SCOTTSDALE, Ariz., Aug. 04, 2025 (GLOBE NEWSWIRE) -- onsemi (the "Company") (Nasdaq: ON) today announced its second quarter 2025 results with the following highlights: "Our ongoing transformation is resulting in a more predictable business model, reflecting the strength of our strategy and our commitment to long-term value creation. We are beginning to see signs of stabilization across our end markets, and we remain well-positioned to benefit from a market recovery," said Hassane El-Khoury, president and CE ...

Core Insights - onsemi's EliteSiC technology enables electric vehicles to achieve the longest driving range in their class, particularly in select Xiaomi YU7 electric SUV models featuring an advanced 800V drive platform [1][2][3] Group 1: Technology and Performance - The integration of onsemi's EliteSiC M3e technology into traction inverters enhances performance and power density while reducing system costs, allowing for longer driving ranges [2][3] - onsemi's EliteSiC technology boasts the lowest on-resistance in the industry, facilitating faster vehicle acceleration without compromising efficiency and range [2][3] Group 2: Industry Impact - The technology is positioned to redefine electric mobility standards by enabling higher power density, improved thermal performance, and superior energy efficiency, which are essential for next-generation electric vehicles [3] - As the global shift towards electrification accelerates, onsemi's solutions are becoming integral in setting new benchmarks for longer ranges and higher performance in electric vehicles [3] Group 3: Company Overview - onsemi is focused on driving innovations in automotive and industrial markets, addressing megatrends such as vehicle electrification, sustainable energy grids, and industrial automation [4] - The company is included in the Nasdaq-100 Index and S&P 500 index, highlighting its significant presence in the market [4]

Core Insights - onsemi has announced that select Xiaomi YU7 electric SUV models will utilize its advanced 800V drive platform powered by EliteSiC M3e technology, which enhances performance and efficiency for electric vehicles [1][2][3] Group 1: Technology and Performance - The integration of onsemi's EliteSiC M3e technology into traction inverters improves performance and power density while lowering overall system costs, enabling longer driving ranges for electric vehicle users [2] - EliteSiC technology boasts the lowest on-resistance in the industry, facilitating faster vehicle acceleration without compromising efficiency and range [2][3] - The technology is designed to support the development of electric vehicles that offer longer ranges, quicker acceleration, and enhanced reliability, setting new standards in electric mobility [3] Group 2: Company Overview - onsemi focuses on automotive and industrial markets, driving innovations in vehicle electrification, sustainable energy, industrial automation, and 5G infrastructure [4] - The company is recognized for its differentiated product portfolio that addresses complex global challenges, contributing to a safer, cleaner, and smarter world [4] - onsemi is listed in the Nasdaq-100 Index and S&P 500 Index, indicating its significant presence in the market [4]

Core Viewpoint - On Semiconductor (ON) is expected to report second-quarter 2025 results on August 4, with projected revenues between $1.4 billion and $1.5 billion, and earnings per share (EPS) in the range of 48-58 cents, indicating a decline from the previous year [1][10]. Revenue and Earnings Expectations - The Zacks Consensus Estimate for second-quarter 2025 revenues is $1.45 billion, reflecting a 16.44% decline from the same quarter last year [1]. - The consensus for earnings is set at 54 cents per share, which represents a 43.75% decrease compared to the prior year's figure [2]. Segment Performance - The automotive segment experienced a sequential decline of 26% in the first quarter of 2025, and is expected to continue declining in the second quarter due to slow EV adoption, supply-chain disruptions, and geopolitical uncertainties [3]. - Conversely, the industrial segment showed signs of recovery, with revenues anticipated to increase in the mid to high single digits sequentially [4]. Pricing and Margin Impact - To maintain market share, ON Semiconductor reduced pricing by low single digits in the first quarter, which is not expected to impact revenues but may affect the bottom line [5]. - The company anticipates a decline in gross margin due to under-absorption of resources and reduced factory utilization in the upcoming quarter [6]. Cost Management Initiatives - A company-wide restructuring initiative in the first quarter led to a 9% workforce reduction and the shutdown of non-manufacturing sites, expected to generate approximately $25 million in cost savings [7]. Earnings Prediction Model - According to the Zacks model, ON has an Earnings ESP of +16.85% and a Zacks Rank of 2 (Buy), indicating a favorable outlook for an earnings beat [8].

I have covered On Semiconductor (NASDAQ: ON ), also called OnSemi, several times. Issuing a buy recommendation on April 26, 2024, and October 29, 2024. Unfortunately, neither recommendation has done well; my initial recommendation is down 13.81% to I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I of ...

7月30日，安森美(onsemi)宣布与英伟达合作，共同推动下一代AI数据中心加速向800V直流供电方案转 型。 ...

