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Digitimes November 4, 2026 By DIGITIMES neutral

Onsemi targets every stage of AI power delivery while holding back automotive restocking

OnsemiAI / LLMSemiconductorsData Center
Onsemi is pitching its AI data center business as a play on the entire power path inside an AI rack, and for now it is prioritizing that business and industrial customers over automotive restocking. On its third-quarter 2026 earnings call, the US chipmaker repeated that AI data center revenue should double in 2027 from a higher 2026 base. It also guided automotive revenue down by a high single-digit percentage in the fourth quarter, which management called a supply decision, not a strategic one.
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