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ON SemiconductorON

Chips & accelerators · NASDAQ · USA

$79.41
Down 3.8% todayClose

Up 52.4% this year but −12.4% since June 26, behind the AI sector at +7.5%. ON Semiconductor supplies 2 mapped companies.

Market cap
$31.5B
This year
+52.4%
1 year
+71.3%
P/E
50.0
P/S
5.1
P/B
4.4

Price vs the AI sector

since Jun 26ONAI sector, equal weight
ON Semiconductor (ON) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. ON: −12.4% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%Jun 26AugSepOct 8ON −12.4%Sector +7.5% ON Semiconductor (ON) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. ON: −12.4% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%Jun 26AugSepOct 8ON−12.4%Sector+7.5%

Supply chain

2 customers
SUPPLIERS →→ CUSTOMERSNone mappedTesla (TSLA)TSLATesla−0.7%Vertiv (VRT)VRTVertiv−1.1%ONON Semiconductor

Customers 2

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About ON Semiconductor

Electric cars and factory automation are the end markets for its silicon carbide power semiconductors and image sensors.

Theme exposure

Power semiconductorsSiC for EVsSensors

Products

  • Power semiconductors (SiC)
  • Image sensors
  • Power management

Competitors

  • Infineon
  • STMicroelectronics
  • Wolfspeed

Risks

  • EV demand swings
  • SiC competition

Same segment: Chips & accelerators

Designs and builds the processors, accelerators and memory that train and run AI. Segment 1 of 8 in the AI & digital infrastructure value chain.

NvidiaNVDA−2.9%BroadcomAVGO−4.3%MicronMU−4.8%AMDAMD−3.9%IntelINTC−5.3%Arm HoldingsARM−6.5%Texas InstrumentsTXN−0.3%MarvellMRVL−3.5%

Compare ON

Side by side with the largest companies in the same segment.

ON vs NVDAON vs AVGOON vs MUON vs AMDON vs INTCON vs ARM

See where ON Semiconductor sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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