Infineon expects data center revenue to grow from ~€1.5B in FY2026 to €2.5B in FY2027, as it and EU peers STMicro and NXP benefit from AI infrastructure demand
Infineon raised guidance to >€16B for FY26 (€14.7B in FY25) and increased GM to low-to-mid 40s from low 40s. 60%+ of incremental revenue in FY26 come from AI/DC, which will grow to €1.5B (vs €700M in FY25). EVs are still weak and Infineon is reallocating capacity to AI. Also, [im…