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Infineon Technologies AG
XMUN:IFX

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Infineon Technologies AG
XMUN:IFX
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Infineon Technologies AG
Investor Relations

Infineon Technologies AG stellt die Chips her, die elektronische Geräte steuern und mit Energie versorgen. Das Unternehmen entwirft und verkauft Halbleiter für Autos, Fabrikausrüstungen, Smartphones, Netzteile, Haushaltsgeräte und sichere Identifikationssysteme. Seine Produkte helfen Maschinen, effizient und sicher zu erkennen, zu schalten, zu verbinden und Strom zu verwalten. Das Unternehmen erzielt Einnahmen durch den Verkauf von Chips und zugehörigen Modulen an Gerätehersteller, Automobilzulieferer, Industriekunden und Elektronikhersteller. Ein großer Teil des Geschäfts entfällt auf Komponenten, die in Elektrofahrzeugen, Energiemanagement und Industrieautomation eingesetzt werden, wo Kunden zuverlässige Bauteile benötigen, die über lange Produktlebenszyklen funktionieren müssen. Infineon verkauft zudem Sicherheitschips, die in Zahlungskarten, Reisepässen und zur Geräteauthentifizierung verwendet werden. Wesentlich für die Bedeutung von Infineon ist, dass das Unternehmen an der Schnittstelle zwischen Elektronik, Energie und Steuerung angesiedelt ist. Viele Chipunternehmen konzentrieren sich auf Prozessoren, die rechnen; Infineon hingegen ist auf Leistungshalbleiter, Mikrocontroller, Sensoren und Sicherheitschips spezialisiert, die Produkte in der Praxis funktionsfähig machen. Das verschafft ihm eine Rolle in der Lieferkette, die an eine langfristige Nachfrage nach Elektrifizierung, Energieeffizienz und sicheren vernetzten Geräten gebunden ist.

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Letzter Earnings Call
Geschäftsperiode
Q2 2026
Datum des Calls
6. Mai 2026
KI-Zusammenfassung
Q2 2026

Quarter in line: Infineon said Q2 results were fully in line with expectations, with revenue of EUR 3.812 billion and segment earnings of EUR 653 million.

Demand improving: Management described a broad-based recovery across end markets, with stronger order intake, longer delivery times, lower cancellations and better inventory levels.

AI drives growth: Demand for AI data center power solutions remains very strong and capacity is tight, prompting more investment and a raised revenue outlook for that business.

Auto mixed: Automotive revenue rose slightly, but profitability was hit by pricing pressure and a restructuring of the high-voltage power semiconductor business.

Guidance raised: Infineon lifted its full-year outlook to more than EUR 16 billion in revenue and a segment profit margin of around 20%, while also raising free cash flow guidance.

Structure changes: The company will move from 4 divisions to 3 on July 1, aiming to simplify decision-making and better align around customer applications.

Capacity tight: Management said some 300-millimeter fabs are running at very high utilization and that in some AI-related areas the company is effectively in allocation.

Wichtige Finanzkennzahlen
Revenue
EUR 3.812 billion
Segment earnings
EUR 653 million
Segment profit margin
17.1%
Order backlog
around EUR 25 billion
Free cash flow
minus EUR 63 million
Automotive revenue
EUR 1.830 billion
Automotive segment earnings margin
18.1%
Green Industrial Power revenue
EUR 403 million
Green Industrial Power segment earnings margin
11.7%
Power & Sensor Systems revenue
EUR 1.260 billion
Power & Sensor Systems segment earnings margin
20.4%
Connected Secure Systems revenue
EUR 319 million
Connected Secure Systems segment earnings margin
5.6%
Capital expenditures
approximately EUR 7.2 billion
Accelerated investments
around EUR 500 million
Exchange rate assumption
EUR 1.17
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Mr. Andreas Urschitz
Chief Marketing Officer & Member of Management Board

Andreas Urschitz is a notable executive at Infineon Technologies AG, a leading global semiconductor company. He has been with the company for several years and has made significant contributions to its growth and success. Urschitz is known for his expertise in sales, marketing, and the development of technology products, especially in the power management and multimarket segments. Urschitz began his career at Infineon in various roles, gaining extensive experience that eventually led to his appointment as the Chief Marketing Officer (CMO). His leadership in this role involved overseeing global marketing strategies and initiatives, enhancing the company's brand presence, and driving business development with a strong focus on customer needs. Throughout his career, Urschitz has been instrumental in guiding Infineon's strategic direction, focusing on innovation and sustainability. His efforts have been crucial in expanding Infineon's market share in various sectors, including automotive, industrial power control, and digital security solutions. Urschitz is recognized for his visionary approach, emphasizing the importance of digital transformation and the integration of cutting-edge technologies to meet the evolving demands of the marketplace. His leadership has significantly contributed to positioning Infineon as a market leader in the semiconductor industry.

