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ON Semiconductor Lands Sineng Electric Design Win for Solar and Storage Modules

The win spotlights demand for more efficient power chips in utility projects ahead of the May 4 earnings test.

Overview

  • A supply deal announced Tuesday between ON and Sineng covers F5BP hybrid power modules for Sineng’s 430 kW liquid‑cooled storage system and 320 kW utility‑scale solar inverter.
  • The modules use FS7 IGBT transistors and EliteSiC silicon‑carbide parts, which the company says lift power‑to‑weight by 32%, improve efficiency by 0.1%, and cut power loss by 8% versus prior versions.
  • Thermal resistance to the heatsink is down 9.3% and module switching losses are about 10% lower, which can keep inverters cooler and let operators push more output without expanding the footprint.
  • Shares rose 0.93% to $56.18 in premarket trading, though the stock sits below its 20‑ and 100‑day averages with an RSI near 35 and a negative MACD that point to weak near‑term momentum.
  • Analysts rate the stock Hold with a $64.67 average target, and the next catalyst is the May 4 earnings report, where Wall Street expects $0.62 in EPS on $1.49 billion in revenue.