onsemi partners with NIO to enhance 900V electric vehicle platforms using EliteSiC technology for improved efficiency and performance.
Quiver AI Summary
onsemi is enhancing its collaboration with NIO to aid the automaker's shift to 900V electric vehicle (EV) platforms, utilizing onsemi's EliteSiC technology to boost efficiency and performance. This partnership builds on years of cooperation, transitioning from 400V systems to the new high-voltage architectures, which will feature in NIO's latest models, including its flagship SUV, the ES9, unveiled at the 2026 Beijing Auto Show. The EliteSiC technology improves energy efficiency and overall drivetrain performance, resulting in greater range, quicker charging, and reliable operation under demanding conditions. Both companies emphasize the importance of deeper engineering collaboration to meet the evolving demands of the automotive industry in developing high-performance electric vehicles.
Potential Positives
- Expanding collaboration with NIO supports onsemi's position in the growing electric vehicle market, particularly in the high-voltage 900V segment.
- Utilization of EliteSiC technology is expected to enhance efficiency, performance, and scalability across NIO's latest EV models, providing tangible benefits like improved range and faster charging times for consumers.
- NIO models featuring onsemi technology will debut at the prominent 2026 Beijing Auto Show, raising brand visibility and potentially attracting new customers.
- The partnership exemplifies a strategic alignment in the automotive industry, highlighting onsemi's role in the transition to more advanced electric drive systems and higher-voltage architectures.
Potential Negatives
- Dependence on NIO: The press release highlights a growing reliance on NIO for future EV technologies, which could pose risks if the partnership does not yield expected results or if NIO faces operational challenges.
- Limited disclosure of technology performance: While the release discusses the advantages of EliteSiC technology, it lacks specific performance metrics or benchmarks that might assure stakeholders of its effectiveness and reliability.
- Potential market competition: The announcement implies that onsemi is operating in a highly competitive environment, suggesting that if it fails to effectively collaborate and innovate, it may lose its competitive edge in the semiconductor market for EVs.
FAQ
What is onsemi's collaboration with NIO about?
onsemi is expanding its collaboration with NIO to support their transition to next-generation 900V electric vehicle platforms using EliteSiC technology.
How does EliteSiC technology improve electric vehicles?
EliteSiC technology enhances efficiency, performance, and scalability, resulting in more range, quicker charging, and better acceleration for electric vehicles.
What models will showcase this technology?
NIO’s latest models, including the flagship ES9 SUV, will debut at the 2026 Beijing Auto Show featuring onsemi's EliteSiC technology.
Why is the shift to 900V important?
Transitioning to 900V architectures enhances system efficiency and scalability, critical for next-generation electric vehicle performance and charging capabilities.
How does this partnership benefit consumers?
Consumers will experience improved electric vehicle range, faster charging times, and reliable performance from vehicles utilizing onsemi's advanced technology.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$ON Insider Trading Activity
$ON insiders have traded $ON stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $ON stock by insiders over the last 6 months:
- TRENT THAD (Exec VP & CFO) has made 0 purchases and 6 sales selling 110,000 shares for an estimated $7,773,947.
- SIMON KEETON (Group President, PSG) has made 0 purchases and 3 sales selling 69,860 shares for an estimated $4,675,757.
- HASSANE EL-KHOURY (CEO & President) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $1,460,414.
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$ON Revenue
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We have seen 344 institutional investors add shares of $ON stock to their portfolio, and 404 decrease their positions in their most recent quarter.
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$ON Analyst Ratings
Wall Street analysts have issued reports on $ON in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
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$ON Price Targets
Multiple analysts have issued price targets for $ON recently. We have seen 18 analysts offer price targets for $ON in the last 6 months, with a median target of $67.0.
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- N. Quinn Bolton from Needham set a target price of $72.0 on 02/10/2026
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- John Vinh from Keybanc set a target price of $75.0 on 02/10/2026
- Vijay Rakesh from Mizuho set a target price of $70.0 on 02/10/2026
Full Release
Summary
onsemi is expanding its long-term collaboration with NIO to support the automaker’s transition to next-generation 900V electric vehicle platforms. The partnership leverages onsemi’s EliteSiC technology to improve efficiency, performance, and scalability across NIO’s latest EV lineup, including models debuting at the 2026 Beijing Auto Show.
