[usrnm]

> The plant will produce chips for intelligent power management

> The company ... sought to capitalise on the massive AI investment boom

These chips are probably very useful and important, but I don't see what they have to do with AI. Does everything need to have the word AI these days?

[_fizz_buzz_]

Infineon is betting big on the 800V dc power distribution that seems to become the new standard for AI data centers which is directly relevant for the chips that are made in this fab.

[tencentshill]

Hopefully they can use that tech to expand the EV fast charger network once the AI bubble pops.

[_fizz_buzz_]

I think (but I have no actual insides), they picked 800V dc for datacenter also because that is commonly used for the DC bus in EVs. So, one can share a lot of components across industries. Also, 800V just kind of works well for power transistors like SiC Fets.

[alephnerd]

> don't see what they have to do with AI

Not directly. This fab is meant to primarily fabricate compound semiconductors which is Infineon's niche and is a major bottleneck for European industry today.

> Does everything need to have the word AI these days

Because Infineon's press release [0] for their compound semiconductor fab called out "AI".

Additonally, the "semiconductor" and "hardware" segment has now been rebranded has "AI" in a number of funds. By calling out something that's even tenuously tied to "AI", it allows funds that are contractually tied to investing in "AI" to purchase Infineon stock.

Investor relations is important as well.

[0] - https://www.prnewswire.com/news-releases/infineon-opens-the-...

[1718627440]

I think this fab was already in construction before the AI hype, this is just marketing.

[wolfi1]

there was a buzzword bingo and their application reached Bingo! first.