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onsemi

NuAxi groups public briefings that mention onsemi: product launches, capacity and pricing signals, and supply-chain changes. The page updates continuously.

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Fri, Oct 30

  1. Impact score 10

    ON Semiconductor Reports Soon: How Has The Stock Reacted To Past Earnings?

    ON Semiconductor (NASDAQ:ON) is scheduled to report its earnings on Monday, November 2, 2026; the report has not yet been released. The company has a market value of about $29.4 billion, and over the last twelve months it generated $6.2 billion in revenue and $1.1 billion in operating profit, with net income of $630 million. The article reviews the stock's historical post-earnings behavior: there were 20 earnings releases in the last five years, with 13 positive and 7 negative one-day (1D) returns, so positive 1D returns occurred 65% of the time; over the last three years that share rises to 73% across 11 releases. The median of the 13 positive 1D returns is 4.1%, the median of the 7 negative ones is -8.4%, and the largest one-day reactions were 14.4% and -21.8%. Over five years, all correlations between the 1D return and the following 5D and 21D returns, and between 5D and the following 21D, are below 0.40 in absolute terms, so the early post-earnings move has not reliably predicted what followed; the 3-year 1D vs next 5D figure of -0.47 hints at a partial reversal but rests on only 11 releases. Peer NXP Semiconductors usually reports about 6 days before ON Semiconductor and has already reported this season on October 27, with its stock falling 0.7% the day after; the correlation between NXP's 1D reaction and ON's subsequent 1D reaction is 0.00, showing no consistent link.

    ON Semiconductor, NXP SemiconductorsYahoo Finance — TXN

Thu, Oct 29

  1. Impact score 96

    ON Semiconductor Falls 5%, NXP Semiconductors Drops 4% as Soft Guidance Revives Auto Chip Worries; Skyworks Ticks Up, Qualcomm and Texas Instruments Dip

    On October 28, 2026, soft guidance from NXP Semiconductors revived auto chip worries and sent auto-exposed chipmakers sliding: ON Semiconductor traded at $75 in afternoon trading, down 5%, the biggest drop in the group; NXP was at $245, down 4%; Qualcomm was at $182, down 1%; and Texas Instruments was at $305, down 1%, while smartphone radio-frequency chip maker Skyworks Solutions moved against the selling at $87, up 1%. The source attributes the declines to NXP's soft guidance: after the close on October 27, NXP reported Q3 2026 results with sales of $3.79 billion, up 19% from a year earlier, ahead of Wall Street consensus of $3.76 billion, and adjusted EPS of $4.20, exceeding consensus of $4.12. However, NXP guided Q4 2026 revenue to $3.75 billion to $3.95 billion, a midpoint of $3.85 billion versus consensus of $3.86 billion, and the midpoint implies revenue growth slowing to 15% from a year earlier. NXP's Q3 automotive business, which makes up more than half of company sales, grew 13%, trailing the company's overall pace. TE Connectivity has also named weaker vehicle production as a constraint on its fiscal 2027, and a new $5 billion addition to NXP's buyback has not offset that read. ON Semiconductor sells power chips including silicon carbide devices used in electric-vehicle inverters and industrial power conversion, so auto demand carries more weight for it, which the source says helps explain why ON fell harder than NXP; ON is still up 38% year to date, Texas Instruments up 79% YTD, Qualcomm up 8% YTD, and NXP up 14% YTD even after the drop. The iShares Semiconductor ETF was at $517, up 1%, and the Invesco QQQ Trust at $722, up 0.1%. The source also notes: ON Semiconductor's management called automotive 'very stable with a good outlook' on August 3; a pending acquisition of Synaptics, revised earlier this month, remains a moving piece; and the Federal Reserve's policy decision is scheduled for today.

    automotive chipspower chips (silicon carbide devices for EV inverters and industrial power conversion)radio-frequency chips for smartphonesON Semiconductor, NXP Semiconductors and 6 totalYahoo Finance — TXNPrice Movement

Mon, Oct 26

  1. Impact score 30

    EMI Guidance for Power Converters, FinFET-Based Power Devices, Simulation-Driven Thermal Modeling for SiC and GaN Converters: Power Electronics Week Insights

