Q2 2025 Quarterly Market Insights 1 - Flipbook - Page 5
NVIDIA
• Nvidia has become the first publicly traded company to surpass a $4 trillion market cap, driven by explosive AI chip
demand - catapulting CEO Jensen Huang’s net worth to $140 billion, up $25 billion year-to-date.
• Nvidia’s first desktop PC chip, the GB10 Grace Blackwell, officially launches July 22 in Asus’ Ascend GX10 mini-PC aimed at AI workstation and edge deployments with 1 PFLOP AI performance, though pricing and full availability
remain undisclosed.
NXP
• NXP’s new 18-channel BMx7318/7518 battery cell controller ICs enhance EV and energy storage system performance
by integrating advanced ADCs, high-current balancing, and safety features while cutting external components by
50%.
• NXP has introduced the IW693 Wi-Fi 6E SoC with 2×2 MIMO and Bluetooth for industrial IoT and smart home
applications, offering advanced wireless features, security enhancements, and flexible connectivity options without
802.15.4 support.
• NXP plans to shut four 8-inch fabs, including its largest in the Netherlands, as it transitions to advanced 12-inch
wafer production.
Onsemi
• ON Semiconductor’s 80% rally from April lows may be over as weak signals from key supplier Aehr and major
customer Tesla, combined with ongoing pricing pressure and margin contraction, suggest a challenging outlook for
its auto and EV-driven business.
• Onsemi has withdrawn its $6.9 billion bid to acquire Allegro MicroSystems after the latter rejected multiple offers as
inadequate.
5
