Infineon ended a tough financial year with falling profits and hopes of an AI boom. The bottom line is that the semiconductor maker earned 1 billion euros in revenue from October 2024 to September 2025, about 22 percent less than the previous year. Sales also fell slightly, as the company announced Wednesday.
Things are bad for the semiconductor business for renewable energy, but the largest and most powerful long-established automotive sector is also weakening – this is where Infineon is feeling the impact of the crisis in the automotive industry. In addition, the weak dollar puts pressure on the business world.
However, CEO Jochen Hanebeck emphasized that Infineon had met expectations despite challenging conditions and was more optimistic about the future. “We expect moderate growth in financial year 2026,” he said. However, market conditions are still inconsistent.
Things are looking very positive on power supply solutions for AI data centers. In this fast-growing business, Infineon also raised its estimates. In 2025 it will still contribute sales of around 600 million. By 2026, the figure was initially estimated to be around 1 billion, but Hanebeck has now increased this figure to 1.5 billion and sees the potential for even stronger growth. However, he sees slower growth in the automotive industry. The growth impulse here remains subdued. “Many customers drive by and order within a short period of time,” he said.
© dpa-infocom, dpa:251112-930-281041/1
