ON, NIO: Onsemi and NIO Expand Partnership to Deploy 900V EV Architecture

Onsemi and NIO Expand Partnership to Deploy 900V EV Architecture

Apr 27, 2026 09:23 UTC

ON, NIO

Medium term

ON Semiconductor Corp. (ON) has announced an expanded strategic partnership with NIO Inc. (NIO), focusing on the development of advanced electric vehicle (EV) platforms. The collaboration centers on the transition from traditional 400V systems to high-efficiency 900V architectures. By utilizing onsemi's EliteSiC enhanced M3e technology, NIO intends to optimize its power electronics. This move reflects a broader industry trend where automakers are integrating more deeply with semiconductor providers to gain a competitive edge in power density and efficiency. The 900V integration is expected to deliver significant improvements in thermal performance and drivetrain output. For the end consumer, this translates to faster charging times and extended driving ranges. The technology is already slated for NIO's flagship models and new vehicles debuting at the 2026 Beijing Auto Show. Following the announcement, both companies saw modest gains in pre-market trading. Onsemi shares rose 0.51% to $98.90 on the Nasdaq, while NIO shares climbed 2.33% to $6.36 on the New York Stock Exchange.

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