Infineon's First 300mm SiC Wafers Cap a Week of AI Power Deals and a Fresh JPMorgan Target
Published on 11/09/2026 at 14:11 | Editorial boerse-global.de
Infineon has processed 300-millimeter silicon carbide wafers into working power semiconductors at its Villach site — the first time anywhere that feat has been achieved in a full-scale chip fab, according to the company. The news lifted the stock 3.8% on the day.
The milestone sits atop a busy stretch of commercial activity. Vertiv confirmed on Wednesday a three-year strategic supply agreement with Infineon covering both silicon and silicon carbide power semiconductors for its product portfolio, including 800-VDC systems. A memorandum of understanding with SOLUM targets AI data center power supplies, with intermediate circuit converters, battery backup units and power packs among the planned areas of cooperation.
Automotive AI is the focus of a separate technology partnership agreed with Qualcomm Technologies roughly a week ago. The two are developing a microcontroller-based design for Qualcomm's Snapdragon Ride reference platforms, aimed at high-performance computing and in-vehicle AI.
OptiMOS-7 Already in Volume Production
Infineon's new OptiMOS-7 40V power MOSFET family, unveiled Wednesday, targets AI servers, data centers and telecom infrastructure. The company says the products are already available and in series production — a shipping family rather than a future development.
Should investors sell immediately? Or is it worth buying Infineon?
Manufacturing capacity is expanding too. On October 27, Infineon announced roughly EUR 1.1 billion for high-volume GaN power semiconductor production on 300mm wafers in Europe.
JPMorgan Keeps Overweight, Sees 2027 Targets Above Consensus
JPMorgan reaffirmed its "Overweight" rating on Wednesday with a EUR 96 price target. Analyst Sandeep Deshpande said 2027 targets could land slightly above consensus — a view on potential company guidance, not on reported results.
The stock has been navigating a choppy tape. On November 2, European chip names recovered from an earlier technology-sector selloff that Reuters linked to disappointing results from US hyperscalers. A separate Friday session brought AI-related pressure after the US midterms, with market participants fretting that Democratic majorities could slow AI data center buildout — yet Infineon still added 1.8%.
Infineon at a turning point? This analysis reveals what investors need to know now.
Results Due November 10
Infineon will publish fourth-quarter and full-year 2026 figures on November 10, 2026 at 7:30 a.m. CET, together with its outlook for 2026/27. The corporate calendar marks the date as provisional.
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Infineon Stock: New Analysis - 9 November
Fresh Infineon information released. What's the impact for investors? Our latest independent report examines recent figures and market trends.
