Infineon(US:IFNNY) Sou Hu Cai Jing·2026-02-05 03:47Core Insights - Infineon has advanced its planned $500 million investment in AI to fiscal year 2026, resulting in a total expenditure of $2.7 billion on AI data center power solutions for the current fiscal year [1][2] - The company anticipates AI revenue to reach approximately €1.5 billion in fiscal year 2026 and $2.5 billion in fiscal year 2027, indicating a tenfold growth over three years [1] Financial Performance - Infineon's revenue for FY2026 Q1 was €3.662 billion, reflecting a year-on-year growth of 7% but a quarter-on-quarter decline of 7% [2] - The profit for the same period was €655 million, with a profit margin of 17.9% [2] Market Outlook - The automotive and industrial markets have reportedly passed their cyclical low, although demand has not yet fully recovered [2] - Infineon is set to launch the market's first Wi-Fi 7 20MHz tri-band chip [2] Strategic Moves - The company has announced the acquisition of ams OSRAM's non-optical analog/mixed-signal sensor product line [2] - Infineon is also selling its production facility located in Bangkok, Thailand [2]