ON Semiconductor（ON）株式概要オン・セミコンダクター・コーポレーションは、香港、シンガポール、英国、米国、および海外でインテリジェント・センシングおよびパワー・ソリューションを提供しています。 詳細ON ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長5/6過去の実績3/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より4.5%で取引されている 収益は年間32.82%増加すると予測されています 過去1年間で収益は34.8%増加しました アナリストらは、株価が34.1%上昇するだろうとほぼ一致している。 リスク分析Swiss市場と比較して、過去 3 か月間の株価の変動が非常に大きい財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るON Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW480,207 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA480,207 investors already sharing narrativesYour Fair ValueCHF Current PriceCHF 65.2230.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-20m11b2016201920222025202620282031Revenue US$10.6bEarnings US$1.1bAdvancedSet Fair ValueView all narrativesON Semiconductor Corporation 競合他社GLOBALFOUNDRIESSymbol: NasdaqGS:GFSMarket cap: US$29.6bTower SemiconductorSymbol: NasdaqGS:TSEMMarket cap: US$28.5bSTMicroelectronicsSymbol: ENXTPA:STMPAMarket cap: €43.1bRenesas ElectronicsSymbol: TSE:6723Market cap: JP¥6.7t価格と性能株価の高値、安値、推移の概要ON Semiconductor過去の株価現在の株価US$65.2252週高値US$89.1852週安値US$89.18ベータ2.021ヶ月の変化-16.49%3ヶ月変化-16.41%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化67.83%最新ニュースお知らせ • Aug 05ON Semiconductor Corporation Provides Earnings Guidance for the Third Quarter of 2026ON Semiconductor Corporation provided earnings guidance for the third quarter of 2026. For the quarter, the company expects revenue to be $1,650 to $1,750 million and diluted Earnings Per Share to be $0.79 to $0.91.Reported Earnings • Aug 04Second quarter 2026 earnings released: EPS: US$0.58 (vs US$0.41 in 2Q 2025)Second quarter 2026 results: EPS: US$0.58 (up from US$0.41 in 2Q 2025). Revenue: US$1.60b (up 9.2% from 2Q 2025). Net income: US$226.8m (up 33% from 2Q 2025). Profit margin: 14% (up from 12% in 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Europe.お知らせ • Jul 18ON Semiconductor Corporation to Report Q2, 2026 Results on Aug 03, 2026ON Semiconductor Corporation announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2026お知らせ • Jun 27ON Semiconductor Corporation (NasdaqGS:ON) entered into a definitive agreement to acquire Synaptics Incorporated (NasdaqGS:SYNA) for $6.7 billion.ON Semiconductor Corporation (NasdaqGS:ON) entered into a definitive agreement to acquire Synaptics Incorporated (NasdaqGS:SYNA) for $6.7 billion on June 25, 2026. Under the terms of the agreement, Synaptics stockholders will receive 1.35 shares of onsemi common stock for each share of Synaptics common stock held at the time of closing, implying pro forma ownership of approximately 12% for Synaptics stockholders on a fully diluted basis. The purchase price represents an approximately 19% premium to the volume weighted average closing prices of onsemi and Synaptics over the last 10 trading days. In case of termination of transaction, ON Semiconductor Corporation will pay a termination fee of $320 million and seller will pay a termination fee of $235 million. As part of the transaction, one member of the Synaptics Board of Directors is expected to join onsemi’s Board of Directors. The transaction is subject to subject to antitrust regulations, approval by regulatory board / committee, approval of offer by Synaptics shareholders, registration statement effectiveness(S-4 / F-4) and listing / approval of new shares on stock exchange. The deal has been unanimously approved by the board of both parties. The expected completion of the transaction is in mid-2027. The transaction is expected to be accretive to non-GAAP EPS within 18 months of closing. Qatalyst Partners, L.P. acted as financial advisor and as fairness opinion provider for Synaptics Incorporated. Morgan Stanley & Co. LLC and J.P. Morgan Securities LLC acted as financial advisors for ON Semiconductor Corporation. Leif King, Derek Liu, Aarthi Belani, and Piotr Korzynski of Baker & McKenzie LLP acted as legal advisor for Synaptics Incorporated. Michael Mies and Christopher Hammond of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for ON Semiconductor Corporation.