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) 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 (Nasdaq: ON) has scheduled to release its first quarter 2025 financial results on Monday, May 5, 2025, before market opening. The company will follow the announcement with a conference call at 9 a.m. Eastern Time on the same day.
Investors and interested parties can participate through two channels: a live webcast available via the 'Investor Relations' section of onsemi's website, or through a teleconference requiring pre-registration. The webcast recording will remain accessible for 30 days following the live broadcast.
onsemi (NASDAQ: ON) has announced the termination of its efforts to acquire Allegro MicroSystems (NASDAQ: ALGM) and withdrawn its all-cash proposal of $35.10 per share. The decision comes after Allegro's Board of Directors showed reluctance to fully engage with the proposal.
Despite believing in the potential benefits of combining the two complementary businesses, onsemi determined there was no actionable path forward. The company will instead focus on other opportunities to enhance stockholder value and continue allocating capital towards its existing share repurchase program.
CEO Hassane El-Khoury emphasized onsemi's commitment to disciplined capital allocation and highlighted the company's strong position in core markets of automotive, industrial, and AI data centers, supported by market-leading technology and a robust innovation pipeline.
onsemi has launched the Hyperlux™ ID family, the industry's first real-time, indirect time-of-flight (iToF) sensor capable of high-precision long-distance measurements and 3D imaging of fast-moving objects. The innovative sensor extends depth sensing up to 30 meters, quadrupling the range of standard iToF sensors while maintaining a smaller form factor.
Key features include:
- Simultaneous monochrome imaging and depth information capture
- Proprietary global shutter pixel architecture with on-board storage
- 1.2MP resolution with 3.5µm BSI pixels
- Real-time depth processing capabilities
The technology aims to enhance industrial applications including automation, robotics, manufacturing quality control, logistics, agriculture, and access control systems. Two models are available: the AF0130 with integrated processing for simplified integration, and the AF0131 allowing custom depth algorithms implementation.