February 6, 2026 /SemiMedia/ — Infineon Technologies has informed customers that it will introduce new pricing for selected power switching devices and integrated circuits starting April 1, 2026, as strong demand from AI data centers continues to strain supply and push up production costs.

The German chipmaker said demand for several product lines has surged alongside the rollout of AI-focused data centers, leading to shortages in parts of its power semiconductor and IC portfolio.

To support long-term growth, Infineon is stepping up investment in wafer fab capacity. At the same time, the company is facing higher expenses for raw materials and infrastructure, according to the customer notice.

Infineon said it has absorbed part of the cost pressure through internal efficiency measures, but added that it can no longer manage the full impact alone. The price adjustments mainly affect products tied to capacity expansion and rising manufacturing costs, with the company saying it has worked to keep increases as limited as possible.

Under the new policy, all orders placed from April 1, as well as undelivered orders scheduled for shipment on or after that date, will be billed at the revised prices.

Industry observers note that power semiconductors are among the tightest segments of the chip market, driven by demand from AI servers, electric vehicles and industrial applications. Infineon’s move highlights the growing financial pressure on manufacturers as capital spending rises across the sector.