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ON Semiconductor and NIO Forge Ahead with Strategic Collaboration on Next-Generation EVs

Last updated: April 27, 2026
Taurigo

April 27, 2026 – ON Semiconductor Corp (NASDAQ: ON) has announced an expanded strategic collaboration with NIO Inc. (NYSE: NIO) aimed at propelling the development of advanced electric vehicle (EV) platforms. This partnership, which has evolved over several years, focuses on facilitating NIO's transition from 400V to 900V EV architectures, leveraging ON Semiconductor's cutting-edge EliteSiC enhanced M3e technology.

1. Delivering Enhanced Performance and Efficiency

The EliteSiC enhanced M3e technology from ON Semiconductor promises significant real-world advantages for electric vehicle performance. The technology is designed to optimize switching performance by improving body diode characteristics. This innovation reduces energy losses during operation while ensuring robust short-circuit performance. The resulting benefits for drivers include:

  • Increased Range: Enhanced energy efficiency translates to more miles per charge, as less energy is dissipated as heat within the powertrain.
  • Improved Acceleration: Drivers can expect stronger and more consistent acceleration, particularly at highway speeds and under load.
  • Quicker Charging Times: The integration of high-voltage, fast-charging systems will lead to shorter charging periods.
  • Long-Term Reliability: The power systems are engineered to maintain performance over time, even in demanding conditions.

2. Evolution of a Longstanding Partnership

This strengthened collaboration is a continuation of a longstanding partnership that began with ON Semiconductor’s EliteSiC technology supporting NIO’s original 400V platforms. The relationship has now matured into a strategic alignment focused on system-level integration. ON Semiconductor's technology is foundational to NIO’s transition to 900V architectures, featuring prominently in NIO's latest flagship SUV, the ES9, along with other models set to make their debut at the 2026 Beijing Auto Show.

3. Insights from Industry Leaders

Hassane El-Khoury, President and CEO of ON Semiconductor, commented, “Electrification is entering a new phase where system efficiency and scalability are paramount. Our expanded collaboration with NIO demonstrates how deep engineering alignment and aligned technology roadmaps can accelerate the transition to high-voltage architectures. With our EliteSiC technology, we are enabling higher performance, improved efficiency, and faster time-to-market for next-generation EV platforms.”

Alan Zeng, CEO of XPT, the powertrain unit of NIO, echoed this sentiment, stating, “NIO has consistently pushed the boundaries of intelligent electric mobility. Our collaboration with ON Semiconductor has evolved alongside our technology roadmap—from early 400V systems to today’s 900V platforms. The performance and reliability of ON Semiconductor’s EliteSiC technology, combined with strong technical collaboration, are helping us deliver more efficient, high-performance vehicles to our customers worldwide.”

4. A Shift in the Automotive Industry

The collaboration between ON Semiconductor and NIO mirrors a broader trend within the automotive industry toward closer synergies between automakers and semiconductor manufacturers. As vehicles become more power-intensive, such partnerships are crucial for supporting system-level integration. ON Semiconductor’s approach aims to help its customers bring higher-performance electric vehicle platforms to market more efficiently, thereby reducing development complexity and expediting execution timelines. This strategic alignment is increasingly vital as the industry moves towards advanced electric drive systems and higher-voltage architectures.

5. About ON Semiconductor

ON Semiconductor is a leader in intelligent power and sensing technologies that facilitate electrification, energy efficiency, safety, and automation across various sectors, including automotive, industrial, and AI data centers. With a diverse and innovative product portfolio, ON Semiconductor aids clients in overcoming complex challenges while driving toward a safer, cleaner, and more energy-efficient future. The company is a component of the S&P 500® index, underscoring its position in the market.

As the automotive landscape continues to evolve, the strategic partnership between ON Semiconductor and NIO may pave the way for groundbreaking advancements in electric vehicle technology, making an indelible mark on the future of transportation.

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