Sony Reportedly Considering Semiconductor Spin-Off and Independent IPO

Sony is reportedly planning to spin off its semiconductor subsidiary—Sony Semiconductor Solutions (SSS)—and pursue an independent IPO, a move that would also allow the group to shift more focus and resources toward its entertainment business.

According to sources familiar with the matter, the IPO could take place as early as this year. One insider noted that Sony is considering a "partial spin-off" strategy, meaning the parent company would retain a portion of its ownership in SSS even after the listing.

Sony Semiconductor Solutions is primarily engaged in the design, manufacturing, and sales of image sensors and currently holds over 50% of the global market share in that segment. However, maintaining this leadership position requires continued large-scale and rapid investment. By spinning off the semiconductor business, the company hopes to enable more agile decision-making and flexible capital management.

That said, uncertainties in the semiconductor industry have increased due to U.S. tariffs introduced during the Trump administration and tighter export controls on China. A source close to the matter warned that ongoing stock market volatility could potentially delay or disrupt Sony’s spin-off plans.