ON Semiconductor

“one of your competitors is buying Silicon Labs”

An analyst notes a competitor is acquiring Silicon Labs to broaden its catalog and fill fabs; a read-through that Silicon Labs is an M&A target in the analog/MCU space.

“We have an engagement or a partnership with Innoscience and a partnership with GlobalFoundry”

onsemi partners with Innoscience as a lateral-GaN foundry supplier for its GaN switch products.

“We have an engagement or a partnership with Innoscience and a partnership with GlobalFoundry”

onsemi sources lateral-GaN switch manufacturing from foundry partners Innoscience and GlobalFoundries; a supplier/foundry relationship.

“we are already collaborating with GM on the development of electric drive systems”

onsemi is co-developing vertical-GaN electric drive systems with GM, pointing to GM EV powertrain development activity.

“With customers like Dexcom, who designed our low-power analog front end in their continuous glucose monitors”

onsemi supplies its low-power analog front end into DexCom's continuous glucose monitors; a design-win customer relationship.

“In Q3, we expanded our analog and mixed-signal portfolio with the acquisition of Vcore Power Technology and IP assets from Aura Semiconductor.”

onsemi acquired Vcore Power Technology and IP assets from Aura Semiconductor to strengthen its multiphase controller offering for AI data centers.

“I'm sure you've seen this ongoing Soap Opera at Nexperia. Have you seen any impact to your business either directly or indirectly?”

Analyst raises the Nexperia supply disruption; management notes shared customers, a read-through on industry-wide semiconductor supply-chain risk from a peer supplier.

“We also expanded our position at NIO with SiC for their traction inverter across their newest brand and with our 8-megapixel image sensor for their ADAS applications.”

onsemi expanded silicon carbide and image-sensor content at NIO's newest EV brand, a positive read-through on NIO's ADAS/EV build-out.

“Our collaboration with NVIDIA is also accelerating the industry's transition to 800-volt DC power architecture critical for next-generation AI data center.”

onsemi frames NVIDIA as a partner in the shift to 800-volt DC power for AI data centers, supporting NVIDIA's next-gen data-center power roadmap.

“Teledyne Technologies selected our Treo platform to develop next-generation products for infrared imaging systems.”

Teledyne selected onsemi's Treo platform for next-gen infrared imaging products, a design-win read-through positioning Teledyne as an onsemi customer.

“We also expanded our collaboration with Schaeffler to deliver our next-generation traction inverter for a global OEMs PHEV platform using our latest EliteSiC M4T trench technology to unlock higher energy efficiency and reliability.”

onsemi expanded its collaboration with Schaeffler on next-generation traction inverters for a global automaker's PHEV platform, indicating Schaeffler's continued push into hybrid/EV drivetrain components.

“In China, select Xiaomi YU7 electric SUV models integrate our 1,200-volt EliteSiC M3e, enabling better performance and the longest range in this class.”

onsemi's silicon carbide products are designed into Xiaomi's YU7 electric SUV, contributing to onsemi's strong China EV revenue growth (up 23% sequentially) and reflecting Xiaomi's expanding EV production ramp.