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Japan’s TDK Accelerates Launch of Next-Gen Silicon Anode Batteries Amid Strong Smartphone Demand

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TDK Corp, a leading Japanese electronics components manufacturer and key Apple supplier, is fast-tracking the rollout of its next-generation silicon anode batteries, CEO Noboru Saito told Reuters. Originally scheduled for summer, shipments of the third-generation high-energy batteries will begin “very soon.”

The move comes amid surging interest from smartphone makers, as silicon anode batteries promise higher energy density than conventional lithium-ion technologies—allowing for longer battery life and thinner designs.

Key Highlights:

  • Silicon anode batteries, while still a small part of TDK’s portfolio, represent a strategic focus as smartphone OEMs seek energy efficiency gains.

  • TDK plans to launch its fourth-generation battery “sometime next year.”

  • More than half of TDK’s capital investment over the next three years will go toward its energy segment, which includes battery R&D and production.

Broader Strategic Outlook:

Founded in 1935, TDK has transformed from a household name in cassette tapes to a critical supplier of batteries, sensors, and capacitors for the global tech industry. As demand for smartphones, wearables, and IoT devices accelerates, TDK is positioning its advanced battery tech as a growth engine.

CEO Saito, who has led the company since 2022, also flagged geopolitical risk, particularly from the U.S.–China trade tensions under President Donald Trump’s administration. TDK’s latest forecast included both base and risk-adjusted scenarios to reflect uncertainty in U.S. electronics demand.

“I remain concerned,” Saito said, referring to potential impacts on the U.S. smartphone market, a key revenue source for TDK and its clients.

Despite these external pressures, TDK’s acceleration of cutting-edge battery technology underscores its commitment to staying ahead in energy innovation and meeting OEM demand for more compact, powerful power solutions.

Skyworks Beats Q2, Offers Upbeat Q3 Forecast; Names New CFO Amid Chip Demand Strength

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Skyworks Solutions (SWKS.O), a key Apple supplier, reported stronger-than-expected second-quarter results and issued an upbeat Q3 forecast, signaling resilient demand for its analog and mixed-signal chips despite ongoing global trade tensions. The company also announced the appointment of Mark Dentinger as its new Chief Financial Officer, effective June 2, succeeding Kris Sennesael, who is stepping down to pursue another opportunity.

Shares rose 2.7% in extended trading following the announcements.

Q2 Results:

  • Revenue: $953M (vs. $951.5M expected)

  • Adjusted EPS: $1.24 (vs. $1.20 expected)

Q3 Outlook:

  • Revenue guidance: $920M–$960M (midpoint > $922M estimate)

  • Adjusted EPS guidance: $1.24 (vs. $1.06 estimate)

  • Mobile chip business: Expected to decline low single digits sequentially

  • Broad markets: On track for another quarter of sequential growth

“We remain encouraged by ongoing momentum in our broad markets,” the company said in its earnings release, citing improving year-over-year trends across industrial, automotive, and consumer segments.

Leadership Change:

  • Mark Dentinger, former CFO of Veritas, will step in as Skyworks CFO on June 2

  • Kris Sennesael, outgoing CFO, to exit on Friday

Skyworks continues to compete with chipmakers like NXP Semiconductors (NXPI), Qorvo (QRVO), and Texas Instruments (TXN) in supplying key components for wireless communications and IoT-driven applications.

Despite macroeconomic uncertainty and tech-sector volatility, the company’s stable mobile business and growth in diversified markets underscore investor confidence going into the back half of 2025.