onsemi to Acquire Vcore Power Technology from Aura Semiconductor to Strengthen AI Data Center Leadership
onsemi (Nasdaq: ON) has announced an agreement to acquire Vcore power technologies and associated IP licenses from Aura Semiconductor. The strategic acquisition aims to enhance onsemi's power management portfolio, particularly for AI data center applications, enabling comprehensive solutions from grid to core power delivery.
The deal strengthens onsemi's position in delivering intelligent power solutions with superior power density, efficiency, and thermals. By combining this technology with their existing silicon and silicon carbide (SiC) expertise, onsemi will become one of few companies capable of meeting modern AI infrastructure power requirements.
The transaction is expected to close in Q4 2025 with minimal impact on earnings in the first fiscal year and becoming accretive thereafter.
onsemi (Nasdaq: ON) ha annunciato un accordo per acquistare Vcore power technologies e relative licenze IP da Aura Semiconductor. L'acquisizione strategica mira a potenziare il portafoglio di gestione dell'alimentazione di onsemi, in particolare per le applicazioni AI nei data center, offrendo soluzioni complete dalla rete all'erogazione di potenza al core.
L'operazione rafforza la posizione di onsemi nel fornire soluzioni energetiche intelligenti con densità di potenza, efficienza e termica superiori. Combinando questa tecnologia con la loro esperienza esistente in silicio e Silicio Carbido (SiC), onsemi diventerà una delle poche aziende in grado di soddisfare i requisiti energetici delle moderne infrastrutture AI.
L'operazione è prevista chiudere nel Q4 2025 con un impatto minimo sugli utili nel primo anno fiscale e divenire accretiva in seguito.
onsemi (Nasdaq: ON) ha anunciado un acuerdo para adquirir Vcore power technologies y las licencias IP asociadas de Aura Semiconductor. La adquisición estratégica tiene como objetivo fortalecer la cartera de gestión de energía de onsemi, especialmente para aplicaciones de IA en centros de datos, permitiendo soluciones integrales desde la red eléctrica hasta la entrega de potencia al cerebro de los sistemas.
La operación refuerza la posición de onsemi en la entrega de soluciones de potencia inteligente con mayor densidad de potencia, eficiencia y gestión térmica. Al combinar esta tecnología con su experiencia existente en silicio y silicio carbide (SiC), onsemi se convertirá en una de las pocas compañías capaz de satisfacer los requisitos de energía de las infraestructuras de IA modernas.
La transacción se espera que se cierre en el Q4 de 2025 con un impacto mínimo en las ganancias en el primer año fiscal y que sea acreedora posteriormente.
onsemi (나스닥: ON)은 Aura Semiconductor로부터 Vcore power technologies와 관련 IP 라이선스를 인수하기로 합의했다고 발표했습니다. 이 전략적 인수는 AI 데이터센터 애플리케이션을 위한 파워 관리 포트폴리오를 강화하고 네트워크에서 코어 전력 공급까지 포괄적인 솔루션을 제공하는 것을 목표로 합니다.
거래는 고전력밀도, 효율성 및 열 관리의 우수성으로 지능형 전력 솔루션 제공에서 onsemi의 위치를 강화합니다. 이 기술을 기존의 실리콘 및 실리콘 카바이드(SiC) 전문 지식과 결합함으로써, onsemi는 현대 AI 인프라의 전력 요건을 충족할 수 있는 몇 안 되는 기업 중 하나가 될 것입니다.
거래는 2025년 4분기에 마감될 예정이며, 첫 회계연도에는 수익에 미치는 영향이 최소화되고 이후에는 수익이 증가하는 효과를 가져올 것입니다.
onsemi ( Nasdaq: ON ) a annoncé un accord pour racheter Vcore power technologies et les licences IP associées de Aura Semiconductor. Cette acquisition stratégique vise à renforcer le portefeuille de gestion de l'alimentation d'onsemi, en particulier pour les applications IA dans les data centers, en permettant des solutions complètes de la grille à l'alimentation du noyau.
