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Company research25 Sep 2024
The Suppliers Behind the Apple Pencil Pro
Explore how key suppliers like TSMC, Bosch, and Texas Instruments drive the innovation behind the Apple Pencil Pro.
ON Semiconductor
ON Semiconductor (ON) investor relations material
ON Semiconductor Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy filing summary1 Oct, 2026
Executive summary
Amended merger agreement between ON Semiconductor and Synaptics sets $123 per share all-cash consideration, valuing Synaptics at approximately $5.7 billion, down from the prior $7 billion agreement.
The revised deal follows an unsolicited competing proposal and is expected to be immediately accretive to ON Semiconductor’s non-GAAP EPS, with additional synergy opportunities identified.
The transaction is expected to close by mid-2027, subject to Synaptics shareholder approval, regulatory clearances, and customary conditions; FTC approval has been received.
The merger will be financed through a combination of cash on hand and a fully committed $2.45 billion senior secured term loan from Morgan Stanley.
Voting matters and shareholder proposals
Synaptics will file a preliminary proxy statement within 10 days of the amended agreement and mail the definitive proxy to shareholders as soon as practicable.
Synaptics shareholders will vote on the adoption of the amended merger agreement at a special meeting to be held within 30 days after SEC review is complete.
The only required shareholder vote is a majority of Synaptics common stock outstanding; no ON Semiconductor shareholder vote is required.
Board of directors and corporate governance
The amended agreement removes the requirement for ON Semiconductor to appoint a Synaptics board member to its board at closing.
Both boards unanimously approved the revised agreement, determining it is in the best interests of their respective shareholders.
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Latest events from ON Semiconductor
- Record automotive growth complemented FY23 profitability and ambitious 2027 targets.ON
Q4 2023 - Power density breakthroughs and portfolio expansion drive double-digit growth and margin gains.ONInvestor Day 2026
- AI data center and energy infrastructure drive growth, with innovation and margin expansion ahead.ONDeutsche Bank 2026 Technology Conference
- AI data center revenue will more than double this year, driving margin and strategic growth.ONTechnology Leadership Forum 2026
- EPS and free cash flow surged as AI and power solutions fueled strong revenue and margin growth.ONQ2 2026
- Treo platform aims for $1B revenue by 2030 with up to 70% margins in a $36B TAM.ONStatus Update
- 2025 revenue hit $6B with record free cash flow and a $6B buyback program announced.ONQ4 2025
- Stabilization and share gains in EVs and silicon carbide drive a stronger second half.ONCiti’s 2025 Global Technology, Media and Telecommunications Conference
- Q3 revenue and margins beat guidance, with strong free cash flow and robust capital returns.ONQ3 2024
Next ON Semiconductor earnings date
Q3 20262 Nov, 2026
ON Semiconductor
Next ON Semiconductor earnings date
Q3 20262 Nov, 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).