--- title: "ON ON Semiconductor" canonical: "https://supercyclehq.com/stock/onsemi" type: "stock" dataAsOf: "2026-11-06" ticker: "ON" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # ON Semiconductor (ON) ON Semiconductor, known as onsemi, designs intelligent power and sensing chips. ## AI Exposure Score **18/100, Peripheral.** Sells power semiconductors and image sensors into cars and industrial systems, enabling ADAS sensing and electrification. Exposure comes from vehicle intelligence content growth, while revenue is driven by auto and industrial demand cycles. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $63.31 | | Change 1d | +0.48% | | Change 7d | -11.66% | | Change 30d | -20.27% | | Change 1y | +32.36% | | 52-week high | $133.93 | | 52-week low | $44.90 | | Market cap | $24.6B | | P/E | 37.02 | | EPS | $1.71 | | Next earnings | 2026-11-02 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Scottsdale, Arizona | | CEO | Hassane S. El-Khoury | | Employees | 22,600 | | Website | https://www.onsemi.com | | Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors), [Autonomous Vehicles](https://supercyclehq.com/category/autonomous-vehicles) | ## What the company does ON Semiconductor, known as onsemi, designs intelligent power and sensing chips. Its silicon carbide power modules manage energy in electric vehicles and industrial systems, and its image sensors give cars and machines their eyes. That sensing is its AI connection. Hyperlux image sensors feed the camera-based perception behind driver assistance, AI edge sensing solutions bring intelligence to industrial equipment, and SiC power modules handle the high-voltage electronics of vehicle electrification. Founded in 1999 and headquartered in Scottsdale, Arizona, onsemi trades on the NASDAQ and employs about 22,600 people under CEO Hassane El-Khoury. ## Role in the AI buildout onsemi sits in the Semiconductors and Autonomous Vehicles layers on the sensing and power side. As vehicles gain driver assistance, they carry more of its image sensors and power electronics, so vehicle intelligence grows its content per car. That is real exposure, but revenue is driven by automotive and industrial demand cycles rather than AI infrastructure spending. Supercycle reflects the balance with an AI Exposure Score of 18 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $21.6M | 0.28% | new | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $5.5M | 0.02% | increased | 2026-06-30 | ## Recent news - [Onsemi and Czech ministry cancel $2 billion chip facility expansion](https://finance.yahoo.com/technology/articles/onsemi-czech-ministry-cancel-2-211736822.html?.tsrc=rss) (source, 2026-11-06) - [Navitas Sinks 15% as AI Chip Stocks Slide After Midterms](https://www.tikr.com/blog/navitas-sinks-15-as-ai-chip-stocks-slide-after-midterms?ref=yahoofinance&tlnk=yf-261105-pvcvf42r&.tsrc=rss) (source, 2026-11-05) - [Onsemi’s AI Data Center Sales Reportedly Grew 175%. Is That the Chip Stock’s New Story?](https://247wallst.com/investing/2026/11/05/onsemis-ai-data-center-sales-reportedly-grew-175-is-that-the-chip-stocks-new-story/?.tsrc=rss) (source, 2026-11-05) - [3 AI Stocks With At Least 12% Revenue Growth](https://finance.yahoo.com/technology/ai/articles/3-ai-stocks-least-12-131549410.html?.tsrc=rss) (source, 2026-11-05) - [ON Semiconductor Stock Outlook: Is Wall Street Bullish or Bearish?](https://www.barchart.com/story/news/8643230/on-semiconductor-stock-outlook-is-wall-street-bullish-or-bearish?.tsrc=rss) (source, 2026-11-04) ## FAQ ### What does ON Semiconductor do? onsemi designs power and sensing semiconductors, including silicon carbide power modules for EVs and industrial systems, and image sensors that give vehicles and machines vision. ### How is onsemi exposed to AI? Through vehicle intelligence. Its image sensors feed ADAS perception and its power chips support electrification, but auto and industrial cycles drive revenue. Supercycle scores it 18 out of 100. ### What are onsemi's main AI products? Hyperlux image sensors for automotive perception, AI edge sensing solutions for industrial equipment, and SiC power modules for electrified vehicles. ### Where is onsemi headquartered and who leads it? onsemi is headquartered in Scottsdale, Arizona, was founded in 1999, and is led by CEO Hassane El-Khoury. It employs about 22,600 people and trades on the NASDAQ. ### Is ON a pure play AI stock? No. onsemi is an automotive and industrial chip supplier where ADAS sensing grows its content per vehicle. Its score of 18 out of 100 reflects that indirect exposure. --- Source: https://supercyclehq.com/stock/onsemi. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.