Artificial Intelligence Demand Drives Semiconductor Sales to New Record

2026-08-05 companies

Munich, Wednesday, 5 August 2026.
Infineon raised its full-year sales forecast after record third-quarter revenue of 4.17 billion euros, propelled by surge in global demand for power-supply chips used in artificial intelligence data centers.

Infineon’s AI-Driven Revenue Surge

Infineon Technologies AG (IFX) reported record third-quarter revenue of €4.17 billion, surpassing the consensus estimate of €4.13 billion [3]. This performance represents a significant quarterly increase, with revenue rising from €3.812 billion in the prior period, a growth rate of 9.391 percent [3]. The German chipmaker attributed this surge primarily to robust demand for power-supply chips utilized in artificial intelligence data centers [3]. Consequently, the company raised its full-year revenue forecast to approximately €16.3 billion, exceeding the consensus average of €16.202 billion [3]. Market reaction was positive, with shares trading at $73.96 on August 4, 2026, reflecting a 3.88 percent increase from the previous close [5].

Siemens Energy Accelerates Profitable Growth

Concurrently, Siemens Energy AG (ENR) accelerated its profitable growth in the third quarter, achieving record levels of orders, revenue, and profitability [8]. Orders reached a record level of €17.9 billion, driven by demand in the U.S. and strong increases at Grid Technologies [8]. Year-over-year revenue rose 18.5 percent on a comparable basis to €11.4 billion, with growth recorded across all segments [8]. Profit before special items more than tripled to €1,623 million, compared with €497 million in Q3 FY 2025, representing a growth rate of 226.559 percent [8]. Siemens Energy’s profit came in at €1,564 million, a significant increase from €956 million in the same period the previous year [8].

Broader Market Momentum on the DAX

These corporate developments contributed to broader market momentum, with the DAX 40 extending its run of gains into a fourth consecutive session on Tuesday, rising 0.8 percent to fresh record highs above 26,200 points [7]. On Wednesday, August 5, 2026, the DAX noted at 26,370 points, an increase of 0.6 percent, marking a new all-time high [2]. Tech and AI-related stocks advanced firmly, with Infineon Technologies and Siemens Energy rising between 1.5 percent and 3.5 percent during the session [7]. Fresenius and Siemens Energy were cited as essential drivers for reaching the new DAX record high [2]. Investors tracked ongoing earnings seasons while weighing mixed signals from Washington and Tehran over prospects for peace negotiations [7].

Sources

Siemens Energy Infineon Technologies