Sravan Kundojjala(@SKundojjala):Infineon QJun26 - Revenue up 9% q/q and 13% y/y to ATH €4.172B, first €4B quarter in 2.5yrs; QSep guided to €4.7B, up 13% q/q and 19% y/y - FY27 AI projection of EUR 2.5B+ will be upgraded 'materially' in Nov - AI datacenter revenue raised to >€1.6B for FY26 from €1.5B, more than doubling y/y off >EUR 700M in FY25 and EUR 250M in FY24, a >10x growth in 3 yrs - €500M of CPU server revenue makes FY26 €2.1B+

Sravan Kundojjala

@SKundojjala

Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.

가입 September 2011

5.6K 팔로잉 중 22.4K 팬

Sravan Kundojjala@SKundojjala

2026.08.05 12:15

Infineon QJun26 - Revenue up 9% q/q and 13% y/y to ATH €4.172B, first €4B quarter in 2.5yrs; QSep guided to €4.7B, up 13% q/q and 19% y/y - FY27 AI projection of EUR 2.5B+ will be upgraded 'materially' in Nov - AI datacenter revenue raised to >€1.6B for FY26 from €1.5B, more than doubling y/y off >EUR 700M in FY25 and EUR 250M in FY24, a >10x growth in 3 yrs - €500M of CPU server revenue makes FY26 €2.1B+