KEY POINTS
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Vertiv and Infineon have signed a three-year agreement to secure supplies of critical power semiconductors.
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The partnership will support Vertiv’s expanding production of power systems for AI infrastructure and data centres.
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The agreement covers silicon and silicon carbide technologies and aims to strengthen global supply-chain reliability.
Vertiv Holdings Co. and Infineon Technologies AG have signed a three-year strategic agreement to strengthen their collaboration and ensure reliable access to critical power semiconductor components.
Announced on November 10, 2026, the agreement is intended to provide Vertiv with a more predictable supply of silicon (Si) and silicon carbide (SiC) semiconductors as it expands production to meet growing demand for digital infrastructure.
Vertiv, a global provider of critical digital infrastructure, relies on these components across its power product portfolio. They are particularly important to the development of next-generation 800 VDC power systems designed to meet the increasing electricity requirements of artificial intelligence infrastructure.
The partnership builds on a relationship between the two companies that has lasted several decades. Infineon’s semiconductor components, manufactured across its global production network, will be incorporated into Vertiv products used in markets worldwide.
These products serve data centres, communication networks, and commercial and industrial applications.
Agreement targets reliable component supply
The growing demand for critical power infrastructure has increased the importance of securing reliable supplies of specialised semiconductor components.
Power semiconductors are essential to the conversion, management and distribution of electricity within Vertiv’s power systems. Any disruption to their availability could affect manufacturing schedules and the delivery of equipment to customers.
Under the new agreement, Vertiv will gain greater visibility and predictability over semiconductor supplies throughout the three-year period.
The arrangement forms part of the company’s broader strategy of working with multiple suppliers to strengthen supply-chain resilience and maintain production across its global manufacturing operations.
By securing access to key components, Vertiv aims to reduce the risk of supply interruptions as demand for data centre and other critical infrastructure equipment increases.
Infineon’s technology and manufacturing capabilities
Vertiv selected Infineon because of its technical expertise in insulated-gate bipolar transistor (IGBT), silicon and silicon carbide technologies.
The semiconductor manufacturer’s global production capabilities and established quality standards were also important considerations in the decision.
The companies will continue aligning their technology and product development plans to ensure that Infineon’s semiconductor solutions meet Vertiv’s changing power infrastructure requirements.
Frieda He, Vertiv’s chief procurement officer, said the rapid development of artificial intelligence was changing the electricity requirements of data centres.
She explained that customers increasingly needed infrastructure providers capable of anticipating future power demands and delivering solutions that could support the expansion of AI operations.
According to He, the agreement would strengthen Vertiv’s ability to meet current customer requirements while preparing for the next generation of power systems needed for AI and other critical applications.
She added that securing access to essential semiconductor components and coordinating technology development with Infineon would help customers expand their operations with greater confidence.
Infineon sees growing demand for advanced power technologies
Andreas Weisl, Infineon’s executive vice-president and chief sales officer for industrial and infrastructure, said the agreement reflected both companies’ commitment to supporting the changing needs of critical power infrastructure.
He said Infineon’s broad semiconductor portfolio and manufacturing capabilities would provide Vertiv with the advanced technologies required to support its continued product development and business growth.
The partnership comes as demand for electricity-intensive digital infrastructure continues to grow, particularly as businesses expand their use of artificial intelligence and data centre services.
The companies expect their closer cooperation to support the development and supply of power technologies needed to manage these increasing requirements.