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CHF76.01, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 41x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF68.78 per share.お知らせ • Jun 09Onsemi Introduces Elite Pairing Studio to Simplify Power DesignOnsemi had introduced the Elite Pairing Studio, an online design environment that simplifies pairing SiC MOSFETs and gate drivers for demanding power electronics applications, including AI data centers, electric vehicles, and industrial systems. The Elite Pairing Studio serves as the front door to onsemi’s broader suite of design tools, enabling a seamless path to system-level evaluation of performance, efficiency, and thermal behavior. The onsemi Elite Pairing Studio is an industry-first online design tool that enables engineers to move beyond traditional component-level selection to quickly identify recommended combinations of silicon carbide (SiC) MOSFETs and gate drivers based on their specific requirements. The interactive tool makes it easier to evaluate pairing behavior and trade-offs, helping accelerate the development of power electronics designs. It also serves as the front door to onsemi’s broader simulation toolset for system-level performance and efficiency analysis. The onsemi Elite Pairing Studio simplifies this challenge by guiding engineers through a step-by-step process to identify the ideal combination of an onsemi gate driver and SiC MOSFET based on their requirements. Well-matched pairings can be compared quickly, helping reduce iterations and refine power architectures earlier in the development process. This reduces design risk, shortens time to market, and helps ensure systems perform as intended in real-world conditions. The cloud-based environment gives engineers access to a private and secure workspace on onsemi.com where they can use an intuitive workflow to explore device combinations based on their inputs. The tool evaluates a wide range of gate driver combinations with the selected SiC MOSFET, using transparent methods based on established industry equations and real-world performance calculations. The evaluation logic is clear and inspectable for users. Through the Elite Pairing Studio, engineers can examine key figures of merit for each pairing, including: Switching timings, Gate voltage and current (V/I) waveforms, Voltage overshoot margins relative to device ratings, Switching energy losses, such as turn-on and turn-off energy. These insights allow engineers to compare pairing trade-offs relevant to their application and gain early visibility into factors that influence electromagnetic interference behavior and reliability margins. Results are visualized through an interactive waveform viewer, enabling more informed pairing decisions before designs are advanced into full system-level simulation. Additional onsemi technologies will be added to the Elite Pairing Studio in the future. By providing well-matched pairings of SiC MOSFETs and gate drivers tailored to application needs, the onsemi Elite Pairing Studio enables earlier design decisions with a clearer understanding of switching behavior and trade-offs. Those pairing insights can then be carried forward using Studio-generated PLECS system-level simulation models and evaluated in the onsemi Elite Power Simulator to fine-tune efficiency, thermal, and loss performance. Together, this seamless development path helps designers translate early pairing insights into improved system-level efficiency and performance for demanding applications including AI data centers, electric vehicles, industrial systems, and electrification infrastructure. The onsemi Elite Pairing Studio is available now through the onsemi website and will be demonstrated at the onsemi booth (Hall 9-332) at PCIM Expo 2026 in Nuremberg, Germany.