Renesas — 供應鏈與商業關係

“なお、主な相手先別の販売実績お よび総販売実績に対する割合は、次のとおりであります。 … WT Microelectronics Co.,Ltd. 自動車および産業・インフラ・IoT 170,954 12.7 225,419 17.1”

— Renesas Electronics Corporation Annual securities report，申報於 2025-12-31 EDINET (日本法定有價證券報告書；引文為日文原文) · 查看原始申報文件 ↗

Renesas 將 WT Microelectronics 列為主要客戶，如原文表格所示其銷售額佔總銷售實績比例為前期 12.7% 及本期 17.1%。（以原文為準）

“In July 2023, the Company entered into the CRD Agreement with a customer, pursuant to which the customer agreed to provide the Company up to $ 2.0 billion in unsecured deposits. … with the potential for an increased variable rate of either 10 % or 15 % in connection with any inability of the Company to satisfy supply targets under a ten-year wafer supply agreement with the same customer. … Unsecured Customer Refundable Deposit Agreement, dated as of July 5, 2023, between Wolfspeed, Inc. and Renesas Electronics America Inc.”

— WOLF 10-K，申報於 2025-08-26 EDGAR · 查看原始申報文件 ↗

Renesas 同意向 Wolfspeed 提供最高 20 億美元的無擔保可退還存款，與一份十年晶圓供應協議相關。（以原文為準）

“Our primary competitors include, but are not limited to, AKM Semiconductor Inc., Analog Devices Inc., QUALCOMM Incorporated, Realtek Semiconductor Corporation, Renesas Electronics Corporation, Shanghai Awinic Technology Co., Ltd., … Shenzhen Goodix Technology Co, Ltd., Skyworks Solutions Inc., ST Microelectronics N.V., Synaptics Incorporated and Texas Instruments, Inc.”

— CRUS 10-K，申報於 2026-05-21 EDGAR · 查看原始申報文件 ↗

Cirrus Logic 的主要競爭對手包括 Renesas。（以原文為準）

“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy Corp; and Texas Instruments, Inc.”

— QRVO 10-K，申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗

Qorvo 的 HPA 業務主要與 Renesas Electronics Corporation 競爭。（以原文為準）

“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”

— MPWR 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗

Monolithic Power 將 Renesas 列為其主要競爭對手之一。（以原文為準）

“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”

— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗

Renesas 是 Navitas 在 GaN 領域的主要競爭者之一。（以原文為準）

“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”

— NVDA 10-K，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗

Renesas 是 NVIDIA 在 SoC 產品領域的競爭者之一。（以原文為準）

“Our primary key public competitors in alphabetical order include, but are not limited to, Analog Devices Inc., Broadcom Inc., Infineon Technologies AG, Microchip Technology Inc., Qualcomm Inc., Renesas Electronics Corp., STMicroelectronics NV and Texas Instruments Inc.”

— NXPI 10-K，申報於 2026-02-19 EDGAR · 查看原始申報文件 ↗

NXP 將 Renesas 列為其主要公開競爭者之一。（以原文為準）

“In the memory interface chip market, we compete with international semiconductor companies, including but not limited to Monolithic Power Systems, Montage Technology, Renesas and Texas Instruments.”

— RMBS 10-K，申報於 2026-02-18 EDGAR · 查看原始申報文件 ↗

在記憶體介面晶片市場，Rambus 的競爭對手包括 Renesas。（以原文為準）

“• MOSFETs: Infineon, Nexperia, ON Semiconductor, Renesas, STMicroelectronics, Toshiba.”

— VSH 10-K，申報於 2026-02-13 EDGAR · 查看原始申報文件 ↗

Vishay 將 Renesas 列為 MOSFET 領域之競爭對手。（以原文為準）

“Companies that we primarily compete with include, but are not limited to, … Renesas Electronics Corporation,”

— SITM 10-K，申報於 2026-02-11 EDGAR · 查看原始申報文件 ↗

SiTime 的主要競爭對手包括 Renesas。（以原文為準）

“Some of our larger competitors include Infineon Technologies A.G., Epson, Kyocera, Nexperia, NXP Semiconductors N.V., ON Semiconductor Corporation, Renesas Electronics Corporation, Texas Instruments, and Vishay Intertechnology, Inc.”

— DIOD 10-K，申報於 2026-02-10 EDGAR · 查看原始申報文件 ↗

Diodes 將 Renesas 列為其較大的競爭對手之一。（以原文為準）

“We compete with Espressif, Infineon, MediaTek, Microchip, Nordic Semiconductor, NXP, Qualcomm, Renesas, STMicroelectronics, Synaptics, Telink, Texas Instruments and others.”

— SLAB 10-K，申報於 2026-02-10 EDGAR · 查看原始申報文件 ↗

Silicon Labs 將 Renesas 列為其競爭者之一。（以原文為準）

“Competitors for certain of AMG's products and solutions include: Texas Instruments Incorporated, Analog Devices, Inc., Infineon, STMicroelectronics, Renesas Electronics Corporation, Monolithic Power Systems Inc. and NXP Semiconductors N.V.”

— ON 10-K，申報於 2026-02-09 EDGAR · 查看原始申報文件 ↗

Renesas 是 onsemi 在 AMG 產品領域的競爭者之一。（以原文為準）

“Such controller chips are produced by a large number of vendors, including those listed above as well as others including NXP Semiconductors, Texas Instruments, Diodes Inc., On-Bright Electronics, MediaTek Inc., Renesas Electronics”

— POWI 10-K，申報於 2026-02-06 EDGAR · 查看原始申報文件 ↗

Power Integrations 和 Renesas 都是生產此類控制器晶片的眾多供應商之一。（以原文為準）

“CFIUS clearance and equity issuance to Renesas completes Chapter 11 procedures. … reclassification of Renesas ownership upon CFIUS clearance”

— WOLF 8-K，申報於 2026-05-05 EDGAR · 查看原始申報文件 ↗

Wolfspeed 完成 CFIUS 審查並向 Renesas 發行股權。（以原文為準）