Company Snapshot

Investment Thesis

onsemi supplies intelligent power and sensing semiconductors for automotive, industrial, and cloud markets. Silicon carbide investments, differentiated imaging, and disciplined capacity underpin secular growth.

  • Automotive Focus: EV powertrains, ADAS image sensors, and battery management lead bookings.
  • Fab Rationalization: 300mm conversion and site sales boost gross margin.
  • Capital Allocation: Long-term supply agreements de-risk SiC expansion.

Strategic Mix

Automotive & Mobility Power modules, SiC, image sensors
Industrial & Energy Factory automation, renewable, medical
Cloud & Telecom Power, timing, and connectivity
Other Legacy consumer and licensing

Mix aligns with onsemi's reported automotive, industrial, and cloud end markets.

Recent Performance

MTD TBD
QTD TBD
YTD TBD
5Y TBD

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Strategic Insights

SiC Ramp

Expanded Bucheon and Roznov capacity targets >$4B SiC revenue mid-term.

Smart Power Modules

Integrated solutions for traction inverters increase content per EV.

Manufacturing Footprint

Asset-light agreements secure substrate supply and improve ROIC.

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