German semiconductor manufacturer Infineon Technologies predicts that, propelled by the strong demand for chips in artificial intelligence data centers, it will re-enter a phase of revenue growth by the fiscal year concluding in September 2026. Revenue for the 2026 fiscal year is projected to experience "moderate expansion" in comparison to fiscal 2025, with segment profit margins also anticipated to be marginally higher than those in 2025. In light of this, Infineon has elevated its revenue target for AI-centric operations from €1 billion to €1.5 billion.

Nevertheless, Infineon is also grappling with challenges stemming from the sluggish revival of its traditional businesses, as there is still an ongoing effort to deplete excess inventories of automotive and industrial chips. It is anticipated that the automotive sector's growth in the upcoming fiscal year will trail behind that of other business segments.

In its most recent financial report, Infineon reported revenue of €3.94 billion in the fourth quarter, marking a 1% year-on-year increase and slightly surpassing expectations. Net profit soared to €231 million, transitioning from a loss to a profit. However, segment profit dipped to €717 million, with the profit margin falling short of estimates.