#1Company presentation Infineon Technologies AG November 2023 public Infineon#2Driving decarbonization and digitalization. Together. 2023-11-15 public Semiconductors are crucial to solve the energy challenges of our time and shape the digital transformation. This is why Infineon is committed to actively driving decarbonization and digitalization. As a global semiconductor leader in power systems and loT, we enable game-changing solutions for green and efficient energy, clean and safe mobility, as well as smart and secure lot. We make life easier, safer, and greener. Together with our customers and partners. For a better tomorrow. Copyright © Infineon Technologies AG 2023. All rights reserved. Infineon 2#3Infineon is a global leader in power systems and loT Global leader in automotive, power management, energy efficient technologies and loT Infineon ~58,600 employees1 Market position Automotive #1 TechInsights, March 2023 Power #1 Omdia, September 2023 Microcontroller #5 Omdia, August 2023 1 As of 30 September 2023 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 43 3#4Infineon at a glance Growth areas Energy Mobility loT green and efficient clean and safe smart and secure FY23 revenue by segment¹ Automotive (ATV) Green Industrial Power (GIP) Power & Sensor Systems (PSS) 23% Connected Secure Systems (CSS) 13% 13% Infineon Financials Employees² [EUR m] 58,600 16,309 14,218 employees worldwide EMEA 24,050 11,060 69 8,567 7,063 7,599 8,029 R&D and 27% 24% 17% 18% 16% 19% 17 14% 3,378 4,339 manufacturing locations² 1,208 1,353 1,319 1,170 2,072 Americas 5,220 Asia Pacific 29,330 FY17 FY18 FY19 FY20 FY21 FY22 FY23 Revenue Segment result - Segment result margin For further information: Infineon Annual Report. 12023 Fiscal year (as of 30 September 2023) | 2 As of 30 September 2023 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 51% 4#5Infineon leading in power systems - mastering all three key materials Infineon Reliable multi sourcing of raw materials 000 Si/SiC/GaN World-scale fabs Controller Driver IC Power switch 10 10 10 10 10 10 10 10 01 01 01 01 01 01 01 01 01 01 01 255 10 10 10 10 10 10 10 10 10 10 10 10 10 10 01 Software + Algorithms 01 01 01 01 01 01 01 01 01 01 01 01 01 255 10 10 01 01 01 01 01 01 01 01 01 Leadership in Power Systems across all materials and technologies Silicon Silicon carbide Diode MOSFET – IGBT – Driver – Controller - Diode MOSFET 2023-11-15 public O Gallium nitride HEMT - Driver Application understanding Packaging know-how and hybridization competence Copyright © Infineon Technologies AG 2023. All rights reserved. 5#6Infineon leader in IoT - driving digitalization by serving strongly growing multi-application markets Industrial lot Consumer loT Products: MCU – Connectivity (Wi-Fi, BLE, NFC) – Sensors - Security - Power supply & switches Battery- Coin cell- powered powered devices Power devices supplies Industrial IoT Drives Infineon at the core of loT Actuate Compute Software/ Ecosystem/ ΑΙ Sense Connect 2023-11-15 public Smart Home Real-world applications Smart City Consumer loT Smartphones 0 Health Auto- care products motive Security Solutions Automotive loT Information and data about the real world Connectivity Value addition and optimized use of resources Copyright © Infineon Technologies AG 2023. All rights reserved. Infineon Digital world 6#7Semiconductor market forecasts predict a slowdown for 2023, followed by a recovery in 2024 Global Semiconductor Market Market size in billion US-Dollar 204 256 248 249 227 226 213 166 139 141 336 335 339 298 300 306 292 412 469 440 412 Infineon 606 574 517 563 556 511 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 2000 Market size (revenue) Forecast revenue range Source: WSTS for historical data.| Forecast: of WSTS, Omdia, Gartner, TechInsights; last update 4 October 2023. 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 7#8Infineon is a global player, clear leader in automotive semiconductors and power discretes and modules Automotive semiconductors1 Total market in 2022: USD 59.4bn Power discretes and modules² Microcontroller³ Total market in 2022: USD 30.9bn Total market in 2022: USD 26.9bn Infineon 12.4% Infineon NXP 11.6% onsemi 8.8% STMicro 8.8% Texas Instr. 