Monthly market insights - July 2026 - Flipbook - Page 7
onsemi
• onsemi announced its $35 billion acquisition of Synaptics on 25 June to expand into Physical AI and
intelligent edge computing.
• onsemi agreed to divest two manufacturing facilities on 7 July as part of its Fab Right strategy to improve
operational efficiency.
• onsemi highlighted AI-driven growth in power semiconductors as demand from AI data
centres accelerated.
Panasonic
• Panasonic continued expanding automotive battery production programmes to support increasing EV
demand during the period.
• Panasonic maintained investment in industrial electronic component manufacturing to strengthen longterm supply.
• Strengthened supply capabilities for high-reliability electronic components supporting
electrification trends
TDK
• TDK expanded production of electronic components supporting AI servers, including advanced inductors
and power solutions, to meet rising infrastructure demand.
• TDK increased manufacturing capacity for passive components used in AI servers and automotive
electronics during the period.
• The company continued investing in high-performance magnetic materials to support next-generation
computing applications.
Company-Specific Updates
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