Infineon’s chief executive Jochen Han Beck told a “Handelsblatt” reporter that the company expects a substantial upside from humanoid robots. He compared the potential growth to the current surge in performance‑semiconductor sales for AI data centres.
The robots could also help cushion the company’s pressured margins. Infineon already stocks most of the key components needed, meaning the firm would “need only minimal new development”. Many of the chips that Infineon supplies today for the automotive industry’s automated‑driving systems could be repurposed for robotics, Han Beck noted.
If Infineon can replicate the momentum seen in AI‑chip markets, it would send a strong signal to investors. In the last fiscal year, revenue from power‑supply chips for new AI factories more than tripled. Han Beck did not provide a specific timetable for the projected billion‑euro opportunity, adding that “it remains unclear how quickly the market will really pick up pace”.