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

Digitimes
Nov 3, 2026, 8:43 pm108 ptsTrending
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…

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