Cette opération renforce la position d'onsemi dans la fourniture de solutions d'alimentation intelligentes avec une densité de puissance, efficacité et gestion thermique supérieures. En combinant cette technologie avec leur expertise existante en silice et en carbure de silicium (SiC), onsemi deviendra l'une des rares entreprises capables de répondre aux exigences des infrastructures IA modernes.
La transaction devrait se clôturer au cours du Q4 2025 avec un impact minimal sur les résultats du premier exercice et devenir accréditive par la suite.
onsemi (Nasdaq: ON) hat eine Vereinbarung angekündigt, Vcore power technologies und zugehörige IP-Lizenzen von Aura Semiconductor zu erwerben. Die strategische Übernahme zielt darauf ab, das Power-Management-Portfolio von onsemi zu stärken, insbesondere für KI-Datenzentrum-Anwendungen, und umfassende Lösungen vom Netz bis zur Kernstromversorgung bereitzustellen.
Der Deal stärkt die Position von onsemi bei der Bereitstellung intelligenter Power-Lösungen mit hervorragender Leistungsdichte, Effizienz und Thermalmanagement. Indem diese Technologie mit ihrer bestehenden Silizium- und Siliziumkarbid-(SiC)-Expertise kombiniert wird, wird onsemi zu einem der wenigen Unternehmen, das den Anforderungen moderner KI-Infrastruktur gerecht wird.
Es wird erwartet, dass die Transaktion bis Q4 2025 abgeschlossen wird mit minimaler Auswirkung auf das Ergebnis im ersten Geschäftsjahr und danach wachstumsfördernd.
onsemi (ناسداك: ON) أعلن عن اتفاق لشراء تقنيات Vcore power والتراخيص IP المرتبطة من Aura Semiconductor. تهدف هذه الصفقة الاستراتيجية إلى تعزيز محفظة إدارة الطاقة لدى onsemi، خاصةً لتطبيقات مراكز البيانات المعتمدة على الذكاء الاصطناعي، وتمكين حلول شاملة من الشبكة إلى تزويد الطاقة إلى القلب.
تعزز الصفقة موقع onsemi في تقديم حلول طاقة ذكية بميزة كثافة الطاقة الأعلى والكفاءة والإدارة الحرارية المتفوقة. من خلال دمج هذه التكنولوجيا مع خبرتهم الحالية في السيليكون وسيليكون كاربيد (SiC)، ستصبح onsemi من بين القليل من الشركات القادرة على تلبية احتياجات الطاقة للبنى التحتية الحديثة للذكاء الاصطناعي.
من المتوقع أن تغلق الصفقة في الربع الرابع من عام 2025 مع تأثير ضئيل على الأرباح في السنة المالية الأولى وتكون مُولِّدة للنمو لاحقاً.
onsemi (纳斯达克：ON) 宣布已就收购 Aura Semiconductor 的 Vcore power technologies 及相关 IP 许可达成协议。此次战略收购旨在提升 onsemi 的电源管理产品组合，特别是面向 AI 数据中心应用，能够提供从电网到核心供电的全面解决方案。
该交易将加强 onsemi 在提供智能电源解决方案方面的地位，具有 更高的功率密度、效率和热管理。将这项技术与现有的硅（Si）和碳化硅（SiC）专业知识结合，onsemi 将成为少数能够满足现代 AI 基础设施电力需求的公司之一。
交易预计将于 2025 年第四季度完成，第一财年的利润影响将最小化，随后将带来增厚效应。
- Strategic expansion into high-growth AI data center power solutions market
- Enhancement of power management portfolio with Vcore technology integration
- Positions onsemi among select few companies capable of delivering complete AI infrastructure power solutions
- Expected earnings accretion after first fiscal year
- Leverages existing silicon and SiC technology expertise
- Minimal earnings impact in first fiscal year post-acquisition
- Subject to customary closing conditions which could delay completion
Insights
onsemi's acquisition of Aura's Vcore tech strengthens its AI data center power solutions portfolio, completing its offering from grid to processor.
onsemi's strategic acquisition of Vcore power technologies from Aura Semiconductor represents a calculated move to strengthen its position in the rapidly expanding AI data center market. This transaction fills a critical gap in onsemi's power management portfolio, allowing the company to offer end-to-end power solutions from grid connection to processor core – a capability few competitors can match.
