$IFX (-0,56%) has made a good start to the new year 2026 with +10%.
The € 40 mark was exceeded for the first time since the end of 2021, breaking the years-long sideways trend. The share price was recently supported by its US competitor $MCHP (-0,1%) which recorded high incoming orders in December and also raised its sales forecasts.
While at $IFX (-0,56%) sales in the automotive and industrial sectors are stagnating/declining and margins are also under pressure, finanzen.net sees 2026 as a landmark year for the market position of $IFX (-0,56%) market position. The AI sector with semiconductors for powering AI data centers is seen as the main growth driver.
In this area, the company expects $IFX (-0,56%) expects sales of € 1.5 billion in the new financial year instead of the previously forecast € 1.0 billion. Most recently, turnover amounted to €0.6 billion. CEO Jochen Hanebeck sees the addressable market for Infineon in this area at € 8-12 billion by the end of 2029. The current market share of 30-40% is $IFX (-0,56%) at least maintain it. The envisaged leaps in sales in this area are essential to at least compensate for the problems in the traditional areas (above all automobiles).
To achieve this growth $IFX (-0,56%) is currently building a new plant in Dresden for € 5 billion in record time. This is also the largest single investment in the company's history. The factory should be able to go into operation in summer 2026 - earlier than planned.
I am and will remain invested, how do you see $IFX (-0,56%) in 2026 and, above all, in perspective until the end of the decade? Do you see $IFX (-0,56%) well positioned to generate the planned growth in this area and at the same time positively counter the pressure on margins in the other areas?
$IFX (-0,56%) has left the dividend for Feb 2026 unchanged from 2025 at 0.35.
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