Infineon to Open German Chip Fab as Part of EU Sovereignty Push (bloomberg.com)
(Friday June 12, 2026 @05:20PM (BeauHD)
from the locally-sourced dept.)
- Reference: 0183757062
- News link: https://slashdot.org/story/26/06/12/0627201/infineon-to-open-german-chip-fab-as-part-of-eu-sovereignty-push
- Source link: https://www.bloomberg.com/news/articles/2026-06-12/infineon-to-open-german-chip-fab-as-part-of-eu-sovereignty-push
Infineon is [1]set to open a $5.8 billion power-chip fab in Dresden on July 2, backed by about $1.1 billion in EU Chips Act subsidies. The plant will make power semiconductors for AI data centers and could eventually add up to $5.8 billion in annual revenue as demand for AI infrastructure strains global electricity systems. Bloomberg reports:
> Infineon, traditionally a chipmaker for the automotive industry, has increasingly benefited from soaring demand for power chips used in AI data centers, which will be produced at the new facility. "The AI data centers currently being built and planned around the world will consume twice as much electricity in 2030 as they do today," [said Chief Operating Officer Alexander Gorski]. "That's as much as the entire Federal Republic of Germany."
>
> Chip production at the Dresden fab will be scaled over time depending on demand, potentially adding as much as 5 billion euros in revenue per year, Gorski said, declining to comment on when full capacity will be reached. The company has invested around 2 billion euros on construction and the remaining amount will be spent over time to add more machines to the fab, he added.
>
> The new facility is "a key catalyst," Bank of America analysts including Didier Scemama wrote in a note last week. Demand from Al customers is materially above Infineon's current capacity, they said, adding the imbalance could improve in the 2027 and 2028 financial years. The analysts raised their Al power revenue forecast for the company by 500 million euros to 4.5 billion euros for 2028.
>
> Infineon expects data center-related revenue to rise from around 1.5 billion euros in fiscal 2026 -- roughly 10% of sales -- to 2.5 billion euros in 2027, it said last month. The hundreds of billions of dollars being invested in AI are driving the rapid expansion of data center capabilities around the world. Infineon doesn't produce advanced AI chips, like those designed by Nvidia. But the power semiconductors it plans to produce in Dresden are still needed for AI infrastructure.
[1] https://www.bloomberg.com/news/articles/2026-06-12/infineon-to-open-german-chip-fab-as-part-of-eu-sovereignty-push
> Infineon, traditionally a chipmaker for the automotive industry, has increasingly benefited from soaring demand for power chips used in AI data centers, which will be produced at the new facility. "The AI data centers currently being built and planned around the world will consume twice as much electricity in 2030 as they do today," [said Chief Operating Officer Alexander Gorski]. "That's as much as the entire Federal Republic of Germany."
>
> Chip production at the Dresden fab will be scaled over time depending on demand, potentially adding as much as 5 billion euros in revenue per year, Gorski said, declining to comment on when full capacity will be reached. The company has invested around 2 billion euros on construction and the remaining amount will be spent over time to add more machines to the fab, he added.
>
> The new facility is "a key catalyst," Bank of America analysts including Didier Scemama wrote in a note last week. Demand from Al customers is materially above Infineon's current capacity, they said, adding the imbalance could improve in the 2027 and 2028 financial years. The analysts raised their Al power revenue forecast for the company by 500 million euros to 4.5 billion euros for 2028.
>
> Infineon expects data center-related revenue to rise from around 1.5 billion euros in fiscal 2026 -- roughly 10% of sales -- to 2.5 billion euros in 2027, it said last month. The hundreds of billions of dollars being invested in AI are driving the rapid expansion of data center capabilities around the world. Infineon doesn't produce advanced AI chips, like those designed by Nvidia. But the power semiconductors it plans to produce in Dresden are still needed for AI infrastructure.
[1] https://www.bloomberg.com/news/articles/2026-06-12/infineon-to-open-german-chip-fab-as-part-of-eu-sovereignty-push
Nice (Score:2)
by Tailhook ( 98486 )
Great. New fab in the West. It's just power stuff; silicon carbide FET and whatnot. Still, if concern for "sovereignty" is what it takes for bedroom community Europe to get off the dime, then good for them. Better than being industrial vassals of the US, China and Russia, which is where they've been heading. Feel free to make more "sovereign" fabs.
Re: (Score:1)
by NateFromMich ( 6359610 )
> Still, if concern for "sovereignty" is what it takes for bedroom community Europe to get off the dime, then good for them.
Yeah, this is actually just more government subsidies wasted on a dying nation, but cheer for it if you want.
Re: (Score:2)
They are a German company (originally a Siemens spin off). Where else do you think they should build?
Re: (Score:2)
Also Dresden already has fabs owned by GlobalFoundries which were fabs for AMD before they were spun off, so Germany and Dresden in particular make a lot of sense.
Re: (Score:1)
Switzerland
Re: (Score:2)
Not an EU country.
Re: (Score:3, Funny)
I did "not see" that coming, but I guess I should've. We cannot ignore the Nazi's around.
Re: (Score:1)
Now that you mention it, it is weird that they let so many Muslim immigrants into their country when that's now the largest group of violent, anti-Jewish racists in the world.
Re: (Score:3, Informative)
Germany has not many muslim immigrants.
Most muslims are borne here. And: as they are not refugees from Palestina or Iran: they are not more anti semit than anyone else. If they were: they would have been sent back "home".
Stupid idiot. How can one be such an idiot?
Re: (Score:2)
A steady diet of Fox News and being told you’re going to be violently murdered by anyone other than white people.
Middle eastern muslims are semites too (Score:2)
> they are not more anti semit than anyone else.
That relativistic point is not very reassuring.
It's also phrased rather poorly, middle eastern muslims are semites too. The metric needs to involve judaism not semitism.
Re: (Score:1)
As a side note, the confessions in Germany look like this: [1]https://en.wikipedia.org/wiki/... [wikipedia.org]
A bit less than 4% are Muslim. The numbers are from 2024.
And for your interest, this is a overview about immigration: [2]https://en.wikipedia.org/wiki/... [wikipedia.org]
Note, it also covers religions, but from a different time frame.
Most Muslims are Turkish, Kurds or recently immigrants from Syria. Muslims from Afrika or Asia are rather rare.
Most Muslims: are only Muslim by birth, and are not practicing, and would correctly be counted
[1] https://en.wikipedia.org/wiki/Religion_in_Germany
[2] https://en.wikipedia.org/wiki/Immigration_to_Germany
Re: (Score:1)
Fuck off, faggot.
Re: (Score:1)
The population is mostly atheists.
Unfortunately two of the majour parties are Christian. They even have it in their name, that is why I for instance never would vote for them.
Muslim population is less than 10%
Idiot.