Q3 2025 Quarterly Market Insights 2 - Flipbook - Page 12
Onsemi
• Onsemi announced Q2 FY2025 results: revenue of US$1,468.7 million with a non-GAAP operating margin
of ~17.3 %.
• The company revealed it plans to exit or sunset ~5% of its 2025 revenue lines by dropping legacy / noncore products, as part of its “Fab Right” strategy to improve margins.
• At the Deutsche Bank 2025 conference, onsemi emphasised its shift toward higher-margin sectors (e.g.
SiC, machine vision), pruning lower-value lines and leveraging its Treo platform as key growth drivers.
Panasonic
• Panasonic is developing an EV battery that omits the anode during manufacturing and lets a lithiummetal anode form on first charge, aiming for ~25% greater energy density by end-2027.
• The company will invest ¥17 billion in a Thailand plant (Ayutthaya) to make copper materials for AI server
circuit boards, with mass production slated for fiscal 2028 and capacity doubled by fiscal 2029.
• Panasonic Smart Factory Solutions India showcased automation/SMT machines and software platforms
(e.g. NPM series, MirAIe ProFactory, PanaCIM) at Productronica India 2025 under its “Autonomous Factory
Skill-less Operation” theme, pushing productivity and consistency for industrial manufacture.
Rapidus
• Rapidus began prototyping 2 nm gate-all-around (GAA) transistor circuits at its IIM-1 pilot facility in
Hokkaido, marking an important milestone toward its goal of mass production in 2027.
• The company has entered into a collaboration with Siemens Digital Industries Software to jointly build
a 2 nm process design kit (PDK) and reference flow using the Calibre platform, enabling more efficient
design-to-fab / verification integration.
• Rapidus has had its FY2025 R&D plan and budget approved by Japan’s NEDO, covering both front-end
2 nm logic integration and chiplet/package design, and has begun installing EUV tools & cleanroom
operations at its Innovative Integration for Manufacturing (IIM) facility.
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