通过此次合作，安森美半导体（Onsemi）和Innoscience将致力于克服这些障碍，以期快速在全 球范围内大规模部署针对主流市场的优化氮化镓解决方案。工业应用：机器人电机驱动器、太阳 能微型逆变器和优化器汽车：直流-直流转换器、同步整流电信基础设施直流-直流转换器和负载 点转换器消费及大众市场：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、机器人人工智能数据中心中间母线转换器、直流-直流转换器、电池备用单元。 对于安森美半导体的客户而言，与Innoscience的合作将带来以下好处：加快产品上市速度：凭借 安森美半导体的系统专业知识和英诺思公司成熟的氮化镓技术和制造工艺，实现快速原型制作、 加速设计导入，并迅速进入主流市场。 如果您希望可以时常见面，欢迎标星收藏哦~ 安森美半导体（onsemi）和Innoscience今日宣布签署谅解备忘录（MoU），旨在评估加速氮化 镓（GaN）功率器件部署的机遇，首先从40-200V功率器件入手，并显著扩大客户群体。该备忘 录概述的合作将安森美半导体在集成系统和封装领域的领先优势与Innoscience成熟的GaN技术和 大规模量产能 ...

Core Viewpoint - The collaboration between InnoSilicon and ON Semiconductor aims to accelerate the application and layout of GaN technology in various industries, potentially generating hundreds of millions in sales for the company in the coming years [1] Group 1: Strategic Collaboration - InnoSilicon has announced a strategic partnership with ON Semiconductor to leverage its mature 8-inch silicon-based GaN technology [1] - The collaboration will integrate InnoSilicon's GaN manufacturing capabilities with ON Semiconductor's expertise in system packaging and integration [1] Group 2: Industry Applications - The partnership is expected to expedite the deployment of GaN technology in sectors such as electric vehicles, artificial intelligence, data centers, and industrial applications [1] Group 3: Financial Outlook - The collaboration is projected to bring in several hundred million dollars in GaN sales for InnoSilicon over the next few years [1]

此次战略合作有望在未来几年为本公司带来数亿美元的氮化镓销售，并为合作双方在上述关键领域的市 场开拓与布局带来先机。 智通财经APP讯，英诺赛科(02577)发布公告，于2025年12月3日，其已与安森美半导体(纳斯达克股份代 号： ON)达成战略合作，以采用本公司成熟的8英寸硅基氮化镓工艺，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。 ...

此次战略合作有望在未来几年为公司带来数亿美元的氮化镓销售，并为合作双方在上述关键领域的市场 开拓与布局带来先机。 格隆汇12月3日丨英诺赛科(02577.HK)宣布，于2025年12月3日，其已与安森美半导体(纳斯达克股份代 号：ON)达成战略合作，以采用本公司成熟的8英寸硅基氮化镓工艺，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。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 InnoScience (Suzhou) Technology Holding Co., Ltd. 此次戰略合作有望在未來幾年為本公司帶來數億美元的氮化鎵銷售，並為合作雙 方在上述關鍵領域的市場開拓與佈局帶來先機。 股東及潛在投資者於買賣本公司證券時，務請審慎行事。 承董事會命 英諾賽科（蘇州）科技股份有限公司 英 諾 賽 科（ 蘇 州 ）科 技 股 份 有 限 公 司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2577) 自願公告 英諾賽科與安森美半導體達成共同加速推進 氮化鎵產業生態建設的戰略合作協議 本公告由英諾賽科（蘇州）科技股份有限公司（「本公司」或「英諾賽科」）自願作 出，旨在使本公司股東及潛在投資者了解本公司最新業務發展情況。 本公司欣然宣佈，於2025年12月3日，其已與安森美半導體（納斯達克股份代號： ON）達成戰略合作，以採用本公司成熟的8英寸硅基氮化鎵工藝，共同加速推 ...

