Infineon Secures the Robot and Powers the Data Center in Twin AI Push
03.06.2026 - 13:32:59 | boerse-global.de
Infineon shares have rallied hard this year, gaining between 127% and 129% since January, as the German chipmaker carves out two distinct roles in the artificial intelligence boom. The stock recently touched a fresh 52?week high of €89.67, just above a previous peak of €87.85, and on Thursday traded at €87.04. Behind the run?up are two product?line expansions that speak to very different parts of the AI value chain: security silicon for humanoid robots and high?voltage power chips for the data?center grid.
On the security front, Infineon’s OPTIGA™ TPM SLB 9672 is now embedded in NVIDIA’s Jetson Thor platform, the computing backbone for next?generation autonomous systems and humanoid robots. The module creates a certified hardware root of trust, physically isolated from the application processor and compliant with FIPS and Common Criteria standards. It protects cryptographic keys, monitors system integrity, and allows cryptographically signed firmware updates over the network. Critically, Infineon says this is the first industry product to ship with a post?quantum?secured firmware?update mechanism; the next generation will incorporate NIST?approved algorithms such as ML?KEM and ML?DSA, standards the U.S. institute finalized in 2024.
That partnership runs deep. It began in August 2025, was expanded in March 2026 to cover system architectures for physical AI, and at the end of May Infineon joined the NVIDIA MGX Ecosystem to supply 800?VDC power infrastructure for next?generation AI data centers.
Regulation is giving the security push extra wind. The EU Cyber Resilience Act, the EU AI Act, and the industrial standard IEC 62443 all demand demonstrable hardware?level security. Autonomous systems will soon need to cryptographically prove that their software stack is authentic and unaltered. By locking its TPM into NVIDIA’s robot brain early, Infineon positions itself as a default supplier for a compliance?driven market.
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On the power side, Infineon has started series production of new CoolSiC JFETs designed specifically for AI data centers. The 750?volt and 1200?volt variants in the Q?DPAK package boast on?resistance values of 1.6 milliohm and 2.3 milliohm, respectively — among the lowest in those voltage classes, according to the company. A 1200?volt JFET in the TO?247?4 package, with a 5.0 milliohm on?resistance, is pitched as a drop?in replacement for existing SiC MOSFET designs, requiring no board changes.
The normally?off expansion combines a CoolSiC JFET with an OptiMOS low?voltage MOSFET inside a single package. Infineon offers two configurations: a dual?drive version with separate gate access and a cascode version that exposes only the MOSFET gate, letting engineers use standard gate drivers without redesigning the driver infrastructure. In AI data centers these devices handle fault isolation, battery disconnect switches, and hot?swap designs, where semiconductor?based protection circuits switch far faster than electromechanical alternatives — crucial downtime avoidance in facilities where every second of idle capacity burns money.
Infineon raised its guidance on May 6, forecasting a sharp revenue increase for fiscal 2026 compared with the prior year, a segment?result margin of about 20 percent, and adjusted free cash flow of roughly €1.65 billion. The new silicon carbide products will be on display at PCIM Europe in Nuremberg from June 9 to 11, alongside other growth?area demos such as solid?state transformers, robotics, and charging solutions.
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What the market will watch next is whether these technological positions translate into hard sales. Infineon has built a broad foundation in AI — from motor control and power supply through to robot?architecture security — but the real test comes with the next quarterly results.
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