onsemi
onsemi plays in power, sensing, and intelligent control, giving it exposure to automotive, industrial, and some infrastructure themes.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
Price, 1D change, market cap, and enterprise value are current market-based figures.
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
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Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
FEATURE Tech was hit again on Friday by the worsening selloff in chip makers and other AI stocks. Advanced Micro Devices advanced 1% and Intel dropped 2%. Applied Materials was down 5.6% and Corning fell 2.
3 Semiconductor Stocks to Buy Before AI Demand Explodes in JulyAI infrastructure is running into physical bottlenecks that most investors overlook, and three semiconductor stocks sitting at those chokepoints are flashing unusual setups ahead of July earnings season.
Here's Why ON Semiconductor Just Made a $7 Billion Bet on AIThe semiconductor company views the acquisition of Synaptics as a natural expansion, and a way to capture more value from the growth of physical AI.
Is ON Semiconductor (ON) Fully Priced After Its 151% Run?ON Semiconductor has delivered a 151.0% gain over the past 5 years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the stock trading at a premium, raising questions about how much of its story is already priced in. Over 5 years, ON Semiconductor is up 151.0%, which puts current pricing under closer scrutiny after a strong longer term run. Recent news around manufacturing divestitures and the planned Synaptics acquisition may support...
Microchip Jumps 35% YTD: Is There More Room for the Stock to Rise?MCHP's 35.3% YTD gain rests on inventory recovery, stronger bookings and AI data center growth, though supply chain constraints and competition remain risks.
Will Earnings Optimism and EV AI Momentum Change ON Semiconductor's (ON) Narrative?In recent days, ON Semiconductor Corp. reported that analysts expect a meaningful uplift in upcoming quarterly earnings per share and revenue, even as the stock lagged a rising broader market. At the same time, Heartland Advisors highlighted ON Semiconductor’s strength in power management and image sensing for electric vehicles and AI datacenters, as well as its ongoing push toward higher-margin products and more efficient manufacturing. Next, we’ll explore how optimism around upcoming...
Why it could benefit going forward
- onsemi plays in power, sensing, and intelligent control, giving it exposure to automotive, industrial, and some infrastructure themes.
- It is more of a power-electronics and edge-compute enabler than a direct GPU winner.
- That can still matter if AI electrifies more systems outside the data center.
Moat / edge
- Strong position in intelligent power and image sensing.
- Growing relevance in electrified and automated systems.
- Design wins can be sticky in auto and industrial applications.
What to watch
- Inventory digestion and order normalization.
- Power-device mix and margin trends.
- Whether infrastructure demand offsets weaker end markets.
Key risks
- Execution is sensitive to industrial and auto cycles.
- This is a more indirect AI beneficiary.
Business snapshot
ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally. It operates through three segments: Power Solutions Group, Analog and Mixed-Signal Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and integrated semiconductor devices designed to enable power conversion, including power switching, signal conditioning, and circuit protection technologies. Its Analog and Mixed-Signal Group segment designs and develops analog and mixed-signal solutions, including power management, sensor interface, connectivity, and standard products for automotive, industrial automation, AI data centers, computing, and mobile end markets. The Intelligent Sensing Group segment develops complementary metal-oxide-semiconductor image sensors, image signal processors, short-wave infrared sensors, and other products, as well as photon-counting technologies, including single-photon avalanche diode arrays and silicon photomultiplier devices for depth sensing, factory automation, safety systems, and robotics industries. ON Semiconductor Corporation was incorporated in 1992 and is headquartered in Scottsdale, Arizona.