NuAxiSemiconductor trade intelligence
[News] onsemi Sets Shanghai as China HQ, Reportedly Eyes 50% BOM Localization
What happened
onsemi established its Greater China HQ in Shanghai and targets 50% BOM localization, integrating with local partners including Innoscience for GaN production. This move aims to strengthen its supply chain and market position in China's automotive, industrial, and AI sectors. Watch: This long-term supply chain localization strategy could alter regional supply dynamics and competitive landscape, but immediate price impact is unclear.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
GaN Power DevicesAutomotive SemiconductorsPower Management ICs
onsemiInnoscience
localizationpartnershipcapacity
Source and time
Source: TrendForce · 4/1/2026 · View original source
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