Onsemi to buy Synaptics in $7 billion all-stock deal for physical AI push

business technology mergers & acquisitions semiconductors

Arizona-based US chipmaker Onsemi has agreed to acquire Synaptics Inc., a firm specializing in semiconductors for smart devices and internet of things technology, in an all-stock deal valued at approximately $7 billion. The acquisition is intended to help Onsemi broaden its presence in the growing market for AI-enabled devices and pursue ambitions in physical AI, bringing artificial intelligence from cloud-based data centers into the physical world.

Under the terms of the agreement, Synaptics shareholders will receive 1.350 shares of Onsemi common stock for each Synaptics share. This exchange ratio represents a 19% premium based on the 10-day volume-weighted average closing prices of both companies' stocks. Following the announcement, Onsemi shares fell about 7.4% in extended trading, while Synaptics shares were down 0.5%.

Onsemi CEO Hassane El-Khoury stated that the transaction would add immediate connected compute capabilities and expand the company's software and ecosystem reach. On Semiconductor noted that Synaptics' AI compute platform, human-machine interface technology, and connectivity solutions will help it meet demand for increasingly capable AI solutions that can interact with the physical world.

According to On Semiconductor, the deal is expected to increase its total addressable market by $30 billion, reaching $243 billion by 2030.

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