8.3% Renesas 7.9% STMicro 7.6% Mitsubishi 4.2% Fuji Electric 4.0% 20.6% STMicro 17.3% Renesas 16.6% NXP 16.6% Microchip 13.4% Infineon 12.6% Infineon 1 TechInsights: Automotive Semiconductor Vendor Market Shares. March 2023. | 2 Based on or includes research from Omdia: Power Semiconductor Market Share Database - 2022 - Final V2. September 2023. | 3 Based on or includes research from Omdia: Annual 2001-2022 Semiconductor Market Share Competitive Landscaping Tool - 2Q23. August 2023. Results are not an endorsement of Infineon Technologies AG. Any reliance on these results is at the third party's own risk. 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 8#9Infineon is a global player, clear leader in security ICs and MEMS microphones Security ICs¹ Total market in 2022: USD 3.6bn Infineon STMicro 18.9% NXP CEC 8.0% TMC 6.9% MEMS microphones² Total market in 2022: 7.3bn units 25.2% Infineon Knowles 18.7% MEMSensing 5.1% Omron 3.0% NJRC 3.0% 34.3% NOR Flash3 Total market in 2022: USD 3.3bn 49.8% Winbond 24.7% Macronix GigaDevice 15.3% Infineon 13.3% Micron 8.9% 24.2% Infineon 1 ABI Research: Secure Smart Card and Embedded Security IC Technologies. October 2023. | Excluding NFC controllers and embedded secure elements. | 2 Based on or includes research from Omdia: MEMS Microphone Report 2023 Database. September 2023. | MEMS Microphone Die Suppliers. | 3 Based on or includes research from Omdia: Annual 2001-2022 Semiconductor Market Share Competitive Landscaping Tool - 2Q23. August 2023. Results are not an endorsement of Infineon Technologies AG. Any reliance on these results is at the third party's own risk. 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 9#10Infineon follows a profitable growth path Revenues and Segment Result [EUR m] Segment Result Revenues Segment Result Margin +0% 4,143 4,119 4,089 3,951 +1% 4,149 25.5% 28.0% 28.6% 26.1% 25.2% 1,058 1,107 1,180 1,067 1,044 Q4 FY22 Q1 FY23 Q2 FY23 Q3 FY23 Q4 FY23 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. Infineon 10#11Revenue split by segment¹ Automotive 51% Power & Sensor Systems 1 2022 Fiscal year (as of 30 September 2023) 2023-11-15 public 13% 23% 13% Infineon Green Industrial Power Connected Secure Systems Copyright © Infineon Technologies AG 2023. All rights reserved. 11#12Infineon is operating in all major regions of the world Revenue split by region¹ Infineon 1 2023 Fiscal year (as of 30 September 2023) 2023-11-15 public Americas Japan 11% Mainland China, Hong Kong 15% 14% 25% 7% EMEA (excl. Germany) Germany 12% 16% APAC (excl. GC, Japan) GC (excl. Mainland China, Hong Kong) Copyright © Infineon Technologies AG 2023. All rights reserved. 12#13Well-balanced portfolio among key applications Revenue split by key application1 Main growth contributors (addressed by multiple segments) Further major applications 14% Other 29% E-mobility 3% Payment 2% BPA/Power Tools 4% Automation & Drives 8% 12% 7% 7% Renewables ADAS 5% 5% IoT 4% Al/Data center Chassis & Classic Safety Auto Body Power Classic Powertrain 1 2023 Fiscal year (as of 30 September 2023) 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. Infineon 13#14Automotive DOG 00#15Automotive shapes the future of mobility with microelectronics enabling clean, safe, and smart cars Core applications: Assistance systems and safety systems, comfort electronics, infotainment, powertrain, security Infineon Revenues [EUR m] Revenues +12% 2,080 2,129 1,934 1,872 +2% Segment Result [EUR m] Segment Result Segment Result Margin 647 617 583 532 506 2,162 26.2% 28.4% 31.1% 27.4% 28.5% Q4 FY22 Q1 FY23 Q2 FY23 Q3 FY23 Q4 FY23 Q4 FY22 Q1 FY23 Q2 FY23 Q3 FY23 Q4 FY23 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 15#16Green Industrial Power#17Green Industrial Power empowers a world of unlimited green energy Core applications: Energy generation, energy storage, energy transmission, home appliances, industrial drives, industrial power supplies, industrial robotics, industrial vehicles, traction Revenues [EUR m] Revenues +7% 542 558 565 500 +3% Segment Result [EUR m] Segment Result Segment Result Margin Infineon 181 171 166 582 144 136 32.4% 28.8% 30.3% 