Monthly Market Insights - November 2025 - Flipbook - Page 12
Vishay
• Vishay unveiled an expansion of its inductor and frequency-control device portfolio with 2,000+ new
SKUs across nearly 100 series and announced capacity growth in Asia, Mexico and the Dominican
Republic.
• The company introduced an AEC-Q200 qualified 50 W thick-film power resistor aimed at automotive
applications, highlighting its push into high-reliability automotive components.
• Vishay released a new series of DLA-approved polymer capacitors (04051 series) for aerospace and
defence, reflecting an emphasis on high-margin and mission-critical markets.
Texas Instruments
• TI launched new power-management chips and design resources (including modules supporting 12 V–48
V to 800 VDC architectures) in collaboration with NVIDIA Corporation, targeting next-generation AI datacentre infrastructures.
• TI forecast Q4 revenue between US$4.22 billion and US$4.58 billion, and EPS between US$1.13 and US$1.39
- both below analyst expectations - triggering an ~8% drop in after-hours stock trading.
• The board declared a US$1.42 per share quarterly dividend, payable 12 Nov 2025, underscoring TI’s
continued capital-return commitment amid near-term demand headwinds.
TDK
• TDK’s prototype analog reservoir AI chip - developed with Hokkaido University - won the Innovation
Award at CEATEC 2025 for its high-speed, low-power edge-AI capabilities.
• TDK announced a new technology partnership with Porsche Formula E Team, becoming its Official
Technology Partner and supplying EV/gaming-relevant components and systems.
• TDK received the prestigious IEC 1906 Award for contributions to standardisation in electrical/electronic
technology, underscoring its role in driving global industry standards.
Company Specific Updates
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