Infineon Technologies Ag · XETR:IFX

Infineon Technologies — Investor Presentation (May 2025)

30 slides from Infineon Technologies's investor presentation, May 21, 2025

1. Slide 1: No AI without power: How to power the future of AI

   No AI without power How to power the future of AI Adam White, Division President Power and Sensor Systems, Infineon Technologies AG 1

2. Slide 2: We power AI from grid to core

   We power AI from grid to core 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 2

3. Slide 3: Projected data center electricity consumption in 2035

   What can | help with? What is the projected data center electricity consumption in 2035? + @ Search ‘9 Reason *** According to the IEA's April 2025 report “Energy and Al” lift-off case, data centers and their infrastructure are projected to consume around 1,700 TWh of electricity by 2035, a 270% inc

4. Slide 4: Expected trend in GPU power consumption 2022 to 2027

   What is the expected trend in GPU power consumption for top processor manufacturers from 2022 to 2027? Here is a rough breakdown of the estimated increase in power consumption of GPUs from 2022 to 2027: 2022: ~350 watts 2024: ~1,200 watts 2025: ~1,300 watts 2026: >1,700 watts 2027: >3,500 watts

5. Slide 5: Projected growth in power consumption of an AI server rack

   What is the projected growth in power consumption of an Al server rack from 2022 to 2027? Here is a rough breakdown of the estimated increase in power consumption of an Al server rack from 2022 to 2027: 2022: <60 kW 2024: ~100 kw 2025: ~120 kW 2026: ~160 kW 2027: ~600 kW

6. Slide 6: How much energy did you consume answering those three questions?

   How much energy did you consume answer those three questions? | estimate that answering three of your questions would consume approximately: 3 queries x 0.05 kWh/query = 0.15 kWh. To put this into perspective, 0.15 kWh is equivalent to: The energy required to charge a smartphone battery 1.5-2 times.

7. Slide 7: We power AI from grid to core

   We power AI from grid to core Top of rack switches x1 xPU board 2nd stage power conversion Power supply unit (PSU) x24 x36 Compute tray x10 Intermediate bus converter 1st stage power conversion Switch tray x9 x18 Power delivery board Compute tray x8 Power supply unit (PSU) >300x x24 x108 Protection

8. Slide 8: We power AI from grid to core

   We power AI from grid to core Top of rack switches x1 xPU board 2nd stage power conversion Power supply unit (PSU) x24 x36 Compute tray 100% x10 Switch tray Intermediate bus converter 1st stage power conversion Infineon supports all power x9 x18 Power delivery board conversion steps within AI data c

9. Slide 9: We power AI from grid to core

   We power AI from grid to core Drivers Switches Power stages 100% Microcontrollers Digital multiphase controllers Intermediate bus converters Power modules / voltage regulator TMR … modules 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 9

10. Slide 10: Power supply unit (PSU)

    Power supply unit (PSU) 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 10

11. Slide 11: The evolution of power supply units for AI server racks

    The evolution of power supply units for AI server racks Infineon addresses the growing power demand of AI >12 kW 12 kW 3-phase 8 kW η ~97.5% 113 W/in3 η ~97.5% 3.3 kW 1-phase 100 W/in3 η 97.4% 3 kW 98 W/in3 1-phase η 97.5% 1-phase 32 W/in3 1-phase Available in 25/26 Available now 2025-05-21 Copyrigh

12. Slide 12: AI server rack architecture today

    AI server rack architecture today Power delivery and backup power IT payload 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 12

13. Slide 13: AI server rack architecture today

    AI server rack architecture today ORv3-high power rack 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 13

14. Slide 14: Infineon and NVIDIA collaboration

    Infineon and NVIDIA collaboration The rack architecture of the future with 800 V HVDC Power delivery and backup power through central infrastructure IT payload 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 14

15. Slide 15: Infineon and NVIDIA collaboration

    Infineon and NVIDIA collaboration Future GW-scale data center architecture with centralized power generation using fewest power conversion stages Infrastructure Hall Row / IT rack Serverboard 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 15

16. Slide 16: Infineon and NVIDIA collaboration

    Infineon and NVIDIA collaboration The next rack architecture with 800 V HVDC Power delivery IT payload and backup power 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 16

17. Slide 17: Infineon and NVIDIA collaboration

    Infineon and NVIDIA collaboration The next rack architecture with 800 V HVDC 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 17

18. Slide 18: Intermediate bus converters (IBCs)

    Intermediate bus converters (IBCs) 1st stage power conversion 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 18

19. Slide 19: High voltage and medium voltage IBCs

    High voltage and medium voltage IBCs 1st stage power conversion Regulated and unregulated IBCs LLC* xSC solutions HV IBC MV IBC 12 V 50 V 800 V xSC LLC* 6V 12 V Different topologies Interleaved buck Interleaved buck* xSC – different switched capacitor topologies LLC – resonant tank converter 12 V *a

20. Slide 20: Intermediate bus converter - Interleaved buck

    Intermediate bus converter - Interleaved buck 1.2 kW GaN based scalable solution Best-in-class FOM CoolGaN™ based Digital power control enables power stage enables highest power communication, telemetry and density and >97% full load efficiency advanced fault control Modular, easy to scale to Transf

21. Slide 21: The evolution of voltage regulator solutions

    The evolution of voltage regulator solutions 2nd stage power conversion 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 21

22. Slide 22: The evolution of voltage regulator solutions

    The evolution of voltage regulator solutions To make true vertical power delivery happen, we need to break the density barrier of 3 A/mm 2. The evolution of voltage regulator solutions We are enabling AI acceleration by pushing the power density envelope with ever smaller form factors. 2025-05-21 Co

23. Slide 23: The evolution of voltage regulator solutions

    The evolution of voltage regulator solutions Lateral power delivery Vertical power delivery Substrate integrated vertical power delivery 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 23

24. Slide 24: The evolution of voltage regulator solutions

    The evolution of voltage regulator solutions x2 2.0 A/mm2 Gen 3 power module 1.5 A/mm2 2025 Gen 2 power module 1.0 A/mm2 2024 Gen 1 power module 0.6 A/mm2 2024 Chip embedded 0.4 A/mm2 2021 Molded package 2011 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 24

25. Slide 25: The evolution of voltage regulator solutions

    The evolution of voltage regulator solutions >4 A/mm2 Substrate embedded >3 A/mm2 Backside mounted 2027 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 25

26. Slide 26: Infineon advances existing solutions on all fronts

    Infineon advances existing solutions on all fronts Improve Increased Best-in-class energy efficiency power density robustness and at least by 8–10% by 30–60% reliability 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 26

27. Slide 27: >22 million metric tons of CO2 yearly could be saved

    >22 million metric tons of CO2 yearly could be saved by using Infineon products in all data centers worldwide With the best-in-class total cost of ownership 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 27

28. Slide 28: We power AI from grid to core – innovating above and beyond

    We power AI from grid to core – innovating above and beyond Industry leading system and innovation expertise, i.e. collaborating with NVIDIA on 800 V HVDC Best-in-class performance and mastership of three relevant semiconductor technologies (Si, SiC and GaN) Accelerating customer value through lowes

29. Slide 29: There is no AI without power

    Power is just one element in the world of AI. But there is no AI without power. We proudly power AI from grid to core. 2025-05-21 Copyright © Infineon Technologies AG 2025. All rights reserved. 29

30. Slide 30: Cinfineon

    Cinfineon

Infineon Technologies — Investor Presentation (May 2025) on 6ix