The Bull Case For ON Semiconductor

ON Semiconductor (NASDAQ: ON) has transformed itself into a focused power and sensing company centered on silicon carbide, high-voltage power devices, and industrial-grade reliability. Its portfolio is tightly aligned with EV powertrains, industrial automation, energy infrastructure, and datacenter power, areas where efficiency and durability matter far more than commoditized scale.

Benzinga • Dec 12, 2025

onsemi and FORVIA HELLA Extend Strategic Collaboration with Next-Generation Power Technology

News Highlights: onsemi and FORVIA HELLA signed a new long-term agreement to adopt onsemi's PowerTrench® T10 MOSFET technology across advanced automotive platforms. T10 power MOSFETs, manufactured at onsemi's state-of-the-art facility in East Fishkill, NY, deliver significant improvements in efficiency, power density, and system cost.

GlobeNewsWire • Dec 11, 2025

On Semiconductor's $6B Capitulation Is Here

On Semiconductor (ON) is rated Buy, with 25% upside and a $69 price target, supported by operational improvements and a $6B share buyback. Stabilization in automotive and industrial segments, along with recovering inventory and factory utilization, signal a turning point for ON's fundamentals. ON's entry into AI data center power management, including a partnership with Nvidia, adds secular growth potential beyond auto and industrial markets.

Seeking Alpha • Dec 10, 2025

ON Semiconductor Corporation (ON) Presents at 53rd Annual Nasdaq Investor Conference Transcript

ON Semiconductor Corporation (ON) Presents at 53rd Annual Nasdaq Investor Conference Transcript

Seeking Alpha • Dec 9, 2025

ON Semiconductor Corporation (ON) is Attracting Investor Attention: Here is What You Should Know

Zacks.com users have recently been watching ON Semiconductor Corp. (ON) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Zacks Investment Research • Dec 3, 2025

ON Semiconductor Corp. (ON) Up 6.6% Since Last Earnings Report: Can It Continue?

ON Semiconductor Corp. (ON) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Dec 3, 2025

ON Semiconductor Corporation (ON) Presents at UBS Global Technology and AI Conference 2025 Transcript

ON Semiconductor Corporation (ON) Presents at UBS Global Technology and AI Conference 2025 Transcript

Seeking Alpha • Dec 2, 2025

onsemi and Innoscience Announce Plans to Collaborate to Speed Global Rollout of GaN Power Portfolio

Summary: onsemi announced it has signed a memorandum of understanding with Innoscience to explore expanding production of gallium nitride (GaN) power devices using Innoscience's proven 200mm GaN-on-silicon process. The collaboration would combine onsemi's system integration, drivers, and packaging expertise with Innoscience's GaN wafers and high-volume manufacturing leadership in an effort to bring cost-effective, energy-efficient solutions to market faster and accelerate GaN adoption.

GlobeNewsWire • Dec 2, 2025

What Is the Best Chip Stock to Own for the Next 10 Years?

ON Semiconductor trades at attractive value multiples despite strong growth potential. The company is investing in share buybacks and has key partnerships in the automotive and AI sectors.

The Motley Fool • Dec 1, 2025

Artificial Intelligence (AI) Could Be the Catalyst That Lifts These Undervalued Tech Stocks

PTC, Trimble, and ON Semiconductor have attractive valuations and growth prospects. AI integration is expected to enhance each company's offerings and future earnings.

The Motley Fool • Nov 24, 2025