Added to YB: 2026-04-02
Pitch date: 2026-02-09
ON [bullish]
ON Semiconductor Corporation
-3.92%
current return
Author Info
No bio for this author
Company Info
ON Semiconductor Corporation provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally.
Market Cap
$21.9B
Pitch Price
$64.73
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.30
P/E
191.93
EV/Sales
3.78
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ON Semiconductor Corporation - $ON
ON: AI thermal power play as Nvidia Rubin platform (2H 2026) pushes data center power to 12-20kW+, causing PCB 'melting' risk. T2PAK top-side cooled packaging is gold standard solution, growing ~100% YoY ($250M 2025, est $500M 2026) at 55-60% margins vs 25-35% legacy. Rožnov ramp to 80% utilization = 900bps GM expansion from 37% to 53% by 2027. Walking away from low-margin legacy biz.
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