Intelvs.ON Semiconductor
INTC 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.
Intel is about 16× larger than ON Semiconductor by market cap; year to date, Intel leads (+136.5% vs +32.8%).
Side by side
| INTC | ON | |
|---|---|---|
| Market cap | $534B | $32.6B |
| Price | $87.48 | $72.51 |
| Today | +0.3% | +0.8% |
| Return YTD | +136.5% | +32.8% |
| Return 1Y | +251.9% | +38.7% |
| P/E | — | 51.8 |
| P/S | 9.4 | 5.3 |
| P/B | 6.1 | 4.5 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
IntelINTC
A turnaround with government money behind it. Intel still sells server and PC processors, but the case now rests on Intel Foundry and whether the 18A process makes it a credible Western manufacturing alternative. Gaudi accelerators are the smaller AI piece.
Full INTC profile →ON SemiconductorON
Electric cars and factory automation are the end markets for its silicon carbide power semiconductors and image sensors.
Full ON profile →More INTC & ON comparisons
Other head-to-heads in the Chips & accelerators segment.