The ongoing bottoming of automotive/ industrial end markets have been well supported by ON's sequentially flat FQ2'25 guidance and its analog peers' promising commentaries. This is significantly aided by the early monetization of its data center offerings, as the management announces new hyperscaler and supplier partnerships. On the other hand, it goes without saying that the ON stock is now ra...
The last several years have been rough for many semiconductor stocks that focus on the automotive industry. However, recently, several of these names have experienced big upticks in their share prices, recovering from their deep lows in 2025.
Luton, Bedfordshire, United Kingdom, June 17, 2025 (GLOBE NEWSWIRE) -- Market Overview As of 2024, the global Trade Wars Impact on Semiconductors market is valued at an estimated $600 billion. This valuation is driven by strong demand from key industries such as consumer electronics, automotive, cloud computing, and telecommunications.
ON Semiconductor Corporation (NASDAQ:ON ) Bank of America Securities 2025 Global Technology Conference June 3, 2025 1:40 PM ET Company Participants Hassane El-Khoury - President, Chief Executive Officer Thad Trent - Executive Vice President, Chief Financial Officer Conference Call Participants Vivek Arya - Bank of America Hassane El-Khoury [Call Starts Abruptly] We've set out to really repositi...
I previously rated ON Semiconductor a Hold due to management's lack of confidence in market recovery for 2025, despite the stock appearing cheap. Geopolitical shifts and import restrictions have further impacted the semiconductor and automotive sectors, complicating ON's outlook. ON is addressing issues like fab underutilization and elevated inventory with measures such as cutting fab capacity ...
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