Q3 2025 Quarterly Market Insights 2 - Flipbook - Page 11
Nexperia
• Nexperia and TU Hamburg launched an endowed chair in power electronics (held by Professor Holger
Kapels) at TU Hamburg, to strengthen research in next generation power semiconductors (SiC, GaN, AlScN)
and train engineers in those areas.
• Nexperia expanded its wide-bandgap (WBG) portfolio, introducing 1200 V SiC devices for higher efficiency
power conversion in energy-intensive AI server farm applications.
• Nexperia partnered with AIXTRON to install advanced epitaxy equipment at its Hamburg fab, enhancing
production capabilities for 200 mm SiC and GaN power devices.
NVIDIA
• NVIDIA unveiled Rubin CPX, a new GPU class optimised for massive-context inference workloads, aimed
at pushing generative video and million-token models.
• The company struck a strategic partnership with OpenAI to deploy 10 GW of NVIDIA systems, committing
to invest up to US$100 billion as infrastructure scales.
• NVIDIA launched Blackwell Ultra (GB300) as a next-gen AI “superchip,” positioning it for shipment in H2
2025, and continued to push benchmarking leadership on MLPerf inference.
NXP
• NXP’s board approved an interim dividend of US$1.014 per share for Q3 2025, to be paid in cash on 8
October to shareholders of record as of 17 September.
• In its Q2 2025 results, NXP delivered revenue of US$2.93 billion, above the midpoint of guidance, and
returned US$461 million to shareholders through buybacks and dividends.
• NXP announced plans to relocate its German headquarters to a new campus in Hamburg-Bahrenfeld, with
the move targeted for early 2031.
Company Specific Updates
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