Why Infineon just added €500 million to its 2026 investment plan for AI data centres
Infineon raised its planned FY2026 investment to €2.7 billion, up €500 million, to expand chip manufacturing for AI data centers. The company expects AI-related revenue to reach €2.5 billion by FY2027, up from €1.5 billion this year. CEO Jochen Hanebeck said spending will accelerate the Dresden Smart Power Fab launch. Infineon cut its free cash flow forecast to €1.0 billion.