Insights:
- onsemi has agreed to acquire Aura Semiconductor’s Vcore power technologies and related IP licenses.
- The acquisition strengthens onsemi’s power management portfolio for AI data center applications.
- This move supports onsemi’s goal to provide comprehensive power solutions from grid to core for AI infrastructure.
- Integration of Vcore tech will enhance power density, efficiency, and thermal performance in compute racks.
- The deal is expected to close in Q4 2025 with minimal impact on near-term earnings and accretive results thereafter.
onsemi announced on September 22, 2025, that it has entered into an agreement to acquire rights and intellectual property related to Aura Semiconductor’s Vcore power technologies. This strategic acquisition is designed to enhance onsemi’s power management solutions, particularly for AI data centers. The integration of these technologies will enable onsemi to offer a more comprehensive and differentiated power portfolio, addressing the full power spectrum from grid to core.
Sudhir Gopalswamy, group president at onsemi, emphasized that the acquisition aligns with the company’s commitment to meeting the efficiency and energy demands of future AI data infrastructure. The new capabilities will improve power density, thermal management, and efficiency, which in turn increases computing capacity per rack. onsemi, known for its innovation in silicon and silicon carbide technologies, aims to become a leading supplier of scalable and practical power solutions for AI and modern data centers.
The transaction, expected to close in the fourth quarter of 2025, is forecasted to have minimal impact on onsemi’s earnings per share in the first year following closing and be accretive thereafter. This acquisition reinforces onsemi’s competitive position in an evolving market focused on electrification, sustainable energy, and cloud infrastructure.
onsemi, Aura Semiconductor