Infineon forecasts about €20 billion revenue for fiscal 2027, with data-centre power sales near €4 billion
The German chipmaker expects revenue growth of more than 20% and a Segment Result Margin in the mid-20s percent; fiscal 2026 revenue was €16.353 billion, up 12%, after a record fourth quarter of €4.706 billion.
Why it matters
Infineon supplies power semiconductors across the chain from grid connection to processor, so its guidance is a read on AI data-centre build-outs from outside the GPU makers. In August it said demand for its AI power products exceeded supply and that it would raise its projection of more than €2.5 billion in AI data-centre revenue for fiscal 2027; it now expects data-centre power-supply revenue close to €4 billion. It plans €3.0 billion to €3.5 billion of investment. Watch the analyst call for detail on capacity ramps and customer capacity-reservation agreements.
Key facts
- FY2027 revenue outlook: about €20 billion (growth of more than 20%)
- Data-centre power-supply revenue: close to €4 billion expected
- FY2026 revenue: €16.353 billion, up 12%
- Q4 FY2026 revenue: €4.706 billion; Segment Result Margin 23.8%
- Planned FY2027 investment: €3.0–3.5 billion
- Proposed dividend: €0.38 per share, up €0.03