最新情報をもっと見るRecent updatesお知らせ • Aug 05ON Semiconductor Corporation Provides Earnings Guidance for the Third Quarter of 2026ON Semiconductor Corporation provided earnings guidance for the third quarter of 2026. For the quarter, the company expects revenue to be $1,650 to $1,750 million and diluted Earnings Per Share to be $0.79 to $0.91.Reported Earnings • Aug 04Second quarter 2026 earnings released: EPS: US$0.58 (vs US$0.41 in 2Q 2025)Second quarter 2026 results: EPS: US$0.58 (up from US$0.41 in 2Q 2025). Revenue: US$1.60b (up 9.2% from 2Q 2025). Net income: US$226.8m (up 33% from 2Q 2025). Profit margin: 14% (up from 12% in 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Europe.お知らせ • Jul 18ON Semiconductor Corporation to Report Q2, 2026 Results on Aug 03, 2026ON Semiconductor Corporation announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2026お知らせ • Jun 27ON Semiconductor Corporation (NasdaqGS:ON) entered into a definitive agreement to acquire Synaptics Incorporated (NasdaqGS:SYNA) for $6.7 billion.ON Semiconductor Corporation (NasdaqGS:ON) entered into a definitive agreement to acquire Synaptics Incorporated (NasdaqGS:SYNA) for $6.7 billion on June 25, 2026. Under the terms of the agreement, Synaptics stockholders will receive 1.35 shares of onsemi common stock for each share of Synaptics common stock held at the time of closing, implying pro forma ownership of approximately 12% for Synaptics stockholders on a fully diluted basis. The purchase price represents an approximately 19% premium to the volume weighted average closing prices of onsemi and Synaptics over the last 10 trading days. In case of termination of transaction, ON Semiconductor Corporation will pay a termination fee of $320 million and seller will pay a termination fee of $235 million. As part of the transaction, one member of the Synaptics Board of Directors is expected to join onsemi’s Board of Directors. The transaction is subject to subject to antitrust regulations, approval by regulatory board / committee, approval of offer by Synaptics shareholders, registration statement effectiveness(S-4 / F-4) and listing / approval of new shares on stock exchange. The deal has been unanimously approved by the board of both parties. The expected completion of the transaction is in mid-2027. The transaction is expected to be accretive to non-GAAP EPS within 18 months of closing. Qatalyst Partners, L.P. acted as financial advisor and as fairness opinion provider for Synaptics Incorporated. Morgan Stanley & Co. LLC and J.P. Morgan Securities LLC acted as financial advisors for ON Semiconductor Corporation. Leif King, Derek Liu, Aarthi Belani, and Piotr Korzynski of Baker & McKenzie LLP acted as legal advisor for Synaptics Incorporated. Michael Mies and Christopher Hammond of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for ON Semiconductor Corporation.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CHF76.01, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 41x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF68.78 per share.お知らせ • Jun 09Onsemi Introduces Elite Pairing Studio to Simplify Power DesignOnsemi had introduced the Elite Pairing Studio, an online design environment that simplifies pairing SiC MOSFETs and gate drivers for demanding power electronics applications, including AI data centers, electric vehicles, and industrial systems. The Elite Pairing Studio serves as the front door to onsemi’s broader suite of design tools, enabling a seamless path to system-level evaluation of performance, efficiency, and thermal behavior. The onsemi Elite Pairing Studio is an industry-first online design tool that enables engineers to move beyond traditional component-level selection to quickly identify recommended combinations