Welcome to our dedicated page for On Semiconductr news (Ticker: ON), a resource for investors and traders seeking the latest updates and insights on On Semiconductr stock.
News and filings about onsemi (ON) highlight its role in semiconductor and related device manufacturing for automotive, industrial, AI data center, and advanced imaging markets. The company’s news flow frequently centers on intelligent power and sensing technologies, reflecting its focus on vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure.
Recent announcements describe new collaborations in gallium nitride (GaN) power devices, including agreements with GlobalFoundries and a memorandum of understanding with Innoscience. These items explain how onsemi is working to expand its GaN portfolio across low, medium, and high voltages and to scale manufacturing on 200mm GaN-on-silicon processes. News coverage details target applications such as AI data centers, electric vehicles, renewable energy, industrial systems, telecom infrastructure, consumer power supplies, and aerospace, defense, and security systems.
Other news focuses on automotive power solutions, such as the adoption of onsemi’s PowerTrench T10 MOSFET technology by FORVIA HELLA for advanced automotive platforms, and on AI data center power management, including the acquisition of rights to Vcore power technologies from Aura Semiconductor. onsemi also issues regular updates on quarterly financial results, share repurchase authorizations, and strategic manufacturing and restructuring decisions, which are of interest to investors tracking ON stock.
Visitors to this news page can review company press releases, partnership announcements, technology platform updates like the Treo ROIC platform, and financial communications that together provide a detailed picture of how onsemi is positioning its power and sensing portfolio across automotive, industrial, AI data center, and high-reliability imaging markets.
onsemi (Nasdaq: ON) will host its Financial Analyst Day on September 16, 2026 in New York City. The invitation-only event will feature presentations from executive leadership on strategy, strategic growth initiatives, innovations, and the company’s long-term financial plan.
A live webcast and presentation materials will be available on the company’s Investor Relations website.
onsemi (Nasdaq: ON) reported Q4 2025 revenue of $1,530.1M, GAAP diluted EPS of $0.45 and non-GAAP diluted EPS of $0.64. For full-year 2025 revenue was $5,995.4M, GAAP EPS $0.29, and free cash flow reached $1.4B with a 24% free cash flow margin.
Q4 business actions include a new $6B share repurchase authorization, vGaN product launch, and GaN manufacturing collaborations with Innoscience and GlobalFoundries. Q1 2026 revenue outlook is $1,435–$1,535M with non-GAAP EPS of $0.56–$0.66.
onsemi (Nasdaq: ON) will announce fourth-quarter and full-year 2025 financial results for the period ended December 31, 2025 after market close on Monday, February 9, 2026. A conference call will follow at 5:00 p.m. ET on February 9, 2026.
Investors can join via live webcast on the company’s Investor Relations website, with a re-broadcast posted about one hour after the live call and available for 30 days. A teleconference option is also available by pre-registration.
onsemi (Nasdaq: ON) announced a collaboration with GlobalFoundries (Nasdaq: GFS) to develop and manufacture next-generation 650V lateral GaN power devices using GF’s 200mm eMode GaN-on-silicon process.
The companies plan to combine GF’s GaN platform with onsemi’s silicon drivers, controllers, and thermally enhanced packaging to deliver higher power density and efficiency for AI data centers, electric vehicles, renewable energy, industrial, and aerospace, defense and security markets. onsemi expects to begin sampling in the first half of 2026 and scale to volume production thereafter.
Lumentum (NASDAQ:ON) announced the appointment of Thad Trent to its Board of Directors, effective December 15, 2025, expanding the board to nine members.
Trent currently serves as Executive Vice President and Chief Financial Officer of onsemi (NASDAQ:ON) since February 2021 and brings stated expertise in corporate finance, M&A, in-house manufacturing and process efficiency. Lumentum leadership said his experience will support execution of the company's long-term strategy and efforts to capture opportunities in AI and cloud infrastructure markets.
onsemi (Nasdaq: ON) and FORVIA HELLA extended their strategic collaboration with a new long-term agreement to adopt onsemi’s PowerTrench® T10 MOSFET technology across FORVIA HELLA’s advanced automotive platforms, announced Dec. 11, 2025.
The T10 MOSFETs, produced at onsemi’s East Fishkill, NY facility, are described as offering ultra-low conduction and switching losses, higher power density in a compact footprint, reduced output capacitance, and lower drain-to-source resistance and gate charge—aimed at improving efficiency, reliability, and system cost for electrified and software-defined vehicle architectures.
onsemi (NYSE:ON) signed a memorandum of understanding with Innoscience to evaluate scaling production of GaN power devices (40–200V) using Innoscience’s 200mm GaN-on-silicon process and onsemi’s systems, drivers and packaging expertise. The collaboration aims to accelerate worldwide, high-volume deployment, lower system cost, and broaden adoption across industrial, automotive, telecom infrastructure, consumer and AI data center markets.
The non-binding MoU targets a projected $2.9 billion GaN power market by 2030 and expects sampling to begin in H1 2026.
onsemi (Nasdaq: ON) announced a new $6 billion share repurchase authorization covering a three-year period that launches on January 1, 2026 and expires on December 31, 2028. The program follows a prior $3 billion authorization that expires December 31, 2025; under that prior authorization the company repurchased $2.1 billion of common stock over the last three years.
The release says onsemi spent approximately 100% of its free cash flow in 2025 on repurchases, and that repurchases may occur via open-market purchases, privately negotiated transactions or Rule 10b5-1 trading plans. The authorization may be suspended or discontinued and does not obligate the company to repurchase any specific amount.
onsemi (Nasdaq: ON) reported Q3 2025 results on November 3, 2025: revenue $1,550.9M, GAAP gross margin 37.9%, GAAP operating margin 17.0%, and GAAP diluted EPS $0.63. Non-GAAP operating margin was 19.2%. Cash from operations was $418.7M and free cash flow was $372.4M (22% YoY, 24% of revenue). Year-to-date share repurchases totaled $925M, roughly 100% of free cash flow. Segment revenue: PSG $737.6M (+6% QoQ, -11% YoY), AMG $583.3M (+5% QoQ, -11% YoY), ISG $230.0M (+7% QoQ, -18% YoY).
The company provided Q4 2025 guidance: revenue $1,480–$1,580M; GAAP diluted EPS $0.56–$0.66; diluted shares ~405M.
onsemi (ON) on Oct. 30, 2025 introduced vertical gallium nitride (vGaN) power semiconductors built on proprietary GaN-on-GaN technology. The company says vGaN conducts current vertically to enable higher operating voltages, faster switching and higher power density for AI data centers, EVs, renewables and aerospace.
Key disclosed facts: sampling of 700V and 1,200V devices to early access customers, development and manufacturing at onsemi's Syracuse fab, and a portfolio of 130+ patents. The company reports losses can be reduced by almost 50% and vGaN devices are ~three times smaller than lateral GaN.