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Digitimes November 11, 2026 By DIGITIMES positive

Infineon says data center orders already exceed target as factory output sets ceiling

InfineonAI / LLMSemiconductorsSupply ChainData Center
Infineon Technologies told analysts that demand is no longer what limits its growth. On a November 10 call to discuss its fiscal 2026 results, the German chipmaker said orders for its data center power products already exceed the close to EUR4 billion (approx. US$4.46 billion) of revenue it forecasts for fiscal 2027, and that how much of that it can book will depend on how fast its factories and outsourcing partners can ramp.
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