October 16, 2025 /Semimedia/ — Renesas Electronics is planning to divest its timing and clock IC division, with the potential deal estimated to be worth around US$2 billion. The company has appointed JPMorgan as financial advisor to explore the possible transaction.

Sources familiar with the matter said the process remains at an early stage, but the business has drawn interest from major chipmakers such as Texas Instruments and Infineon Technologies. Neither Renesas nor JPMorgan has commented on the matter.

The business under review designs integrated circuits used for precise timing, synchronization, and data flow management. These components are essential for maintaining stable operations in data centers, telecom infrastructure, and 5G networks, where accurate signal coordination is critical for performance and reliability.

Rising demand from AI computing and next-generation networking has boosted the market value of timing ICs. A successful sale could allow Renesas to reallocate resources toward its core automotive and industrial semiconductor segments, while buyers would gain access to key timing technologies and established customer bases.

Renesas, one of the world’s largest microcontroller and automotive chip suppliers, has expanded its portfolio through acquisitions in analog and power management devices in recent years. The potential sale reflects a broader industry trend as semiconductor companies continue to streamline operations and focus investment on high-growth, strategically important areas.