The timing is particularly strategic as AI infrastructure buildout continues to accelerate globally. Power management for AI data centers presents unique challenges, with extreme power density requirements and the need for exceptional efficiency to manage thermal constraints. Modern AI accelerators can consume 600-800W per chip, creating significant design challenges that onsemi is now better positioned to address.
By integrating Aura's Vcore technology, onsemi leverages its existing strengths in silicon and silicon carbide (SiC) technologies to create a comprehensive solution set covering solid state transformers, power supply units, 800 VDC distribution, and now core power delivery. This vertical integration should yield superior systems-level solutions with optimized interfaces between power conversion stages.
The financial impact appears measured, with minimal effect on earnings in the first fiscal year but accretive thereafter, suggesting a disciplined acquisition approach. While specific financial terms weren't disclosed, the transaction structure indicates onsemi is acquiring technology rights and IP licenses rather than the entire business unit, potentially limiting integration complexity while capturing the essential technological capabilities.
Acquisition will expand onsemi’s capability in delivering differentiated solutions across the power tree
Scottsdale, Ariz, Sept. 23, 2025 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ON) today announced that it has entered into an agreement with Aura Semiconductor to acquire rights to its Vcore power technologies including associated intellectual property (IP) licenses. This strategic deal will enhance onsemi’s power management portfolio and roadmap, accelerating the company’s vision to address the complete power tree in AI data center applications, from grid to core.
"This acquisition underscores our commitment to solving the energy and efficiency demands of tomorrow’s AI data centers by offering a full range of differentiated intelligent power solutions,” said Sudhir Gopalswamy, group president of the Intelligent Sensing and Analog and Mixed-Signal Group, onsemi. “Integrating these technologies into our broader power management portfolio will enable us to deliver solutions with superior power density, efficiency and thermals and enable more compute capacity per rack."
With decades of innovation in silicon and silicon carbide (SiC) technologies, onsemi offers industry leading solutions for solid state transformers, power supply units, 800 VDC distribution, and core power delivery. With the integration of these technologies, onsemi will be one of the few companies capable of meeting the stringent power requirements of modern AI infrastructure with scalable, practical designs.
onsemi expects that this transaction will have minimal impact to its GAAP and non-GAAP earnings per share in the first fiscal year following close and accretive thereafter. The transaction is expected to close in the fourth quarter of 2025, subject to customary closing conditions. The above descriptions of the agreement and acquisition are not exhaustive and are qualified by the related information disclosed in the Current Report on Form 8-K that onsemi files with the Securities and Exchange Commission (the “SEC”).
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.
Caution Regarding Forward-Looking Statements:
This press release includes “forward-looking statements,” as that term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, included or incorporated in this press release could be deemed forward-looking statements, particularly statements about the impact of the announced acquisition of Vcore power technologies and associated IP assets. Forward-looking statements are often characterized by the use of words such as “believes,” “estimates,” “expects,” “projects,” “may,” “will,” “intends,” “plans,” “anticipates,” “should” or similar expressions or by discussions of strategy, plans or intentions. All forward-looking statements in this document are made based on our current expectations, forecasts, estimates and assumptions and involve risks, uncertainties and other factors that could cause results or events to differ materially from those expressed in the forward-looking statements. Certain factors that could affect our future results or events are described under Part I, Item 1A “Risk Factors” in the 2024 Annual Report on Form 10-K filed with the SEC on February 10, 2025 (the “2024 Form 10-K”) and from time to time in our other SEC reports. Readers are cautioned not to place undue reliance on forward-looking statements. We assume no obligation to update such information, which speaks only as of the date made, except as may be required by law. Investing in our securities involves a high degree of risk and uncertainty, and you should carefully consider the trends, risks and uncertainties described in this document, our 2024 Form 10-K and other reports filed with or furnished to the SEC before making any investment decision with respect to our securities. If any of these trends, risks or uncertainties actually occurs or continues, our business, financial condition or operating results could be materially adversely affected, the trading prices of our securities could decline, and you could lose all or part of your investment. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by this cautionary statement.
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