What Infineon makes for data centers
public · HQ Neubiberg, Germany · infineon.com
Infineon makes power semiconductors for the data-center power chain: CoolSiC silicon carbide MOSFETs, GaN transistors, smart power stages, and voltage regulators used in server power delivery, power shelves, PSUs, and emerging 800 V DC architectures. These sit mainly in its Power & Sensor Systems segment.
Listing
Deutsche Börse (XETRA): IFX.DE· 48.67 EUR -2.53% · mkt cap 63.2B EUR
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
6 parts across 2 layers
FY2025 Q4 release (12 Nov 2025): Infineon expects "revenue of around €1.5 billion" from AI data-center power in fiscal 2026, with Q4 Power & Sensor Systems revenue up 13% driven mainly by "products for servers and AI data centers" (infineon.com press PDF).
Parts, by layer
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Board-level power: VRMs, power stages, PoL, power semis | manufacturer | disclosed | Alpha & Omega, Analog Devices, Delta Electronics, Monolithic Power Systems, Renesas, Rohm | |
| Timing, security & misc board silicon | manufacturer | inferred | Analog Devices, Microchip, Renesas, SiTime, Texas Instruments, Winbond | TPM |
| GaN and SiC | manufacturer | inferred | Coherent, Navitas, Wolfspeed, EPC | |
| GaN and SiC inside | manufacturer | inferred | Navitas, Wolfspeed, onsemi, EPC |
Layer 7 — Electrical: power distribution (grid to rack)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| 800 V DC architecture & solid-state transformers | manufacturer | inferred | Schneider Electric, ABB, Coherent, Delta Electronics, Eaton, Flex | |
| IGBT and SiC modules | manufacturer | disclosed | Fuji Electric, Mitsubishi Electric, Wolfspeed, onsemi, Semikron Danfoss |
Where Infineon sits in the stack
Infineon's placements in this catalog cover 6 parts, from layer 4 (servers, racks & integration) to layer 7 (electrical: power distribution (grid to rack)). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Board-level power: VRMs, power stages, PoL, power semis — The voltage regulator modules and point-of-load converters that step rack-level DC power down to the precise, high-current voltages each GPU and chip needs at the board.
- GaN and SiC — Gallium-nitride and silicon-carbide power semiconductors used inside VRMs and power stages to switch at higher frequency and efficiency than silicon at the currents modern GPU boards need.
- Timing, security & misc board silicon — Clock and timing chips, TPM security modules, and boot flash — the smaller fixed-function silicon that supports the CPU, GPU and BMC on every board without doing the compute itself.
- GaN and SiC inside — Wide-bandgap gallium-nitride and silicon-carbide power devices used inside the power shelf's AC-DC and DC-DC conversion stages for higher efficiency and power density than silicon.
- IGBT and SiC modules — Silicon and silicon-carbide power semiconductor modules that perform the AC-DC-AC conversion inside a UPS.
- and 1 more in the table above.
Closest peers in this catalog
Seen in real machines
Infineon is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- VRMs and power stages
- PSU power semis (GaN/SiC)
Latest feed
- Infineon, Nvidia push gallium nitride power for 800-volt AI data centers — DigiTimes, 2026-10-22Infineon is collaborating with Nvidia to implement 800-volt DC power designs for AI data centers using gallium nitride chips in the intermediate bus converter.
- Infineon extends Wolfspeed wafer deal to 8-inch silicon carbide — DigiTimes, 2026-10-19Infineon has extended its silicon carbide wafer supply agreement with Wolfspeed to cover 8-inch wafers.
- Wolfspeed signs agreement with Infineon for supply off 200mm silicon carbide substrates — Data Center Dynamics, 2026-10-16Wolfspeed has entered into a multi-year agreement with Infineon to support the latter's shift to 200mm silicon carbide substrates for manufacturing.
- Infineon completes acquisition of C2i to expand AI data center power capabilities — DigiTimes, 2026-10-08Infineon has acquired C2i to bolster its position in providing power semiconductors and power management solutions for AI data centers.
- Infineon opens new backend chip plant in Thailand, eyes growth to up to five modules — DigiTimes, 2026-10-01Infineon is expanding its manufacturing presence by opening a new backend chip plant in Thailand with plans to scale up to five modules.
- Winbond cements server NOR lead with Infineon deal — DigiTimes, 2026-09-18Winbond plans to acquire Infineon's NOR Flash and F-RAM businesses for $1.12 billion, solidifying its market leadership in NOR Flash for automotive and AI data center applications.
- Global chipmakers answer India's pitch with equipment, materials, and R&D — not fabs — DigiTimes, 2026-09-18Major chip companies committed to supporting the Indian semiconductor ecosystem by investing in equipment, materials, and R&D centers rather than announcing new fabs.
- Winbond's Infineon buyout puts GigaDevice under pressure — DigiTimes, 2026-09-17Winbond's US$1.12 billion acquisition of Infineon's NOR Flash and ferroelectric RAM businesses has put pressure on GigaDevice.
- Infineon COO leaves a US fab open, says GlobalFoundries, ESMC already cover it — DigiTimes, 2026-09-08Infineon COO highlighted the balance between in-house production, outsourcing, and global expansion, noting that GlobalFoundries and ESMC currently address the needs of a specific US fab.
- Exclusive: Infineon Dresden fab to hit full capacity in 2-3 years, COO says — DigiTimes, 2026-09-07Infineon's new Dresden fabrication plant is expected to reach full operating capacity within two to three years due to accelerated expansion and strong AI demand.
Questions about Infineon
- What does Infineon make for AI data centers?
- This catalog places Infineon on 6 parts: Board-level power: VRMs, power stages, PoL, power semis (manufacturer), Timing, security & misc board silicon (manufacturer), 800 V DC architecture & solid-state transformers (manufacturer), GaN and SiC (manufacturer), GaN and SiC inside (manufacturer) and IGBT and SiC modules (manufacturer).
- Is Infineon publicly traded?
- Yes — Infineon is listed on Deutsche Börse (XETRA) under IFX.DE. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Infineon based?
- Neubiberg, Germany, per the company record in this catalog.
- Who else makes board-level power: VRMs, power stages, PoL, power semis for AI data centers?
- Alpha & Omega, Analog Devices, Delta Electronics, Monolithic Power Systems, Renesas and Rohm are also placed on Board-level power: VRMs, power stages, PoL, power semis in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Infineon the mix is 2 disclosed and 4 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.
Verification: enriched, last verified 2026-08-27. Sources: www.infineon.com.· Markdown · JSON