28.5% 25.1% Q4 FY22 Q1 FY23 Q2 FY23 Q3 FY23 Q4 FY23 Q4 FY22 Q1 FY23 Q2 FY23 Q3 FY23 Q4 FY23 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 17#18Power & Sensor Systems#19Power & Sensor Systems drives leading-edge power management, sensing, and data transfer capabilities Infineon Core applications: Audio amplifiers, BLDC motor, cellular communications infrastructure, charging stations for electric vehicles, HiRel, human-machine-interaction, IoT, LED and conventional lighting systems, mobile devices, power management Revenues [EUR m] Revenues Segment Result [EUR m] Segment Result Segment Result Margin -22% 1,169 1,043 925 917 -1% 338 912 301 197 191 172 28.9% 28.9% 21.3% 20.8% 18.9% Q4 FY22 Q1 FY23 Q2 FY23 Q3 FY23 Q4 FY23 Q4 FY22 Q1 FY23 Q2 FY23 Q3 FY23 Q4 FY23 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 19#20Connected Secure Systems#21Connected Secure Systems creates the basis for loT Core applications: Authentication, automotive, consumer electronics, government identification documents, lot, mobile communications, payment systems, access control, trusted computing Revenues [EUR m] Revenues 0% 531 550 492 474 +3% 490 Segment Result [EUR m] Segment Result Segment Result Margin Infineon 155 125 119 86 90 28.2% 23.5% 25.1% 17.5% 18.4% Q4 FY22 Q1 FY23 Q2 FY23 Q3 FY23 Q4 FY23 Q4 FY22 Q1 FY23 Q2 FY23 Q3 FY23 Q4 FY23 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 21 24#22Well-balanced customer portfolio Revenue by sales channel in FY 2023 (no customer represents more than 10% of total sales) Distribution partners1 Top-10 direct customers1 EMS-Partner1 Mw AVNET FUTURE ELECTRONICS m intron 英恒 Jingchuan Since 1844 Marubun TUX B WEIKENG 1 in alphabetical order 2023-11-15 public Infineon ⚫APTIV · BOSCH flex JABIL Continental MACNICA DENSO NEXTY Electronics SIEMENS AELTA HYUNDAI MOTOR GROUP Valeo vitesco upg (7F TECHNOLOGIES Copyright © Infineon Technologies AG 2023. All rights reserved. Distribution and EMS partners O Top-10 direct customers other direct customers 22 22#23Close customer relationships are based on system know-how and application understanding Infineon Automotive ⚫APTIV⚫ BOSCH Continental BYD DENSO 車 中国中车 CRRC INOVANCE Midea Bloomenergy Green Industrial Power Power & Sensor Systems Astemo ABB ▲ alpitronic amazon ALSTOM Connected Secure Systems . amazon CISCO cpi card group® arlo fitbit. DELL DELTA GPO GOLDWIND = LG ENPHASE. Haier HARMAN SAMSUNG COMPANY ERICSSON HYUNDAI FORVIA MOTOR GROUP RA Rockwell Automation Valeo veoneer SMA vitesco (7F) TECHNOLOGIES OMRON Schneider Electric Google hp hp <> IDEMIA SEMIKRON DANFOSS LITEONI Thakita Midea PERFECT Plastic SIEMENS Raspberry Pi Panasonic SAMSUNG SUNGROW solaredge ZTE SONY SAMSUNG THALES Vestas YASKAWA Distribution partners JABIL MGW AVNET FUTURE intron ELECTRONICS 英恒 Jingchuan MACNICA Marubun NEXTY Electronics WEIKENG upg EMS-Partners flex 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 23 23#24Infineon is globally positioned with its network of Frontend and Backend manufacturing facilities Infineon 17 locations¹ Tijuana Mesa Austin Leominster 1 As of 30 September 2023 Frontend Backend 2023-11-15 public Warstein Villach Regensburg Dresden Cegléd Bangkok Copyright © Infineon Technologies AG 2023. All rights reserved. Melaka Kulim Cheonan Wuxi Cavite Singapore Batam 24 24#25Infineon Our global Research and Development activities About 12 percent of Infineon's annual revenue goes into Research and Development (R&D). In fiscal year 2023, R&D investments amounted to about 2 billion euros. 29,700 patents and patent applications in the overall portfolio show a high level of innovative strength and longterm compe- titiveness. In fiscal year 2023 alone, Infineon registered about 1,850 new patent applications. 