Core Insights - onsemi and Innoscience have signed a memorandum of understanding to explore opportunities for accelerating the deployment of GaN power devices, specifically in the voltage range of 40-200V [1] - The collaboration aims to combine onsemi's expertise in integrated systems and packaging with Innoscience's established GaN technology and high-volume manufacturing capabilities [1] - The goal is to deliver cost-effective and highly efficient GaN products targeting various markets, including industrial, automotive, telecom infrastructure, consumer, and AI data centers [1] - onsemi plans to start sampling these products in the first half of 2026 [1]

安森美半导体(ON.US)涨超5%，报54.18美元，创逾一个月新高。消息面上，英诺赛科与安森美半导体 达成战略合作，共同加速推进氮化镓产业的应用和布局。此次战略合作将通过晶圆采购等方式，整合英 诺赛科成熟先进的氮化镓制造能力及安森美半导体在系统封装与集成等领域的经验和优势，加速推动氮 化镓在新能源汽车、人工智能、数据中心，工业等领域的快速落地。(格隆汇) ...

Core Viewpoint - Onsemi and Innoscience have signed a Memorandum of Understanding (MoU) to explore opportunities for accelerating the deployment of Gallium Nitride (GaN) power devices, starting with 40-200V power devices, to significantly expand their customer base [1][2]. Group 1: Collaboration Benefits - The collaboration aims to overcome existing barriers to GaN deployment, focusing on mainstream market applications such as industrial, automotive, telecommunications, consumer electronics, and AI data centers [2][3]. - Benefits for Onsemi's customers include faster time-to-market through rapid prototyping and design integration, scalable manufacturing capabilities to meet high demand, and reduced system costs due to optimized packaging and simplified thermal management [2][3]. Group 2: Market Potential and Growth - GaN technology is expected to play a crucial role in improving electronic products by enabling smaller, more efficient power systems, thereby saving energy and reducing CO2 emissions [3]. - The GaN market is projected to reach $2.9 billion by 2030, with Onsemi expected to capture 11% of the global power semiconductor market, growing at a compound annual growth rate (CAGR) of 42% from 2024 to 2030 [3][4]. Group 3: Product Portfolio Expansion - The partnership will enhance Onsemi's comprehensive smart power product portfolio, which currently includes silicon, silicon carbide (SiC), and GaN technologies, allowing for optimal power systems across various applications [4]. - This integrated product offering positions Onsemi as a leading supplier of fully integrated power systems, maximizing performance and energy efficiency amid rising global electrification and AI energy demands [4].

Core Viewpoint - The collaboration between InnoSilicon and ON Semiconductor aims to accelerate the application and layout of GaN technology in various industries, potentially generating hundreds of millions in sales for the company in the coming years [1] Group 1: Strategic Collaboration - InnoSilicon has announced a strategic partnership with ON Semiconductor to leverage its mature 8-inch silicon-based GaN technology [1] - The collaboration will integrate InnoSilicon's GaN manufacturing capabilities with ON Semiconductor's expertise in system packaging and integration [1] Group 2: Industry Applications - The partnership is expected to expedite the deployment of GaN technology in sectors such as electric vehicles, artificial intelligence, data centers, and industrial applications [1] Group 3: Financial Outlook - The collaboration is projected to bring in several hundred million dollars in GaN sales for InnoSilicon over the next few years [1]

此次战略合作有望在未来几年为本公司带来数亿美元的氮化镓销售，并为合作双方在上述关键领域的市 场开拓与布局带来先机。 智通财经APP讯，英诺赛科(02577)发布公告，于2025年12月3日，其已与安森美半导体(纳斯达克股份代 号： ON)达成战略合作，以采用本公司成熟的8英寸硅基氮化镓工艺，共同加速推进氮化镓产业的应用 和布局。此次战略合作，将通过晶圆采购等方式，整合英诺赛科成熟先进的氮化镓制造能力及安森美半 导体在系统封装与集成等领域的经验和优势，加速推动氮化镓在新能源汽车、人工智能、数据中心，工 业等领域的快速落地。 ...

