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From ON earnings calls
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21:00
Aug 03 ◎
Hassane El-Khoury President and Chief Executive Officer, ON Semiconductor Cor… ON Q2 FY26 call
ON is deliberately prioritizing AI data center shipments over automotive and industrial in the near term, but expects supply to normalize as manufacturing output catches up. — This suggests AI power is becoming a scarce resource, potentially creating short-term bottlenecks for other sectors but solidifying ON's role in AI infrastructure.
NVDA
HIGH
14:00
Nov 03 ◎
Hassane El-Khoury President and CEO, ON Semiconductor Corporation ON Q3 FY25 call
ON sees itself as one of only two companies able to support the full power delivery tree from high voltage to the core, positioning it uniquely against competitors. — This suggests ON is gaining significant share in AI data center power, a high-growth market unlike its traditional automotive and industrial focus.
NVDA
HIGH

About NVDA Analyst Coverage

Buzzberg tracks NVDA (NVIDIA Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Hassane El-Khoury.