onsemi: AI data center business rises, automotive weakens in third quarter

Nov 2, 2026 · Issue 14 · 2 sources, 2 articles

onsemi's third-quarter 2026 presentation showed its AI data center business surging while automotive demand softened. The news was reported on 2 November.

Who is affected and how

supplier

Weaker demand for automotive semiconductors and stronger demand from data centers call for a shift in product mix.

engineer

Demand for data center power semiconductors opens up new design opportunities.

Narrative: AI investment drives manufacturing

Sources

• onsemi Q3 2026 slides: AI data center surges as auto softensinvesting.com · Nov 2, 2026
• [ON Semiconductor Q3 2026 Earnings Call] onsemi AI Data Center Revenue Jumps 175% to $180 Million, Tops Guidance by $22 Million as Ferric Deal Adds $500 Million to 2030 Targetbiggo finance · Nov 3, 2026

Machine-generated summary based on the titles and excerpts of the source articles. The facts come from the linked article.