U.S. onshoring
Search documents
The Bull Case For ON Semiconductor
Benzingaยท 2025-12-12 14:47
Why a misunderstood power leader sits at the center of EVs, AI infrastructure, and U.S. onshoringA Focused Power and Sensing LeaderON 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 sca ...