Infineon eyes big in China after 30 years

Infineon Technologies AG is ratcheting up efforts to pounce at the opportunities in China's emerging fields like artificial intelligence and robotics, as the German chipmaker celebrates its 30th anniversary in the country.

David Poon, president of Infineon Greater China Region, said over the past three decades, Infineon has not only witnessed the remarkable development and transformation of China's semiconductor industry and its vast application markets, but also deeply integrated into every facet of the ecosystem through technological innovation, localization partnerships, and ecosystem building.

"Facing new opportunities in emerging fields like AI and robotics, Infineon will leverage its globally leading semiconductor technologies to further cultivate the Chinese market – 'In China, For China' – and co-write the next chapter of growth with the local industry," Poon said.

Since establishing its factory in Wuxi in 1995, Infineon has been an integral participant in China's semiconductor evolution, from the transistor era to today's age of artificial intelligence.

China is the largest market for Infineon, accounting for roughly 34 percent of the German company's 14.9 billion euros ($17.2 billion) revenue in its 2024 fiscal year.

According to Poon, for the 2025 fiscal year, Infineon's AI business global revenue is projected to reach 600 million euros, with the figure expected to hit 1 billion euros for the fiscal year of 2026.

The senior executive emphasized the company's agile response to AI demands."AI products require extremely fast response times. We are collaborating with customers to develop tailored solutions for diverse application scenarios, rapidly leveraging our comprehensive platform encompassing sales and supply chains."

Addressing the competitive landscape, Poon highlighted the positive dynamics."The rapid development of China's domestic semiconductor industry is beneficial for the entire sector. While challenges exist, the opportunities are far greater, particularly driven by China's fervent demand in AI, industrial automation, robotics, and evolving home appliance markets. We are committed to supporting China's industrial development with our entire ecosystem," Poon said.

Infineon is the world's top automotive chipmaker, and also led in micro-controller units for the first time last year, according to market research company Omdia.