of silicon carbide (SiC) MOSFETs and gate drivers based on their specific requirements. The interactive tool makes it easier to evaluate pairing behavior and trade-offs, helping accelerate the development of power electronics designs. It also serves as the front door to onsemi’s broader simulation toolset for system-level performance and efficiency analysis. The onsemi Elite Pairing Studio simplifies this challenge by guiding engineers through a step-by-step process to identify the ideal combination of an onsemi gate driver and SiC MOSFET based on their requirements. Well-matched pairings can be compared quickly, helping reduce iterations and refine power architectures earlier in the development process. This reduces design risk, shortens time to market, and helps ensure systems perform as intended in real-world conditions. The cloud-based environment gives engineers access to a private and secure workspace on onsemi.com where they can use an intuitive workflow to explore device combinations based on their inputs. The tool evaluates a wide range of gate driver combinations with the selected SiC MOSFET, using transparent methods based on established industry equations and real-world performance calculations. The evaluation logic is clear and inspectable for users. Through the Elite Pairing Studio, engineers can examine key figures of merit for each pairing, including: Switching timings, Gate voltage and current (V/I) waveforms, Voltage overshoot margins relative to device ratings, Switching energy losses, such as turn-on and turn-off energy. These insights allow engineers to compare pairing trade-offs relevant to their application and gain early visibility into factors that influence electromagnetic interference behavior and reliability margins. Results are visualized through an interactive waveform viewer, enabling more informed pairing decisions before designs are advanced into full system-level simulation. Additional onsemi technologies will be added to the Elite Pairing Studio in the future. By providing well-matched pairings of SiC MOSFETs and gate drivers tailored to application needs, the onsemi Elite Pairing Studio enables earlier design decisions with a clearer understanding of switching behavior and trade-offs. Those pairing insights can then be carried forward using Studio-generated PLECS system-level simulation models and evaluated in the onsemi Elite Power Simulator to fine-tune efficiency, thermal, and loss performance. Together, this seamless development path helps designers translate early pairing insights into improved system-level efficiency and performance for demanding applications including AI data centers, electric vehicles, industrial systems, and electrification infrastructure. The onsemi Elite Pairing Studio is available now through the onsemi website and will be demonstrated at the onsemi booth (Hall 9-332) at PCIM Expo 2026 in Nuremberg, Germany.New Risk • May 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.2% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (CHF6.7m sold).Board Change • May 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Bruce Kiddoo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 07Onsemi Provides Earnings Guidance for the Second Quarter of 2026onsemi provided earnings guidance for the second quarter of 2026. For the quarter, the company expects revenue to be $1,535 million to $1,635 million, diluted Earnings Per Share to be $0.60 to $0.72.