ON SEMICONDUCTOR CORP

Latest News In AI Chips - AI's Impact on Semiconductor Transformation and Material Demand

Recent developments in the AI chips sector highlight a significant transformation in the electronic chemicals and materials industry. Artificial intelligence is playing a crucial role in improving semiconductor manufacturing through process optimization, defect detection, and materials discovery. This demand surge is driven by massive investments in data centers and national semiconductor strategies, with AI-powered infrastructure reshaping the materials needed in these facilities. As AI...

China Won't Move Chip Stocks Anymore

China's influence on semiconductor demand is fading, as the Xi visit brought no chip news, and stocks still rallied. Click for this update on chips.

Own ON Semiconductor For AI Power, Or Own Micron's Contracts?

ON Semiconductor (ON) and Micron Technology (MU) are owned for the same reason. AI data centers need more silicon than the industry can make, and both sell into that shortage. The resemblance stops there. Micron has signed part of its peak pricing into multiyear contracts. ON Semiconductor is climbing out of a trough, still rationing parts between its AI customers and its car customers. Same shortage, opposite ends of a cycle.

AMD Shares Fall 5.6% as AI Development Debate Weighs on Semiconductor Stocks

Advanced Micro Devices (NASDAQ:AMD) shares fell 5. 6% in pre-market trading on Monday to $487.

Broadcom Shares Fall 3.2% as AI Development Debate Weighs on Semiconductor Stocks

Broadcom (NASDAQ:AVGO) shares fell 3. 2% in pre-market trading on Monday to $350.

Semiconductor Manufacturing Stocks Q2 In Review: Entegris (NASDAQ:ENTG) Vs Peers

Looking back on semiconductor manufacturing stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Entegris (NASDAQ:ENTG) and its peers.

Physical AI Series: Beyond Nvidia, Why ON Semiconductor Is My First Pick

ON Semiconductor is positioned as a key enabler of physical AI, focusing on power, sensing, and control layers. Learn why ON stock is a buy.

U.S. considers fresh round of tariffs on semiconductors, report says

Reported Earlier, Trump Administration Weighing New Round Of Sweeping Tariffs On Semiconductors - Politico Exclusive

https://www.politico.com/news/2026/08/27/data-centers-chips-tariffs-threat-01050957

AI Weekly: Nvidia does deal with Wall Street, China's AI weather forecasts

STORY: From Nvidia's deal with Wall Street giants... to China's AI weather forecastingThis is AI Weekly.:: AI WeeklyNvidia has partnered with six major financial institutions to launch compute financing platforms.They are aimed at raising over $500 billion in third-party capital for AI infrastructure.Nvidia CEO Jensen Huang said on X the company has the option to backstop up to $125 billion, or 25% of the potential deals.The move highlights how surging demand for AI computing capacity is drawing institutional investors.South Korea will launch a $3.5 billion semiconductor fund targeting promising chip materials, parts, equipment and fabless companies.Seoul says it seeks to accelerate plans for new chip manufacturing hubs across the country.Under the plan, Samsung Electronics, SK Hynix, suppliers and local governments are expected to invest more than $576 billion in new chip manufacturing projects.A French press association has asked the country's competition watchdog to take action agai