    Power Electronics News published a roundup of this week's articles covering practical EMI guidance for power converters, FinFET-based power devices, and simulation-driven thermal modeling for SiC and GaN converters. The roundup also lists news items: Navitas launched a 2300-V SiC power module for grid infrastructure, with the 2300 V SiC technology targeting higher efficiency and power density in AI data centers, energy storage, and grid applications; Allegro introduced 48V power management and precision position sensors for robotics, helping humanoid robots with integration, motion control, and functional safety; EPC GaN FETs enable a 4 kW high-efficiency converter, where the dual-phase EVAL-LT7930-AZ combines ADI's LT7930 controller with EPC2361 transistors for high-current power conversion; STMicroelectronics launched a QML-V qualified LVDS receiver, the RHFLVDS42, supporting data rates up to 600Mbps, 300krad(Si) radiation resistance, and 8kV ESD immunity for aerospace systems; onsemi and Sungrow target 99.3% efficiency in utility-scale BESS, where the PowerTitan 3.0 platform supports conversion units up to 450 kW and could save over 475 MWh annually in a 100 MW installation. The articles section also covers a GaN-based dual-side cooled package for 650-V GaN in 800-V AI data centers. This item is an informational roundup with no price or supply-demand data.

    SiCGaNFinFETNavitas, Allegro and 9 totalPower Electronics News

Fri, Oct 23

  1. Impact score 20

    Leveraging the FinFET Structure for Power: Applications and Use Cases

    This is a technical overview (background) article discussing the roles of the FinFET structure and vertical GaN in high-power electronics (industrial, EVs, AI data centers); it contains no price or supply-demand movement. Key points: FinFETs are moving from logic to the power path, with foundries such as GlobalFoundries offering FinFET processes; Empower Semiconductor (now part of Analog Devices) developed its FinFast platform around ultra-fast FinFET-based power transistors; Claros (now part of Navitas) announced it will manufacture its integrated voltage regulators (IVRs) on Samsung Foundry's US-based 14-nm FinFET process. According to Empower, its Crescendo IVRs achieve roughly 20x faster transient response than conventional solutions; by paralleling up to 50 IVRs of roughly 60 A each, more than 3,000 A can be supplied to the load, with 2x lower voltage droop, which the company says yields an additional 15% reduction in xPU power for a typical AI workload. In May 2026, Analog Devices said it had entered a definitive agreement to buy Empower Semiconductor for $1.5 billion in cash, and the acquisition closed in July 2026. On vertical GaN: in 2024 Power Integrations acquired Odyssey Semiconductor's assets to develop vertical-conduction GaN FETs with 650 V and 1,200 V blocking voltages; onsemi introduced its proprietary GaN-on-GaN vertical architecture (vGaN), saying it reduces energy loss by almost 50%, manufactured at its fab in Syracuse, NY, acquired from NexGen Power Systems at the end of 2024; in October 2025, MIT spin-out Vertical Semiconductor raised an $11 million seed round led by Playground Global, demonstrated its vertical GaN process for 100 V to 1.2 kV device classes on 8-inch wafers, and hopes to have a fully integrated product out by the end of the year. The source does not state any cause related to price impact or market supply-demand.

    FinFET-based power transistors (IVRs)vertical GaN power transistorsintegrated voltage regulators (IVRs)Analog Devices, Empower Semiconductor and 10 totalPower Electronics News

Wed, Oct 21

  1. Impact score 50

    SiC Ups Efficiency of Utility-Scale Battery Storage to Over 99%

    Battery storage supplier Sungrow is adopting onsemi's SiC power module technology for a 0.4% boost in inverter-level efficiency. The source title states the technology ups the efficiency of utility-scale battery storage to over 99%. Aside from the stated efficiency gain, the source does not state any other cause or conditions.

    SiC power moduleutility-scale battery storage inverterSungrow, onsemiElectronic DesignPartnership/M&A

Fri, Oct 16

  1. Impact score 50

    onsemi and Sungrow Target 99.3% Efficiency in Utility-Scale BESS

    onsemi and Sungrow announced the integration of onsemi's EliteSiC hybrid power module technology into Sungrow's PowerTitan 3.0 energy storage platform, targeting high-power DC-AC conversion in grid-scale storage installations. According to onsemi, the new architecture improves inverter-level efficiency by 0.4 percentage points compared with the previous-generation platform, supports power conversion units rated up to 450 kW, and achieves peak efficiency exceeding 99.3%. onsemi's analysis indicates that a 0.4% efficiency improvement could save more than 475 MWh annually in a 100 MW battery energy storage installation compared with the previous-generation module. The SiC hybrid technology combines silicon carbide and silicon power devices in a three-level inverter architecture, providing increased power density and improved thermal performance. The companies collaborated on platform development, system optimization, engineering validation, and qualification, and the adoption follows an established strategic relationship between onsemi and Sungrow.

