Diodes Incorporated today announced the launch of its PowerDI8080‑5 package MOSFETs, including a 100 V, 1.5 mΩ device and a 40 V, 0.4 mΩ device, designed for 48 V automotive power‑train applications. The announcement coincided with the company’s release of its fourth‑quarter 2025 financial results.
The new PowerDI8080‑5 package measures 8 mm × 8 mm, has a 64 mm² PCB footprint, a 1.7 mm profile, and a thermal resistance as low as 0.3 °C/W. The 100 V device offers an on‑resistance of 1.5 mΩ, while the 40 V device delivers 0.4 mΩ, positioning Diodes to capture the growing demand for high‑efficiency power components in 48 V electric‑vehicle and advanced driver‑assist systems.
In Q4 2025, Diodes reported revenue of $391.6 million, up 15.4 % year‑over‑year and 1.74 % above consensus estimates of $384.89 million. Gross margin rose to 31.1 %, a slight increase from 30.7 % in the prior quarter but a decline from 32.7 % in the same quarter a year earlier. Earnings per share were $0.34, missing the consensus of $0.38 by $0.04. The revenue beat was driven by a 25 % year‑over‑year gain in the computing segment, largely from AI‑related server applications, and a 20 % rise in the automotive segment. The EPS miss reflected margin compression in the legacy discrete MOSFET business and higher raw‑material costs that offset the revenue growth.
Management guided for first‑quarter 2026 revenue of $395 million, well above the analyst consensus of $373.7 million, and projected non‑GAAP EPS of over $4, representing a 50 % compound annual growth rate over the next three years. The guidance signals confidence in sustained demand for AI‑driven computing and electrified automotive power modules, while acknowledging the need to manage cost pressures in the broader discrete market.
"We ended 2025 with fourth quarter revenue growing 15 % year‑over‑year and 13 % for the full year, which is the highest level of annual growth since 2021," said Gary Yu, President and CEO. "This quarter represented the fourth consecutive quarter of double‑digit growth year‑over‑year, further highlighting the success of Diodes' design win initiatives and content expansion." Yu added that the company’s improved cost structure positions it to deliver over $4 in non‑GAAP EPS, a 50 % CAGR over the next three years.
The launch of the PowerDI8080‑5 MOSFETs underscores Diodes’ strategy to deepen its footprint in the high‑growth automotive electrification market, where semiconductor content per vehicle is rising sharply. While the company faces intense competition from Infineon, STMicroelectronics, ON Semiconductor, and Texas Instruments, its cost‑efficient manufacturing and expanding AEC‑qualified portfolio give it a competitive edge. The combination of strong Q4 2025 results, forward‑looking guidance, and a product line that aligns with industry tailwinds positions Diodes to capture a larger share of the 48 V automotive power market.
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