Infineon CFO Sven Schneider tells Tom Mackenzie what the Democrats’ midterms victory could mean for data center buildouts, power constraints and AI infrastructure demand 

Infineon Technologies raised its 2027 data center sales forecast, signaling confidence that the business will drive growth even as investor concerns mount over the artificial intelligence boom.

Infineon Q4 2026 Earnings - Group Revenue: €4.71B, Up 19% Y/Y - Gross Margin: 41.8% - Oper Profit: €775M - Board To Propose FY2026 Dividend Increase To €0.38/Share - Sees Q1 2027 Revenue: About €4.6B At Assumed EUR/USD Exchange Rate Of 1.15 - Sees FY2027 Revenue Growth: More Than 20% At About €20B - Sees FY2027 Adjusted Gross Margin: Mid-To-High Forties Percentage Range - Sees FY2027 Investments: €3.0B To €3.5B - Sees FY2027 Free Cash Flow Adjusted For Major Investments In Frontend Buildings: About €2.2B - Sees FY2027 Depreciation And Amortisation: About €2.2B - Sale Of NOR Flash And F-RAM Memory Business To Winbond Expected To Close In H2 2027

Infineon Q4 2026 Earnings - Rev: €4.71B, Up 19% Y/Y - Propose FY2026 Div Increase To €0.38/Share - Sees Q127 Rev: About €4.6B At Ass. EUR/USD Exchange Rate Of 1.15 - Sees FY27 Rev Growth: More Than 20% At About €20B - Sale Of NOR Flash And F-RAM Memory To Close In H2 2027

#Infineon# and #NVIDIA# are expanding their collaboration on #GaN-based# power solutions for 800V DC AI data centers, paving the way for 1 MW+ racks as NVIDIA targets adoption from 2027!💡More: 🔗

Infineon Opens Scalable Semiconductor Backend Manufacturing Hub in Thailand - #semiconductordigest# #semiconductors# #semiconductor# #semiconductorindustry# #semiconductorwebsite# #semiconductormagazine#