onsemi and Schaeffler have expanded their collaboration, securing a design win for onsemi's EliteSiC MOSFETs to power Schaeffler's traction inverter for a leading automaker's PHEV platform. This partnership leverages next-generation silicon carbide technology for electric vehicle applications.
该设计订单预示SiC功率器件需求增长，但短期内对现货价格影响有限。
onsemi plans to invest $8 million to establish a wide-bandgap materials research center at Stony Brook University. This initiative aims to advance innovation in power semiconductors and foster the next generation of skilled professionals. Bullish, as it strengthens onsemi's long-term R&D capabilities and talent pipeline in the wide-bandgap sector.
onsemi has launched its first-generation 1200V SiC MOSFET-based intelligent power modules, the EliteSiC SPM 31 IPMs. The company claims these modules offer higher efficiency and power density in a smaller form factor compared to IGBT-based solutions. Neutral: This is a new product introduction that may stimulate long-term demand for onsemi's SiC components but has no immediate, direct impact on spot market pricing or supply.
onsemi has completed its acquisition of Qorvo's silicon carbide (SiC) JFET business, including its United Silicon Carbide subsidiary, for $115 million in cash. This move strengthens onsemi's vertical integration and portfolio in the high-growth SiC power semiconductor market. Watch: This consolidation could tighten supply control in the SiC JFET segment, but the immediate trading impact is uncertain pending integration details.
onsemi has agreed to acquire Qorvo's United Silicon Carbide subsidiary and its SiC JFET technology for $115 million in cash. This acquisition strengthens onsemi's vertical integration and supply chain control in the high-growth silicon carbide power semiconductor market. Watch: The deal consolidates SiC manufacturing capacity under a major player, potentially tightening long-term supply for competitors and affecting pricing dynamics.
onsemi has launched its newest-generation silicon and silicon carbide hybrid power integrated modules (PIMs) in an F5BP package, targeting utility-scale solar string inverters and energy storage systems. The product launch is a technology upgrade aimed at improving power output and efficiency in renewable energy applications. Neutral: This is a standard product refresh with no immediate, quantifiable impact on supply, demand, or pricing for the broader semiconductor market.
onsemi has signed a multi-year agreement to become Volkswagen Group's primary supplier of a complete silicon carbide (SiC)-based power box solution for its next-generation traction inverters across all EV platforms. This deal secures a high-volume, long-term demand stream for onsemi's SiC power modules from a major global automaker. Watch: This is a significant demand anchor for onsemi's SiC capacity, potentially tightening supply for other buyers and supporting long-term SiC pricing, but the immediate spot market impact is indirect.
onsemi has launched its latest-generation EliteSiC M3e MOSFET technology platform, positioned for high-power applications like EVs and renewable energy infrastructure. This launch is part of the industry's broader push towards electrification to meet climate goals. Neutral: This is a standard next-gen product announcement with no immediate, quantifiable impact on supply, demand, or pricing of existing components.
TrendForce reports STMicroelectronics maintained its leading position in the SiC power device market in 2023 with a 32.6% share, followed by onsemi, Infineon, Wolfspeed, and ROHM. The market's strong growth was primarily driven by demand from battery electric vehicles (BEVs). Neutral: This market share consolidation report provides background on competitive positioning but does not signal an immediate supply, demand, or price shock for traders.
onsemi plans to establish a $2 billion vertically integrated silicon carbide (SiC) manufacturing facility in the Czech Republic to meet demand from EVs, renewables, and AI data centers. This move represents a significant long-term capacity expansion for SiC power semiconductors. Bearish: This large-scale capacity addition, while addressing future demand, increases long-term supply potential, which could put downward pressure on SiC component pricing once online.
onsemi announced a new power solution combining its latest T10 PowerTrench family and EliteSiC 650V MOSFETs, targeting improved energy efficiency and thermal performance for data center applications. This is a standard product launch aimed at capturing share in the high-growth data center power market. Neutral: The announcement does not indicate any immediate change in supply, demand, or pricing for these components, representing a routine competitive update.
onsemi has formed a new Analog and Mixed-Signal Group (AMG) led by Sudhir Gopalswamy, targeting an additional $19.3 billion TAM in automotive, industrial, and cloud markets. This internal reorganization aims to accelerate growth by expanding its portfolio of power management and sensor interface devices. Neutral: This is a long-term strategic move with no immediate impact on component supply, pricing, or availability for traders.
Aixtron SE received a supplier award from onsemi to support the ramp-up of a 1 million 200mm SiC wafer per year facility in South Korea. This facility is one of the world's largest SiC fabs.
The capacity expansion signals increased future supply, which may exert downward pressure on SiC wafer prices.
onsemi announced the availability of nine new EliteSiC power integrated modules (PIMs) designed for DC ultra-fast EV chargers and energy storage systems. The launch aims to address barriers to EV adoption by enabling bidirectional charging capabilities. Neutral: This is a standard product launch that may incrementally support long-term SiC demand but does not signal an immediate supply constraint or price change for traders.
onsemi has opened a new systems application lab in Slovakia focused on developing and testing silicon and silicon carbide solutions for electric vehicles and energy infrastructure. This move aims to strengthen collaboration with automotive OEMs and Tier-1 suppliers in the European market. Neutral: This is a long-term R&D investment with no immediate impact on component supply, pricing, or trader inventory decisions.
onsemi has completed the expansion of its Bucheon, South Korea facility, now claimed as the world's largest SiC fab, with a capacity exceeding 1 million 200mm SiC wafers annually. This expansion is part of a strategic push to meet rising demand for SiC in electric vehicles and industrial applications. Bearish: The significant increase in SiC wafer supply capacity could alleviate supply constraints and exert downward pressure on SiC component prices in the medium term.
onsemi has secured a long-term supply agreement (LTSA) to provide its EliteSiC MOSFET technology to Magna for use in electric vehicle traction inverters. This deal locks in future demand for onsemi's SiC products from a major automotive supplier. Neutral: This is a confirmed demand win but does not indicate a change in the broader supply-demand balance or pricing for SiC components.
onsemi and BorgWarner expanded their SiC collaboration to a lifetime value exceeding $1 billion, with BorgWarner integrating onsemi's EliteSiC 1200V and 750V devices into its VIPER power modules. This deepens a long-standing strategic relationship between the two companies in the automotive sector. Neutral: This confirms and extends an existing supply relationship, potentially supporting long-term demand for onsemi's SiC but does not indicate an immediate supply shock or price change.
onsemi will be added to the Nasdaq 100 Index on June 20th, following two consecutive years of record results and a tripling of its market cap over the last 30 months. The company reported 2022 revenue of $8.3 billion, with earnings growth significantly outpacing revenue.
Index inclusion signals strong financial performance and may increase institutional investor interest, but does not directly alter the supply-demand fundamentals for its power semiconductors.
onsemi has secured a 10-year, $1.9 billion supply agreement to provide silicon carbide (SiC) power devices to Vitesco Technologies for its electric vehicle traction inverters and drives. This deal locks in significant, long-term demand for onsemi's SiC products as the automotive industry accelerates its electrification transition. Bullish: This major, binding contract secures future revenue and validates strong, sustained demand for SiC components, likely tightening available spot market supply for other buyers.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |