What Infineon makes for data centers
public · HQ Neubiberg, DE · 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
Snapshot 2026-08-28T02:17:39Z — 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 | inferred | 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 | inferred | Fuji Electric, Mitsubishi Electric, Wolfspeed, onsemi, Semikron Danfoss |
Verification: enriched, last verified 2026-08-27. Sources: www.infineon.com.· Markdown · JSON