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 ...

Core Insights - On December 4, Onsemi and Innoscience announced a memorandum of understanding to explore opportunities in the GaN power device market, with sample availability expected in the first half of 2026 [1][2] - The collaboration aims to leverage Innoscience's extensive GaN production capabilities and Onsemi's expertise in system integration and packaging to accelerate the adoption of GaN technology across various industries [1][2][3] Group 1: Market Opportunity - The partnership is expected to generate hundreds of millions in GaN sales over the coming years, providing a competitive edge in key sectors such as electric vehicles, artificial intelligence, data centers, and industrial applications [2] - GaN semiconductor devices are projected to capture approximately $2.9 billion (11%) of the global power semiconductor market by 2030, with a compound annual growth rate of 42% from 2024 to 2030 [2] Group 2: Product Focus - The initial focus of the collaboration will be on power devices ranging from 40-200V, targeting increased customer adoption rates [1][3] - The partnership will cover a wide range of applications, including industrial motor drives, solar micro-inverters, automotive DC-DC converters, telecom infrastructure, consumer electronics, and AI data centers [3] Group 3: Technological Advancements - The collaboration aims to optimize GaN solutions for large-scale deployment in mainstream markets, enhancing design efficiency and reducing overall system costs through improved packaging and component integration [3] - By combining Onsemi's system expertise with Innoscience's mature GaN technology, the partnership seeks to enable rapid prototyping and accelerate design integration into mainstream markets [3]

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]

Core Viewpoint - ON Semiconductor's stock price increased by over 6.4% to $54.78 following the announcement of a strategic partnership with Innoscience to accelerate the application and layout of gallium nitride (GaN) technology [1] Group 1: Strategic Partnership - Innoscience and ON Semiconductor have formed a strategic collaboration to enhance the gallium nitride industry [1] - The partnership will integrate Innoscience's advanced GaN manufacturing capabilities with ON Semiconductor's expertise in system packaging and integration [1] - This collaboration aims to expedite the deployment of GaN technology in sectors such as electric vehicles, artificial intelligence, data centers, and industrial applications [1]

Core Viewpoint - ON Semiconductor's stock price increased by over 6.4% to $54.78 following the announcement of a strategic partnership with Innoscience to advance the application and layout of gallium nitride technology [1] Group 1: Strategic Partnership - Innoscience and ON Semiconductor have formed a strategic collaboration to accelerate the application of gallium nitride technology [1] - The partnership will integrate Innoscience's advanced gallium nitride manufacturing capabilities with ON Semiconductor's expertise in system packaging and integration [1] - This collaboration aims to expedite the deployment of gallium nitride in sectors such as electric vehicles, artificial intelligence, data centers, and industrial applications [1]

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) ...

Core Viewpoint - Onsemi and Innoscience have signed a Memorandum of Understanding (MoU) to explore opportunities for accelerating the deployment of Gallium Nitride (GaN) power devices, starting with 40-200V power devices, to significantly expand their customer base [1][2]. Group 1: Collaboration Benefits - The collaboration aims to overcome existing barriers to GaN deployment, focusing on mainstream market applications such as industrial, automotive, telecommunications, consumer electronics, and AI data centers [2][3]. - Benefits for Onsemi's customers include faster time-to-market through rapid prototyping and design integration, scalable manufacturing capabilities to meet high demand, and reduced system costs due to optimized packaging and simplified thermal management [2][3]. Group 2: Market Potential and Growth - GaN technology is expected to play a crucial role in improving electronic products by enabling smaller, more efficient power systems, thereby saving energy and reducing CO2 emissions [3]. - The GaN market is projected to reach $2.9 billion by 2030, with Onsemi expected to capture 11% of the global power semiconductor market, growing at a compound annual growth rate (CAGR) of 42% from 2024 to 2030 [3][4]. Group 3: Product Portfolio Expansion - The partnership will enhance Onsemi's comprehensive smart power product portfolio, which currently includes silicon, silicon carbide (SiC), and GaN technologies, allowing for optimal power systems across various applications [4]. - This integrated product offering positions Onsemi as a leading supplier of fully integrated power systems, maximizing performance and energy efficiency amid rising global electrification and AI energy demands [4].

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。 ...