以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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25 atoms · 跨 1 天 · 首见 2026-05-27 · 最近 2026-05-27
三色: 🟦 fact 25 · 🟥 take 0 · stance ▲3/▼1/◆3
来源: X 25
时态: fresh:25
标签: 好数字:21 · 好信源:4
事实 (fact) (25)
- 2026-05-27 · Q2 FY26 营收
Infineon reported Q2 FY26 revenue of €3.812B
tags: 好数字 · → daily
value: qty=€3.812B · date=Q2 FY26
- 2026-05-27 · Q2 FY26 部门利润
segment result of €653M
tags: 好数字 · → daily
value: qty=€653M · date=Q2 FY26
- 2026-05-27 · Q2 FY26 部门利润率
segment result margin of 17.1%
tags: 好数字 · → daily
value: qty=17.1% · date=Q2 FY26
- 2026-05-27 · Q3 FY26 营收指引
guided Q3 FY26 revenue to approximately €4.1B
tags: 好数字 · → daily
value: qty=~€4.1B · date=Q3 FY26
- 2026-05-27 · FY26 调整后毛利率指引
raised FY26 expectations to ... low-to-mid 40s% adjusted gross margin
tags: 好数字 · → daily
value: qty=low-to-mid 40s% · date=FY26
- 2026-05-27 · FY26 部门利润率指引
approximately 20% segment result margin
tags: 好数字 · → daily
value: qty=~20% · date=FY26
- 2026-05-27 · FY26 调整后自由现金流指引
adjusted free cash flow of approximately €1.65B
tags: 好数字 · → daily
value: qty=~€1.65B · date=FY26
- 2026-05-27 · FY26 自由现金流指引
free cash flow of approximately €1.25B
tags: 好数字 · → daily
value: qty=~€1.25B · date=FY26
- 2026-05-27 · FY25 AI服务器业务营收
Infineon disclosed that its AI server business exceeded €700M in FY25
tags: 好数字 · → daily
value: qty=>€700M · date=FY25
- 2026-05-27 · FY26 AI服务器业务营收预期
expected to rise to approximately €1.5B in FY26
tags: 好数字 · → daily
value: qty=~€1.5B · date=FY26
- 2026-05-27 · FY27 AI服务器业务营收预期
expected to rise to ... approximately €2.5B in FY27
tags: 好数字 · → daily
value: qty=~€2.5B · date=FY27
- 2026-05-27 · AI 电力内容范围
AI power content of $100-250/kW
tags: 好数字 · → daily
value: qty=$100-250/kW
- 2026-05-27 · AI 电力平均内容
an average of approximately $175/kW
tags: 好数字 · → daily
value: qty=~$175/kW
- 2026-05-27 · FY26 资本开支
Infineon disclosed FY26 investments of approximately €2.7B
tags: 好数字 · → daily
value: qty=~€2.7B · date=FY26
- 2026-05-27 · AI产能投资加速
a €500M pull-in to accelerate AI capacity ramp
tags: 好数字 · → daily
value: qty=€500M · date=FY26
- 2026-05-27 · FY25 营收基数
Infineon's FY25 revenue base of approximately €14.7B
tags: 好数字 · → daily
value: qty=~€14.7B · date=FY25
- 2026-05-27 · Q2 FY26 调整后毛利率
group adjusted gross margin declined from 43.0% in Q1 FY26 to 41.0% in Q2 FY26
tags: 好数字 · → daily
value: qty=41.0% · date=Q2 FY26
- 2026-05-27 · Q1 FY26 调整后毛利率
43.0% in Q1 FY26
tags: 好数字 · → daily
value: qty=43.0% · date=Q1 FY26
- 2026-05-27 · 汽车业务低个位数价格下降
low-single-digit price declines in automotive
tags: 好信源 · → daily
- 2026-05-27 · AI电力内容估计
A 1GW deployment implies approximately $175M of potential content
tags: 好数字 · → daily
value: qty=~$175M · date=1GW部署
- 2026-05-27 · Al电力内容估计
A 100MW AI data-center deployment implies ... approximately $17.5M of potential Infineon content
tags: 好数字 · → daily
value: qty=~$17.5M · date=100MW部署
- 2026-05-27 · PSS 部门利润率
segment result margin expanding to 20.4%
tags: 好数字 · → daily
value: qty=20.4% · date=Q2 FY26
- 2026-05-27 · 宣布部分产品价格调整
announcing price adjustments on selected products effective 2026-07-01
tags: 好信源 · → daily
value: date=2026-07-01
- 2026-05-27 · 需求超预期
demand across Infineon’s product portfolio that has sharply exceeded expectations from several months earlier
tags: 好信源 · → daily
- 2026-05-27 · 加速投资扩产
accelerated investment to expand capacity
tags: 好信源 · → daily
时间轴 (近 20)
- 2026-05-27 ·
fact · 宣布部分产品价格调整 · → daily
- 2026-05-27 ·
fact · 需求超预期 · → daily
- 2026-05-27 ·
fact · 加速投资扩产 · → daily
- 2026-05-27 ·
fact · Q2 FY26 营收 · → daily
- 2026-05-27 ·
fact · Q2 FY26 部门利润 · → daily
- 2026-05-27 ·
fact · Q2 FY26 部门利润率 · → daily
- 2026-05-27 ·
fact · Q3 FY26 营收指引 · → daily
- 2026-05-27 ·
fact · FY26 调整后毛利率指引 · → daily
- 2026-05-27 ·
fact · FY26 部门利润率指引 · → daily
- 2026-05-27 ·
fact · FY26 调整后自由现金流指引 · → daily
- 2026-05-27 ·
fact · FY26 自由现金流指引 · → daily
- 2026-05-27 ·
fact · FY25 AI服务器业务营收 · → daily
- 2026-05-27 ·
fact · FY26 AI服务器业务营收预期 · → daily
- 2026-05-27 ·
fact · FY27 AI服务器业务营收预期 · → daily
- 2026-05-27 ·
fact · AI 电力内容范围 · → daily
- 2026-05-27 ·
fact · AI 电力平均内容 · → daily
- 2026-05-27 ·
fact · FY26 资本开支 · → daily
- 2026-05-27 ·
fact · AI产能投资加速 · → daily
- 2026-05-27 ·
fact · FY25 营收基数 · → daily
- 2026-05-27 ·
fact · Q2 FY26 调整后毛利率 · → daily
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