U.S. Chipmaker Onsemi Doubles Down on China With New Shanghai Headquarters
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U.S. power semiconductor maker ON Semiconductor Corp. (Onsemi) said it will establish a Greater China headquarters in Shanghai and invest about $50 million in the country over the next three years, stepping up local decision-making and investment as demand rises from electric vehicles, renewable energy and AI data centers.
The Nasdaq-listed company announced the move Tuesday in Shanghai. It said it plans to appoint a China general manager, who will also oversee its systems engineering business, in a bid to tighten coordination between technology and management and respond more quickly to automotive, industrial and data-center customers.
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- Onsemi to establish Greater China HQ in Shanghai, invest $50M over 3 years for R&D, manufacturing, ecosystem amid EV, renewable, AI demand.
- Appoint China GM to oversee systems engineering; 3 mfg bases, 4,000 employees; BOM localization at 50%.
- Peers Infineon expanding in Wuxi, STMicro building $3.2B SiC plant in Chongqing, TI focusing on sales.
- ON Semiconductor Corp.
- ON Semiconductor Corp. (Onsemi) will establish a Greater China HQ in Shanghai and invest $50M over three years for R&D, manufacturing, and ecosystem building amid EV, renewable, and AI demand. It plans a China GM to speed decisions. With 4,000 employees, 3 factories, and 50% localized BOM (up from low single digits in 5 years), China is key for innovation.
- Infineon Semiconductor & System Solutions
- Infineon Semiconductor & System Solutions is expanding its power semiconductor production base in Wuxi, introducing new generations of power devices, and making the site one of its largest global hubs for insulated-gate bipolar transistors. The company aims to localize coverage of major products by around 2027.
- STMicroelectronics
- STMicroelectronics is building an 8-inch silicon carbide joint-venture plant in Chongqing with Sanan Optoelectronics, with a total investment of about $3.2 billion. Production is expected to start in Q4 2025, reaching full capacity in 2028 at 10,000 wafers per week. (Chinese media reported.)
- Sanan Optoelectronics
- Sanan Optoelectronics is partnering with STMicroelectronics on an 8-inch silicon carbide joint-venture plant in Chongqing, China, with $3.2 billion total investment. Production starts Q4 2025, full capacity by 2028 at 10,000 wafers/week.
- Texas Instruments
- Texas Instruments has taken a more asset-light approach in China, focusing on expanding sales and applications support across multiple cities while concentrating recent wafer-fabrication investments in the U.S. to shore up global supply-chain stability.
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