On Semiconductr Stock Price, News & Analysis

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.

onsemi (Nasdaq: ON) has announced a collaboration with NVIDIA to advance the development of 800 VDC power architectures for next-generation AI data centers. This initiative focuses on creating more efficient power distribution systems that can handle massive power requirements while minimizing conversion losses.

The company will leverage its expertise in silicon and silicon carbide (SiC) technologies to provide comprehensive power solutions, including solid state transformers, power supply units, and core power delivery systems. These solutions will be integrated with intelligent monitoring and control capabilities, positioning onsemi as a key enabler of modern AI infrastructure power requirements.

onsemi (Nasdaq: ON) has expanded its collaboration with Schaeffler through a new design win for a leading global automaker's PHEV platform. The partnership will utilize onsemi's next-generation EliteSiC silicon carbide MOSFETs in Schaeffler's traction inverter system.

The EliteSiC technology offers superior performance benefits including the lowest on-state resistance for highest peak power in its class, lower conduction losses, and enhanced short-circuit robustness. These features enable longer driving range through higher energy conversion efficiency, improved reliability with lower maintenance, and optimized form factor for flexible vehicle design.

This collaboration marks onsemi's position as the exclusive silicon carbide supplier for this program, strengthening its role in the transition from traditional IGBT-dominated platforms to advanced hybrid architectures.

onsemi (Nasdaq: ON) has scheduled the announcement of its second quarter 2025 financial results for Monday, August 4, 2025, before market opening. The company will host a conference call at 9 a.m. Eastern Time on the same day.

Investors can access the conference call through two methods: a live webcast available via the company's Investor Relations website, with a 30-day replay option, or via teleconference by pre-registering through the provided link.

onsemi (ON) reported Q1 2025 financial results showing significant revenue decline and margin pressure. Revenue fell 22% year-over-year to $1.45 billion. The company posted a GAAP operating margin of -39.7% and a GAAP loss per share of $(1.15), while non-GAAP earnings per share came in at $0.55. Despite challenging conditions, free cash flow increased 72% year-over-year to $455 million, representing 31% of revenue. The company returned 66% of Q1 free cash flow to shareholders through share repurchases. For Q2 2025, onsemi projects revenue between $1.4-1.5 billion and non-GAAP diluted EPS of $0.48-0.58. All business segments showed sequential and year-over-year declines, with PSG down 26%, AMG down 19%, and ISG down 20% year-over-year.