【国际资讯】英飞凌追加5亿欧元扩产

Group 1 - Infineon plans to invest an additional €500 million (approximately $591.65 million) in capacity expansion this fiscal year, anticipating a two-thirds revenue growth in its AI data center business by 2027 [1][2] - The investment plan for fiscal year 2026 (starting October 1, 2025) has been increased to €2.7 billion, primarily focusing on data center chips [1][2] - The company expects its AI business revenue to reach €1.5 billion this fiscal year and €2.5 billion in the next fiscal year [1][3] Group 2 - Infineon reported first-quarter revenue of €3.66 billion, slightly above analyst expectations of €3.62 billion, with a segment profit margin of 17.9% [3] - Revenue from the power and sensor systems business decreased by 3% quarter-over-quarter to €1.17 billion, but is expected to grow at a rate significantly higher than the group average due to increased demand from data centers [3] Group 3 - On February 3, Infineon announced the acquisition of ams OSRAM's non-optical analog/mixed-signal sensor business for €570 million (approximately ¥4.68 billion), reflecting a trend of resource restructuring among European semiconductor firms [4] - The acquired sensor business primarily serves automotive, industrial, and medical sectors, including applications in medical imaging, sensor interface technology, and high-precision positioning [4]