onsemi Expands Collaboration with NIO to Advance 900V Electric Vehicle Platforms | ON Stock News

Executive Summary

onsemi partners with NIO to enhance 900V electric vehicle platforms using EliteSiC technology for improved efficiency and performance. onsemi is enhancing its collaboration with NIO to aid the automaker's shift to 900V electric vehicle (EV) platforms, utilizing onsemi's EliteSiC technology to boost efficiency and performance. This partnership builds on years of cooperation, transitioning from 400V systems to the new high-voltage architectures, which will feature in NIO's latest models, including its flagship SUV, the ES9, unveiled at the 2026 Beijing Auto Show. The EliteSiC technology improves energy efficiency and overall drivetrain performance, resulting in greater range, quicker charging, and reliable operation under demanding conditions. Both companies emphasize the importance of deeper engineering collaboration to meet the evolving demands of the automotive industry in developing high-performance electric vehicles. Expanding collaboration with NIO supports onsemi's position in the growing electric vehicle market, particularly in the high-voltage 900V segment. Utilization of EliteSiC technology is expected to enhance efficiency, performance, and scalability across NIO's latest EV models, providing tangible benefits like improved range and faster charging times for consumers. NIO models featuring onsemi technology will debut at the prominent 2026 Beijing Auto Show, raising brand visibility and potentially attracting new customers. The partnership exemplifies a strategic alignment in the automotive industry, highlighting onsemi's role in the transition to more advanced electric drive systems and higher-voltage architectures. Dependence on NIO: The press release highlights a growing reliance on NIO for future EV technologies, which could pose risks if the partnership does not yield expected results or if NIO faces operational challenges. Limited disclosure of technology performance: While the release discusses the advantages of EliteSiC technology, it lacks