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Infineon advances Physical AI security against quantum-era threats with certified TPM solution for NVIDIA Jetson Thor

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Infineon (OTCQX: IFNNY) announced integration of its OPTIGA TPM SLB 9672 with NVIDIA Jetson Thor, creating a certified, quantum-resilient hardware root of trust for Physical AI and robotics.

The FIPS and Common Criteria certified TPM enables measured boot, remote attestation, secure key storage, encrypted communications, and post-quantum secured firmware updates. A roadmap to next-generation OPTIGA TPM with NIST-standardized ML-KEM and ML-DSA supports evolving PQC and regulatory requirements. Infineon estimates semiconductor content of about USD 500 per humanoid robot. Reference designs are available and further details are provided on Infineon’s website.

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AI-generated analysis. Not financial advice.

Positive

  • Certified OPTIGA TPM SLB 9672 integrated with NVIDIA Jetson Thor platform
  • Provides FIPS and Common Criteria certified, physically isolated security solution
  • Supports measured boot, remote attestation and secure over-the-air updates
  • Features post-quantum secured firmware update mechanism for long-term protection
  • Roadmap includes NIST-standardized ML-KEM and ML-DSA algorithms in next-gen TPM
  • Estimated semiconductor content of approximately USD 500 per humanoid robot

Negative

  • None.

News Market Reaction – IFNNY

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MUNICH, June 3, 2026 /PRNewswire/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI systems. The integration strengthens the security foundation, enabling robots and autonomous systems to operate securely and reliably across their full lifecycle. As these systems move from controlled environments into factories and public spaces, the impact of a security failure extends beyond data loss to operational disruption and regulatory liability. For the robotics industry, the security architecture decisions made at design-in have lasting commercial and compliance implications.

"Robots that sense, think and act in the real world are only as trustworthy as the security foundation they are built on," said Dr. Stephan Zizala, Division President of Connected Secure Systems at Infineon. "Infineon's OPTIGA TPM brings a hardware root of trust to the NVIDIA Jetson Thor platform that has been proven across hundreds of millions of devices. This integration meets the long-lifecycle and real-time demands of robots operating safely and securely at scale. Post-quantum cryptography designed into our solutions enables a foundation which remains protected not just for today's deployments, but for the full life of every robot that relies on it."

"Physical AI systems operate in the real world, where security is foundational," said Deepu Talla, Vice President of robotics and edge AI at NVIDIA. "Infineon's certified OPTIGA TPM for NVIDIA Jetson Thor helps developers protect keys, verify software integrity and securely provision robot fleets at scale, establishing a hardware-based root of trust for secure and resilient autonomous systems."

The EU Cyber Resilience Act, EU AI Act, IEC 62443 for industrial systems, and sector-specific standards in healthcare and automotive environments are working towards the new requirements of demonstrable, auditable security at the hardware level, creating a compliance-driven demand signal that Infineon and NVIDIA are positioned to serve.

The OPTIGA TPM technology provides a physically isolated, FIPS and Common Criteria certified solution that is separate from the application processor. It delivers measured boot and remote attestation, allowing operators and regulators to cryptographically verify at any point in a system's operational life that its software stack is genuine and unmodified. It also provides hardware-protected storage for proprietary AI model keys, encrypted communications, and cryptographically signed over-the-air updates.

The OPTIGA TPM, the industry's first TPM protected by a post-quantum secured firmware update mechanism, is designed as a root of trust which is protected from being compromised as the cryptographic threat landscape evolves. Developers building Physical AI applications on NVIDIA's Jetson Thor platform can rely on the hardware security foundation established at the architecture stage and will remain protected against current and upcoming cryptographic threats on robot systems.

The roadmap to full post-quantum security is completed by Infineon's next-generation OPTIGA TPM, embedding algorithms including ML-KEM and ML-DSA, standardized by the US National Institute of Standards and Technology (NIST) in 2024. Companies building on the current OPTIGA TPM today will be able to make an easy transition. For the robotics industry, this matters beyond technical readiness. Regulatory frameworks governing Physical AI are already moving in the direction of mandatory PQC compliance, and the architecture decision made at the outset determines whether a deployed robot fleet can meet those requirements across its full deployment period or faces costly hardware intervention when mandates arrive.

Humanoid robots rely on a chain of semiconductor functions to sense, think and act safely and securely, spanning sensing, actuation, power management, connectivity and security. Infineon addresses all these functional blocks through a broad portfolio of dedicated solutions, with an estimated semiconductor content of approximately USD 500 per humanoid robot. Security isn't optional; it's the foundation of modern robotics. Infineon builds the shield against tomorrow's threats. Security components, including TPM, represent a growing share of that content as regulatory requirements mature. Working with ecosystem partners such as NVIDIA, Infineon supports robot developers and manufacturers in moving from lab pilots to fleet deployment in industrial, healthcare and logistics environments.

Availability

Reference design for the OPTIGA TPM SLB 9672 is available. Find more information at: www.Infineon.com/OPTIGA-TPM-SLB9672, www.infineon.com/pqc and www.infineon.com/cra 

About Infineon

Infineon Technologies AG is a global semiconductor leader in power systems and IoT. Infineon drives decarbonization and digitalization with its products and solutions. The Company had around 57,000 employees worldwide (end of September 2025) and generated revenue of about €14.7 billion in the 2025 fiscal year (ending 30 September). Infineon is listed on the Frankfurt Stock Exchange (ticker symbol: IFX) and in the USA on the OTCQX International over-the-counter market (ticker symbol: IFNNY).

Further information is available at www.infineon.com

This press release is available online at www.infineon.com/press

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Cision View original content:https://www.prnewswire.com/news-releases/infineon-advances-physical-ai-security-against-quantum-era-threats-with-certified-tpm-solution-for-nvidia-jetson-thor-302789310.html

SOURCE Infineon Technologies AG

FAQ

What did Infineon (OTCQX: IFNNY) announce on June 3, 2026 about NVIDIA Jetson Thor security?

Infineon announced that its OPTIGA TPM SLB 9672 is integrated with NVIDIA Jetson Thor, creating a certified, hardware-based root of trust for Physical AI. According to Infineon, this supports secure key storage, integrity verification, and lifecycle security for robots and autonomous systems.

How does Infineon’s OPTIGA TPM SLB 9672 improve security for Physical AI and robotics systems?

The OPTIGA TPM SLB 9672 adds a dedicated security chip that isolates keys and verifies system integrity at boot. According to Infineon, it supports measured boot, remote attestation, encrypted communications, and signed over-the-air updates for robots and autonomous systems using NVIDIA Jetson Thor.

What post-quantum cryptography features are highlighted in Infineon’s OPTIGA TPM for Jetson Thor?

Infineon highlights that OPTIGA TPM is the first TPM with a post-quantum secured firmware update mechanism, protecting the root of trust as threats evolve. According to Infineon, the next-generation OPTIGA TPM will embed NIST-standardized ML-KEM and ML-DSA algorithms for full post-quantum security.

How does Infineon’s OPTIGA TPM help with EU Cyber Resilience Act and AI Act compliance?

The OPTIGA TPM provides demonstrable, auditable hardware-level security that aligns with emerging EU Cyber Resilience Act and EU AI Act demands. According to Infineon, features like certified isolation, measured boot, and remote attestation support compliance-driven requirements for Physical AI and industrial robotics deployments.

What is the estimated Infineon semiconductor content per humanoid robot and why is it important for IFNNY investors?

Infineon estimates about USD 500 of semiconductor content per humanoid robot across sensing, actuation, power, connectivity and security. According to Infineon, security components such as TPMs form a growing share as regulatory requirements mature, suggesting increasing content opportunities in robotics platforms.

Where can developers find Infineon OPTIGA TPM SLB 9672 reference designs and documentation?

Developers can access the OPTIGA TPM SLB 9672 reference design and resources on Infineon’s website. According to Infineon, key links include infineon.com/OPTIGA-TPM-SLB9672, along with dedicated pages for post-quantum cryptography and Cyber Resilience Act-related information to support secure robotics designs.