Infineon Technologies AG

Infineon positions itself as driving decarbonization and digitalization with its products and solutions. In ATP terms, this means enabling strategic availability of the semiconductor building blocks that power electric mobility, energy transition hardware, industrial automation, and secure digital systems. [3]

Vision

• Lead in automotive and power semiconductors while strengthening system-level value in IoT and secure connected systems. [4]
• Extend leadership across silicon, SiC, and GaN to address efficiency, electrification, and digital trust. [1]

Core values in ATP terms

• Manufacturing depth matters because ATP depends on actual volume capability in power and automotive semiconductors, not only design wins. [5]
• Portfolio breadth matters because resilience improves when one company can serve multiple essential layers of the system, from power switches to MCUs to secure controllers and sensors. [1]

Operating model

• Integrated semiconductor company with strong own manufacturing and broad segment coverage across Automotive, Green Industrial Power, Power & Sensor Systems, and Connected Secure Systems. [2]
• Combines device leadership with system-level offerings for mobility, energy, industrial, and security markets. [1]

Strategic priorities

• Scale power semiconductor leadership across silicon, SiC, and GaN. [1]
• Increase cost efficiency and capacity through Villach and Kulim wide-bandgap ramps. [5]
• Strengthen centralized and software-defined vehicle architectures with MCUs, Ethernet connectivity, and security controllers. [7] [8]

Infineon's ATP case depends on strong customer and ecosystem integration across automotive, industrial power, communications, and secure identity markets. Publicly visible evidence shows that its product strategy is tightly linked to OEM architectures, energy-transition infrastructure, and cybersecurity requirements. [1] [8]

• Automotive ecosystem: Infineon's AURIX, TRAVEO, BRIGHTLANE and security products target software-defined vehicles and secure connected mobility. [7] [8]
• Energy and power ecosystem: SiC and GaN roadmaps support EVs, renewable energy, charging infrastructure and industrial power conversion. [5]
• Security and regulation ecosystem: Infineon emphasizes Common Criteria certification, BSI-relevant security, and future-proof cryptography in automotive security controllers. [8]

Segment 1: Power semiconductors

• Strong portfolio in silicon, SiC and GaN power semiconductors for EVs, renewables, charging, and industrial efficiency. [1] [5]
• Infineon also demonstrated first 300-mm power GaN wafers on an integrated pilot line in Villach. [9]

Segment 2: Automotive MCUs, sensors and connectivity

• Automotive MCUs, Ethernet connectivity, sensors, and system offerings for ADAS and software-defined vehicles. [7] [10]

Segment 3: Security and connected systems

• Security controllers and trusted system solutions for automotive, eSIM, V2X, access, and connected infrastructure. [8]
• These products extend ATP into cyber-resilience and long-lifecycle trust, not only hardware availability. [8]

Profile data (publicly verifiable)

Item	Value
Founded	1999 [6]
Revenue (2025)	€14.662 billion [1]
Employees	About 57,000 [3]
Positioning	Global leader in power systems and IoT [3]
Technology stack	Silicon, SiC, GaN, analog, sensors, MCUs, security [1]

• Automotive OEMs and Tier suppliers requiring power semiconductors, MCUs, sensors, Ethernet and secure controllers. [7]
• Industrial and energy-transition customers needing efficient power conversion and control. [5]
• Connected-system customers needing cybersecurity, trusted identity, and resilient long-life semiconductor platforms. [8]

ATP from Infineon's perspective

From Infineon's perspective, ATP is not just whether advanced chips can be designed. It is whether power semiconductors, automotive MCUs, sensors, and secure controllers can be manufactured, qualified, supplied, and protected over long industrial and automotive life cycles. [1] [8]

Availability

• Availability depends on Infineon's ability to scale silicon, SiC, and GaN manufacturing while aligning production with demand in EVs, energy systems, and automotive electronics. [5] [9]
• Infineon strengthens ATP when major European manufacturing sites such as Villach and Dresden remain capable of volume, quality, and cost-competitive output. [9]

Technology

• The technology dimension of ATP rests on Infineon's broad stack across power devices, analog and sensors, microcontrollers, connectivity, and embedded security. [1]
• That breadth matters because resilient systems need coordinated advances in power efficiency, control, sensing, communication, and cyber protection. [10] [8]

Policy and resilience

• Resilience is central because Infineon underpins European strength in power semiconductors, automotive electronics, and trusted controllers that are vital to decarbonization and digital sovereignty. [3]
• ATP therefore becomes Infineon's ability to combine manufacturing depth, wide-bandgap leadership, automotive qualification, and secure system know-how into credible long-term semiconductor availability. [4] [5]

References

1. Annual Report 2025
2. Infineon at a glance FY2025
3. FY 2025 concluded in line with expectations
4. Company presentation FY2025
5. 200-mm silicon carbide milestone
6. Annual reports page
7. Infineon microcontroller market position
8. TEGRION SLI22 automotive security controller
9. 300-mm power GaN wafers
10. MCU and sensor solutions at embedded world 2026