AMDvs.ON Semiconductor
AMD vs ON · both in Chips & accelerators, part of the AI & digital infrastructure value chain: Designs and builds the processors, accelerators and memory that train and run AI.
AMD is about 24× larger than ON Semiconductor by market cap; ON Semiconductor trades at the lower P/E (65.6 vs 180.6); year to date, AMD leads (+160.5% vs +77.2%).
Side by side
| AMD | ON | |
|---|---|---|
| Market cap | $905B | $37.6B |
| Price | $557.89 | $95.96 |
| Today | +2.0% | −2.0% |
| Return YTD | +160.5% | +77.2% |
| Return 1Y | +287.0% | +61.2% |
| P/E | 180.6 | 65.6 |
| P/S | 24.1 | 6.2 |
| P/B | 14.0 | 5.2 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
AMDAMD
Nvidia's closest challenger on AI GPUs (MI series) and a major supplier of CPUs for servers and PCs.
Full AMD profile →ON SemiconductorON
Power and sensor semiconductors for EVs, renewable energy and industrial automation.
Full ON profile →More comparisons in Chips & accelerators
See where AMD and ON sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →