Q3 2025 Quarterly Market Insights 2 - Flipbook - Page 14
STMicroelectronics
• STMicroelectronics reported a US$133 million operating loss in Q2 2025, largely driven by US$190 million
in restructuring and impairment charges, even though revenue rose to US$2.77 billion.
• The company agreed to acquire part of NXP’s sensor business for up to US$950 million (mostly upfront
US$900 million), to bolster its MEMS-based sensors for automotive safety, industrial monitoring, etc., with
deal closing expected in first half of 2026.
• ST plans to invest US$60 million in its Tours, France plant to set up a pilot line for Panel-Level Packaging
(PLP) technology, in line with its broader manufacturing and footprint reshaping strategy.
Toshiba
• Toshiba launched three new 650 V 3rd-generation SiC MOSFETs in its surface-mount TOLL package,
aiming to boost efficiency and power density for industrial equipment, with volume shipments of the
“TW027U65C,” “TW048U65C,” and “TW083U65C” models starting in late August 2025.
• At its Himeji Operations site, Toshiba completed a new back-end production facility for automotive
power semiconductors that more than doubles its power device capacity relative to fiscal 2022, with fullscale production beginning in the first half of Toshiba’s FY2025.
• Toshiba’s semiconductor units (such as Kaga Toshiba and Himeji Semiconductor) are increasing their use
of renewable energy (solar power procurement via off-site Power Purchase Agreements), targeting tens
of GWh annually and reducing CO₂ emissions by thousands of tons per year.
Texas Instruments
• TI’s board declared a quarterly cash dividend of USD 1.36 per share for Q3 2025, payable 12 August to
shareholders of record on 31 July.
• The company announced a historic over USD 60 billion investment to build or expand seven
semiconductor factories in Texas and Utah, focusing on foundational / legacy nodes.
• TI’s Q2 2025 guidance raised concerns: the company flagged tariff uncertainty and soft demand in analog
markets, leading to a ~11 % drop in its stock after issuing weaker-than-expected Q3 outlook.
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