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ON Semiconductor (ON) investor relations material
ON Semiconductor 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary9 Dec, 2025
Market conditions and inventory trends
Industrial and automotive markets have stabilized after a period of weakness, with inventory correction nearly complete and replenishment cycles expected soon.
Inventory levels at Tier 1 customers are very lean, making the supply chain vulnerable to disruptions and highlighting the need for replenishment.
Bookings are improving, indicating better customer sentiment, though lead times have slightly contracted to about 14 weeks.
The company maintains a just-in-time ordering pattern, balancing working capital constraints with supply chain risks.
Supply resilience remains a strategic focus, with ongoing investments to support customers during disruptions.
Pricing, competition, and strategic positioning
Pricing environment is stable, with low single-digit changes offset by internal cost reductions.
Exposure to Chinese competition is limited due to prior exits from low-margin, commoditized product lines; focus is on high-value, differentiated products.
R&D investments are directed at advancing technology to maintain a competitive edge in both Western and Chinese markets.
Growth opportunities and technology platforms
Silicon carbide (SiC) is expanding beyond automotive EVs into plug-in hybrids, energy storage, microgrids, and AI data centers.
The company is one of only two suppliers capable of supporting 800-volt AI data center applications, with unique SiC JFET and vertical GaN technologies.
Vertical integration and flexible sourcing strategies in SiC and GaN enhance supply resilience and differentiation.
The Treo platform, a 65nm BCD mixed-signal analog technology, is gaining traction across automotive, industrial, and medical markets, with strong revenue and design funnel growth.
What signals will trigger replenishment cycle?
Onsemi's differentiation in 800V AI data center
Treo platform's role in long-term margin expansion
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Next ON Semiconductor earnings date
Q4 20252 Feb, 2026
Next ON Semiconductor earnings date
Q4 20252 Feb, 2026
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Frequently asked questions
Intelligent Power and Sensing Technologies
ON Semiconductor Corporation, also known as Onsemi, specializes in intelligent power and sensing technologies that support a wide range of industries. The company operates through three main segments: Power Solutions Group, Analog Solutions Group, and Intelligent Sensing Group. These segments focus on developing semiconductor products such as power management ICs, sensors, and other integrated circuits. The company is headquartered in Scottsdale, Arizona, and its shares are listed on the NASDAQ.
Onsemi's Three Main Business Segments
Each of Onsemi’s business segments focuses on different areas of semiconductor technology, catering to high-growth industries.
Power Solutions Group (PSG)
PSG is central to Onsemi's operations, specializing in power management and conversion technologies. A key focus is silicon carbide (SiC) technology, which offers superior performance over traditional silicon, especially in high-temperature and high-voltage environments. This makes SiC ideal for next-generation power solutions in electric vehicles (EVs), renewable energy, and industrial applications, positioning Onsemi as a leader in energy-efficient technologies.
Analog and Mixed-Signal Group (AMG)
AMG develops integrated circuits that manage both analog and digital signals, crucial for automotive, industrial, and communication sectors. Its products, such as amplifiers, converters, and power management ICs, enhance system performance and reliability, supporting the growing complexity of electronic devices.
Intelligent Sensing Group (ISG)
ISG focuses on sensor solutions for automation, safety, and human-machine interaction. Its offerings include image and proximity sensors used in automotive safety systems, industrial automation, and smart home devices. ISG is pivotal in advancing intelligent sensing technologies, crucial for autonomous systems and the Internet of Things (IoT).
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