Infineon aims to raise AI revenues to 15% of sales quota. A [winner] of the high Alphabet capex for 2026?

In the Data Center sector, Infineon benefits from its leading position in power semiconductors. The company offers a comprehensive portfolio of MOSFETs as well as Gallium Nitride (GaN) and Silicon Carbide (SiC) solutions. The transition to Vertical Power Delivery is particularly crucial. As modern AI GPUs require massive power currents, the power modules must be placed as close as possible to the processor to minimize energy losses. Infineon supplies specialized modules for the second stage of power supply, which are technically highly complex and...