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Infineon outlines AI data centre roadmap with €8-12bn SAM target

Published 27/11/2025, 11:12
Infineon outlines AI data centre roadmap with €8-12bn SAM target
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Investing.com -- Infineon has provided clarity on its data centre roadmap development and a dollar-based serviceable available market (SAM) framework during its AI power event.

The company confirmed it is targeting a SAM of €8-12 billion by the end of the decade. This projection includes a low double-digit percentage contribution for its Green Industrial Power (GIP) segment.

Infineon’s management reported securing design wins across various AI hardware makers, including those producing graphics processing units (GPUs), tensor processing units (TPUs), and application-specific integrated circuits (ASICs). The company also noted design wins with most hyperscalers.

Morgan Stanley stated, "The call confirmed our expectation for at least 30-40% market share in AI data centre spend."

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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