Infineon Sets Sights on Major Growth in China After 30 Years

Published on Jun 16, 2025.
Infineon Sets Sights on Major Growth in China After 30 Years

Infineon Technologies AG is intensifying its focus on the burgeoning sectors of artificial intelligence and robotics in China, coinciding with the celebration of its 30th anniversary in the nation. This strategic push reflects the company's commitment to seize the rapidly evolving opportunities within these emerging fields.

David Poon, president of Infineon Greater China Region, observed that over the past three decades, Infineon has not only witnessed China’s remarkable transformation in the semiconductor industry but has also ingrained itself into the ecosystem through technological advancements, localization efforts, and vital partnerships.

In light of new opportunities within AI and robotics, Poon stated that Infineon plans to utilize its leading semiconductor technologies to further penetrate the Chinese market, emphasizing a motto of 'In China, For China' as the company seeks to forge a prosperous future in collaboration with local industry.

Since opening its factory in Wuxi in 1995, Infineon has been a key player in China's semiconductor journey, evolving from the traditional transistor phase to the contemporary landscape dominated by artificial intelligence innovations.

Currently, China stands as Infineon’s largest market, contributing approximately 34 percent to the company's total revenue of 14.9 billion euros, equivalent to 17.2 billion dollars, for its 2024 fiscal year.

Looking ahead to the 2025 fiscal year, Poon projected that Infineon's global revenue from its AI business could reach 600 million euros, with expectations of doubling that figure to 1 billion euros by the 2026 fiscal year.

In addressing the fast-paced demands of AI products, Poon highlighted the necessity for rapid responses. He noted that Infineon is actively collaborating with customers to devise tailored solutions suited for varied application scenarios, capitalizing on its extensive platform that integrates sales and supply chains.

Poon also acknowledged the benefits emerging from the competitive landscape, stating that while challenges are present, the swift development of China's domestic semiconductor sector yields significant opportunities, particularly fueled by China's robust demand in areas such as AI, industrial automation, robotics, and evolving home appliance markets.

Infineon’s prominence is further underscored by its status as the world's leading automotive chipmaker, coupled with a first-time leadership position in micro-controller units last year, as reported by market research firm Omdia.

TECHNOLOGYINVESTMENT

Read These Next

img
geopolitics

Oil Soars Over 7% on Supply Risks from Israel-Iran Conflict

This article examines the spiking oil prices following Israel's military action against Iran, analyzing potential impacts on global supply chains and energy prices amid rising geopolitical tensions. It provides insights for both institutional and retail investors, emphasizing the interconnectedness of geopolitical events and energy markets.