ON Semiconductor: The Market's Overreaction Is Your Opportunity, Q4 Earnings Preview
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ON Semiconductor's recent market struggles are overshadowed by its long-term potential, driven by strategic moves in silicon carbide (SiC) and vertical integration. The acquisition of Qorvo's SiC JFET business and self-sufficiency in SiC production provide a competitive edge. Despite short-term volatility, ON's focus on SiC technology and partnerships like Volkswagen signal strong growth potential in EV and industrial markets.
February 06, 2025 | 10:00 pm
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ON Semiconductor's strategic focus on silicon carbide (SiC) and vertical integration, including the acquisition of Qorvo's SiC JFET business, positions it well for long-term growth despite recent market struggles.
ON Semiconductor's acquisition of Qorvo's SiC JFET business and its self-sufficiency in SiC production provide a competitive edge, especially in the EV and industrial markets. These strategic moves are likely to drive long-term growth, despite current market volatility.
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