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Infineon Technologies AG (DAX: IFX.DE) is one of Europe's largest semiconductor companies, headquartered in Neubiberg, Germany, with FY2025 revenue of €14.7 billion.
Group exposure score is 78 including 2 tracked subsidiary — standalone is 76.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 7 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
150mm SiC wafer capacity-reservation agreement, originally signed 2018, expanded/extended in a later multi-year deal.
SiC material incl. epitaxy supply contract + joint SiC materials development agreement, signed 2021-05-06. Original electrive.com citation returned HTTP 403 on 2026-10-03 re-check; replaced with the press-release wire text.
Multi-year SiC wafer supply agreement. II-VI Incorporated merged with Coherent Inc. in July 2022 and renamed itself Coherent Corp.; see docs/intelligence/dossiers/coherent-corp.md. Original eepower.com citation returned HTTP 403 on 2026-10-03 re-check; replaced with semiconductor-today.com.
150mm SiC wafers/boules, later 200mm; \"a double-digit share of the forecasted demand in the long term\" (of Infineon SiC demand) per Infineon (exact % not disclosed).
150mm SiC wafers/boules, later 200mm; \"a double-digit share of the forecasted demand in the long term\" (of Infineon SiC demand) per Infineon (exact % not disclosed).
150mm SiC wafers, phased transition assistance to 200mm. US-based JV majority-owned by SK Siltron; see docs/intelligence/dossiers/sk-siltron.md.
R159 cross-walk — this relationship was already structured, from the other side, in docs/intelligence/dossiers/esmc.md (Infineon as ESMC's named_counterparties customer row) but never mirrored back here. Infineon is a 10% ESMC equity co-owner AND a disclosed future customer of the Dresden fab's 300mm silicon-wafer output; its CEO is quoted in the JV-formation release stating Infineon 'will use the new capacity to serve the growing demand particularly of its European customers, especially in automotive and IoT.' No wafer volume or binding supply agreement disclosed. related_party:true for the equity stake, same as the mirror row.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
4 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 1008 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Advantest's own press release names Infineon Technologies, \"the world's number one automotive semiconductor supplier,\" as the recipient of its 10,000th V93000 SoC test system, calling Infineon a \"longtime customer.\" No unit volume, revenue, or share-of-Advantest-sales percentage disclosed for Infineon specifically. Re-checked 2026-10-01 (wake-minerals-buyers, step 0.5): source_url still live, still states the claim verbatim -- confirmed, no change.
Infineon is a 10% ESMC equity co-owner AND a disclosed future customer of the fab's output: the JV-formation release (pr.tsmc.com original now 403s; NXP newsroom mirrors the same release) quotes Infineon's CEO stating Infineon 'will use the new capacity to serve the growing demand particularly of its European customers, especially in automotive and IoT.' No wafer volume or binding supply agreement disclosed.
Okmetic's own news article (2024-02-20) reports it received Infineon Technologies' 'Best Wafer Supplier' award 2023, naming Infineon as a silicon/SOI wafer customer; no volume, share, or revenue percentage disclosed.
Infineon supplies silicon-carbide (SiC) power modules -- 62mm CoolSiC MOSFET module, 1200V -- for Siemens' SENTRON 3QD2 semiconductor circuit breaker (Smart Infrastructure). No share/value disclosed.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇩🇪 DE accounts for 100% of severity-weighted pressure.