NuAxiSemiconductor trade intelligence
Denso targets US$54 billion revenue, Rohm deal faces Toshiba-Mitsubishi alliance hurdle
What happened
Denso announced a JPY 8 trillion revenue target by 2031, pivoting to semiconductors as a core growth driver. Its planned acquisition of Rohm faces a competitive challenge from a potential Toshiba-Mitsubishi alliance in power semiconductors. Watch: Consolidation in the automotive power chip sector could reshape long-term supply dynamics and pricing power.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
Power SemiconductorsSiC MOSFETsAutomotive Semiconductors
Denso CorporationRohm Co., Ltd.Toshiba Electronic Devices & Storage CorporationMitsubishi Electric Corporation
merger-acquisitionautomotivecapacity-expansion
Source and time
Source: DigiTimes Asia · 4/1/2026 · View original source
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