NuAxiSemiconductor trade intelligence

Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold

What happened

Onsemi projects AI data-center revenue to more than double by 2026, signaling a strong demand recovery. However, the lack of a major upside surprise in Q3 guidance suggests the inventory replenishment cycle has not yet fully begun.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

Onsemi

forecastrecoveryai

Source and time

Source: DigiTimes Asia · 8/3/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

AI Drives Strong Semiconductor Market in 2025-2026SemiWiki · 2/26/2026
Onsemi targets every stage of AI power delivery while holding back automotive restockingDigiTimes Asia · 11/3/2026
OmniVision Overtakes Samsung in Global CIS Market With 13% ShareThe Elec · 10/20/2026
Onsemi reportedly in talks to buy AI power-chip startup Ferric for close to US$1 billionDigiTimes Asia · 10/28/2026
Onsemi and Sungrow deepen battery storage tie-up as demand rises for grid powerDigiTimes Asia · 10/14/2026
DMASS Reports Europe Components Up 9.8% in Q4 2025Passive Components EU · 3/2/2026

Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings