Hand placing a microchip on top of rising green bar chart, symbolizing growth in semiconductor stocks. Key Points Microchip Technology's raised guidance signaled a potential turnaround in the automotive and industrial semiconductor market. ON Semiconductor and Allegro Microsystems also saw strong gains, driven by low customer inventory levels and early recovery signs. All three companies are positioned to benefit from replenishment cycles and longer-term trends like robotics and EV demand. Interested ...

安森美企业策略副总裁AntoineJalabert，随着各行各业电力需求的成长，与其他材料相比，氮化镓具有 更高的效率、更小的尺寸和更低的能量损耗。此前，在低压和中压领域，成本和供应限制了其广泛应 用，透过与英诺赛科合作，有望利用业界最大的氮化镓生产基地，并迅速扩大我们面向全球客户的氮化 镓产品。 氮化镓技术对于改进电子产品、打造更小巧、更有效率的电源系统、节省电力以及减少二氧化碳排放至 关重要。英诺赛科非常高兴能与安森美半导体探索策略合作机会，以扩大和加速氮化镓电源技术在全球 范围内的应用，并利用安森美半导体丰富的产品组合打造平台。 英诺赛科是一家专注于第三代半导体氮化镓研发与制造的高新技术企业，拥有全球最大的氮化镓功率半 导体生产基地，产品覆盖氮化镓晶圆、氮化镓分立器件、合封芯片、模组等，可广泛应用于消费与家 电、数据中心、汽车电子、新能源与工业等领域。 氮化镓作为第三代半导体材料，已经成为功率半导体行业传统硅材料的替代和升级材料，解决了硅材料 在频率、功率、功耗、热管理和器件尺寸方面的限制，在功率电子领域具有巨大的应用潜力，被视为未 来电子产业的重要发展方向。英诺赛科作为全球氮化镓领域的领军者，拥有过硬 ...

Core Viewpoint - The article highlights the significant transformation in the global semiconductor industry, particularly in the power semiconductor sector, where Chinese companies are rapidly advancing from a position of dependency to becoming key players in the global market [1][2][3]. Group 1: Industry Dynamics - Onsemi and Innoscience have formed a deep collaboration to develop next-generation efficient power devices based on Innoscience's 8-inch silicon-based GaN technology, indicating a shift in global partnerships towards Chinese technology leaders [1][3]. - The global power semiconductor giants are increasingly engaging in comprehensive collaborations with Chinese firms, including joint R&D and supply chain integration, reflecting a recognition of China's industrial strength [2][8]. - The power semiconductor sector is identified as a leading area for China's semiconductor industry to achieve breakthroughs, supported by a growing number of domestic companies emerging in this field [2][9]. Group 2: Market Opportunities - The global market for GaN power semiconductors is projected to reach approximately $2.9 billion by 2030, with a compound annual growth rate of 42% from 2024 to 2030, highlighting the growth potential in this segment [3][12]. - The Chinese power semiconductor market is expected to reach 105.775 billion yuan in 2024, maintaining its position as the largest consumer market globally, with a significant increase in domestic production rates [11][12]. - The domestic market for low-end power devices has surpassed 80% in localization, with expectations for SiC manufacturers' market share to increase by 10-15 percentage points this year [11][12]. Group 3: Technological Advancements - Innoscience has become the first global company to achieve mass production of 8-inch GaN wafers, with a market share exceeding 42.4% in 2024, showcasing its technological and production capabilities [12]. - Chinese companies have made significant advancements in SiC substrate and epitaxial wafer technologies, with Tianyu Semiconductor leading in market share for carbon silicon epitaxial wafers [11][12]. - The collaboration between international firms and Chinese manufacturers is evolving from technology licensing to joint R&D and supply chain binding, indicating a deeper integration of Chinese firms into the global semiconductor ecosystem [8][9]. Group 4: Strategic Collaborations - STMicroelectronics and Sanan Optoelectronics are collaborating to build a SiC manufacturing facility in Chongqing, with an expected investment of approximately 23 billion yuan, marking a significant step in localizing SiC production [5][6]. - Infineon has established long-term supply agreements with domestic SiC substrate manufacturers to secure competitive materials for its semiconductor production, further integrating Chinese suppliers into its supply chain [6][7]. - Other international companies, such as ROHM and Panasonic, are also forming strategic partnerships with Chinese firms to enhance their product offerings and market reach in the power semiconductor sector [7][8]. Group 5: Future Outlook - The article emphasizes that the rise of China's power semiconductor industry is not coincidental but a result of multiple factors, including strong market demand, strategic opportunities in third-generation semiconductors, and supportive policies [12][13][14]. - The industry is transitioning from a focus on domestic market replacement to actively participating in global competition, with Chinese firms expanding their international presence and capabilities [14][15]. - The future competition in the power semiconductor sector will hinge on technological endurance, ecosystem development, and global operational capabilities, as Chinese companies aim to lead in key areas like SiC and GaN [15][16].

