Infineon

Neubiberg, Bavaria, Germany · infineon.com

Infineon develops and supplies GaN and SiC power semiconductors, power modules, MOSFETs, and high-voltage power-conversion systems for AI data centers, including NVIDIA’s 800 VDC architecture.

AI Core · watchlist · score 78Space · watchlist · score 54

Positioning

Infineon is a publicly listed European power-semiconductor company positioned in AI infrastructure through grid-to-core power conversion, server power components, and 800 VDC architectures. It collaborated with NVIDIA on 800 V HVDC power delivery in May-25, expanded its Dresden Smart Power Fab with a €5 billion investment, and reported over €700 million of FY2025 revenue from AI-server power components; Delta Electronics is a named development partner, while individual hyperscaler customers were not disclosed.

Latest signals

  • Infineon and NVIDIA advance GaN intermediate bus converters for 800 VDC AI data centersPower Electronics News
  • Enphase and Infineon deployed 900V GaN switches in solid-state transformers for AI data centers.Data Center Dynamics
  • Enphase and Infineon developed 900 V GaN bidirectional switches for AI data center power conversion.Power Electronics News
  • Infineon plans a €1.1 billion high-volume 300mm GaN fab in Villach by 2034Electronics Weekly
  • Infineon supplies Enphase with 900 V GaN bidirectional switches for AI data-center power systems.eeNews Europe

613 signals name Infineon. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • Infineon sold its memory business unit to Winbond.Ownership change · rss.golem.de — 2026-09-17
  • Infineon Smart Power Fab creates 1,000 direct jobs.Headcount · Power Electronics News
  • Infineon is supplying silicon, SiC, and GaN power-conversion technologies for Nvidia’s 800 VDC MGX systems.Customer · Electronics Weekly
  • Infineon launched the TDM24745T TLVR quad-phase power module for AI processors and data centers.Product launch · Power Electronics News

193 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment6
Production8
Commercials8
Progress10
Technology6
Positioning8
Firepower10
Leverage8

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Questions this page answers

What does Infineon do?

Infineon develops and supplies GaN and SiC power semiconductors, power modules, MOSFETs, and high-voltage power-conversion systems for AI data centers, including NVIDIA’s 800 VDC architecture. Infineon is a publicly listed European power-semiconductor company positioned in AI infrastructure through grid-to-core power conversion, server power components, and 800 VDC architectures. It collaborated with NVIDIA on 800 V HVDC power delivery in May-25, expanded its Dresden Smart Power Fab with a €5 billion investment, and reported over €700 million of FY2025 revenue from AI-server power compo

Where does Infineon rank in ai core?

Infineon is on the AI Core watchlist list of Frontier Tech Intelligence with a score of 78 out of 100, below the Top 100.

Where is Infineon based and when was it founded?

Infineon is based in Neubiberg, Bavaria, Germany.

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