自動車部品大手のデンソーがロームの買収を提案したことを受け、ローム、トシiba、三菱電機が電源チップ事業の統合に向けた協議を開始した。日本のパワー半導体分野で再編が進んでいる。
ローム、トシiba、三菱電機の3社は、デンソーのローム買収提案を受けて、電源チップ事業の統合に向けた協議を始めた。日本時事通信によると、この動きは日本のパワー半導体産業の再編を象徴している。
デンソーは自動車部品大手として知られ、ロームの買収を提案。これにより、電源チップ分野での競争力強化を目指すとみられる。
電源チップは電気自動車や再生可能エネルギーなどで需要が高まっており、業界再編の機運が高まっている。
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Japanese Prime Minister Sanae Takaichi pledged on Saturday to deepen ties with Vietnam, focusing on energy and critical minerals in talks with Prime Minister Le Minh Hung. The leaders discussed advancing their Comprehensive Strategic Partnership established in 2023. Takaichi later urged Southeast Asian nations to strengthen regional supply chains.
Toshiba announced it will begin negotiations with Mitsubishi Electric and Rohm to merge their power semiconductor businesses. The development signals potential consolidation among Japanese firms in the power chip sector.
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Major Japanese auto parts maker Denso Corp has withdrawn its buyout proposal for semiconductor firm Rohm Co after failing to secure its support. Denso President Shinnosuke Hayashi announced the decision at a press conference in Nagoya. The company plans to further advance its current relationship with Rohm.
Japanese motorcycle manufacturers are developing new power sources to reduce carbon emissions. Executives believe motorcycles will eventually become electric, though challenges like high prices and lack of charging facilities persist.
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Several Chinese analogue chipmakers have raised prices recently, aligning with global leaders like Texas Instruments. Analysts say the increases allow China's mature-node producers to compete with US and European rivals without sacrificing much margin. The repricing stems from surging upstream costs and explosive AI-driven demand.
Nissan confirmed signing a memorandum of understanding with Grupo SIMPA and Grupo Tagle to assess transitioning its Argentine subsidiary to an import model via local partners. The move aligns with its global Re:Nissan restructuring strategy. The company assured continuity of commercial operations and savings plans for customers.
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Samsung Electro-Mechanics has agreed to a major supply deal with Tesla. The agreement involves FC BGA components worth 16.5 billion dollars for AI6 chips. These chips will support Tesla's self-driving systems and Optimus robot projects.