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ON Semiconductor 2025 Conference Summary Company Overview - **Company**: ON Semiconductor (NasdaqGS:ON) - **Date**: December 02, 2025 - **Speakers**: Hassane El-Khoury (President and CEO), Thad Trent (EVP and CFO) Key Industry Insights - **Demand Environment**: - Overall demand is stabilizing, which is viewed positively given previous fluctuations [5][6] - Improvement in ordering patterns noted over the past 90 days compared to the previous year [5] - Inventory levels are low, indicating a potential for a replenishment cycle as demand increases [6][7] - **Customer Behavior**: - Customers are hesitant to build inventory due to macroeconomic uncertainties, including geopolitical and tariff issues [9][10] - There is a need for certainty in demand before customers commit to building inventory [9][10] - **Pricing Environment**: - Pricing remains stable with low single-digit changes expected throughout the year [17][18] Company Performance and Strategy - **Operational Management**: - The company is well-positioned operationally with optimal inventory levels on the balance sheet [7] - Utilization can be increased immediately to match demand without waiting for inventory to be burned off [7] - **Silicon Carbide Market**: - ON Semiconductor has gained significant market share in North America and China, reaching 50% market share in China [22][26] - The company views silicon carbide as a core part of its business strategy, focusing on technology rather than pricing competition [26] - **Treo Platform**: - The Treo platform is ramping up quickly, with expectations to reach $1 billion in revenue by 2030 [60][61] - The platform is gaining traction across various markets, including industrial, automotive, and medical [61] Financial Outlook - **Gross Margin Projections**: - Gross margin is expected to improve with increased utilization, with every point of utilization contributing 25 to 30 basis points of margin improvement [33][34] - Current gross margin is at 74%, with potential to reach over 50% as market conditions improve [35] - **CapEx and OpEx Management**: - CapEx is focused on maintenance with a mid-single-digit intensity, avoiding large investments [41] - OpEx is expected to remain stable despite strategic investments, with a potential decline in 2026 as revenue grows [63][64] Non-Core Business and Strategic Focus - **Non-Core Exits**: - Approximately $300 million in revenue from non-core businesses will not repeat in 2026, primarily due to strategic repositioning [52][53] - The company is focusing on core competencies and exiting non-core segments to improve overall profitability [52] Conclusion - ON Semiconductor is navigating a stabilizing demand environment with a focus on operational excellence and strategic growth in key markets. The company is well-positioned to capitalize on future demand increases while managing inventory and operational costs effectively.

Collaboration would add high-volume, cost-optimized, worldwide GaN manufacturing for faster market deployment of energy-efficient power devicesSummary:onsemi announced it has signed a memorandum of understanding with Innoscience to explore expanding production of gallium nitride (GaN) power devices using Innoscience’s proven 200mm GaN-on-silicon process. The collaboration would combine onsemi’s system integration, drivers, and packaging expertise with Innoscience’s GaN wafers and high-volume manufacturing l ...

Core Insights - The article discusses the challenges of managing excess inventory in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials [1] - It promotes a service called "Chip Superman," which has served 21,000 users and offers rapid inventory clearance solutions [8] Group 1: Inventory Management - Excess inventory of 100,000 units incurs monthly storage and capital costs of at least 5,000, leading to a potential loss of 30,000 after six months [1] - The article emphasizes the difficulty in promoting and selling excess materials, suggesting that companies can seek assistance from Chip Superman for better pricing and faster sales [1][10] Group 2: Inventory Offerings - A detailed list of available surplus components is provided, including various models from brands like TI and Nexperia, with quantities ranging from 3,000 to 171,000 units [4][5] - The total inventory value is reported to exceed 100 million, with 5 million chips available across 1,000+ models and 100 brands [7] Group 3: Service Features - Chip Superman claims to complete transactions in as little as half a day, facilitating quick sales for companies struggling with excess inventory [8] - The company operates a 1,600 square meter smart storage facility in Shenzhen, equipped with a dedicated laboratory for quality control [7]

This company is a rare value in the technology sector, and appears to be poised for a multi-year recovery.This semiconductor company offers a compelling way to invest in exciting, long-term growth markets such as electric vehicles (EVs) and the electrification of the economy. Still, it doesn't come with the sky-high valuations of many other semiconductor stocks. Here's why it's an outstanding stock to buy for patient investors.ON Semiconductor stands out as a good valueThe company I'm referring to is ON Sem ...