We recently published 10 Stocks Stealing Market Spotlight. ON Semiconductor Corp. (NASDAQ:ON) is one of the best performers on Wednesday. ON Semiconductor extended its winning streak to a 7th straight day on Wednesday, jumping 11.01 percent to close at $57.15 apiece as investors took heart from its partnership with Innoscience to expand the production of gallium nitride (GaN) power devices in a bid to capture the $2.9 billion market. In a statement, ON Semiconductor Corp. (NASDAQ:ON) said it signed a mem ...

GaN半导体器件凭借更高的开关速度、更小的尺寸和更低的能耗，能够在更小的空间内提供更大的功 率。由于产品供应和产能不足，GaN在低压和中压领域的应用受限。据统计，预计到2030年，GaN将在 全球功率半导体市场占据约29亿美元(11%)的份额，2024—2030年期间复合年增长率预计达42%。 通过此次合作，安森美和英诺赛科加速推进实现更优化的GaN解决方案在全球主流市场的大规模部署。 具体来看，本次合作覆盖多领域的相关产品，其中工业领域包含机器人电机驱动器、太阳能微型逆变器 及优化器；汽车领域涵盖DC-DC转换器、同步整流；电信基础设施领域涉及DC-DC转换器与负载点转 换器；消费及大众市场领域包含电源、适配器、DC-DC转换器、电机驱动器、音频设备、轻型电动汽 车、电动工具、机器人等；AI数据中心领域则有中间总线转换器、DC-DC转换器、备用电池。 本次合作中，安森美的系统专业知识以及英诺赛科成熟的GaN技术和制造工艺，将实现快速原型制作、 加速设计导入，并迅速进入主流市场。另外，依托安森美全球集成与封装经验及英诺赛科成熟的GaN产 能，实现真正面向大众市场的规模化生产，满足大批量产能爬坡需求。通过优化封 ...

Core Points - The meeting on December 3 involved a delegation of Chinese entrepreneurs led by Ren Hongbin, President of the China Council for the Promotion of International Trade, discussing cooperation in the semiconductor sector with the U.S. Semiconductor Industry Association [1] - Key topics included enhancing cooperation in the semiconductor field, deepening multilateral collaboration, and maintaining stability in global industrial and supply chains [1] Group 1 - The meeting featured participation from key figures such as the President and CEO of the U.S. Semiconductor Industry Association, John Neuffer, and representatives from major companies including Qualcomm, GlobalFoundries, ON Semiconductor, Nokia, Synopsys, and Emerson [1] - The dialogue aimed to address the importance of collaboration between China and the U.S. in the semiconductor industry, which is critical for both nations' technological advancements and economic stability [1]

周三，安森美半导体(ON.US)股价走高，截至发稿，该股涨超6.4%，报54.78美元。消息面上，英诺赛科 与安森美半导体达成战略合作，共同加速推进氮化镓产业的应用和布局。此次战略合作将通过晶圆采购 等方式，整合英诺赛科成熟先进的氮化镓制造能力及安森美半导体在系统封装与集成等领域的经验和优 势，加速推动氮化镓在新能源汽车、人工智能、数据中心，工业等领域的快速落地。 ...

智通财经APP获悉，周三，安森美半导体(ON.US)股价走高，截至发稿，该股涨超6.4%，报54.78美元。 消息面上，英诺赛科与安森美半导体达成战略合作，共同加速推进氮化镓产业的应用和布局。此次战略 合作将通过晶圆采购等方式，整合英诺赛科成熟先进的氮化镓制造能力及安森美半导体在系统封装与集 成等领域的经验和优势，加速推动氮化镓在新能源汽车、人工智能、数据中心，工业等领域的快速落 地。 ...

Core Insights - onsemi and Innoscience have signed a memorandum of understanding to explore opportunities for accelerating the deployment of GaN power devices, specifically in the voltage range of 40-200V [1] - The collaboration aims to combine onsemi's expertise in integrated systems and packaging with Innoscience's established GaN technology and high-volume manufacturing capabilities [1] - The goal is to deliver cost-effective and highly efficient GaN products targeting various markets, including industrial, automotive, telecom infrastructure, consumer, and AI data centers [1] - onsemi plans to start sampling these products in the first half of 2026 [1]

安森美半导体(ON.US)涨超5%，报54.18美元，创逾一个月新高。消息面上，英诺赛科与安森美半导体 达成战略合作，共同加速推进氮化镓产业的应用和布局。此次战略合作将通过晶圆采购等方式，整合英 诺赛科成熟先进的氮化镓制造能力及安森美半导体在系统封装与集成等领域的经验和优势，加速推动氮 化镓在新能源汽车、人工智能、数据中心，工业等领域的快速落地。(格隆汇) ...