お知らせ • Apr 17ON Semiconductor Corporation to Report Q1, 2026 Results on May 04, 2026ON Semiconductor Corporation announced that they will report Q1, 2026 results After-Market on May 04, 2026お知らせ • Apr 04ON Semiconductor Corporation, Annual General Meeting, May 14, 2026ON Semiconductor Corporation, Annual General Meeting, May 14, 2026. Location: principal executive offices at, 5701 north pima road, scottsdale, arizona 85250, United Statesお知らせ • Mar 14ON Semiconductor Corporation Announces Resignation of Simon Keeton as Group President, Power Solutions Group, Effective June 30, 2026ON Semiconductor Corporation announced that on March 9, 2026, Simon Keeton, Group President, Power Solutions Group of onsemi, agreed that Mr. Keeton will resign from all employment positions at onsemi effective June 30, 2026. Although Mr. Keeton will step down from all officer positions immediately, he has agreed to remain with onsemi through June 30, 2026 in order to support an orderly transition to a new head of the Power Solutions Group. Mr. Keeton joined onsemi in July 2007 and has held the position of Group President, Power Solutions Group since February 2024.お知らせ • Feb 10Onsemi Provides Earnings Guidance for the First Quarter of 2026onsemi provided earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue to be $1,435 million to $1,535 million, diluted Earnings Per Share to be $0.28 to $0.38 per share.お知らせ • Jan 23ON Semiconductor Corporation to Report Q4, 2025 Results on Feb 09, 2026ON Semiconductor Corporation announced that they will report Q4, 2025 results After-Market on Feb 09, 2026株主還元ONCH SemiconductorCH 市場7D-2.3%5.5%1.5%1Yn/a126.7%19.1%株主還元を見る業界別リターン: ONがSwiss Semiconductor業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: ON Swiss市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is ON's price volatile compared to industry and market?ON volatilityON Average Weekly Movement11.3%Semiconductor Industry Average Movement9.8%Market Average Movement4.1%10% most volatile stocks in CH Market7.7%10% least volatile stocks in CH Market2.1%安定した株価: ONの株価は、 Swiss市場と比較して過去 3 か月間で変動しています。時間の経過による変動: ONの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてSwissの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199222,635Hassane El-Khourywww.onsemi.comオン・セミコンダクター・コーポレーションは、香港、シンガポール、英国、米国、および海外でインテリジェント・センシングおよびパワー・ソリューションを提供しています。同社は、パワー・ソリューション・グループ、アナログ＆ミックスドシグナル・グループ、インテリジェント・センシング・グループの3つのセグメントで事業を展開しています。パワー・ソリューション・グループは、パワー・スイッチング、シグナル・コンディショニング、回路保護など、複数のアプリケーション機能を果たすディスクリート、モジュール、集積半導体製品を提供している。アナログ・ミックスドシグナルグループは、車載、産業、コンピューティング、モバイルなどのエンドユーザー向けに、アナログ、ミックスドシグナル、パワーマネージメントIC、センサーインターフェースデバイス、電力変換、シグナルチェーン、電圧レギュレーションデバイスなどの設計・開発を行っている。インテリジェント・センシング・グループ部門では、相補型金属酸化膜半導体イメージ・センサ、イメージ・シグナル・プロセッサ、シリコン光電子増倍管を含む単一光子検出器、単一光子アバランシェ・ダイオード・アレイ、短波長赤外製品、オートフォーカスおよび手ブレ補正用アクチュエータ・ドライバを、さまざまなエンド・マーケットの幅広いエンド・ユーザー向けに設計および開発しています。オン・セミコンダクター・コーポレーションは1992年に設立され、アリゾナ州スコッツデールに本社を置いています。もっと見るON Semiconductor Corporation 基礎のまとめON Semiconductor の収益と売上を時価総額と比較するとどうか。ON 基礎統計学時価総額CHF 25.52b収益（TTM）CHF 508.92m売上高(TTM)CHF 5.01b50.1xPER（株価収益率5.1xP/SレシオON は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ON 損益計算書（TTM）収益US$6.20b売上原価US$3.55b売上総利益US$2.65bその他の費用US$2.02b収益US$630.20m直近の収益報告Jul 03, 2026次回決算日該当なし一株当たり利益（EPS）1.62グロス・マージン42.78%純利益率10.17%有利子負債／自己資本比率61.6%ON の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/10 09:35終値2026/08/07 00:00収益2026/07/03年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ON Semiconductor Corporation 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。42 アナリスト機関Tristan GerraBairdThomas O'MalleyBarclaysBrian PiccioniBMO Capital Markets Equity Research39 その他のアナリストを表示
お知らせ • Aug 05ON Semiconductor Corporation Provides Earnings Guidance for the Third Quarter of 2026ON Semiconductor Corporation provided earnings guidance for the third quarter of 2026. For the quarter, the company expects revenue to be $1,650 to $1,750 million and diluted Earnings Per Share to be $0.79 to $0.91.
Reported Earnings • Aug 04Second quarter 2026 earnings released: EPS: US$0.58 (vs US$0.41 in 2Q 2025)Second quarter 2026 results: EPS: US$0.58 (up from US$0.41 in 2Q 2025). Revenue: US$1.60b (up 9.2% from 2Q 2025). Net income: US$226.8m (up 33% from 2Q 2025). Profit margin: 14% (up from 12% in 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Europe.
