AI data-center revenue is expected to more than double in 2026 as onsemi expands content across the full power tree.
China automotive silicon carbide revenue is expected to grow 60%-70% in 2026 as EV programs ramp.
Energy storage systems revenue is expected to grow about 40% in 2026, led by North American microgrid customers.
Vertical GaN sampling is underway, with first revenue expected in 2027.
onsemi expanded its role in NVIDIA's MGX ecosystem, adding AI data-center platform design opportunities.
Get valuation models, detailed research reports, thematic primers, one-pagers, risk analysis, growth triggers, bear case, capex tracker, walk the talk, and more for ON Semiconductor Corporation and 4,900+ companies.