A number of stocks jumped in the afternoon session after the US-Iran ceasefire eased fears of a major disruption to global tech supply chains. Semiconductors are the backbone of the modern economy, and any threat to global shipping lanes like the Strait of Hormuz creates immediate "scarcity premiums." With the strait reopened, the logistical path for raw materials and finished chips becomes far more predictable and cost-effective. The rally was also fueled by the continued "AI revolution," whic...

A number of stocks fell in the afternoon session after a broad selloff swept through the semiconductor industry, sparked by concerns over the future of artificial intelligence spending and rising geopolitical risks. The negative sentiment followed a report from The Wall Street Journal which revealed that the AI firm OpenAI had missed internal targets for both new users and revenue. This news raised investor fears that a key player in the AI space might pull back on its heavy spending on data ce...

The semiconductor industry is one of most important in the world. Virtually all modern technology relies onsemiconductorsin some way shape or form, from the device you're reading this on to the most sophisticated supercomputers in the world. Semiconductors are the reason the iPhone in your pocket has millions of times the computational horsepower in it than NASA had when it put men on the moon. And the majority of these chips, about 60% of the world's supply, are produced in Taiwan by a singl...

Published on 04/15/2026 at 08:58 am EDT Must build out infrastructure to achieve AI dominance: Onsemi CEO This super rating is the result of a weighted average of the rankings based on the following ratings: Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions. This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Valua...

Higher prices give China’s mature-node producers room to compete with US, European rivals without sacrificing too much margin, analysts say Novosense Microelectronics, SG Micro, Fortior Technology, Halo Microelectronics, Silan Micro and Kiwi Instruments are among the domestic firms recently raising prices, in line with global leaders including Texas Instruments (TI), Analog Devices, NXP, Infineon, Onsemi and STMicroelectronics. TI’s latest round, set to take effect in April, will lift prices o...

Published on 02/09/2026 at 04:17 pm EST Must build out infrastructure to achieve AI dominance: Onsemi CEO This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions. This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite)...

ON Semiconductor Corporation (NASDAQ:ON) has broadened its strategic partnership with NIO Inc. (NYSE:NIO) to support the rollout of next-generation 900V electric vehicle platforms, according to a company announcement. The collaboration will incorporate onsemi’s EliteSiC enhanced M3e technology as NIO transitions from 400V to 900V system architectures. The solution is designed to enhance switching efficiency through improved body diode performance, helping to reduce energy losses while preservin...

The stock of ONSemiconductor(ON)is down 7% after the microchip developer reported mixed financial results for the fourth quarter of 2025. The Phoenix, Arizona-based company announced earnings per share (EPS) of $0.64, which was ahead of the $0.62 forecast on Wall Street. But revenue in the final three months of last year totaled $1.53 billion, which fell short of the $1.54 billion expected among analysts. In terms of guidance, ON Semiconductor forecast earnings of $0.56 to $0.66 a share for th...

May 3, 2026, 08:07 MST, Scottsdale, Arizona. ON Semiconductor Corporation heads into Monday’s Q1 earnings call with its stock hovering just below a recent high. The bar is raised for management: investors are watching closely for any sign that demand for automotive and industrial chips is actually coming back. Scottsdale-based chipmaker onsemi will post quarterly numbers after the bell on May 4, covering the period ended April 3. A conference call follows at 5 p.m. Eastern. Three months ago, m...

Published on 02/09/2026 at 04:21 pm EST Must build out infrastructure to achieve AI dominance: Onsemi CEO This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions. This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite)...

Outshine the giants: these21 early-stage AI stocks could fund your retirement. To own onsemi, you need to believe its pivot to higher value power and sensing chips will offset pressure in autos and cyclical demand. The Sineng win reinforces its position in energy infrastructure, but it does not meaningfully change the near term focus on raising fab utilization and managing exposure to a soft automotive cycle, which remain the key catalyst and risk. The Sineng design win also connects neatly to...

AI is about to change healthcare. These36 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. To own onsemi, you need to believe its focus on high value power and sensing chips, especially SiC and EV, can offset cyclical auto softness, underutilized fabs, and legacy revenue exits. The Sineng win reinforces the core thesis around advanced power solutions, but it does not fundamental...