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Infineon Builds Fortress SiC: Foresight or Overreach?

Infineon is changing but don't expect it to be more timid. For a peak at its future, examine closely its SiC and overall power semiconductor strategy.
Infineon Builds Fortress SiC: Foresight or Overreach?
Infineon is building what it claims to be the world’s largest 200-millimeter SiC Power Fab in Kulim, Malaysia. (Image: Infineon)

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By Bolaji Ojo

What’s at stake?

Infineon Technologies is fast becoming a silicon carbide powerhouse, fortified by sourcing alliances and spendings on fabs running into billions of dollars in addition to sales deals with OEM customers. As its capital outlay grows, however, the question arises: is Infineon doing too much in a market that is still struggling to find its feet? Or are these prescient moves for which the company’s management deserve credit?

Infineon Technologies AG on Wednesday unexpectedly said it was reorganizing its global sales organization. Infineon, said CMO Andreas Urschitz, wants to position itself “for ambitious growth by further strengthening and streamlining its sales organization.”

The terse, 3-paragraph statement announcing the decision is atypical of Infineon, hinting that more changes may be afoot at Europe’s leading semiconductor vendor.

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