Infineon closed its fiscal third quarter with record revenue of €4.172B, powered by power supply chips for AI data centers that the company calls its most important growth driver. Profit reached €797M for a margin of 19.1 percent in the quarter ended June 30.
The German chipmaker now expects current-quarter revenue to rise about 13 percent to roughly €4.7B at a margin near 23 percent, and it lifted full-year free cash flow guidance to about €1.85B from €1.65B. For fiscal 2026 ending in September, Infineon targets around €16.3B in revenue with net margin of roughly 20 percent.
AI demand is translating into long-term commitments: Infineon said multi-year capacity reservation agreements with leading AI customers are concluded or in negotiation, carrying a cumulative revenue volume in the high single-digit billions of euros. Grid infrastructure investment and a pickup in automotive orders are also adding tailwinds, CEO Jochen Hanebeck said.
The adjusted free cash flow outlook for the year was trimmed by the July acquisition of ams OSRAM’s sensor portfolio. The results cap a stretch of record quarters for European chipmakers selling into the AI buildout, with Infineon’s power semiconductors essential to the racks of GPUs that hyperscalers keep ordering.
