Infineon vs Texas Instruments
Infineon and Texas Instruments are both placed on 3 of the same AI data center parts in this catalog, spanning layers 4, 7. Infineon appears on 6 parts in total and Texas Instruments on 3.
At a glance
| Infineon | Texas Instruments | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Neubiberg, Germany | United States |
| Primary listing | IFX.DE | TXN |
| Market cap | 63.2B EUR | 260.0B USD |
| Parts placed | 6 | 3 |
| Layers covered | 2 | 2 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 1 | 0 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared 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.
- 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.
- 800 V DC architecture & solid-state transformers — An emerging DC power distribution architecture, using 800 V DC in place of the AC busbar and power-shelf approach current racks use, paired with solid-state transformers (SSTs) that could replace multiple stages of conventional AC transformation.
The 3 parts both make
| Part | Infineon | Texas Instruments |
|---|---|---|
| Board-level power: VRMs, power stages, PoL, power semis Layer 4 — Servers, racks & integration | manufacturer disclosed | manufacturer disclosed |
| Timing, security & misc board silicon Layer 4 — Servers, racks & integration | manufacturer inferred | manufacturer inferred |
| 800 V DC architecture & solid-state transformers Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
Only Infineon
- GaN and SiC layer 4
- GaN and SiC inside layer 4
- IGBT and SiC modules layer 7
Only Texas Instruments
Every part Texas Instruments is placed on is shared with the other company.
Questions
- Do Infineon and Texas Instruments compete?
- In this catalog they are both placed on 3 of the same parts, across 2 layers: Board-level power: VRMs, power stages, PoL, power semis, Timing, security & misc board silicon, 800 V DC architecture & solid-state transformers. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, Infineon or Texas Instruments?
- Infineon has 6 placements and Texas Instruments has 3. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.