| 6963.T Rohm | SiC power devices | ¥3,568.0 | −7.49% | −27.8% | +62.0% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.