691 sites in 25 countries and regions: Americas Asia Pacific Numerous innovative ecosystems with tech companies, univer- sities and research institutes are of great importance to Infineon. Guadalajara, Tijuana (Mexico); Andover, Austin, Chandler, Colorado Springs, El Segundo, Irvine, Leominster, Lexington, Lynnwood, Morrisville, Murrieta, Portland, San Diego, San José and Warwick (all USA) Bangalore (India); Batam (Indonesia); Cheonan, Seoul (Korea); Ipoh, Kulim, Melaka and Penang (all Malaysia); Muntinlupa (Philippines); Singapore (Singapore); Nonthaburi (Thailand) Greater China Chengdu, Shanghai, Shenzen, Wuxi, Xi'an (all Mainland China); Hsinchu and Taipei (both Taiwan) Japan Europe Nagoya, Sendai, Tokyo (all Japan) Graz, Klagenfurt, Linz and Villach (all Austria); Herlev (Denmark); Le Puy-Sainte-Réparade (France); Augsburg, Dresden, Duisburg, Erlangen, Ilmenau, Langen, Neubiberg, Regensburg, Soest and Warstein (all Germany); Budapest and Cegléd (both Hungary); Cork and Dublin (both Ireland); Netanya (Israel); Padua and Pavia (both Italy); Nijmengen (Netherlands); Brasov, Bucharest and lasi (all Romania); Belgrad (Serbia); Bristol and Redhill (both UK); Lviv (Ukraine) 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 1 as of 30 September 2023. 25#26Responsible action, sustainable profitable growth Infineon ranks among the most sustainable companies in the world - - Sustainability at Infineon includes social, ecological, and economic values Infineon was one of the first semiconductor companies to voluntarily commit to the Ten Principles of the UN Global Compact Infineon meets global societal challenges such as climate protection, energy efficiency, and resource management with innovative products Infineon's climate target is to become carbon-neutral by 20301. Emissions are to be cut by 70 percent over the 2019 calendar year2 levels by 2025 External evaluation of the commitment: MSCI ESG Research rates Infineon with AA for the fifth consecutive year Included in the Dow Jones Sustainability Index family for the thirteenth year in a row Awarded Gold status for six years in a row and in 2023 for the second time Platinum status by EcoVadis 1 In terms of Infineon's direct and indirect energy- and heat-related emissions (Scope 1 and 2). | 2 Including Cypress. For further information: Infineon Sustainability Report 2023-11-15 public Infineon Copyright © Infineon Technologies AG 2023. All rights reserved. 26#27Infineon is committed to binding CO2 reduction targets 1 Carbon neutrality1 by 2030 – primarily by avoiding emissions 2 Realization of 70 percent of the required savings and compensations by 2025 1 Carbon neutrality is defined in terms of Scope 1 and Scope 2 emissions. 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 27 27#28Infineon Corporate Social Responsibility: We create a net ecological benefit In various areas of application (automotive electronics, industrial drives, photovoltaics as well as wind energy), our products can achieve CO2 savings during their lifetime of around 117 million tons of CO2 equivalents. Compared with the European electricity mix, this is around 12.5 percent of the annual net electricity production of the European Union. Пи CO₂ burden¹ Ratio around 1:34 of 3,4 million tons CO2 equivalents CO₂ savings² of 116,6 million tons CO2 equivalents Net ecological benefit: CO2 emissions reduction of more than 113 million tons 1 This figure takes into account manufacturing, transportation, own vehicles, travel, supplier-specific emissions, water/waste water, direct emissions, energy consumption, waste etc. as well as direct and indirect energy-related emissions by manufacturing service providers. It is based on data collected internally and publicly available conversion factors and relates to the 2023 fiscal year. 2 This figure is based on internally established criteria, which are described in the explanatory notes. The figure relates to the 2022 calendar year and takes into account the following application areas: automotive electronics, industrial drives, photovoltaics as well as wind energy. CO2 savings are calculated based on the potential savings generated by technologies in which semiconductors are used. The CO2 savings are allocated based on Infineon's market share, semiconductor share and the lifetime of the technologies concerned, based on internal and external experts' estimations. Despite the fact that carbon footprint calculations are subject to imprecision due to the complex issues involved, the results are nevertheless clear. 