News Highlights
- EliteSiC technology to enable NIO’s 900V vehicle platforms, including flagship models
- Longstanding partnership built on deep engineering and system-level collaboration
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Multiple NIO models to be showcased at the 2026 Beijing Auto Show featuring onsemi technology
SCOTTSDALE, Ariz., April 27, 2026 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ON) today announced an expanded strategic collaboration with NIO Inc. (NYSE: NIO) to advance next-generation electric vehicle (EV) platforms. Building on a multi-year partnership, the companies are more closely engaging to accelerate NIO’s transition from 400V to 900V architectures, enabled by onsemi’s latest EliteSiC enhanced M3e technology.
Delivering Real-World Gains in Range, Charging and Performance
onsemi’s EliteSiC enhanced M3e technology delivers optimized switching performance through improved body diode characteristics, reducing energy losses (Eon) while maintaining strong short-circuit robustness. These advances translate into higher system output, improved thermal performance, and increased overall drivetrain efficiency. For drivers, this means:
- More miles from every charge, by reducing energy lost as heat in the powertrain
- Stronger, more consistent acceleration, including at highway speeds and under load
- Shorter charging times, supported by high-voltage, fast-charging systems
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Reliable performance over time, with power systems designed to operate under demanding conditions
Longstanding Partnership Evolves from 400V to Next-Generation Platforms
The expanded collaboration builds on a longstanding partnership, which began with onsemi’s EliteSiC technology supporting NIO’s 400V platforms and has evolved into a strategic, system-level alignment. Today, onsemi’s EliteSiC technology underpins NIO’s transition to 900V architectures, including its latest flagship SUV, the ES9, and additional models debuting at the 2026 Beijing Auto Show.
Executive Perspectives on Strategic Collaboration and Industry Direction
“Electrification is entering a new phase where system efficiency and scalability are paramount,” said Hassane El-Khoury, President and CEO of onsemi. “Our expanded collaboration with NIO demonstrates how deep engineering alignment and aligned technology roadmaps can accelerate the transition to high-voltage architectures. With our EliteSiC technology, we are enabling higher performance, improved efficiency, and faster time-to-market for next-generation EV platforms.”
“NIO has consistently pushed the boundaries of intelligent electric mobility,” said Alan Zeng, CEO of XPT, NIO’s powertrain unit. “Our collaboration with onsemi has evolved alongside our technology roadmap—from early 400V systems to today’s 900V platforms. The performance and reliability of onsemi’s EliteSiC technology, combined with strong technical collaboration, are helping us deliver more efficient, high-performance vehicles to our customers worldwide.”
Scaling the Next Generation of EV Technology
The companies’ collaboration reflects a broader shift in the auto industry toward closer alignment between automakers and semiconductor companies, as vehicles become more power-intensive. By supporting system-level integration, onsemi is helping customers bring scalable, higher-performance electric vehicle platforms to market more quickly and efficiently while reducing development complexity and accelerating execution. This approach is becoming increasingly important as automakers transition to higher-voltage architectures and more advanced electric drive systems.
About onsemi
onsemi
(Nasdaq: ON) delivers intelligent power and sensing technologies that enable electrification, energy efficiency, safety, and automation across automotive, industrial, and AI data center end-markets. With a highly differentiated and innovative product portfolio,
onsemi
helps customers solve complex challenges to achieve higher efficiency, improved performance, and lower system cost, while supporting a safer, cleaner, and more energy‑efficient world. The company is part of the S&P 500® index. Learn more at
www.onsemi.com
.
onsemi and the onsemi logo are trademarks of Semiconductor Components Industries, LLC. All other brand and product names appearing in this document are registered trademarks or trademarks of their respective holders. Although the Company references its website in this news release, information on the website is not to be incorporated herein.
Contact:
onsemi
Michael Mullaney
[email protected]
+1 838-289-7314