Dr. Rutger Wijburg
COO & Member of the Management Board

Dr. Rutger Wijburg is a notable figure in the semiconductor industry, currently serving as the Chief Operating Officer (COO) of Infineon Technologies AG. He assumed this role in April 2023 and is responsible for overseeing the company's manufacturing operations and technology development, which are pivotal to Infineon's growth and innovation strategies. Before becoming COO, Dr. Wijburg held the position of President at GLOBALFOUNDRIES, one of the leading semiconductor manufacturers, where he was instrumental in driving efficiency and expanding manufacturing capacities. His extensive experience spans over three decades in the semiconductor industry, giving him deep insights into manufacturing processes, technology transitions, and strategic partnerships. Dr. Wijburg's expertise lies in scaling semiconductor operations to meet global demand, which aligns with Infineon's goals for advancing their market position in power systems, automotive electronics, and security systems. Under his leadership, Infineon aims to enhance its operational capabilities, focusing on sustainability and technological advancement to foster better innovation within the industry. His educational background includes a PhD in Solid State Physics, which underscores his technical proficiency and supports his executive decision-making skills. Dr. Wijburg's leadership is characterized by a commitment to enhancing production efficiencies and innovation in the semiconductor sector.

Ms. Elke Reichart
Chief Digital & Sustainability Officer and Member of the Management Board

Elke Reichart is a notable business executive known for her role at Infineon Technologies AG. She currently serves as the Chief Digital Officer (CDO) and a member of the Management Board. In her role, she is responsible for spearheading digital transformation initiatives and leveraging technology to improve operations and drive innovation within the company. Reichart has a strong background in IT and digital strategy, having accumulated extensive experience in various leadership positions across the tech industry. Before joining Infineon, she held significant roles at companies like Hewlett-Packard, where she was instrumental in developing and implementing IT strategies that aligned with business goals. Her expertise lies in digital transformation, strategic planning, and information technology, making her a key player in advancing Infineon's position in the semiconductor industry. Reichart's leadership is characterized by a forward-thinking approach, emphasizing the integration of cutting-edge technologies to enhance business processes and create value. In addition to her executive responsibilities, Reichart is often involved in initiatives that promote diversity and sustainability within the tech sector, recognizing the importance of these elements in driving long-term success for businesses.

Mr. Florian Martens
Global Head of Communications Public Policy
Keine Biografie verfügbar
Mr. Peter Friedrichs
Senior Director of Silicon Carbide Technology

Peter Friedrichs is well-regarded in the semiconductor industry, particularly in the field of power electronics. He is associated with Infineon Technologies AG, a leading German semiconductor manufacturer. Friedrichs has served in key roles focusing on the development and advancement of power semiconductors, most notably within Infineon's industrial power control division. With a strong technical background, Friedrichs has been involved in pioneering work on silicon carbide (SiC) technology, which is crucial for enhancing the efficiency and performance of power electronic systems. His expertise is widely recognized in the field, and he has contributed significantly to the promotion and integration of SiC in various applications, helping Infineon maintain its leadership in the market. Friedrichs has also engaged actively with the engineering community through publications and speaking engagements at international conferences, sharing insights into the future directions of semiconductor technology and its applications in energy efficiency and management.

Mr. Matthew T. Epstein C.F.A.
Senior Analyst

Matthew T. Epstein does not appear to be a widely recognized or publicly documented figure within Infineon Technologies AG or in connection with the Chartered Financial Analyst (CFA) credential, based on available information. If he is an executive or officer at Infineon Technologies AG, it is possible he serves in a role that has not been prominently featured in publicly accessible records or publications. If you have additional context or specific details about his role or achievements, I could help provide a more precise overview. Otherwise, the information is currently insufficient. Therefore, the answer is FALSE.

Kontakt

Adresse
BAYERN
Neubiberg
Am Campeon 1-12
Kontakt
+49892340.0
www.infineon.com
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