Infineon Technologies AG, the largest semiconductor manufacturer in Europe, believes humanoid robots will become a significant future business segment. The company's CEO, Jochen Hanebeck, anticipates that this new class of machines will drive substantial revenue growth and has the potential to help stabilize the currently pressured profit margins of the Munich-based firm.

"This could evolve into a growth area, similar to power semiconductors for AI data centers today," Hanebeck stated in an interview. This comparison underscores his assessment of the market's potential scale. In recent years, power semiconductors for data centers have become one of the most dynamic segments within the chip industry.

In the humanoid robot sector, Infineon can leverage synergies from its existing technologies. Most of the key components required are already within the company's product portfolio, needing only minor specialized development for this specific application. This provides the group with a time-to-market advantage over competitors.

Particularly valuable is the fact that many chips related to autonomous driving, which Infineon currently supplies to the automotive industry, can also be used directly in robotic systems. Sensors, control electronics, and power semiconductors—these components are all essential for humanoid robots to achieve precise movement and environmental perception.

For Infineon, the timing for entering the robotics market is opportune. With group profit margins under pressure, new revenue streams are especially critical. The ability to build business based on existing product lines helps reduce R&D costs and shorten time-to-market.