RE383 Monthly Market Insights - August 2025 1 - Flipbook - Page 5
Panasonic
• Panasonic has expanded its air-to-water heat pump factory in Pilsen, Czechia, nearly tripling production
space to 140,000 sqm, increasing capacity from 150,000 to up to 700,000 units annually, integrating
advanced automation and in-house component production, while targeting zero CO₂ emissions and
full unmanned operations by 2028 to meet rising European demand.
• Panasonic is investing $4 billion in a 4.7 million sq ft EV battery factory in DeSoto, Kansas, dramatically
expanding U.S. domestic battery production, strengthening local supply chains, creating thousands of
jobs, and positioning the region as a key hub for sustainable EV manufacturing.
Onsemi
• Onsemi leveraged high-quality, well-curated data and end-to-end “digital threads” to transform AI from
a support tool into a core business driver, boosting technical support efficiency, enabling $100M in
cross-selling opportunities, and embedding AI-first thinking across its 5,000-strong workforce.
• The company reported a sharp revenue drop in Q2 and forecasts weak Q3 profits, as slowing EV
demand, high tariffs, and rising borrowing costs weigh on U.S. automotive chip sales.
• Onsemi plans to cut 9% of its workforce (2,400 jobs) and restructure operations to whether falling
automotive demand and revenue declines while preserving R&D to stay competitive in AI and power
semiconductor markets.
Vishay
• Vishay Intertechnology launched the TSM41 series - miniature, IP67-sealed, industrial-grade multi-turn
SMD cermet trimmers that operate from –55 °C to +140 °C, offering space-saving design, high reliability,
and automated PCB assembly for harsh environments.
• Vishay Intertechnology has launched the MKP1848e, an automotive-grade DC-Link film capacitor capable
of high-temperature operation up to 125 °C, high humidity resistance, and high ripple current, designed
for automotive, energy, and industrial power conversion applications.
• The company has introduced IHDM-1107BBEV-2A and IHDM-1107BBEV-3A automotive-grade edge-wound
inductors with powdered iron cores, offering stable inductance, low losses, and soft saturation from
-40 °C to +180 °C for high-current EV, HEV, and ICE power applications.
Company Specific Updates
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