此次战略合作有望在未来几年为公司带来数亿美元的氮化镓销售，并为合作双方在上述关键领域的市场 开拓与布局带来先机。 格隆汇12月3日丨英诺赛科(02577.HK)宣布，于2025年12月3日，其已与安森美半导体(纳斯达克股份代 号：ON)达成战略合作，以采用本公司成熟的8英寸硅基氮化镓工艺，共同加速推进氮化镓产业的应用 和布局。此次战略合作，将通过晶圆采购等方式，整合英诺赛科成熟先进的氮化镓制造能力及安森美半 导体在系统封装与集成等领域的经验和优势，加速推动氮化镓在新能源汽车、人工智能、数据中心，工 业等领域的快速落地。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 InnoScience (Suzhou) Technology Holding Co., Ltd. 此次戰略合作有望在未來幾年為本公司帶來數億美元的氮化鎵銷售，並為合作雙 方在上述關鍵領域的市場開拓與佈局帶來先機。 股東及潛在投資者於買賣本公司證券時，務請審慎行事。 承董事會命 英諾賽科（蘇州）科技股份有限公司 英 諾 賽 科（ 蘇 州 ）科 技 股 份 有 限 公 司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2577) 自願公告 英諾賽科與安森美半導體達成共同加速推進 氮化鎵產業生態建設的戰略合作協議 本公告由英諾賽科（蘇州）科技股份有限公司（「本公司」或「英諾賽科」）自願作 出，旨在使本公司股東及潛在投資者了解本公司最新業務發展情況。 本公司欣然宣佈，於2025年12月3日，其已與安森美半導體（納斯達克股份代號： ON）達成戰略合作，以採用本公司成熟的8英寸硅基氮化鎵工藝，共同加速推 ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

ON Semiconductor 2025 Conference Summary Company Overview - **Company**: ON Semiconductor (NasdaqGS:ON) - **Date**: December 02, 2025 - **Speakers**: Hassane El-Khoury (President and CEO), Thad Trent (EVP and CFO) Key Industry Insights - **Demand Environment**: - Overall demand is stabilizing, which is viewed positively given previous fluctuations [5][6] - Improvement in ordering patterns noted over the past 90 days compared to the previous year [5] - Inventory levels are low, indicating a potential for a replenishment cycle as demand increases [6][7] - **Customer Behavior**: - Customers are hesitant to build inventory due to macroeconomic uncertainties, including geopolitical and tariff issues [9][10] - There is a need for certainty in demand before customers commit to building inventory [9][10] - **Pricing Environment**: - Pricing remains stable with low single-digit changes expected throughout the year [17][18] Company Performance and Strategy - **Operational Management**: - The company is well-positioned operationally with optimal inventory levels on the balance sheet [7] - Utilization can be increased immediately to match demand without waiting for inventory to be burned off [7] - **Silicon Carbide Market**: - ON Semiconductor has gained significant market share in North America and China, reaching 50% market share in China [22][26] - The company views silicon carbide as a core part of its business strategy, focusing on technology rather than pricing competition [26] - **Treo Platform**: - The Treo platform is ramping up quickly, with expectations to reach $1 billion in revenue by 2030 [60][61] - The platform is gaining traction across various markets, including industrial, automotive, and medical [61] Financial Outlook - **Gross Margin Projections**: - Gross margin is expected to improve with increased utilization, with every point of utilization contributing 25 to 30 basis points of margin improvement [33][34] - Current gross margin is at 74%, with potential to reach over 50% as market conditions improve [35] - **CapEx and OpEx Management**: - CapEx is focused on maintenance with a mid-single-digit intensity, avoiding large investments [41] - OpEx is expected to remain stable despite strategic investments, with a potential decline in 2026 as revenue grows [63][64] Non-Core Business and Strategic Focus - **Non-Core Exits**: - Approximately $300 million in revenue from non-core businesses will not repeat in 2026, primarily due to strategic repositioning [52][53] - The company is focusing on core competencies and exiting non-core segments to improve overall profitability [52] Conclusion - ON Semiconductor is navigating a stabilizing demand environment with a focus on operational excellence and strategic growth in key markets. The company is well-positioned to capitalize on future demand increases while managing inventory and operational costs effectively.

Core Insights - onsemi and Innoscience have signed a memorandum of understanding to explore the expansion of gallium nitride (GaN) power device production, aiming to accelerate market deployment and customer adoption of energy-efficient solutions [1][3][4] - The collaboration combines onsemi's expertise in system integration and packaging with Innoscience's high-volume GaN manufacturing capabilities, targeting a projected total addressable market of $2.9 billion for GaN power devices by 2030 [5][8] Collaboration Details - The partnership will focus on GaN power devices in the voltage range of 40-200V, enhancing offerings for various sectors including industrial, automotive, telecom, consumer, and AI data centers [3][4][6] - The collaboration aims to overcome current limitations in GaN adoption due to cost and supply constraints, enabling faster market availability and broader adoption in mainstream applications [5][6] Market Potential - GaN technology is expected to capture an estimated 11% share of the global power semiconductor market by 2030, with a compound annual growth rate of 42% from 2024 to 2030 [8] - The collaboration is projected to create significant customer value by combining onsemi's packaging and integration expertise with Innoscience's wafer manufacturing capabilities, leading to smaller and more efficient power systems [5][8] Product Applications - The collaboration will enhance product offerings in various applications, including: - Industrial: motor drives for robotics, solar microinverters - Automotive: DC-DC converters - Telecom Infrastructure: DC-DC converters - Consumer: power supplies, adaptors, motor drives - AI Data Center: intermediate bus converters [6][8] Timeline - onsemi anticipates beginning sampling of the new GaN products in the first half of 2026 [9]