Last week, the power management sector witnessed an impactful merger of two PMIC powerhouses, Renesas Electronics, and Transphorm Inc., which highlighted the timeless expression that the whole could indeed be greater than the sum of its parts. This acquisition is part of Renesas’ long-term strategy for driving growth in the power industry and it follows previous strategic acquisitions of Dialog Semiconductor in 2021, IDT in 2018, and Intersil in 2017. Since acquiring Dialog, the power management sector has seen rapid growth in demand for wide-bandgap materials, primarily driven by the increased adoption of electric vehicles (EVs), industrial applications, and renewable power generation. GaN and SiC have become highly sought after and although WBG adoption is still in its early stages, the industry as a whole recognizes the importance of WBG materials for capitalizing on growing trends and future opportunities. This acquisition is not just a strategic hedge for the future; it has an immediate impact on their customers' businesses. Renesas and Transphorms’ combined portfolio promises to increase access to advanced wide-bandgap (WBG) technologies and aid companies in transitioning to more efficient, cleaner power delivery and management systems. Transphorm’s GaN IP portfolio includes over 1,000 patents and has already enabled Renesas to introduce 15 new “Winning Combinations”—market-ready reference designs combining Transphorm's GaN technologies with Renesas' embedded processing, power, connectivity, and analog portfolios. “Customers instantly benefit from the new GaN products through turnkey reference designs, which integrate technologies from both companies,” said Chris Allexandre, SVP, and GM of Power at Renesas. “Adding GaN into our portfolio also reinforces our commitment to develop products and technology that make people’s lives easier. Providing robust and sustainable power solutions that save energy, reduce cost and minimize environmental impacts does just that.” Renesas’ commitment to investing in WBG space isn’t only demonstrated through buying companies, it’s also shown in the establishment of their Kofu, Japan factory, a facility specializing in manufacturing power products using 300-mm wafers. They’ve also increased their production capacity by setting up a new SiC production line at their Takasaki, Japan factory and they’ve secured a reliable SiC wafer supply for the next decade through a partnership with Wolfspeed. Renesas’ aim to offer more wide-bandgap power solutions to meet the needs of an evolving market is very wise, and I admire the fact that they’re looking at their financial resources and investing toward the proliferation of technologies in the manufacturing sense as well. These moves make them a powerful contender and I believe we’ll see Renesas increasing their market share in the near future as well as climbing the charts of the most respected power semiconductor companies worldwide.
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Octopus Energy, valued at $9 billion, could strengthen its presence in Texas by acquiring Champion Energy Services and Payless Power. Champion Energy is a highly reputable provider known for top-tier customer satisfaction and a broad base of residential and commercial customers. This acquisition would enhance Octopus’s credibility and expand its reach across Texas. Payless Power, on the other hand, specializes in prepaid and no-deposit electricity plans, catering to customers seeking flexible payment options. This focus aligns with Octopus’s goal of making energy accessible and affordable, allowing it to diversify its offerings and attract underserved customer segments. These acquisitions would combine Champion’s scale and reputation with Payless Power’s innovative services, boosting Octopus’s competitiveness in the deregulated Texas energy market. Together, they align with Octopus’s mission to deliver affordable, customer-focused energy solutions while driving sustainable growth and market expansion.
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Mast Energy Developments PLC on acquisition trail in South West 🤝👀 Mast Energy, the multi-asset owner, developer and operator in the rapidly growing flexible power market, has confirmed that it is in advanced discussions regarding the potential acquisition of an existing operational 10MW flexible power generation site located in south-western England. The main rationale behind acquiring an existing operational site is to achieve a lower investment cost per installed MW and a shorter timeline to revenue generation compared to a new-build. The potential acquisition will be subject to, among other things, final due diligence and funding. Mast says discussions have been positive, and it is confident that the potential acquisition will be successful. Pieter Krügel, Mast's CEO, said... Continue reading... https://lnkd.in/ekkwWvpe #energy #acquisitions #deals #finance #southwest #businessnews #businessintelligence
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https://lnkd.in/gGAQi3Sf Suzlon to acquire 76% stake in Renom Energy Services Private Limited in two phases at Rs.660 Cr Suzlon Group has announced its decision to acquire a 76% stake in Renom Energy Services Private Limited. This acquisition will be carried out in two tranches. Suzlon will initially acquire a 51% stake in Renom for a consideration of ₹400 crores. While the acquisition of an additional 25% stake will be within 18 months of the initial acquisition, Suzlon will acquire an additional 25% stake for ₹260 crores.
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Is it time for merging Toshiba Power semiconductors business with Renesas to compete with bigger Power semiconductor companies like Infineon, STMicro and onsemi. Renesas acquisition of Intersil, Dialog and IDT made them power house in Power Management and Conversion ICs. Need to catch up on power semiconductors.