ON ON Semiconductor Corp Loading... : Bullish and Bearish Analyst Opinions
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23:38
Jul 14
Jul 14
The author posts research read-throughs on optical interconnects, Taiwan supply-chain concentration, and silicon-carbide recovery, all framed as factual beneficiary maps and watchlists without stating any personal positions.
LOW
22:49
Jul 03
Jul 03
The author is conducting a 'deep dive into ONsemi' (ON) as part of the same industry analysis, implying the company is relevant to the photonics/supply ramp theme.
The author is conducting a 'deep dive into ONsemi' (ON) as part of the same industry analysis, implying the company is relevant to the photonics/supply ramp theme.
Risk: ONsemi's exposure to automotive and industrial may diverge from pure photonics dynamics.
12:02
Jul 02
Jul 02
The author provides a detailed research read-through of the Qwen3.6 NVFP4 checkpoint's implications across the AI hardware ecosystem, categorizing each ticker as a beneficiary or watchlist item without stating any personal positions.
LOW
02:54
Jul 01
Jul 01
Buy ON (power semis) at the open; parent context suggests the thesis is a recovery entry after ON's recent acquisition-driven dip, with tailwind from power semiconductor demand.
MED
02:53
Jun 27
Jun 27
ON Semiconductor acquiring Synaptics; author notes investor concern about strategic focus dilution driving a post-announcement selloff, no directional commitment stated.
LOW
13:31
Jun 26
Jun 26
ON Semiconductor shares sink 19 percent in intraday trading, marking the largest decline since October 2023.
12:30
Jun 26
Jun 26
US pre-market movers report shows ON falling 15% on all-stock deal to acquire SYNA, OpenAI delaying IPO hitting ARM MRVL AMD INTC, AAPL rebounding after worst day, NKE downgraded at KeyBanc, and AMT upgraded at RBC.
11:57
Jun 26
Jun 26
Microsoft, On Semiconductor, Synaptics, and Tango are highlighted as stocks drawing Wall Street's attention before the market opens.
11:44
Jun 26
Jun 26
Premarket movers report shows mixed Mag 7 performance, semiconductor declines, ON Semiconductor sliding 14% on Synaptics deal, and gains in Rocket Lab, Tango Therapeutics, and Wise.
11:44
Jun 26
Jun 26
Premarket movers show mixed Mag 7 performance with semiconductor stocks broadly lower on demand concerns, while ON Semiconductor slides 14% on Synaptics deal, Rocket Lab gains on NASA contract, Tango Therapeutics rises on Jefferies upgrade, and Wise climbs on buyback news.
05:23
Jun 26
Jun 26
Author admits unfamiliarity with ON Semiconductor and needs to research the SYNA acquisition, but expresses confidence in future opportunities in the theme.
LOW
23:42
Jun 25
Jun 25
M&A announcement for ON Semiconductor acquiring Synaptics, no directional view.
LOW
22:02
Jun 25
Jun 25
Reports onsemi acquiring Synaptics in an all-stock deal, no directional view from author.
MED
21:00
Jun 25
Jun 25
Author expresses disappointment over SYNA acquisition by ON but shifts focus to ON as a watchlist candidate without taking a directional position.
LOW
20:55
Jun 25
Jun 25
Onsemi has agreed to acquire Synaptics in an all-stock deal valued at approximately 6.2 billion dollars.
20:50
Jun 25
Jun 25
Onsemi has agreed to acquire Synaptics in an all-stock transaction valued at approximately seven billion dollars with a nineteen percent premium.
20:41
Jun 25
Jun 25
M&A event: ON is acquiring SYNA; speaker adds ON to focus list, no directional commitment.
LOW
22:15
Jun 22
Jun 22
Analog/power semis show earnings visibility.
Analog and power semiconductor sectors are showing improving earnings visibility, which is driving positive price action. ON Semiconductor gained 8% as the market rewards these sectors with stronger fundamental backing.
MED
13:28
Jun 22
Jun 22
Buy ON Semiconductor as a SiC/GaN power semiconductor supplier; EV-driven inventory overhang has crushed the stock 40-60% from highs, but hyperscaler demand for 800V DC rack power conversion (NVIDIA Rubin Ultra) creates a new, price-insensitive demand driver replacing lost EV volume.
MED
12:45
Jun 22
Jun 22
onsemi CEO is quoted quantifying $115,000 semiconductor content per 800V rack. The article highlights onsemi as one of the SiC suppliers benefiting from the forced upgrade cycle and notes its stock fe
onsemi CEO is quoted quantifying $115,000 semiconductor content per 800V rack. The article highlights onsemi as one of the SiC suppliers benefiting from the forced upgrade cycle and notes its stock fell 40-60% during the EV slowdown, now poised for AI-driven demand.
Risk: Execution risk in scaling SiC production; competition from other SiC suppliers.
20:05
Jun 18
Jun 18
Author names these tickers on a personal focus/watchlist alongside a portfolio update; no explicit position language or directional thesis attached to any individual name.
LOW
12:45
Jun 17
Jun 17
Diversified SiC leader with EliteSiC portfolio; lower risk than pure-plays due to broad revenue base across auto, industrial, and data center.
HIGH
20:33
Jun 16
Jun 16
Author compliments parent's trade in $ON but does not state own position or view; parent's bullish catalyst chain is referenced.
LOW
22:01
Jun 15
Jun 15
Optical and power semis join AI rally.
Optical communication and power semiconductor stocks are the third AI hardware group. JP Morgan says it is time to buy, and names like Coherent, Marvell, Texas Instruments, and ON Semiconductor are surging as AI demand extends beyond memory and CPUs to connectivity and power management.
MED
18:20
Jun 15
Jun 15
Citi raised price targets on Texas Instruments and ON Semiconductor citing power infrastructure growth, but the tweet is a research summary without an explicit author position.
06:51
Jun 08
Jun 08
Watch this crowdsourced community basket of 800V DC power-related names. The list was compiled from crowd submissions, not the author's own picks — author explicitly distances themselves ("your favorite ideas," "we'll see how your highest conviction ideas do"). No author ownership implied.
MED
06:23
Jun 08
Jun 08
Community-crowdsourced 800V DC power semiconductor watchlist. These are power semi names (Infineon, ON Semi, Vicor, Littelfuse, Vishay, Power Integrations, Alpha & Omega) flagged by followers as high-conviction 10x candidates in the NVDA-driven 800VDC shift. Author-compiled, not author-owned.
MED
20:12
Jun 07
Jun 07
Watch ON as a named established power-semiconductor beneficiary of Rubin Ultra higher semiconductor content per rack; author does not disclose being long or buying.
MED
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
About ON Analyst Coverage
Buzzberg tracks ON (ON Semiconductor Corp) across 31 sources. 21 bullish vs 0 bearish calls from 32 analysts. Sentiment: predominantly bullish (27%). 78 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: TheValueist, Gaetano, Labubu Trader.