    EliteSiC hybrid power modulehigh-density power integrated modules (PIMs)onsemi, SungrowPower Electronics NewsPartnership/M&A

Thu, Oct 15

  1. Impact score 45

    onsemi’s EliteSiC hybrid power module technology used in Sungrow’s PowerTitan 3.0 energy storage platform

    onsemi, an intelligent power and sensing technology firm based in Scottsdale, AZ, USA, says that its latest EliteSiC silicon carbide (SiC) hybrid power module technology has been adopted by renewable energy technology firm Sungrow for its PowerTitan 3.0 energy storage platform. The integration enables improved efficiency and enhanced system performance for utility-scale battery energy storage systems (BESS). The source does not state the cause beyond the stated efficiency and performance benefits.

    EliteSiC silicon carbide (SiC) hybrid power moduleonsemi, SungrowSemiconductor Today

Fri, Jul 10

  1. Impact score 45

    Chip Industry Week In Review

    Micron increases US investment, Apple signs $30B deal, onsemi divests assets. Industry faces 189k worker shortage and construction roadblocks. Watch: Major industry consolidation and expansion amidst supply chain constraints.

    Micron Technology, Apple Inc and 3 totalSemiconductor EngineeringPartnership/M&A

Thu, Jul 2

Sat, Jun 27

  1. Impact score 45

    onsemi Expands AI Strategy with Planned Synaptics Acquisition

    onsemi agreed to acquire Synaptics for approximately $7 billion in an all-stock deal, representing a 19% premium. The transaction aims to accelerate the transition to Physical AI and Edge AI, with expected cost synergies of $200 million.

    Edge AI processorsHuman-machine interface solutionsWireless connectivity productsonsemi, Synaptics IncorporatedPower Electronics NewsPartnership/M&A

Fri, Jun 26

  1. Impact score 45

    Onsemi agrees to acquire Synaptics in US$7 billion all-stock deal

    ON Semiconductor agreed to acquire Synaptics in a $7 billion all-stock deal. The merger targets expanding edge AI capabilities in automotive, industrial, and connected devices. Traders should monitor potential supply chain integration and product line rationalization.

    Touchscreen ControllersDisplay DriversAudio ICsON Semiconductor, Synaptics IncorporatedDigiTimes AsiaPartnership/M&A

Wed, Apr 29

  1. Impact score 10

    onsemi and Geely expand SiC collaboration for next-gen EV platforms

    onsemi and Geely Auto Group are expanding their strategic partnership to integrate Silicon Carbide (SiC) technologies into next-generation EV platforms. This collaboration aims to accelerate the development of electric and hybrid vehicles by leveraging advanced power semiconductors. Bullish: The deepening integration signals sustained demand growth for SiC in the automotive sector.

    Silicon Carbide (SiC)onsemi, Geely Auto GroupeeNews EuropePartnership/M&A

Tue, Apr 28

  1. Impact score 15

    onsemi and NIO expand collaboration to accelerate transition to next-gen 900V EV platforms

    onsemi announced an expanded strategic collaboration with NIO to accelerate the transition to 900V EV platforms using its EliteSiC M3e technology. This builds on an existing multi-year partnership and focuses on next-generation vehicle architectures. Neutral: This is a long-term design win that may incrementally support future demand for onsemi's SiC products but has no immediate trading impact on spot prices or supply.

    SiC MOSFETPower SemiconductorsonsemiSemiconductor TodayPartnership/M&A

Thu, Apr 2

  1. Impact score 15

    onsemi’s hybrid power integrated modules used in Sineng Electric’s solar and energy storage solutions

    onsemi announced its hybrid power integrated modules (PIMs) will be used in Sineng Electric's next-generation 430kW energy storage systems and 320kW solar inverters. This is a design win stemming from an existing collaboration, targeting the renewable energy and AI infrastructure markets. Neutral: This is a specific product application announcement with no immediate, quantifiable impact on component supply, demand, or pricing.

