Renesas reports significant profit decline and warns of potential inventory risks with Nexperia dispute

Japanese semiconductor manufacturer Renesas Electronics has disclosed a challenging beginning to 2025, revealing a decline in revenue and a sharp drop in profitability for the first nine months of the year. The company expressed concerns that the ongoing Nexperia dispute may cause customers to stockpile excess semiconductor inventories, potentially disrupting market stability in early 2026.

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Lite-On AI revenue exceeds expectations, expected to reach 40% in 2026

With newly added production capacity in place, growth in AI product shipments, and continued average selling price (ASP) increases, Lite-On achieved strong profits in the third quarter of 2025, and operations in 2026 are expected to reach double-digit growth. Director Anson Chiu stated that AI-related products accounted for more than 20% of revenue in the third quarter, exceeding the company’s prior annual plans. In 2026, the AI-related revenue share is expected to double to 40%, with nearly double the capacity added in Vietnam, Kaohsiung, and the US.

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