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Texas Instruments, Analog Devices, and ON Semiconductor are capitalising on growing demand for analog chips in AI infrastructure. These chips manage power flows and convert real-world inputs into digital data, making them essential for data center operations. Texas Instruments reported 23% year-over-year revenue growth in Q2, with its analog segment up 29%. The company cited continued growth in industrial, data center, and automotive segments. Analog Devices saw 40% year-over-year revenue growth in fiscal 2026 Q3, with net income more than doubling. The company maintains a 39% free cash flow margin and has returned over $24 billion to shareholders in the past decade. ON Semiconductor expects AI data center revenue to more than double in 2026. The company is acquiring Synaptics to strengthen its position in physical AI, expanding its addressable market to $243 billion by 2030.

Valens, onsemi develop cost-optimized A-PHY sensors. Last updated: September 24, 2026 11:02 am Valens Semiconductor has announced a collaboration with onsemi. Valens Semiconductor and onsemi will create a cost-optimized integrated sensor solution, for mass-produced 3-megapixel camera applications. I think this partnership will help automakers and Tier-1 suppliers adopt MIPI A-PHY widely. Under the agreement Valens Semiconductor will work with onsemi to develop a cost-optimized A-PHY solution that can be integrated with onsemi's image sensors. Valens Semiconductor and onsemi will combine their expertise in connectivity and automotive imaging technology to further develop the A-PHY ecosystem. Valens CEO Yoram Salinger said the collaboration represents an important step for Valens, MIPI A-PHY, and the automotive industry. He noted that the integrated cost-optimized 3MP solution will complement Valens' existing products and enable A-PHY to address a wider range of applications. He also highlighted the significance of working with onsemi as a major A-PHY semiconductor supplier and providing automakers with a choice of products from multiple suppliers. Ahmed Salem, Vice President and General Manager of onsemi's Intelligent Sensing Group, said interest from automakers and partners indicates the potential business opportunity associated with MIPI A-PHY. As automotive imaging systems become larger and more sophisticated, customers are seeking solutions that simplify designs without compromising performance. Through the collaboration, the companies aim to support simpler camera architectures that reduce component counts while complying with industry standards, making advanced vision systems easier to implement. Automotive image sensors commonly use resolutions ranging from 1MP to 3MP. As automakers move toward higher-resolution systems, 3MP solutions are positioned to address both the existing market and growing upgrade demand. The companies view this segment as an important opportunity for bringing MIPI A-PHY into mainstream mass-production vehicles. MIPI A-PHY is a high-speed sensor connectivity standard developed specifically for the automotive industry. Valens says it was the first company to offer chipsets compliant with the A-PHY standard and has already secured design wins from multiple automakers. Valens Semiconductor develops high-speed connectivity semiconductor solutions used across applications including advanced audio and video equipment, next-generation videoconferencing systems, ADAS, and autonomous driving. Its technology contributes to industry standards including HDBaseT and MIPI A-PHY. Through the new collaboration, Valens and onsemi will focus on developing an integrated, cost-optimized 3MP automotive camera solution designed to support broader adoption of MIPI A-PHY in mass-production vehicles.

onsemi partners with Valens to develop 3MP automotive image sensor with integrated MIPI A-PHY. September 24, 2026 / SemiMedia / - onsemi is collaborating with Valens Semiconductor to develop a cost-optimized 3-megapixel automotive image sensor with MIPI A-PHY connectivity integrated directly into the sensor, targeting high-volume automotive camera applications. Under the agreement, Valens will work with onsemi to integrate its MIPI A-PHY connectivity technology into onsemi's image sensor platform. The approach is intended to reduce the number of separate components required in automotive camera systems while giving OEMs and Tier 1 suppliers a simpler path to adopting the A-PHY standard. Ahmed Salem, Vice President and General Manager of the Intelligent Sensing Group at onsemi, said automotive imaging systems are becoming larger and more complex, increasing demand for architectures that reduce component count while maintaining performance and supporting industry-standard connectivity. The companies are initially targeting the 3MP segment. Most automotive image sensors currently fall within the 1MP to 3MP range, while automakers are gradually moving toward higher-resolution cameras for ADAS, surround-view, e-mirror and other vision applications. MIPI A-PHY is an automotive high-speed sensor connectivity standard designed to link cameras and other sensors with centralized processing systems. onsemi is also expanding its automotive imaging portfolio for ADAS and e-mirror applications as vehicle architectures rely on a growing number of high-resolution sensors. Neither company disclosed financial terms or a commercial launch date for the planned integrated 3MP sensor. The collaboration currently establishes a development program, with further product and availability details expected later. Microchip Completes Hailo Acquisition to Expand Edge AI, Vision and Robotics Portfolio Lattice Launches Mach-N2 FPGAs With Post-Quantum Security and 16Gbps SERDES