reports
- Pierre FerraguÊ
Bible 3Q25 – Autos: Limited near-term visibility, but our cycle thesis...
Today, we are publishing the Automotive section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Auto demand came in above expectations, with limited signs of an air-pock...
onsemi and Innoscience Announce Plans to Collaborate to Speed Global R...
onsemi and Innoscience Announce Plans to Collaborate to Speed Global Rollout of GaN Power Portfolio Collaboration would add high-volume, cost-optimized, worldwide GaN manufacturing for faster market deployment of energy-efficient power devices Summary:onsemi announced it has signed a memorandum of understanding with Innoscience to explore expanding production of gallium nitride (GaN) power devices using Innoscience’s proven 200mm GaN-on-silicon process. The collaboration would combine onsemi’s system integration, drivers, and packaging expertise with Innoscience’s GaN wafers and high-volu...
onsemi Announces $6 Billion Share Repurchase Authorization
onsemi Announces $6 Billion Share Repurchase Authorization SCOTTSDALE, Ariz., Nov. 18, 2025 (GLOBE NEWSWIRE) -- (the “Company”) (Nasdaq: ) today announced that its Board of Directors has authorized a new share repurchase program of up to $6 billion over the next three years. The new share repurchase program will launch on January 1, 2026 after the previous $3 billion authorization expires on December 31, 2025. Under the prior authorization, onsemi has repurchased $2.1 billion of its common stock over the last three years, in particular spending approximately 100% of the company’s free ca...
- Pierre FerraguÊ
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
QRVO QORVO INC.
LITE LUMENTUM HOLDINGS INC.
ANET ARISTA NETWORKS INC.
QCOM QUALCOMM INC
POWI POWER INTEGRATIONS INC.
ON ON SEMICONDUCTOR CORPORATION
MKSI MKS INSTRUMENTS INC.
MCHP MICROCHIP TECHNOLOGY INCORPORATED
FTNT FORTINET INC.
COHR COHERENT INC.
CDW CDW CORP.
AOSL ALPHA & OMEGA SEMICONDUCTOR
SWKS SKYWORKS SOLUTIONS INC.
3661 ALCHIP TECHNOLOGIES INC.
6963 ROHM CO. LTD.
6201 TOYOTA INDUSTRIES CORP.
LSCC LATTICE SEMICONDUCTOR CORPORATION
AMD ADVANCED MICRO DEVICES INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
FSLY FASTLY
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
AEVA AIRBNB INC. CLASS A
RIVN AEVA INC
GRAB RIVIAN AUTOMOTIVE INC
688082 GRAB HLDGS LTD
IONQ ONTO INNOVATION INC.
ARM ACM RESEARCH INC(SHANGHAI)
IONQ INC
ARM HOLDINGS PLC
onsemi Reports Third Quarter 2025 Results
onsemi Reports Third Quarter 2025 Results Results exceed expectations Scottsdale, Ariz, Nov. 03, 2025 (GLOBE NEWSWIRE) -- onsemi (the “Company”) (Nasdaq: ON) today announced its third quarter 2025 results with the following highlights: Revenue of $1,550.9 million GAAP gross margin of 37.9% and non-GAAP gross margin of 38.0% GAAP operating margin of 17.0% and non-GAAP operating margin of 19.2% GAAP diluted earnings per share and non-GAAP diluted earnings per share of $0.63 Cash from operations of $418.7 million Free cash flow of $372.4 million grew 22% year-over-year to 24% of reve...
onsemi Unveils Vertical GaN Semiconductors: A Breakthrough for AI and...
onsemi Unveils Vertical GaN Semiconductors: A Breakthrough for AI and Electrification Built on novel GaN-on-GaN technology, onsemi’s vertical GaN architecture sets a new benchmark for power density, efficiency and ruggedness Scottsdale, Ariz, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Summary -- As global energy demand surges from AI data centers, electric vehicles, and other energy intensive applications, onsemi has introduced (vGaN) power semiconductors, setting a new benchmark for power density, efficiency and ruggedness for these applications. These groundbreaking next-generation GaN-on-Ga...
onsemi’s Treo Platform Selected by Teledyne for Advanced Infrared I...
onsemi’s Treo Platform Selected by Teledyne for Advanced Infrared Imaging Design Treo’s ROIC process technology leverages high-density, low-power architecture for mission-critical aerospace, defense, security, and scientific applications SCOTTSDALE, Ariz., Oct. 28, 2025 (GLOBE NEWSWIRE) -- onsemi today announced that Teledyne Technologies has selected its Treo platform to develop next-generation readout integrated circuit (ROIC) application-specific integrated circuits (ASICs) for infrared imaging systems. As the industry’s most advanced analog and mixed-signal platform, Treo can be ...
onsemi Completes Acquisition of Vcore Power Technology from Aura Semi...
onsemi Completes Acquisition of Vcore Power Technology from Aura Semiconductor Addition strengthens onsemi’s portfolio for delivering differentiated solutions across the power tree for AI data center solutions SCOTTSDALE, Ariz., Oct. 27, 2025 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ) today announced it has completed the acquisition of rights to Vcore power technologies, including associated intellectual property (IP) licenses, from Aura Semiconductor. This strategic deal further strengthens onsemi’s power management portfolio and roadmap, accelerating the company’s vision to address the ...
