Infineon Technologies
Infineon designs and manufactures power semiconductors, microcontrollers, sensors and security chips, including power-delivery silicon used in AI data-center servers.
AI tierAI-poweredAI is real and material, but the business is not AI.
AI layerBuilds AISells AI itself: models, chips, tools, infrastructure.
In AustinOffice hereYear unknown
Why: Infineon is a broad semiconductor maker (automotive, industrial, IoT, security) that would exist without AI, but it builds power-delivery chips that are increasingly material to AI data centers, underscored by its 2026 acquisition of C2i Semiconductors for AI power-management tech.
Austin office
- Austin site (leased-back office space at former Fab 25)Fab 25 / former Infineon 200mm fab5204 E. Ben White Blvd, Austin, TX 78741Opening year unknown
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