Infineon(US:IFNNY) 国芯网·2026-02-05 13:13Core Viewpoint - Infineon Technologies announced a price adjustment for certain products due to substantial demand increases driven by the deployment of AI-focused data centers, which has led to shortages in several power switches and integrated circuits (ICs) [3][9]. Group 1: Price Adjustment Announcement - Infineon will implement a price increase effective April 1, 2026, for all new orders and existing orders scheduled for shipment on or after this date [5]. - The company aims to limit the price adjustment to the smallest possible amount for affected power switches and IC products, despite facing significant cost increases for raw materials and infrastructure [4][9]. Group 2: Market Demand and Investment - The semiconductor market is experiencing a notable demand surge primarily due to AI developments, which has resulted in a considerable increase in demand for Infineon's products [3][9]. - To meet this growing demand, Infineon will need to make significant additional investments to increase fab capacity, which includes purchasing new equipment and upgrading existing production lines [9].