ON
온세미
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
ON Semiconductor
Customers
Competitors
Notes
ON Semiconductor is a top-tier supplier of silicon carbide (SiC) power MOSFETs for EV traction inverters, competing with Infineon and STMicro. Vertically integrated SiC supply chain after acquiring GT Advanced Technologies (2021) for boule growth. Recent risks include EV demand slowdown in 2024-2025 and inventory destocking in industrial/automotive end markets.
ON Semiconductor filed an 8-K disclosing a material definitive agreement (Item 1.01) alongside an additional material event (Item 8.01), suggesting a notable commercial, strategic, or operational development such as a partnership, licensing deal, or supply arrangement. Item 9.01 covers supporting exhibits. Full filing body not analyzed; description inferred from form + item codes. PMs should review the actual agreement terms and the 8.01 narrative to assess scope and duration.
ON Semiconductor filed an 8-K citing Item 8.01 (Other Material Events), a catch-all category for disclosures that do not fit standard reporting items — commonly used for strategic announcements, restructuring updates, customer agreements, or regulatory developments. Full filing body not analyzed; description inferred from form + item codes. PMs should retrieve the full filing to determine whether this signals a business-model shift, capacity action, or one-off disclosure relevant to ON's power/auto semiconductor positioning.
ON Semiconductor filed an 8-K disclosing its Q2 2026 results of operations (Item 2.02), with supporting financial exhibits (Item 9.01). As a leading supplier of silicon carbide power devices for EV drivetrains and industrial automation, ON's quarterly results are a key demand barometer for automotive and industrial semis. Full filing body not analyzed; description inferred from form + item codes.
ON Semiconductor has filed its 10-Q for the quarter ended July 3, 2026, covering financial results across its automotive, industrial, and intelligent power segments. PMs should watch for revenue trajectory in automotive (a key EV/ADAS driver) and any commentary on inventory normalization or demand signals from key end-markets. Full filing body not analyzed; description inferred from form + item codes.
ON Semiconductor filed an 8-K covering Item 1.01 (Material Definitive Agreement), Item 8.01 (Other Material Events), and Item 9.01 (Exhibits). The combination suggests a newly executed contract — potentially a supply, financing, or M&A-related agreement — paired with additional disclosure management deemed material. Full filing body not analyzed; description inferred from form + item codes, so PMs should pull the exhibits to size deal scope and counterparty risk before adjusting positioning.
This filing likely discloses changes to ON Semiconductor's board of directors or executive team alongside shareholder vote outcomes from the annual meeting. Unless a CEO or CFO departure is involved in the 5.02 item, both disclosures are routine governance events. Full filing body not analyzed; description inferred from form + item codes.
Filing bundles a material definitive agreement (1.01), new direct financial obligation (2.03), and unregistered equity sale (3.02) — pattern strongly consistent with a convertible note offering and associated credit facility, potentially with capped call or hedge transactions. PMs should watch for dilution impact, leverage change, and use of proceeds (refinancing vs. M&A vs. buyback). Full filing body not analyzed; description inferred from form + item codes.
Filing under Item 8.01 (Other Material Events) plus Item 9.01 exhibits typically signals a discretionary disclosure — often a corporate update, capital action, legal matter, or strategic announcement that ON deemed material outside earnings cadence. PMs should check the body for any read-through to demand, capex, or guidance given the auto/industrial cycle exposure. Full filing body not analyzed; description inferred from form + item codes.
Full filing body not analyzed; description inferred from form + item codes. ON Semiconductor filed an 8-K under Item 8.01 (Other Material Events) with accompanying exhibits (Item 9.01), signaling a disclosure that didn't fit standard categories such as earnings or M&A. PMs should review the underlying press release or exhibit for potential impact on analog/power semi exposure, though Item 8.01 alone spans a wide range from routine updates to materially market-moving news.
ON Semiconductor filed its quarterly 10-Q for the period ended 2026-04-03, the standard interim disclosure covering revenue, margins, segment performance (power/sensing) and updated guidance. Full filing body not analyzed; description inferred from form + item codes. PMs should compare auto/industrial demand commentary, SiC traction, and inventory days against prior quarter to gauge analog cycle positioning relative to KR/TW peers.
Item 2.02 indicates ON Semiconductor furnished its quarterly earnings release, with Item 9.01 covering the supporting press release exhibit. PMs should review reported revenue, gross margin, and forward guidance for read-through to auto/industrial power-semi demand and SiC traction relevant to KR/TW peers. Full filing body not analyzed; description inferred from form + item codes.
Filing reports an officer or director change under Item 5.02. Full filing body not analyzed; description inferred from form + item codes. PM relevance depends on the role involved — a CEO/CFO transition would be material, while board or junior officer changes are typically routine.
Full filing body not analyzed; description inferred from form + item codes. ON's FY2025 10-K will detail full-year revenue, margins, and segment performance (Power, Analog & Mixed-Signal, Intelligent Sensing) amid the ongoing auto/industrial semi downturn, plus updated risk factors, capacity utilization, and SiC commentary. PMs should watch for inventory normalization, Treo platform traction, and 2026 capex/guidance commentary relevant to Korean and Taiwanese power/analog peers.
8-K under Item 2.02 indicates ON Semiconductor issued its quarterly earnings results, with Item 9.01 attaching the press release and related financial exhibits. PMs should check revenue/margin trends in auto and industrial power (SiC ramp), inventory levels, and forward guidance versus consensus — key read-through for analog peers and SiC/IGBT demand in EV/industrial end markets. Full filing body not analyzed; description inferred from form + item codes.
ON Semi disclosed a material impairment under Item 2.06, signaling a non-cash write-down of assets (likely goodwill, long-lived assets, or inventory) tied to weakening end-market demand or restructuring. PMs should watch for magnitude, segment attribution (auto vs. industrial SiC capacity), and whether it presages further capex/guidance cuts. Full filing body not analyzed; description inferred from form + item codes.