Monthly Market Insights - November 2025 - Flipbook - Page 11
Nexperia
• Nexperia’s Chinese unit resumed semiconductor sales to domestic distributors on October 23, under the
condition that transactions be settled in Chinese yuan, after an earlier export ban.
• On October 29, Nexperia notified customers that wafer supplies to its Dongguan assembly plant were
suspended due to payment disputes, raising concerns over automotive and electronics supply chains.
• Global automakers warned of chip shortage risks by October 29, citing Nexperia’s export disruptions and
urging urgent alternate sourcing to avoid production halts.
Panasonic
• Earlier in September, Panasonic invested ¥17 billion (~US$115 million) in a Thailand facility (Ayutthaya
province) to produce copper materials for AI-server circuit boards, timed for launch in 2027 and mass
production in fiscal 2028.
• Panasonic announced that its “The Land of NOMO” pavilion at Expo 2025 Osaka, Kansai, Japan reached its
visitor target of 450,000 by 5 October, leveraging new co-creation insights with children and partners to
feed future tech and business innovations.
• The company was honoured on 3 October in Vietnam as one of the top five brands contributing to
sustainable development and the green transition, reflecting its commitments in the region to ESG and
local social engagement.
Onsemi
• On 24 September, onsemi announced the planned acquisition of Aura Semiconductor’s Vcore powertechnology assets, fortifying its AI data-centre power-management portfolio.
• On 3 October 2025 the company set its sights on releasing its Q3 results ahead of market open on 3
November, reinforcing its ongoing focus on automotive and industrial power-semiconductor growth.
• A research report published in early October flagged that onsemi is navigating a cyclical downturn with
some segments (especially automotive and industrial) declining in 2025, but is positioning for a rebound
via its “Fab Right” strategy and AI/EV-oriented power-tech investments.
Company Specific Updates
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