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21:00
May 04 ◎
Hassan Al-Khawri President & CEO, ON Semiconductor Corporation ON Q1 FY26 call
Management highlighted increased 2026 EV momentum driven by IGBT traction inverter wins with a North American OEM transitioning to direct semiconductor sourcing, and strong SiC adoption in China 900V platforms. — Content growth persists in EV; direct sourcing reduces the power of the Tier-1 channel, making OnSemi more essential to OEM strategies.
STM
MED
22:00
Feb 09 ◎
Thad Tan ON Q4 FY25 call
ON's silicon carbide JFET wins for AI data center power designs are ramping production at key customers like Delta, indicating a significant supply chain shift toward high-voltage power distribution. — The adoption of SiC JFETs in UPS and data center power systems could disrupt the traditional silicon IGBT market, with ON as an early leader.
STM
MED

About STM Analyst Coverage

Buzzberg tracks STM (STMicroelectronics N.V.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Hassan Al-Khawri, Thad Tan.