Infineon CFO Says Supply Chain Changes Leave Chipmaker Exposed to No Material Risk From Iran Conflict

Infineon CFO Sven Schneider said the company sees no material risk of chip shortages stemming from the Iran war or a closure of the Strait of Hormuz. Schneider spoke to CNBC’s Annette Weisbach in a video segment published with a timestamp of 10:28 an hour ago on 2026-05-07. The interview addressed Infineon’s second-quarter earnings and its outlook for the rest of the year.

Schneider said Infineon has applied lessons from the Covid-19 pandemic by diversifying its supply chain. That diversification has left the chipmaker well positioned despite geopolitical tensions in the Middle East, he indicated. CNBC reported that the executive expressed confidence that current events would not disrupt Infineon’s ability to meet demand.

The comments come against a backdrop of heightened concern in global markets about potential supply-chain shocks if conflict escalates or shipping routes are blocked. Schneider’s assessment contrasts with broader industry anxiety that has surfaced in recent weeks. Still, he offered no specific new production or revenue figures beyond the context of the quarterly results discussion.

Cnbc reported Schneider’s direct assessment that the company sees no material risk of chip shortages stemming from the Iran war. The same reporting noted his parallel statement ruling out meaningful risk from a Strait of Hormuz closure. Both assessments rest on the supply-chain changes implemented after the Covid-19 disruptions.

Schneider’s remarks represent the clearest public position yet from a major European semiconductor supplier on the current Middle East tensions. The executive spoke as investors monitor exposure across the chip sector to any interruption in oil flows or component logistics. Infineon’s stance suggests its contingency planning has so far insulated it from immediate concern.