The Bull Case For ON Semiconductor

Benzinga_recent_news12-12

ON Semiconductor (NASDAQ:ON) has transformed itself into a focused power and sensing company centered on silicon carbide, high-voltage power devices, and industrial-grade reliability. Its portfolio is...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2591500238?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com//next-assets/images/benzinga-post-card-placeholder.svg?optimize=medium&dpr=2&auto=webp&width=240?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","is_english":true,"pubTime":"2025-12-12 22:47","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2591500238","market":"hk","top_or_hot":-1,"title":"The Bull Case For ON Semiconductor","media":"Benzinga_recent_news","content":"<div>\n<p>ON Semiconductor (NASDAQ:ON) has transformed itself into a focused power and sensing company centered on silicon carbide, high-voltage power devices, and industrial-grade reliability. Its portfolio is...</p>\n\n<a href=\"https://www.benzinga.com/Opinion/25/12/49362055/the-bull-case-for-on-semiconductor\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Bull Case For ON Semiconductor</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Bull Case For ON Semiconductor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-12 22:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/Opinion/25/12/49362055/the-bull-case-for-on-semiconductor><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ON Semiconductor (NASDAQ:ON) has transformed itself into a focused power and sensing company centered on silicon carbide, high-voltage power devices, and industrial-grade reliability. Its portfolio is...</p>\n\n<a href=\"https://www.benzinga.com/Opinion/25/12/49362055/the-bull-case-for-on-semiconductor\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1861219969.SGD","symbol_name":"Blackrock Future of Transport A2 SGD-H","start_time":0,"source_url":"https://www.benzinga.com/Opinion/25/12/49362055/the-bull-case-for-on-semiconductor","article_id":"2591500238","we_media_id":null,"thumbnails":["https://static.tigerbbs.com//next-assets/images/benzinga-post-card-placeholder.svg?optimize=medium&dpr=2&auto=webp&width=240?op=imageView2&mode=2&width=256&height=256&quality=70&format=png"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/Opinion/25/12/49362055/the-bull-case-for-on-semiconductor","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2591500238","pubTimestamp":1765550820,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"ON Semiconductor  has transformed itself into a focused power and sensing company centered on silicon carbide, high-voltage power devices, and industrial-grade reliability. Its portfolio is tightly aligned with EV powertrains, industrial automation, energy infrastructure, and datacenter power, areas where efficiency and durability matter far more than commoditized scale.Compared to peers, ON sits in a differentiated middle ground between global giants like STMicroelectronics and Infineon and more fragile pure-plays like Wolfspeed. It combines U.S.-based manufacturing, vertical integration in SiC, and long automotive qualification cycles, giving it durability that few competitors can replicate.ON's U.S.-based manufacturing footprint is a strategic advantage as governments and OEMs prioritize supply chain security. Domestic SiC production aligns directly with EV policy, grid modernization, defense procurement, and CHIPS Act incentives.For customers, onshoring reduces geopolitical risk an","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1854104046.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","ON":"安森美半导体","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU0124384867.USD":"贝莱德新能源基金A2","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC","BK4512":"苹果概念","LU0724618433.USD":"BGF NEW ENERGY \"A4\" (USD) INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4588":"碎股","BK4605":"半导体精选","LU1861214812.USD":"Blackrock Future of Transport A2 USD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"translate_title":"安森美半导体的牛市案例","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ON":1.5},"content_text":"ON Semiconductor (NASDAQ:ON) has transformed itself into a focused power and sensing company centered on silicon carbide, high-voltage power devices, and industrial-grade reliability. Its portfolio is tightly aligned with EV powertrains, industrial automation, energy infrastructure, and datacenter power, areas where efficiency and durability matter far more than commoditized scale.\nCompared to peers, ON sits in a differentiated middle ground between global giants like STMicroelectronics and Infineon and more fragile pure-plays like Wolfspeed. It combines U.S.-based manufacturing, vertical integration in SiC, and long automotive qualification cycles, giving it durability that few competitors can replicate.\nON's U.S.-based manufacturing footprint is a strategic advantage as governments and OEMs prioritize supply chain security. Domestic SiC production aligns directly with EV policy, grid modernization, defense procurement, and CHIPS Act incentives.\nFor customers, onshoring reduces geopolitical risk and improves long-term supply assurance. For ON, it strengthens pricing power, deepens OEM relationships, and positions the company as a preferred supplier as electrification and AI infrastructure continue to scale.\nAt a roughly $22.5B market cap, ON is guiding toward $6.3B in revenue in 2026 and $7B in 2027, with $2.9B in cash against just $800M in debt. With $6B authorized for buybacks, the company's effective enterprise value trends toward roughly $13B by the end of 2027.\nThat implies ON is trading near 2x 2027 price-to-sales after buybacks, a valuation typically reserved for low-growth cyclicals, not strategic power leaders. Forward P/E sits around 20x, dropping to roughly 13x by 2027, creating a setup where execution alone can drive meaningful multiple expansion.\nThanks for reading! Catch you in the next one!\nFor more updates throughout the week, follow @WOLF_Financial\nBenzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2591500238","isCrawlerRequest":true}