Vertiv Holdings Co. announced a three-year strategic agreement with Infineon Technologies AG on November 4, 2026, covering supply of silicon and silicon carbide power semiconductors for Vertiv's global power product portfolio.

Key Highlights

  • Three-year term: The agreement provides Vertiv with greater visibility and predictability for power semiconductor supply over a three-year period, according to the announcement.
  • Technologies covered: The deal encompasses insulated-gate bipolar transistor (IGBT), silicon (Si), and silicon carbide (SiC) power semiconductors, the filing states.
  • 800 VDC systems: Covered components will be integrated into Vertiv's next-generation 800 VDC power systems, among other products, per the disclosure.
  • Multi-supplier strategy: Vertiv described the agreement as part of a "broader multi-supplier strategy to strengthen supply-chain resilience," according to the release.
  • Global scope: Infineon's components are manufactured globally and will be integrated into Vertiv products worldwide, supporting data center, communication network, and commercial and industrial applications.
  • Roadmap alignment: The two companies will continue to align technology and product roadmaps to support Vertiv's evolving power infrastructure requirements, the announcement states.

Vertiv and Infineon Extend Decades-Long Relationship With Formal Supply Pact

Vertiv Holdings Co. (NYSE:VRT) disclosed on November 4, 2026 that it has entered into a three-year strategic agreement with Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) for the supply of silicon and silicon carbide power semiconductors. According to the company, the agreement builds on a relationship between the two firms that "spans decades" and is designed to support supply continuity as Vertiv scales production to meet demand for critical digital infrastructure.

The filing states that Vertiv selected Infineon specifically for its technical capabilities across IGBT, Si, and SiC technologies, as well as its global manufacturing footprint and "track record for quality." The covered components are described as essential to converting, managing, and distributing electrical power within Vertiv's systems, including its next-generation 800 VDC power systems intended to support AI infrastructure requirements. Infineon's parts will be incorporated into Vertiv products across data center, communication network, and commercial and industrial applications worldwide.

Frieda He, identified in the release as Chief Procurement Officer at Vertiv, stated that the agreement "strengthens our ability to deliver for customers today while supporting the next generation of power architectures required for AI and other critical applications." Andreas Weisl, identified as Executive Vice President and Chief Sales Officer Industrial and Infrastructure at Infineon, described the deal as reflecting "our shared commitment to supporting the evolving requirements of critical power infrastructure." The release notes that the announcement contains forward-looking statements subject to Vertiv's cautionary language and risk factors detailed in its regulatory filings.

What Was Disclosed

Vertiv Holdings Co. disclosed a three-year strategic supply agreement with Infineon Technologies AG covering silicon, silicon carbide, and IGBT power semiconductors for Vertiv's global power product portfolio, including 800 VDC systems, as announced on November 4, 2026.