Infineon raises 2026 outlook on AI data center demand

The German chipmaker raised its 2026 revenue guidance as demand for AI data center power supplies grows. Second quarter revenue rose 6 percent to 3.81 billion euros.

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INFINEON TECHNOLOGIES AG raised its 2026 revenue outlook and margin targets after second-quarter revenue rose 6% to 3.81 billion euros. The chipmaker now expects a 20% segment margin, up from previous high-teens estimates, as AI infrastructure spending accelerates in Germany. Investors are tracking the firm's transition into a high-growth AI supplier as data center demand offsets cyclical automotive volatility.

AI Infrastructure Drives Margin Expansion

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