onsemi Advances Fab Right Strategy with Agreements to Divest Two Manufacturing Facilities - Yahoo Finance

onsemi announced on July 7, 2026, that it has entered into definitive agreements to divest two manufacturing facilities, aligning with its Fab Right strategy. This initiative aims to optimize the comp... Read original →

onsemi’s divestiture of its Tarlac and Mountain Top fabs—acquired by Greatek Electronics (Taiwan, China) and Silex Microsystems respectively—is a strategic pivot from footprint breadth to operational excellence under its Fab Right doctrine. Technically, Greatek gains enhanced back-end integration for power devices, while Silex may accelerate MEMS-silicon photonics convergence, elevating automotive and industrial sensor platforms. From a compliance standpoint, offloading non-core assets preempts tightening U.S.-EU localization mandates and reduces exposure to geopolitical supply chain shocks. Rivals like Infineon and STMicroelectronics are likely to rationalize legacy 200mm lines and redirect capital toward SiC/GaN. Over the next 12–24 months, a second wave of semiconductor manufacturing consolidation will favor firms with agile foundry partnerships and regionally compliant production networks, reshaping cost leadership dynamics.