The transaction will be earnings per share accretive immediately upon closing. Future synergies will enable significant additional value creation. As part of the transaction, around 230 employees with expertise in research and development (R&E) and management will join Infineon. The agreement includes a multi-year supply agreement with ams OSRAM.
“The acquired business is a perfect strategic fit for Infineon and complements our strong analog and sensor offering. This will enable us to offer our customers even more comprehensive system solutions in the future,” says Jochen Hanebeck, CEO of Infineon. “I am convinced that this is an outstanding technological, financial and cultural addition. The acquisition opens up new opportunities for us – in established target markets and in emerging fields such as humanoid robotics.”
The transaction is structured as an asset deal and does not include any production facilities. It includes sensor products, R&D capabilities, intellectual property and test and laboratory equipment. Closing is subject to customary conditions, including regulatory approvals, and is expected to occur in the second calendar quarter of 2026. Infineon will finance the acquisition by raising additional debt as part of its regular corporate financing plans.
Sensors are the interface between the physical and digital worlds: they capture signals such as motion, sound, light waves, temperature, heartbeat and mechanical stress and convert them into processable data. They form the heart of numerous applications – from software-defined vehicles and health trackers to physical AI applications such as humanoid robots. The market potential of the sensor and radio frequency markets is forecast to exceed 20 billion US dollars by 2027.1
The acquired mixed-signal business complements Infineon’s portfolio with leading solutions for medical imaging and application-specific circuits for sensor interfaces – including detectors for computed tomography and encoders for position, angle and speed sensing in industrial automation and building technology, for example in measurement sensors in measurement and control technology and in valve controls in process automation. The acquired Positioning & Temperature portfolio strengthens Infineon’s expertise in high-precision position, temperature and capacitive sensors for applications in automotive, industrial and medical technology – for example in chassis position measurement and hand contact detection on the steering wheel for semi-autonomous driving, angle and position detection in robotics and continuous glucose measurement in diabetes patients.
The acquisition follows Infineon’s strategy to further expand its sensor business. In January 2025, Infineon established the Sensor Units & Radio Frequency (SURF) business unit in the Power & Sensor Systems (PSS) division. This step was in line with the strategy to offer customers comprehensive system solutions through a powerful, interconnected portfolio of power semiconductors, analog semiconductors and control & connectivity.
A presentation with further information on the transaction will be available at https://www.infineon.com/de/about/investor/reports-presentations/presentations-conference-calls
Infineon will host conference calls for analysts/investors and media on February 4 to present the results for the first quarter of fiscal year 2026. During these conferences, Infineon’s management will also explain the strategic background and financial aspects of the transaction and answer questions. The press call will take place at 8:00 a.m. (CET), the analyst call at 9:30 a.m. (CET). Recordings of both conference calls will be available for download on the Infineon website at https://www.infineon.com/de/about/investor/reports-presentations/financial-results
1 Sensors & Actuators, Analog ASSP: ADAS, RF & Microwave. | Source: Based on or using research results from Omdia, AMFT, Q32024. This information does not constitute an endorsement by Infineon Technologies AG. Any use of these results is at the sole risk of the third party.
About Infineon
Infineon Technologies AG is a leading global provider of semiconductor solutions for power systems and the Internet of Things (IoT). With its products and solutions, Infineon is driving decarbonization and digitalization. The company has around 57,000 employees worldwide (end of September 2025) and generated revenue of around €14.7 billion in the 2025 fiscal year (end of September).
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Further links
👉 www.infineon.com
👉 https://ams-osram.com
Photo: ams OSRAM