お知らせ • Jul 18ON Semiconductor Corporation to Report Q2, 2026 Results on Aug 03, 2026ON Semiconductor Corporation announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2026
お知らせ • Jun 27ON Semiconductor Corporation (NasdaqGS:ON) entered into a definitive agreement to acquire Synaptics Incorporated (NasdaqGS:SYNA) for $6.7 billion.ON Semiconductor Corporation (NasdaqGS:ON) entered into a definitive agreement to acquire Synaptics Incorporated (NasdaqGS:SYNA) for $6.7 billion on June 25, 2026. Under the terms of the agreement, Synaptics stockholders will receive 1.35 shares of onsemi common stock for each share of Synaptics common stock held at the time of closing, implying pro forma ownership of approximately 12% for Synaptics stockholders on a fully diluted basis. The purchase price represents an approximately 19% premium to the volume weighted average closing prices of onsemi and Synaptics over the last 10 trading days. In case of termination of transaction, ON Semiconductor Corporation will pay a termination fee of $320 million and seller will pay a termination fee of $235 million. As part of the transaction, one member of the Synaptics Board of Directors is expected to join onsemi’s Board of Directors. The transaction is subject to subject to antitrust regulations, approval by regulatory board / committee, approval of offer by Synaptics shareholders, registration statement effectiveness(S-4 / F-4) and listing / approval of new shares on stock exchange. The deal has been unanimously approved by the board of both parties. The expected completion of the transaction is in mid-2027. The transaction is expected to be accretive to non-GAAP EPS within 18 months of closing. Qatalyst Partners, L.P. acted as financial advisor and as fairness opinion provider for Synaptics Incorporated. Morgan Stanley & Co. LLC and J.P. Morgan Securities LLC acted as financial advisors for ON Semiconductor Corporation. Leif King, Derek Liu, Aarthi Belani, and Piotr Korzynski of Baker & McKenzie LLP acted as legal advisor for Synaptics Incorporated. Michael Mies and Christopher Hammond of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for ON Semiconductor Corporation.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CHF76.01, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 41x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF68.78 per share.
お知らせ • Jun 09Onsemi Introduces Elite Pairing Studio to Simplify Power DesignOnsemi had introduced the Elite Pairing Studio, an online design environment that simplifies pairing SiC MOSFETs and gate drivers for demanding power electronics applications, including AI data centers, electric vehicles, and industrial systems. The Elite Pairing Studio serves as the front door to onsemi’s broader suite of design tools, enabling a seamless path to system-level evaluation of performance, efficiency, and thermal behavior. The onsemi Elite Pairing Studio is an industry-first online design tool that enables engineers to move beyond traditional component-level selection to quickly identify recommended combinations of silicon carbide (SiC) MOSFETs and gate drivers based on their specific requirements. The interactive tool makes it easier to evaluate pairing behavior and trade-offs, helping accelerate the development of power electronics designs. It also serves as the front door to onsemi’s broader simulation toolset for system-level performance and efficiency analysis. The onsemi Elite Pairing Studio simplifies this challenge by guiding engineers through a step-by-step process to identify the ideal combination of an onsemi gate driver and SiC MOSFET based on their requirements. Well-matched pairings can be compared quickly, helping reduce iterations and refine power architectures earlier in the development process. This reduces design risk, shortens time to market, and helps ensure systems perform as intended in real-world conditions. The cloud-based environment gives engineers access to a private and secure workspace on onsemi.com where they can use an intuitive workflow to explore device combinations based on their inputs. The tool evaluates a wide range of gate driver combinations with the selected SiC MOSFET, using transparent methods based on established industry equations and real-world performance calculations. The evaluation logic is clear and inspectable for users. Through the Elite Pairing Studio, engineers can examine key figures of merit for each pairing, including: Switching timings, Gate voltage and current (V/I) waveforms, Voltage overshoot margins relative to device ratings, Switching energy losses, such as turn-on and turn-off energy. These insights allow engineers to compare pairing trade-offs relevant to their application and gain early visibility into factors that influence electromagnetic interference behavior and reliability margins. Results are visualized through an interactive waveform viewer, enabling more informed pairing decisions before designs are advanced into full system-level simulation. Additional onsemi technologies will be added to the Elite Pairing Studio in the future. By providing well-matched pairings of SiC MOSFETs and gate drivers tailored to application needs, the onsemi Elite Pairing Studio enables earlier design decisions with a clearer understanding of switching behavior and trade-offs. Those pairing insights can then be carried forward using Studio-generated PLECS system-level simulation models and evaluated in the onsemi Elite Power Simulator to fine-tune efficiency, thermal, and loss performance. Together, this seamless development path helps designers translate early pairing insights into improved system-level efficiency and performance for demanding applications including AI data centers, electric vehicles, industrial systems, and electrification infrastructure. The onsemi Elite Pairing Studio is available now through the onsemi website and will be demonstrated at the onsemi booth (Hall 9-332) at PCIM Expo 2026 in Nuremberg, Germany.
