Vertiv Secures Infineon Power Semiconductor Supply in 3-Year Agreement
Key Facts
Vertiv announced on November 4, 2026, a 3-year strategic agreement with Infineon Technologies to secure long-term, reliable access to silicon and silicon carbide power semiconductors. The company said the agreement deepens a longstanding collaboration and gives it greater visibility and predictability into supply throughout the term. This supports its plans to meet growing demand for digital infrastructure while maintaining supply continuity and on-time delivery as production increases. The components will be used in Vertiv power products, including next-generation 800 VDC systems. The company says these systems address the evolving power requirements of AI infrastructure.
The partnership extends beyond the use of Infineon components in data centers: Vertiv said they will also be integrated into its products worldwide to serve telecommunications networks and commercial and industrial applications. It said the components are manufactured globally, while Infineon was selected for its capabilities in insulated-gate bipolar transistor, silicon and silicon carbide technologies. Vertiv said the German company’s global manufacturing capabilities and quality record were among the reasons for its selection. The two companies will continue aligning their technology roadmaps and product plans, linking component requirements to the evolution of the products that will use them. Freda He, Vertiv’s chief procurement officer, said, "The rapid evolution of AI is reshaping power requirements in data centers."
Vertiv cast the agreement as part of a broader, multi-supplier strategy that it said aims to strengthen supply-chain resilience and support execution across its global manufacturing operations. The company is expanding its business in more than 130 countries, according to its statement. The agreement gives Vertiv, the company said, greater visibility into semiconductor availability over the next three years as it continues to increase production to meet demand for digital infrastructure. He said the agreement supports delivery of customers’ current requirements as well as future power architectures. The importance of a steady supply lies in the components’ role in power systems serving data center loads, telecommunications networks and industrial applications.
Vertiv’s quarterly results provide context for the expansion: net sales reached $4,313 million in the third quarter of 2026, up 61% from the same period in 2025. The company attributed sales growth to an organic increase of 55%, in addition to a contribution of about 6% from acquisitions. Organic orders also rose by more than 100% year over year in the third quarter. In the second quarter, net sales had reached $3,274 million, up 24% year over year, with 18% organic growth, a 5% contribution from acquisitions and a positive 1% foreign-currency translation effect. The figures reported by the company point to accelerating sales and order growth between the two quarters, providing context for the agreement’s focus on securing components and supporting higher production.
Vertiv had noted in its second-quarter results that revenue was affected by slight timing shifts, temporary supply-chain congestion and the phased execution of projects as deployments grew in scale and complexity. At the time, it said demand for AI and general-purpose computing was strengthening, and that technological progress was making deployments more complex and infrastructure-intensive. In the third quarter, the company had $6.2 billion in liquidity and maintained a net cash position, according to its results. In the November 4 session, Investing.com’s page showed daily changes at the time of viewing of -14.02% for Vertiv shares, -12.36% for Infineon shares traded over the counter, and -8.54% for Infineon shares listed in Germany. These were changes displayed for the session at the time of viewing, not daily closing prices; on November 5, VRT closed at $176.73 and IFNNY closed at $49.97, according to EL7 data.