RE149 Q1 2025 Market Insights V3 - Flipbook - Page 11
Onsemi
• Onsemi acquires Qorvo’s SiC JFET technology for $115M, enhancing its EliteSiC power portfolio and expanding its
market by $1.3B by 2030.
• Onsemi proposes to acquire Allegro MicroSystems for $35.10 per share in cash, valuing the deal at $6.9B and offering
57% premium.
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• Onsemi has launched its first-generation 1200V SiC MOSFET-based SPM 31 intelligent power modules (IPMs),
delivering high energy efficiency and power density for three-phase inverter motor drives in applications like AI data
centers, HVAC systems, and industrial automation.
Panasonic
• Panasonic’s Fujisawa Sustainable Smart Town is a pioneering model of eco-conscious urban living, integrating smart
technologies, renewable energy, and community-driven initiatives to achieve sustainability, resilience, and enhanced
well-being for its residents.
• Panasonic has formed its first capital and business alliance with tado°, investing €30 million to integrate its Aquarea
heat pump technology with tado°’s smart home energy management solutions, aiming to optimize heating
efficiency, reduce energy consumption by up to 30%, and drive sustainable innovation in residential heating across
Europe.
• Panasonic Connect has unveiled the NPM-GW Modular Placement Machine ahead of IPC APEX Expo 2025,
showcasing a cutting-edge solution that enhances electronics manufacturing with high-speed precision, intelligent
automation, and seamless integration into autonomous factory operations.
Rapidus
• Japan is strengthening its financial support for Rapidus to drive semiconductor production; however, sluggish
private investment and industry skepticism present significant challenges, raising concerns over the government’s
substantial reliance on public funding.
• Japan’s Rapidus is reportedly set to install 10 extreme ultraviolet (EUV) lithography machines across its
manufacturing facilities, IIM-1 and IIM-2, as part of its government-backed efforts to establish an
foundry and commence 2nm mass production by 2027.
semiconductor
advanced
• Broadcom has reportedly selected Rapidus as a supplier for 2nm chips, with sample deliveries expected by June
2025, positioning Rapidus to expand its market presence amid increasing competition in the semiconductor
industry.
Market insights
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