A Decade-Long Investment in ON Semiconductor Corp. Yields Over 1200% Returns
If you had invested $1000 in ON Semiconductor Corp. (ON) a decade ago, you would be sitting on a significant profit today. A $1000 investment made in September 2013 would be worth $13,049.87 as of September 14, 2023, according to calculations. This represents a 1,204.99% gain, excluding dividends but including price appreciation. ON Semiconductor Corp., also known as onsemi, is an original equipment manufacturer of a broad range of discrete and embedded semiconductor components. The company was spun off from Motorola in August 1999 and went public through an IPO in May 2000. It offers a wide range of products, including bipolar transistors, diodes, filters, FETs, rectifiers, and thyristors. The company's acquisition of GT Advanced Technologies has allowed it to grow and innovate disruptive intelligent power technologies. Additionally, onsemi has acquired several other companies, including Cypress Semiconductor’s CMOS Image Sensor Business Unit, SANYO Semiconductor, AMI Semiconductor, and Analog Devices’ power PC controller business, among others. These acquisitions have given the company new technical capabilities, some custom ASIC products, higher-margin products, exposure to new end markets, and greater product breadth. onsemi reported revenues of $8.33 billion in 2022, with 18% of total revenues coming from the United States. The company's shares have outperformed the industry year to date, with shares rallying 5.04% over the past four weeks. Looking ahead, analysts are expecting more upside for ON. The company is benefiting from solid momentum across automotive and industrial end-markets, and its silicon carbide dominance and intelligent power and sensing solution are winning market share in the automotive segment. However, investments on silicon carbide ramp will hurt the margin in the near term, and the company's frequent buyouts have been impacting its balance sheet.
Power Semiconductor Procurement After the Nexperia Shake-Up—NXP for Stability, ON for Technology, or Nexperia for Value?UTMEL04 November 20254828The recent supply chain turmoil surrounding Netherlands-based Nexperia has sent shockwaves through the global semiconductor industry, forcing procurement professionals to re-evaluate their sourcing strategies.
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AI Computing Power Gap: How Token Consumption is Reshaping Server Component SourcingUTMEL23 June 2026898As global token consumption drives the transition to high-density 100kW+ AI data centers, power delivery networks require advanced Wide-Bandgap semiconductors (SiC/GaN) and high-capacitance MLCCs. This shift has triggered a component procurement crisis with lead times exceeding 24 weeks. To bypass shortages, hardware buyers must abandon just-in-time manufacturing and leverage independent global distributor networks to secure critical power and passive components.
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The BSPDN Revolution: Overcoming IR Drop in Sub-2nm GAAFET Nodes with Backside Power DeliveryUTMEL25 June 2026818As semiconductor manufacturing enters the sub-2nm era, Backside Power Delivery Networks (BSPDN) are replacing traditional front-side routing to overcome critical IR drop bottlenecks. By separating power and signal delivery, chipmakers like Intel and TSMC drastically improve performance and density in GAAFET designs. However, this radical shift introduces manufacturing complexities, thermal challenges, and demands advanced packaging and power management solutions.
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Power Management ICs Trends 2026: AI Demand, Supply Risks, and Sourcing StrategiesUTMEL06 July 20261300As AI server racks surpass 100kW by 2026, data centers are shifting toward wide-bandgap semiconductors like SiC and GaN. However, this demand has triggered a critical shortage of mature-node Power Management ICs (PMICs). To prevent production halts, sourcing teams must abandon 'just-in-time' models, implement proactive 'just-in-case' strategies, and rapidly qualify pin-to-pin alternative components to secure their supply chains.
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onsemi Synaptics Acquisition Impact: BOM Risk Checklist and Second-Source Strategy for Edge AI DesignsUTMEL27 July 2026296The onsemi acquisition of Synaptics provides hardware program managers a 12-to-18-month window before potential product cancellations occur in mid-2027. This guide outlines how to audit BOM exposure across overlap and non-core product lines, calculate Last-Time-Buy volumes including hidden storage costs, establish proactive second-sourcing triggers, and implement supply chain monitoring to prevent line-down events.
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