Infineon Anticipates Sales Growth Resurgence Driven by Surging AI Chip Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 12 2025
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Source: WSJ
Sales Growth Expectation: Infineon Technologies anticipates moderate sales growth in the fiscal year ending September 2026, driven by strong demand for chips used in artificial intelligence data centers.
Subdued Demand in Other Segments: Despite the growth in AI-related chips, demand for semiconductors in automotive, industrial, and consumer electronics sectors remains weak.
Revenue Projection: The company expects revenue to increase from 14.66 billion euros reported for fiscal 2025.
Profitability Outlook: Infineon projects its segment result margin to remain in the high double-digit percentage range, compared to 17.5% in fiscal 2025.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
