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 19× larger than ON Semiconductor by market cap; year to date, Intel leads (+190.2% vs +46.6%).
Side by side
| INTC | ON | |
|---|---|---|
| Market cap | $561B | $29.9B |
| Price | $104.70 | $77.53 |
| Today | −2.2% | −2.4% |
| Return YTD | +190.2% | +46.6% |
| Return 1Y | +186.1% | +56.1% |
| Since June 26, 2026 | −18.4% | −14.5% |
| P/E | — | 47.5 |
| P/S | 9.8 | 4.8 |
| P/B | 6.4 | 4.1 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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.