NU E Power Corp.: $42,000 paid to Departures Capital Inc. for an 11-month investor communications and marketing agreement

Valens licenses key connectivity tech to Onsemi for future royalty payments.

What the company is saying

Valens Semiconductor Ltd. is announcing a non-exclusive license agreement with Onsemi, a major U.S.-based semiconductor manufacturer, signed on September 14, 2026. The agreement allows Onsemi to make and sell a next-generation integrated image sensor product using Valens’ MIPI A-PHY connectivity technology. Valens will receive royalty payments from Onsemi for this license, though the specific amounts and payment structure are not disclosed. The contract includes a ten-year minimum term, after which either party can terminate with 180 days’ notice, or earlier in the event of a material breach. If terminated, Onsemi retains rights for products already on its roadmap or commercialized, with continued royalties due to Valens. The announcement is formal, factual, and signed by CEO Yoram Salinger, emphasizing the legal and structural terms rather than financial projections or strategic narrative.

What the data suggests

The announcement confirms the execution of a licensing agreement between Valens and Onsemi, effective September 14, 2026. The deal covers a specific next-generation image sensor product and leverages Valens’ MIPI A-PHY connectivity technology, targeting automotive, industrial, and AI data center markets. The contract is structured to last at least ten years, with a 180-day notice period for termination after that point. Upon termination, Onsemi retains rights for products already commercialized or on its roadmap, ensuring ongoing royalty payments to Valens for those products. No quantitative data is provided regarding royalty rates, expected revenue, or the commercial scale of the agreement. The lack of financial figures prevents any assessment of the agreement’s materiality or its likely impact on Valens’ revenue trajectory. The disclosure is complete regarding legal structure and parties involved but insufficient for financial modeling or valuation.

Analysis

The announcement is a factual disclosure of a licensing agreement between Valens Semiconductor Ltd. and Onsemi, specifying the existence, scope, and legal terms of the contract. The language is measured and avoids promotional or exaggerated claims, focusing on the agreement's structure rather than its potential financial impact. While the agreement introduces the prospect of royalty payments, no specific financial figures, revenue projections, or commercial milestones are disclosed, and there is no attempt to inflate expectations about future benefits. The only forward-looking elements relate to the survival of the license upon termination and the general mention of royalty payments, both of which are standard contractual provisions rather than aspirational claims. There is no evidence of a large capital outlay or long-dated, uncertain returns. The gap between narrative and evidence is minimal, as the company refrains from making any unsubstantiated or promotional statements.

Risk flags

• ●The absence of disclosed royalty rates or revenue projections introduces material uncertainty about the financial impact of the agreement. Investors cannot gauge whether the deal will be a significant revenue driver or a minor contributor.
• ●The contract’s non-exclusive nature means Onsemi is not obligated to prioritize Valens’ technology over competitors, which could limit the volume of products incorporating MIPI A-PHY and thus the royalty stream.
• ●Termination provisions allow either party to end the agreement after ten years with 180 days’ notice, creating long-term continuity risk. If Onsemi’s product roadmap changes or market demand shifts, future royalty flows could be curtailed.
• ●The license survives for products already on Onsemi’s roadmap or commercialized prior to termination, but the scope of these products is undefined, leaving ambiguity about the tail of royalty payments after contract termination.

Bottom line

Valens’ licensing deal with Onsemi formalizes access to a major semiconductor manufacturer for its MIPI A-PHY connectivity technology, with the potential for future royalty income. The announcement is credible and specific about legal terms but omits all financial details, leaving investors unable to assess the agreement’s materiality or revenue potential. The non-exclusive structure and undefined product scope introduce uncertainty about the scale and durability of future payments. To change this assessment, Valens would need to disclose royalty rates, expected revenue ranges, or commercial milestones tied to Onsemi’s product launches. The most important takeaway is that while the deal could open a new revenue stream, its financial significance remains entirely unquantified at this stage.

Announcement summary

(CSE:NUE) (OTC Pink:NUEPF) (FSE:NUE1) NU E Power Corp. has engaged Departures Capital Inc. to provide investor communications and marketing services under a consulting services agreement effective September 15, 2026. Under the agreement, Departures will produce and distribute, online and by email: video interviews with the Company's Chief Executive Officer; related short-form clips; Company articles; investor email campaigns; and a dedicated investor landing page. The agreement runs from September 15, 2026 to August 7, 2027 (approximately 11 months). Promotional activity will begin on or after the date of this news release. NU E Power Corp. has agreed to pay Departures Capital Inc. $42,000 plus applicable taxes, payable in cash in full upon execution of the agreement. No securities-based compensation, including options, forms part of this engagement. The Company and Departures Capital Inc. act at arm's length.

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