Semiconductors
onsemi (ON Semiconductor)
30-Second Executive Brief
Executive Assessment
onsemi (ON Semiconductor) functions as an established institution within Semiconductors, backed by 0% sourcing coverage, with accelerating strategic relevance.
- Maintains 1 mapped relationship across the graph
- 0% sourcing coverage across sourced relationships
- Tracked as established institution within the Semiconductors category
Executive Snapshot
- Strategic Role
- Established Institution
- Sourcing Coverage
- 0%
- Ecosystem Influence
- High
- Strategic Momentum
- Accelerating
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 1
- Technology Domains
- 4
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
US intelligent power and sensing semiconductor maker whose silicon carbide and power-management products serve automotive, industrial and AI data center customers; reported Q2 2026 revenue of $1.60 billion (up 9% year-over-year) with AI data center revenue expected to more than double in 2026.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Synaptics
“Announced the planned acquisition of Synaptics, expanding capabilities in connected compute at accretive gross margins to support a market expansion while complementing leadership in power and sensing”
SEC 8-K exhibit (0001140361-26-030989) · Aug 3, 2026
Mentions NVIDIA
“Expanded role in NVIDIA MGX ecosystem as AI infrastructure power demands accelerate”
SEC 8-K exhibit (0001140361-26-030989) · Aug 3, 2026
Mentions Rivian
“Extended leadership in automotive zonal architecture and on-board charging with Rivian s R2 platform with power solutions that enable efficient power distribution and conversion”
SEC 8-K exhibit (0001140361-26-030989) · Aug 3, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
1 source
- onsemi — onsemi reports second quarter 2026 resultscompany
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding onsemi (ON Semiconductor) — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
onsemi (ON Semiconductor)'s Timeline
A sourced, dated history of onsemi (ON Semiconductor)'s key moments — founding to present.
Aug 2026 · Q2 2026 revenue rises 9% to $1.6 billion on AI data center strength
onsemi reported Q2 2026 revenue of $1.604 billion, up 9% year-over-year, with results above the midpoint of guidance; the company's AI data center business grew more than 30% sequentially in Q1 2026 and is expected to more than double in 2026.