Onsemi's revenue declined in the fourth quarter as its two largest business units continued to post year-over-year sales declines, highlighting persistent weakness across key parts of its portfolio.
Power semiconductor maker Panjit International is positioning itself to capitalize on the booming demand from AI data centers, targeting fast growth in AI, cooling, and power supply markets. The company expects shipments of its hot-swap products to surge in 2026, with AI-related products accounting for up to 15% of sales this year. Currently, Panjit has secured design wins with two major cloud service providers (CSPs), and is seeking to win orders from additional customers while laying out plans for next-generation hot-swap technology.
Onsemi reported steady fourth-quarter results for 2025, supported by disciplined execution and record free cash flow generation, while management signaled improving stability across key end markets even as near-term recovery expectations remain measured.
Elon Musk said Apple's failed attempt to develop an electric vehicle underscores a broader misconception in the technology industry: that recruiting high-profile talent from established companies is a guarantee of success.
Electric vehicle (EV) charging company U-Power is targeting growing opportunities in the market, with chairman Bob Chen noting that the company has already installed roughly 60 charging stations across Taiwan, and is aiming to increase this number to 100 by the end of 2026.
CATL and Changan Automobile, on February 5, 2026, launched the world's first mass-produced sodium-ion battery EV. According to IT Home and The Beijing News, brands including Avatr, Deepal, Qiyuan, and UNI will gradually adopt CATL's sodium-ion batteries, marking the technology's commercial rollout.
Infineon's first quarter of fiscal year 2026 showed that strong demand linked to artificial intelligence (AI) can cushion cyclical weakness in other markets, reinforcing the company's medium-term growth narrative while also bringing higher investment needs and cash flow pressure into focus.
Tesla, a company that straddles autonomous vehicles, artificial intelligence-driven robotics, and the global energy transition, has long insisted that its future would hinge on its ability to reinvent the battery. For years, that bet appeared shaky. The company's homegrown, large-format 4680 battery—once touted as a breakthrough—became a source of doubt, with critics questioning whether Tesla had quietly abandoned the effort.
In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise. Management characterized the 2025 fiscal year as two distinct halves: initial demand weakness, followed by an acceleration in the second half. The company indicated that its performance in the latter part of the year has allowed it to return to its long-term financial model, leading to an optimistic outlook for 2026.
Samsung SDI, one of South Korea's three major battery makers, posted a steep operating loss in 2025 as the global market for electric vehicle batteries slumped. The company reported an operating loss of more than KRW1.7 trillion (US$1.17 billion) for the year. However, it is betting that a shift in strategy—anchored by local production of lithium iron phosphate (LFP) batteries in the United States and an expansion of its energy storage systems business—will return it to profitability in 2026.
After Huawei transferred the "Aito" brand and related patents to Seres for CNY2.5 billion (approx. US$359 million), Seres has rapidly consolidated its position in China's fast-growing new-energy vehicle (NEV) market. While Huawei no longer owns the brand, it continues to provide Seres with technical and marketing support, including smart cockpit systems and advanced driver-assistance technologies.
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