お知らせ • Aug 05ON Semiconductor Corporation Provides Earnings Guidance for the Third Quarter of 2026ON Semiconductor Corporation provided earnings guidance for the third quarter of 2026. For the quarter, the company expects revenue to be $1,650 to $1,750 million and diluted Earnings Per Share to be $0.79 to $0.91.
Reported Earnings • Aug 04Second quarter 2026 earnings released: EPS: US$0.58 (vs US$0.41 in 2Q 2025)Second quarter 2026 results: EPS: US$0.58 (up from US$0.41 in 2Q 2025). Revenue: US$1.60b (up 9.2% from 2Q 2025). Net income: US$226.8m (up 33% from 2Q 2025). Profit margin: 14% (up from 12% in 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Europe.
お知らせ • Jul 18ON Semiconductor Corporation to Report Q2, 2026 Results on Aug 03, 2026ON Semiconductor Corporation announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2026
お知らせ • Jun 27ON Semiconductor Corporation (NasdaqGS:ON) entered into a definitive agreement to acquire Synaptics Incorporated (NasdaqGS:SYNA) for $6.7 billion.ON Semiconductor Corporation (NasdaqGS:ON) entered into a definitive agreement to acquire Synaptics Incorporated (NasdaqGS:SYNA) for $6.7 billion on June 25, 2026. Under the terms of the agreement, Synaptics stockholders will receive 1.35 shares of onsemi common stock for each share of Synaptics common stock held at the time of closing, implying pro forma ownership of approximately 12% for Synaptics stockholders on a fully diluted basis. The purchase price represents an approximately 19% premium to the volume weighted average closing prices of onsemi and Synaptics over the last 10 trading days. In case of termination of transaction, ON Semiconductor Corporation will pay a termination fee of $320 million and seller will pay a termination fee of $235 million. As part of the transaction, one member of the Synaptics Board of Directors is expected to join onsemi’s Board of Directors. The transaction is subject to subject to antitrust regulations, approval by regulatory board / committee, approval of offer by Synaptics shareholders, registration statement effectiveness(S-4 / F-4) and listing / approval of new shares on stock exchange. The deal has been unanimously approved by the board of both parties. The expected completion of the transaction is in mid-2027. The transaction is expected to be accretive to non-GAAP EPS within 18 months of closing. Qatalyst Partners, L.P. acted as financial advisor and as fairness opinion provider for Synaptics Incorporated. Morgan Stanley & Co. LLC and J.P. Morgan Securities LLC acted as financial advisors for ON Semiconductor Corporation. Leif King, Derek Liu, Aarthi Belani, and Piotr Korzynski of Baker & McKenzie LLP acted as legal advisor for Synaptics Incorporated. Michael Mies and Christopher Hammond of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor for ON Semiconductor Corporation.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to CHF76.01, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 41x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF68.78 per share.
