ON Semiconductor Q4 Earnings Call Highlights

Wide-bandgap roadmap updates, including plans to sample more than 30 new GaN devices in 2026 across 40 to 1,200 volts , as well as a new foundry partnership to broaden supply options for lateral GaN (with revenue beginning in 2026). Management also said it expects first V-GaN revenue in 2027 .Automotive efforts tied to the industry’s shift to zonal architecture , including an automotive zonal design funnel that management said has already exceeded $400 million for products such as SmartFETs, eFuses, and 10B ...