Hassan El Khoury, CEO of Onsemi, has successfully executed a major strategic pivot, divesting legacy businesses to focus on the high-growth automotive and industrial markets.
Onsemi has become a leader in silicon carbide (SiC) technology, a critical component for the electric vehicle revolution, positioning the company at the forefront of this transition.
El Khoury warns that traditional U.S.
and European automakers are at risk of being left behind by Chinese EV manufacturers, who are innovating at a much faster, one-to-two-year cycle.
The episode explores El Khoury's personal journey from Lebanon to the U.S.
and his hands-on leadership style, exemplified by his passion for restoring classic American muscle cars.
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Concerns Raised
Traditional U.S. and European automakers are falling behind the rapid innovation cycles of Chinese EV manufacturers.
Automakers that pause or pull back on EV development may find it impossible to catch up later.
The risk of losing innovative edge in engineering-focused companies that adopt fully remote or hybrid work models.
Opportunities Identified
Massive market growth in electric vehicles and industrial automation, driven by global technology transitions.
Onsemi's leadership position in essential silicon carbide (SiC) technology for EVs and renewable energy.
Capitalizing on the need for more efficient power and sensing chips across multiple high-growth sectors.