Browsing Tag
onsemi
11 posts
onsemi (ON) lifts AI revenue target above $3bn with Ferric deal, but can power chips deliver?
onsemi is acquiring integrated voltage regulator specialist Ferric for up to $775 million, expanding its position in AI processor power delivery and lifting its 2030 data center revenue ambition above $3 billion. Strong third-quarter earnings support the strategy, but a separate $5.7 billion Synaptics acquisition adds financial and integration considerations.
Synaptics (SYNA) launches 400 GOPS edge AI chips as $5.7bn onsemi acquisition approaches
Synaptics has introduced a new family of low-power artificial intelligence processors supporting voice, vision and multimodal applications, alongside an expanded development ecosystem with Google Research. The launch strengthens its edge-AI portfolio ahead of a proposed acquisition by onsemi, but commercial design wins and transaction completion remain important milestones.
Weebit Nano’s second chip customer advances, but when will royalties arrive?
Weebit Nano now has two customers testing functional ReRAM chips and is targeting initial royalties in 2027. However, its October 19 investor update highlights the lengthy journey from working silicon to commercial manufacturing, while its shares have fallen despite progress in customer validation.
onsemi rewrites Synaptics deal to $5.7bn cash bid after rival proposal
The amended agreement removes stock consideration, gives Synaptics investors $123 per share and adds committed debt financing while preserving a mid-2027 closing target.
Microchip Technology (Nasdaq: MCHP) beats Q1 and guides Q2 above Street on data centre demand
Microchip Technology guided Q2 to $1.59-1.62B revenue and $0.91-0.95 EPS, sending MCHP up 9% after hours as data centre demand joins the industrial rebound.
Weebit Nano (ASX: WBT) has surged more than 300%. What must happen before ReRAM royalties arrive?
Weebit Nano customers have moved ReRAM-based chips into fabrication, starting a 12 to 18-month qualification process that could lead to volume production.
Onsemi agrees to sell two chip plants to cut costs as NASDAQ: ON stock retreats from 2026 rally
ON Semiconductor Corporation is selling manufacturing facilities in the Philippines and Pennsylvania as it reduces fixed costs, reallocates production and prepares for a major expansion into physical artificial intelligence through its proposed Synaptics acquisition.
Weebit Nano (ASX:WBT) has ReRAM momentum, but revenue must now justify the valuation
Weebit has ReRAM deals, cash and guidance. The bigger test is whether ASX:WBT can turn chip licences into royalty-scale revenue.
Can silicon carbide make Europe’s EV and energy supply chains truly self-reliant by 2030?
Onsemi’s Czech SiC chip fab is Europe’s first fully integrated facility. Can it help the EU achieve self-reliance in EV and energy supply chains by 2030?
Brussels approves Czech support for Onsemi in Europe’s push for chip sovereignty
The EU has approved €450 million in Czech State aid for Onsemi’s silicon carbide chip plant. Learn why this move is a strategic leap for Europe’s semiconductor goals.