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 28#29Infineon's employees create a better future together At Infineon, 58,6001 people from over 100 countries work together around the world to make life easier, safer, and greener. For more information, please visit www.infineon.com/career Preethi Baran Senior Director, Field Sales, in Livonia Thomas Wrzesinsky Maintenance Technician, in Dresden A Infineon Marcel Kuba Director, Field Application Engineering, in Munich Dr. Pamela Lin Senior Manager Data Scientist Analytics, in Singapore "It's motivating to work with our customers to transform our mobility through innovation, safety and security." "We maintenance technicians keep production moving. I appreciate the teamwork: when everyone pulls together to find the error and to get the equipment running again." "The acquisition of Cypress enables Infineon now to offer complete best in class system solutions for new auto- motive applications." "It's amazing how we use advance data analytics and Al techniques to create intelligent systems for solving complex business problems and driving manufacturing efficiency." 1 As of 30 September 2023. 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 29 29#30Our competitive advantage: Differentiating as quality leader Our path We do what we promise. That's quality made by Infineon. Our aspiration Zero defect regarding the committed - - Functionality Reliability - Time ― Volume and cost Our foundation International standards such as ISO 9001, IATF 16949, AS 9100, IEC 17025, ISO 26262 2023-11-15 public Infineon Copyright © Infineon Technologies AG 2023. All rights reserved. 30#31Business Continuity: Integrated management Real estate and facility management Asset protection Corporate Social Responsibility Loss and fraud investigations Environmental protection, sustainability and climate protection Business Continuity Planning Business Continuity ISO 140011 ISO 450011 ISO 223012 ISO 500013 Security and crisis management Cyber and Information Security4 Data Protection and Privacy Export compliance 1 ISO 14001/45001 worldwide certification scheme. | 2 ISO 22301 certified in Villach (Austria) and Dresden (Germany). 3 ISO 50001 certified at largest European manufacturing sites and corporate headquarters Campeon (Germany). | 4 Different certifications (e.g. TISAX). 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. Infineon 31#32Find us on Social Media ○ www.instagram.com/infineoncareers www.facebook.com/infineon X www.twitter.com/infineon 2023-11-15 public in www.infineon.com/linkedin Copyright © Infineon Technologies AG 2023. All rights reserved. www.youtube.com/c/Infineon TechnologiesAG 32 32#33Disclaimer Infineon Specific disclaimer for Omdia reports, data and information referenced in this document: The provision of the information used by Infineon does not imply any judgment on Infineon and no liability is assumed for the information. Specific disclaimer for S&P Global reports, data and information referenced in this document: The S&P Global Mobility and S&P Global Commodity Insights reports, data and information referenced herein (the "S&P Global Materials") are the copyrighted property of S&P Global Inc. and its subsidiaries ("S&P Global") and represent data, research, opinions or viewpoints published by the relevant divisions within S&P Global, and are not representations of fact. The S&P Global Materials speak as of the original publication date thereof and not as of the date of this document. The information and opinions expressed in the S&P Global Materials are subject to change without notice and neither S&P Global nor, as a consequence, Infineon have any duty or responsibility to update the S&P Global Materials or this publication. Moreover, while the S&P Global Materials reproduced herein are from sources considered reliable, the accuracy and completeness thereof are not warranted, nor are the opinions and analyses which are based upon it. S&P Global and the trademarks used in the Data, if any, are trademarks of S&P Global. Other trademarks appearing in the S&P Global Materials are the property of S&P Global or their respective owners. 2023-11-15 public Copyright © Infineon Technologies AG 2023. All rights reserved. 33#34Cinfineon