ON ON Semiconductor Corp Loading... : Bullish and Bearish Analyst Opinions
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13:09
Jun 03
Jun 03
Watch these semiconductor companies as beneficiaries of European Chips Act 1.0 investments; the author is still digesting reports and has no disclosed position.
MED
22:06
Jun 02
Jun 02
Analog chips boom from edge AI.
The shift to edge computing and AI agents is driving demand for analog semiconductors, which are needed in smaller devices and on-premise AI. Onsemi, Navitas, STMicroelectronics, and Microchip Technology are seeing revenue acceleration, with STMicro's AI-related sales doubling and Microchip guiding strong growth through 2026.
MED
16:13
Jun 02
Jun 02
The article names onsemi as the #2 global SiC power player (behind STM) and notes it signed a multi-year supply agreement with VW for its EliteSiC portfolio, demonstrating strong competitive positioni
The article names onsemi as the #2 global SiC power player (behind STM) and notes it signed a multi-year supply agreement with VW for its EliteSiC portfolio, demonstrating strong competitive positioning and customer lock-in in the EV traction inverter market.
Risk: SiC pricing pressure from STM's vertical integration and potential oversupply; execution risk on 200mm conversion.
10:52
Jun 01
Jun 01
Watch ON as a supplier in NVIDIA's 800 VDC ecosystem; multi-sourcing model reduces concentration but AI power TAM expands.
MED
23:55
May 31
May 31
Research basket of analog and power semi names across the GaN, SiC, and power management ecosystem — author frames this explicitly as a "do more research" list, not a position list. Monitor for further re-rating as Nvidia's 800VDC architecture buildout accelerates, particularly in smaller-cap names.
MED
18:30
May 29
May 29
Named as Nvidia 800 VDC Architecture partner; multi-year SiC supply agreements cited as providing 3–5 year revenue visibility with SiC ~30% of revenue.
MED
22:02
May 28
May 28
Named as a beneficiary of NVIDIA's 800VDC data center power architecture shift; rack power density cited as a core bottleneck driving demand for power semiconductors. Observational, no directional commitment.
LOW
14:08
May 27
May 27
Long ON Semiconductor via Jan 2028 $190 calls. Cyclical recovery underway post-2025 inventory reset; AI data center power density demand expanding addressable content for specialized power management semis; margin expansion from mix-shift toward intelligent power/sensing solutions validates the bull case.
HIGH
08:56
May 27
May 27
Watch ON Semiconductor as it hits a record high in the S&P 500 GAI company tracker; trend-following framing ("stick with the winners") suggests continued momentum, but no explicit author position disclosed.
MED
05:35
May 27
May 27
Watch ON as a profitable scaled power semiconductor basket name benefiting from AI data-center power demand; author frames it as part of the basket, not an explicit personal long.
MED
01:16
May 27
May 27
Watch ON Semiconductor as it recovers from a painful 2025 inventory reset; thesis centers on AI data center growth and operating recovery as potential medium-term catalysts — no explicit owned position stated.
MED
23:00
May 23
May 23
Power semiconductors gaining importance in auto
As vehicles become more complex and electrified, power management and efficiency become critical. Analog/power semiconductor companies like Onsemi, Navitas, and Texas Instruments are seeing improving earnings and growing importance in the supply chain. This sector is not yet fully appreciated by the market, offering a catch-up opportunity.
MED
21:56
May 21
May 21
Bearish view on ON Semiconductor as the sector's limited factory-utilization upside suggests less earnings leverage than expected in the analog recovery.
HIGH
23:15
May 17
May 17
Long these key GaN/SiC players as the market shifts from device specs to integrated system-level power solutions for AI data centers and EV charging.
HIGH
21:57
May 16
May 16
Long these power semiconductor companies as the market shifts from device-specification to system-architecture competition, with AI server power, EV charging, and industrial applications driving demand across GaN and SiC.
HIGH
16:42
May 14
May 14
Watch ON for its power semiconductor and SiC exposure with DoD-trusted manufacturing.
HIGH
15:07
May 14
May 14
Long ON for its US-based power semiconductor and SiC manufacturing, serving automotive and industrial end markets.
HIGH
17:07
May 13
May 13
Long these power semiconductor plays benefiting from the 800V AI rack transition, which expands the value pool as power density and efficiency become critical constraints.
HIGH
22:15
May 11
May 11
Analog power semiconductors benefit AI on-device
The AI on-device trend, where AI is embedded into all devices (cars, buses, bicycles, pedestrians), will drive demand for analog and power semiconductors that manage power efficiency. The speaker highlighted Navitas (NVTS) surging 25%, and also mentioned Texas Instruments (TXN) and ON Semiconductor (ON) as similar beneficiaries of this structural shift.
MED
09:03
May 11
May 11
Power semiconductors next AI wave
Power semiconductors (e.g., Onsemi, Navitas) are becoming critical for AI data centers. Their 1Q earnings are starting to beat expectations, and the market is recognizing them as the next wave of AI-related shortages. Historically used in EVs, power chips are now essential for efficient energy management in data centers.
MED
12:40
May 07
May 07
Avoid ON as semiconductor name without meaningful AI infrastructure exposure; relative underperformance expected per SiTime.
HIGH
12:38
May 07
May 07
Long power-management and discrete suppliers benefiting from broadening AI server power delivery content cycle and 48V architecture transition.
HIGH
16:27
May 05
May 05
Double AI data center revenue by 2026
Onsemi's AI data center revenue will double from 2025 to 2026, driven by broad demand across all hyperscalers and XPU vendors, and the increasing number of power chips needed per GPU. The CEO is very confident in this forecast.
HIGH
14:41
May 05
May 05
Long ON Semiconductor benefiting from design-win-backed platforms in radar, camera, and power for automotive.
HIGH
13:04
May 05
May 05
Buy ON on AI/DC revenue doubling to $500M+ by 2026, with utilization upside from 77% to low 90s and additional pricing/mix leverage driving further margin expansion.
HIGH
12:41
May 05
May 05
Buy ON semi on underutilized capacity (77% utilization) with clear path to 25-30% revenue growth as utilization reaches low 90s, plus price/mix tailwinds.
HIGH
01:49
May 05
May 05
Long $ON — speaker self-RTs his own call branding it 'the next big stock' and notes he is only trimming some shares at resistance while still holding; the partial sale is risk management of a long, not a short.
MED
22:54
May 04
May 04
ON Semiconductor's Q1 2026 earnings call signals a bottom in the analog/power semiconductor cycle with AI data center power demand inflecting to revenue, benefiting Vertiv, Eaton, and Flex while creating mixed impacts for hyperscaler capex and competitive pressure on power semi incumbents.
HIGH
22:49
May 04
May 04
Long industrial/embedded semi and automation stocks as a real recovery emerges with falling channel inventory and sequential growth in factory automation and medical.
HIGH
22:31
May 04
May 04
ON Semiconductor shares fell 5.4% after reporting mixed results and a cautious outlook suggesting a slower-than-hoped recovery in key markets.
HIGH
About ON Analyst Coverage
Buzzberg tracks ON (ON Semiconductor Corp) across 16 sources. 15 bullish vs 0 bearish calls from 17 analysts. Sentiment: predominantly bullish (32%). 47 total trade ideas tracked.