August 6, 2026 / SemiMedia / — Infineon Technologies expects revenue for its fiscal fourth quarter ending in September to reach approximately €4.7 billion, exceeding analysts’ average estimate of €4.6 billion.

The company attributed the outlook mainly to growing demand for data center chips and price increases for some of its semiconductor products.

“Demand for our power solutions for AI data centers remains strong and will continue to be our most important growth driver,” Infineon Chief Executive Officer Jochen Hanebeck said.

Infineon said several customers in the AI data center market are discussing or have already reserved production capacity for multiple years. The agreements could generate cumulative revenue totaling several billion euros.

The company reported improving demand across all of its business segments, although growth in the automotive market remained relatively moderate.

Infineon also maintained the adjusted gross-margin outlook announced in June and expects full-year revenue of approximately €16.3 billion.

Revenue for the fiscal third quarter reached €4.17 billion, above analysts’ average estimate of €4.13 billion.

The company increased prices for selected semiconductor products in April and July.

Infineon has been expanding sales of power semiconductors for data centers to capture demand generated by the continued development of artificial-intelligence infrastructure.

In February, the company raised its planned capital expenditure for the current fiscal year from approximately €2.2 billion to €2.7 billion.

Part of the additional investment will be used to accelerate construction of Infineon’s new power semiconductor factory in Dresden, Germany.