お知らせ • Jun 09Onsemi Introduces Elite Pairing Studio to Simplify Power DesignOnsemi had introduced the Elite Pairing Studio, an online design environment that simplifies pairing SiC MOSFETs and gate drivers for demanding power electronics applications, including AI data centers, electric vehicles, and industrial systems. The Elite Pairing Studio serves as the front door to onsemi’s broader suite of design tools, enabling a seamless path to system-level evaluation of performance, efficiency, and thermal behavior. The onsemi Elite Pairing Studio is an industry-first online design tool that enables engineers to move beyond traditional component-level selection to quickly identify recommended combinations of silicon carbide (SiC) MOSFETs and gate drivers based on their specific requirements. The interactive tool makes it easier to evaluate pairing behavior and trade-offs, helping accelerate the development of power electronics designs. It also serves as the front door to onsemi’s broader simulation toolset for system-level performance and efficiency analysis. The onsemi Elite Pairing Studio simplifies this challenge by guiding engineers through a step-by-step process to identify the ideal combination of an onsemi gate driver and SiC MOSFET based on their requirements. Well-matched pairings can be compared quickly, helping reduce iterations and refine power architectures earlier in the development process. This reduces design risk, shortens time to market, and helps ensure systems perform as intended in real-world conditions. The cloud-based environment gives engineers access to a private and secure workspace on onsemi.com where they can use an intuitive workflow to explore device combinations based on their inputs. The tool evaluates a wide range of gate driver combinations with the selected SiC MOSFET, using transparent methods based on established industry equations and real-world performance calculations. The evaluation logic is clear and inspectable for users. Through the Elite Pairing Studio, engineers can examine key figures of merit for each pairing, including: Switching timings, Gate voltage and current (V/I) waveforms, Voltage overshoot margins relative to device ratings, Switching energy losses, such as turn-on and turn-off energy. These insights allow engineers to compare pairing trade-offs relevant to their application and gain early visibility into factors that influence electromagnetic interference behavior and reliability margins. Results are visualized through an interactive waveform viewer, enabling more informed pairing decisions before designs are advanced into full system-level simulation. Additional onsemi technologies will be added to the Elite Pairing Studio in the future. By providing well-matched pairings of SiC MOSFETs and gate drivers tailored to application needs, the onsemi Elite Pairing Studio enables earlier design decisions with a clearer understanding of switching behavior and trade-offs. Those pairing insights can then be carried forward using Studio-generated PLECS system-level simulation models and evaluated in the onsemi Elite Power Simulator to fine-tune efficiency, thermal, and loss performance. Together, this seamless development path helps designers translate early pairing insights into improved system-level efficiency and performance for demanding applications including AI data centers, electric vehicles, industrial systems, and electrification infrastructure. The onsemi Elite Pairing Studio is available now through the onsemi website and will be demonstrated at the onsemi booth (Hall 9-332) at PCIM Expo 2026 in Nuremberg, Germany.
New Risk • May 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.2% average weekly change). Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (CHF6.7m sold).
Board Change • May 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Bruce Kiddoo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 07Onsemi Provides Earnings Guidance for the Second Quarter of 2026onsemi provided earnings guidance for the second quarter of 2026. For the quarter, the company expects revenue to be $1,535 million to $1,635 million, diluted Earnings Per Share to be $0.60 to $0.72.
お知らせ • Apr 17ON Semiconductor Corporation to Report Q1, 2026 Results on May 04, 2026ON Semiconductor Corporation announced that they will report Q1, 2026 results After-Market on May 04, 2026
お知らせ • Apr 04ON Semiconductor Corporation, Annual General Meeting, May 14, 2026ON Semiconductor Corporation, Annual General Meeting, May 14, 2026. Location: principal executive offices at, 5701 north pima road, scottsdale, arizona 85250, United States
お知らせ • Mar 14ON Semiconductor Corporation Announces Resignation of Simon Keeton as Group President, Power Solutions Group, Effective June 30, 2026ON Semiconductor Corporation announced that on March 9, 2026, Simon Keeton, Group President, Power Solutions Group of onsemi, agreed that Mr. Keeton will resign from all employment positions at onsemi effective June 30, 2026. Although Mr. Keeton will step down from all officer positions immediately, he has agreed to remain with onsemi through June 30, 2026 in order to support an orderly transition to a new head of the Power Solutions Group. Mr. Keeton joined onsemi in July 2007 and has held the position of Group President, Power Solutions Group since February 2024.
お知らせ • Feb 10Onsemi Provides Earnings Guidance for the First Quarter of 2026onsemi provided earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue to be $1,435 million to $1,535 million, diluted Earnings Per Share to be $0.28 to $0.38 per share.
お知らせ • Jan 23ON Semiconductor Corporation to Report Q4, 2025 Results on Feb 09, 2026ON Semiconductor Corporation announced that they will report Q4, 2025 results After-Market on Feb 09, 2026