    Power Integrated Modules (PIMs)onsemiSemiconductor TodayProduct Launch
  2. Impact score 45

    RT NEWS: 🤝 Another major chipmaker is doubling down on China: #onsemi has selected Shanghai as its Greater China headquarters and plans to localize...

    onsemi has selected Shanghai as its Greater China headquarters and plans to localize 50% of its bill of materials (BOM). This move aligns with China's push for semiconductor self-sufficiency and represents a strategic deepening of its supply chain footprint in the region. Watch: This long-term localization strategy could alter regional supply dynamics and procurement options for key components, but has no immediate direct price impact.

    Power SemiconductorsSensorsAnalog ICsonsemiTrendForce Official (Market Data)Partnership/M&A
  3. Impact score 45

    [News] onsemi Sets Shanghai as China HQ, Reportedly Eyes 50% BOM Localization

    onsemi established its Greater China HQ in Shanghai and targets 50% BOM localization, integrating with local partners including Innoscience for GaN production. This move aims to strengthen its supply chain and market position in China's automotive, industrial, and AI sectors. Watch: This long-term supply chain localization strategy could alter regional supply dynamics and competitive landscape, but immediate price impact is unclear.

    GaN Power DevicesAutomotive SemiconductorsPower Management ICsonsemi, InnoscienceTrendForcePartnership/M&A

Thu, Mar 26

  1. Impact score 98

    [News] STMicroelectronics Reportedly to Raise Prices from Apr. 26; Intel, AMD Said to Plan CPU Hikes of 10–15%

    STMicroelectronics has notified customers of price increases effective April 26, while Intel and AMD plan CPU hikes of 10-15%. Driven by rising material and capacity costs, multiple chipmakers are raising prices, and CPU lead times have extended to 8-12 weeks. Bullish: Industry-wide pricing trend confirmed, upward pressure on spot prices.

    Analog chipsCPUSTMicroelectronics, Intel and 7 totalTrendForcePrice Movement

Tue, Mar 3

  1. Impact score 85

    [News] Israel Unrest Disrupts Tower; Orders Reportedly Shift to Vanguard, PSMC, Lifting Mature-Node Pricing

    Geopolitical unrest in Israel has disrupted shipments from Tower Semiconductor, prompting customers to shift urgent orders to Taiwan's Vanguard and PSMC. This has tightened mature-node capacity and is driving buyers to pay premiums, lifting pricing. Bullish: Direct price impact on mature-node specialty processes, benefiting Vanguard and PSMC with higher ASPs and margins.

    Mature-Node Specialty ProcessesHigh-Voltage ProcessesPower Management ICsVanguard International Semiconductor, Powerchip Semiconductor Manufacturing Corp (PSMC) and 5 totalTrendForcePrice Movement

Wed, Feb 25

  1. Impact score 10

    SiC-on-insulator (SiCOI) Film Market Size to Hit USD 62496.19 Million by 2035 | SNS Insider

    A market report forecasts the SiC-on-insulator (SiCOI) film market to grow from $82.55 million in 2025 to $62.5 billion by 2035, representing a CAGR of 94.05%. The growth is attributed to adoption in EVs, industrial automation, renewable energy, and high-frequency communications. Neutral: This is a long-term market projection with no immediate trading signals for specific components or prices.

    SiC-on-insulator (SiCOI) wafersSoitec, Coherent Corp. and 20 totalGlobeNewswire SemiconductorsMarket Analysis

Fri, Dec 19

  1. Impact score 15

    onsemi to develop power devices using GlobalFoundries’ 200mm lateral GaN-on-Si

    onsemi and GlobalFoundries have signed a collaboration to develop and manufacture gallium nitride (GaN) power products using GF's 200mm eMode GaN-on-silicon process, starting with 650V devices. This partnership aims to leverage GF's foundry capacity and onsemi's power expertise for critical markets. The announcement is a long-term R&D milestone with no immediate impact on current supply, pricing, or inventory of existing power components.

    GaN Power Devicesonsemi, GlobalFoundriesSemiconductor TodayTechnical