Core Viewpoint - Onsemi Semiconductor (ON.US) has partnered with Nvidia (NVDA.US) to accelerate the development of 800V DC power solutions for next-generation AI data centers, leading to a significant increase in Onsemi's stock price by over 6% [2] Group 1: Industry Trends - The demand for power in global AI data centers is rapidly increasing, with projections indicating that by 2030, global data center electricity demand will more than double to approximately 945 TWh, driven primarily by AI applications [2] - AI data center power consumption is shifting from traditional levels of 20-30 kW per rack to levels of 500 kW and even 1 MW, necessitating a transition to 800V high-voltage direct current (HVDC) architecture [3][4] - The current mainstream power systems in large-scale cloud computing and AI training clusters are still based on 48V DC or 380/400V DC, with 800V being in the early pilot stage [4] Group 2: Company Developments - Onsemi Semiconductor's smart power solutions are positioned as critical components for powering next-generation AI data centers, achieving high efficiency and power density in energy conversion [2] - Nvidia is expected to see new revenue streams from the 800V DC high-voltage distribution, which will serve as the backbone for future megawatt-level AI data centers, enhancing its growth channels beyond AI GPUs and high-performance networking solutions [5] - Onsemi is set to provide 800V-level SiC MOSFETs, solid-state transformers, and high-density DC-DC modules, strengthening its competitive edge in the high-voltage SiC power market against rivals like Infineon [5]

Core Viewpoint - ON Semiconductor has partnered with NVIDIA to develop an 800V DC power solution for next-generation AI data centers, which is expected to significantly enhance power efficiency and capacity in response to the growing demand for AI applications [1][2]. Group 1: Market Demand and Trends - The global power demand for AI data centers is projected to double by 2030, reaching approximately 945 TWh, driven primarily by AI applications [1]. - AI data centers are experiencing a rapid increase in power consumption, with power levels rising from 20-30 kW per rack to 500 kW or even 1 MW [2]. - The shift towards 800V high-voltage direct current (HVDC) architecture is seen as essential for managing increased power demands while minimizing losses [2][3]. Group 2: Technological Advancements - The new 800V DC solution aims to reduce current and I²R losses to one-tenth of current levels, improving overall power supply efficiency by at least 5% [2]. - The 800V architecture is designed to accommodate future AI factory setups, allowing for higher power densities and better thermal management [3]. - NVIDIA plans to mass-produce 1 MW AI factory server racks starting in 2027, which will require the implementation of 800V systems [3]. Group 3: Competitive Positioning - ON Semiconductor is positioned to provide critical components such as 800V SiC MOSFETs and solid-state transformers, enhancing its competitive edge in the high-voltage power market [4]. - The collaboration with NVIDIA allows ON Semiconductor to secure long-term contracts and strengthen its market position against competitors like Infineon [4].

Core Insights - onsemi is collaborating with NVIDIA to transition to 800 Volts Direct Current (VDC) power architectures, enhancing efficiency, density, and sustainability for next-generation AI data centers [1][2] Group 1: Power Distribution and Efficiency - The new power distribution system is designed to handle large amounts of power with minimal losses during voltage conversion, crucial for AI data centers [2] - onsemi's intelligent power portfolio is essential for high-efficiency, high-density power conversion throughout the power journey, from high-voltage AC/DC conversion to voltage regulation at the processor level [2][3] Group 2: Technological Innovation - onsemi leverages decades of innovation in silicon and silicon carbide (SiC) technologies to provide solutions for solid state transformers, power supply units, and 800 VDC distribution [3] - The company's capabilities in intelligent monitoring and control position it as a leader in meeting the power requirements of modern AI infrastructure with scalable designs [3] Group 3: Company Overview - onsemi focuses on automotive and industrial markets, driving innovations in vehicle electrification, sustainable energy grids, industrial automation, and cloud infrastructure [4] - The company is included in the Nasdaq-100 Index and S&P 500 index, highlighting its significant market presence [4]

Core Viewpoint - The article discusses how the U.S.-China trade tensions, particularly the tariffs imposed by former President Trump, have created opportunities for Vietnam to establish itself in the global semiconductor industry, with a focus on local production and reducing reliance on China [3][6]. Group 1: Market Dynamics - The demand for semiconductor components in Vietnam has surged due to preemptive orders from clients before tariffs took effect, with companies like Fab-9 reporting a 20% increase in orders following Trump's tariff threats [3]. - Vietnam's semiconductor strategy aims to establish a domestic manufacturing plant, 100 chip design companies, and 10 packaging factories by 2030 [3]. Group 2: Investment and Infrastructure - VSAP Lab is investing $72 million to build an advanced semiconductor packaging laboratory in Da Nang, with a designed annual output of 10 million units [4]. - The Vietnamese government is promoting high-tech manufacturing, with state-owned Viettel pursuing similar technological advancements [5]. Group 3: Challenges and Comparisons - Despite the growth potential, Vietnam faces challenges similar to Malaysia, which has not developed a globally influential semiconductor company despite having a robust ecosystem for over 50 years [9]. - The article highlights the need for Vietnam to reform its incentive mechanisms to support local startups and attract technical talent to compete globally [9]. Group 4: Regional Developments - Other provinces in Vietnam are becoming key nodes in the semiconductor manufacturing ambitions, with companies like Vietnam Wafer Company expanding facilities to produce ultra-pure quartz for wafers [10]. - FPT and CT Semiconductor are constructing Vietnam's first wholly-owned assembly, testing, and packaging factory [10].