On Semiconductr Stock Price, News & Analysis

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.

onsemi (NYSE:ON) announced on October 28, 2025 that Teledyne Technologies selected its Treo platform to develop next‑generation readout integrated circuit (ROIC) ASICs for infrared focal plane array systems.

Treo is built on an advanced 65nm node with a modular architecture and IP library, and its ROIC process adds precision analog, advanced digital, low‑voltage power, and dense on‑chip energy storage. Key technical features cited include higher gate density, lower power dissipation, die stitching for large sensors, wide temperature operation (cryogenic to automotive grades), and low resistivity substrates for radiation resilience.

The platform is manufactured at onsemi’s East Fishkill, NY facility, which holds Category 1A Trusted Supplier accreditation to support U.S. government domestic chip needs.

onsemi (Nasdaq: ON) completed the acquisition of rights to Vcore power technologies and associated IP licenses from Aura Semiconductor on Oct 27, 2025. The deal expands onsemi's power-management portfolio and roadmap to address the full grid-to-core power tree for AI data center applications. Integration of Vcore technologies plus onsemi's silicon and silicon carbide (SiC) expertise aims to accelerate scalable designs for solid state transformers, power supply units, 800 VDC distribution, and core power delivery. With these combined capabilities, onsemi says it will be among a small set of companies able to meet stringent power requirements of modern AI infrastructure.

onsemi (Nasdaq: ON) will announce third quarter financial results for the period ended October 3, 2025 before the market opens on Monday, November 3, 2025.

The company will host a conference call at 9:00 a.m. ET on November 3, 2025 following the release. A live webcast will be available in the Investor Relations section at http://www.onsemi.com, with a re-broadcast posted about one hour after the live call and available for 30 days. A teleconference option is available via pre-registration.

onsemi (Nasdaq: ON) has announced an agreement to acquire Vcore power technologies and associated IP licenses from Aura Semiconductor. The strategic acquisition aims to enhance onsemi's power management portfolio, particularly for AI data center applications, enabling comprehensive solutions from grid to core power delivery.

The deal strengthens onsemi's position in delivering intelligent power solutions with superior power density, efficiency, and thermals. By combining this technology with their existing silicon and silicon carbide (SiC) expertise, onsemi will become one of few companies capable of meeting modern AI infrastructure power requirements.

The transaction is expected to close in Q4 2025 with minimal impact on earnings in the first fiscal year and becoming accretive thereafter.

onsemi (NASDAQ: ON) reported Q2 2025 financial results with revenue of $1,468.7 million and GAAP diluted EPS of $0.41. The company achieved a GAAP gross margin of 37.6% and operating margin of 13.2%. Non-GAAP operating margin stood at 17.3%, while non-GAAP EPS reached $0.53.

The company generated $184.3 million in cash from operations and $106.1 million in free cash flow. For Q3 2025, onsemi projects revenue between $1,465-$1,565 million and non-GAAP diluted EPS of $0.54-$0.64.

Segment performance showed sequential growth in PSG (+8%) while AMG and ISG declined by 2% and 8% respectively. Year-over-year, all segments experienced declines of 14-16%.

onsemi (Nasdaq: ON) announced that its EliteSiC M3e technology will power select models of Xiaomi's YU7 electric SUV line-up. The advanced 800V drive platform features superior performance and efficiency, enabling the development of smaller, lighter, and more robust EV traction systems.

The EliteSiC M3e technology boasts the industry's lowest on-resistance, delivering enhanced peak power in a smaller footprint. This integration into the traction inverter enables better performance, improved power density, reduced system costs, and extended driving range for the YU7 models.