onsemi to Announce Third Quarter Financial Results
onsemi to Announce Third Quarter Financial Results SCOTTSDALE, Ariz., Oct. 16, 2025 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ) plans to announce its financial results for the third quarter, which ended October 3, 2025, before the market opens on Monday, November 3, 2025. The company will host a conference call at 9 a.m. Eastern Time (ET) on November 3, 2025, following the release of its financial results. Investors and interested parties can access the conference call in the following manner: Webcast: A live webcast of the conference call will be available via the “” section of the compa...
onsemi to Acquire Vcore Power Technology from Aura Semiconductor to St...
onsemi to Acquire Vcore Power Technology from Aura Semiconductor to Strengthen AI Data Center Leadership Acquisition will expand onsemi’s capability in delivering differentiated solutions across the power tree Scottsdale, Ariz, Sept. 23, 2025 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ) today announced that it has entered into an agreement with Aura Semiconductor to acquire rights to its Vcore power technologies including associated intellectual property (IP) licenses. This strategic deal will enhance onsemi’s power management portfolio and roadmap, accelerating the company’s vision to addres...
- Pierre FerraguÊ
Bible 2Q25 – Autos: Semi recovery underway; tangible risks of pull-for...
Today, we are publishing the Autos section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, Foundry and Semicap Equipment. The auto semiconductor recovery is underway, with revenues up 4% QoQ ...
- Pierre FerraguÊ
Bible 2Q25 – Memory: margins of conventional DRAM to expand as HBM gro...
Today, we are publishing the Memory section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, Foundry and Semicap Equipment. DRAM COGS up 25% YoY and 21% QoQ, driven by seasonality,...
onsemi Reports Second Quarter 2025 Results
onsemi Reports Second Quarter 2025 Results Returned over 100% of free cash flow year-to-date through share repurchases SCOTTSDALE, Ariz., Aug. 04, 2025 (GLOBE NEWSWIRE) -- onsemi (the “Company”) (Nasdaq: ON) today announced its second quarter 2025 results with the following highlights: Revenue of $1,468.7 millionGAAP gross margin and non-GAAP gross margin of 37.6%GAAP operating margin and non-GAAP operating margin of 13.2% and 17.3%, respectivelyGAAP diluted earnings per share and non-GAAP diluted earnings per share of $0.41 and $0.53, respectivelyCash from operations of $184.3 million...
onsemi Powers Xiaomi’s YU7 Electric SUV Line-Up
onsemi Powers Xiaomi’s YU7 Electric SUV Line-Up onsemi EliteSiC technology enables vehicle to deliver longest driving range in its class Scottsdale, Ariz., Aug. 04, 2025 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ) today announced that select Xiaomi YU7 electric SUV models feature an advanced 800V drive platform powered by onsemi’s EliteSiC M3e technology. The EliteSiC M3e platform features superior performance and efficiency enabling automakers to design smaller, lighter, and more robust traction systems for electric vehicles (EV). By integrating onsemi’s EliteSiC M3e technology into the tra...
onsemi Collaborates with NVIDIA to Accelerate Transition to 800 VDC Po...
onsemi Collaborates with NVIDIA to Accelerate Transition to 800 VDC Power Solutions for Next-Generation AI Data Centers Effort sets foundation for high-voltage systems, unlocking breakthrough efficiency and power density Scottsdale, Ariz, July 29, 2025 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ) today announced its working with NVIDIA to support the transition to 800 Volts Direct Current (VDC) power architectures, a transformative solution that is driving significant gains in efficiency, density, and sustainability for next-generation AI data centers. At the core of this shift is new po...
onsemi and Schaeffler Expand Collaboration with New EliteSiC-based PH...
onsemi and Schaeffler Expand Collaboration with New EliteSiC-based PHEV Platform Traction inverter solution will use onsemi’s next-generation EliteSiC to enable longer driving range and enhanced reliability for plug-in hybrid EVs SCOTTSDALE, Ariz., July 24, 2025 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ) today announced an expanded collaboration with leading motion technology company Schaeffler through a new design win that leverages onsemi’s next-generation product line of silicon carbide MOSFETs. The onsemi solution will power the Schaeffler traction inverter for a leading global automak...
- Pierre FerraguÊ
- Pierre FerraguÊ
Bible 1Q25 – Memory: all set for the upcoming HBM run.
Today, we are publishing the Memory section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. DRAM COGS increased 9% YoY but was down 15% QoQ, along usual seasonality and with China curbs hurting Samsung’s HBM. The outlook remains strong, with all manufacturers expecting HBM revenues to more than d...
- Pierre FerraguÊ
Bible 1Q25 – Autos: recovery on track. Expect strong momentum through ...
Today, we are publishing the automotive section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Auto semi revenues declined, reflecting the ongoing inventory correction. However, nearly all companies have now called the bottom. We expect strong sequential momentum through 2025, which should suppor...
- Pierre FerraguÊ
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