onsemi and FORVIA HELLA Extend Strategic Collaboration with Next-Generation Power Technology
Rhea-AI Summary
onsemi (Nasdaq: ON) and FORVIA HELLA extended their strategic collaboration with a new long-term agreement to adopt onsemi’s PowerTrench® T10 MOSFET technology across FORVIA HELLA’s advanced automotive platforms, announced Dec. 11, 2025.
The T10 MOSFETs, produced at onsemi’s East Fishkill, NY facility, are described as offering ultra-low conduction and switching losses, higher power density in a compact footprint, reduced output capacitance, and lower drain-to-source resistance and gate charge—aimed at improving efficiency, reliability, and system cost for electrified and software-defined vehicle architectures.
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Key Figures
Market Reality Check
Peers on Argus
ON was down 0.24% while several close peers like GFS, STM and ASX showed gains between 0.38% and 1.58%, and CRDO declined 6.12%, pointing to mixed, stock-specific trading rather than a clear sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 02 | GaN collaboration | Positive | +2.1% | MoU with Innoscience to scale GaN power devices for multiple markets. |
| Nov 18 | Share repurchase plan | Positive | -1.0% | New $6B three-year share repurchase authorization following prior $3B program. |
| Nov 03 | Q3 2025 earnings | Neutral | +0.8% | Reported Q3 2025 results and provided Q4 revenue and EPS guidance. |
| Oct 30 | vGaN product launch | Positive | -1.1% | Introduced vertical GaN semiconductors targeting AI data centers and EVs. |
| Oct 28 | Design win news | Positive | -1.7% | Treo platform selected by Teledyne for advanced infrared imaging ROIC ASICs. |
Recent positive technology and capital allocation news often saw mixed to negative next-day reactions, with several product and platform wins followed by share price declines.
Over the last few months, ON reported Q3 2025 results with revenue of $1,550.9M and continued strong free cash flow deployment into buybacks, including a new $6B repurchase authorization starting in 2026. The company highlighted innovation in power technologies, such as vertical GaN devices and its Treo platform for advanced imaging, and announced a GaN collaboration with Innoscience. Today’s FORVIA HELLA agreement extends this strategy of securing long-term design wins in automotive and electrification end-markets.
Market Pulse Summary
This announcement extends ON’s long-standing collaboration with FORVIA HELLA by adopting next-generation T10 power MOSFETs across advanced automotive platforms. It underscores ON’s focus on power efficiency, density, and reliability for vehicle electrification and software-defined architectures. In context with recent GaN initiatives, imaging design wins, and a substantial buyback authorization, the news highlights ongoing efforts to deepen embedded positions in automotive systems. Investors may watch future design wins, auto demand trends, and execution on manufacturing realignment.
Key Terms
mosfet technical
AI-generated analysis. Not financial advice.
Collaboration will deliver smarter automotive power solutions with superior efficiency and optimized performance
News Highlights:
- onsemi and FORVIA HELLA signed a new long-term agreement to adopt onsemi’s PowerTrench® T10 MOSFET technology across advanced automotive platforms.
- T10 power MOSFETs, manufactured at onsemi’s state-of-the-art facility in East Fishkill, NY, deliver significant improvements in efficiency, power density, and system cost.
- Collaboration positions both companies to address the growing demands of vehicle electrification and next-generation automotive architectures with innovative, high-reliability power solutions.
SCOTTSDALE, Ariz., Dec. 11, 2025 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ON) today announced the extension of its longstanding strategic engagement with FORVIA HELLA with the adoption of onsemi’s PowerTrench® T10 MOSFET technology across its advanced automotive platforms. This new long-term agreement strengthens the collaboration between the companies and positions them to deliver innovative solutions throughout the next decade of automotive transformation.
onsemi’s PowerTrench® T10 MOSFET technology delivers industry-leading efficiency with ultra-low conduction and switching losses, enabling higher power density in a compact footprint while ensuring exceptional reliability. The shielded gate power trench MOSFET technology significantly improves efficiency, reduces output capacitance, and enhances figures of merit through lower drain-to-source resistance and gate charge. These advancements enable FORVIA HELLA to deliver more efficient and cost-effective solutions across a wide range of automotive applications. The T10 power MOSFETs are manufactured at onsemi’s state-of-the-art facility in East Fishkill, NY.
“onsemi’s next-generation MOSFETs are a key enabler for our advanced automotive platforms. This collaboration allows us to offer our customers future-proof solutions with greater efficiency and reliability, supporting electrification and delivering innovative, cost-effective solutions that meet the demands of modern automotive systems.” – Sven Hoenecke, Executive Vice President, Purchasing, FORVIA HELLA.
“This extension underscores the strength of our 25-year collaboration with FORVIA HELLA and highlights the trust they place in onsemi to deliver next-generation power solutions. The integration of the T10 power MOSFETs will help enable the future of electrified and software-defined vehicles, where efficiency, performance, and scalability are critical.” – Simon Keeton, Group President, Power Solutions Group, onsemi.
As vehicle electrification accelerates and the demand for higher-performing, compact, and cost-effective power systems continues to grow, this collaboration highlights the critical role of power semiconductors in enabling next-generation automotive architectures. By combining onsemi’s intelligent power solutions with FORVIA HELLA’s expertise in automotive systems, the companies are helping to address the increasing electrical demands of automated driving, safety, and electrification trends.
More information:
About onsemi
onsemi (Nasdaq: ON) is driving disruptive innovations to help build a better future. With a focus on automotive and industrial end-markets, the company is accelerating change in megatrends such as vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure. onsemi offers a highly differentiated and innovative product portfolio, delivering intelligent power and sensing technologies that solve the world’s most complex challenges and leads the way to creating a safer, cleaner and smarter world. onsemi is included in the Nasdaq-100 Index® and S&P 500® index. Learn more about onsemi 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
+1 838-289-7314
Michael.Mullaney@onsemi.com
FAQ
What did onsemi (ON) announce on Dec. 11, 2025 about its partnership with FORVIA HELLA?
How will onsemi’s PowerTrench T10 MOSFETs benefit FORVIA HELLA automotive platforms?
Where are onsemi T10 power MOSFETs manufactured for the FORVIA HELLA program?
Does the Dec. 11, 2025 announcement state financial terms or contract value for the onsemi-FORVIA HELLA agreement?
What automotive trends does the onsemi and FORVIA HELLA collaboration aim to address for ON shareholders?
