Q4 2025 Quarterly Market Insights - Flipbook - Page 13
Nexperia
• Nexperia’s Dutch parent suspended wafer shipments to its Chinese assembly plant in late October due to
internal contractual disputes and governance tensions.
• In November, Nexperia’s global management issued an open letter urging its Chinese entities to resume
structured dialogue to restore predictable supply chain flows and intercompany cooperation.
• In December, Nexperia’s China unit secured local silicon wafer supplies from Chinese firms to fully
support its 2026 production of key IGBT power chips amid ongoing separation from the Dutch parent.
NVIDIA
• NVIDIA teamed with the U.S. Department of Energy and industry partners to build advanced AI
infrastructure with multi-exaflop supercomputers and an NVIDIA AI Factory blueprint using Vera
Rubin systems.
• NVIDIA began shipping DGX Spark, the world’s smallest AI supercomputer, with major OEM partners to
expand access to powerful AI computing.
• NVIDIA joined the U.S. DOE’s “Genesis Mission” AI collaboration with major tech partners to supply
accelerated computing and AI models for national labs and scientific research.
NXP
• NXP completed acquisitions of Aviva Links and Kinara to advance automotive connectivity and AI at the
intelligent edge.
• NXP announced plans to relocate its headquarters to Hamburg Bahrenfeld, expanding its European
corporate presence.
• NXP hosted global NXP Technology Days across Asia, Europe, and the U.S., showcasing product
innovations and engineering workshops.
Company Specific Updates
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