Impact ledger
onsemi (ON)
9 events mapped to this ticker since 2026-06-26.
Assumption changes
| Date | Assumption | Direction | Magnitude | Conf. |
|---|---|---|---|---|
| 2026-06-26 | revenue | Bullish | 30000000000.00 | 0.90 |
| 2026-06-26 | revenue | Bullish | 7800000000.00 | 0.90 |
| 2026-06-26 | share_count | Bullish | — | 0.70 |
| 2026-06-26 | net_debt | Bullish | — | 0.70 |
| 2026-06-26 | revenue | Bullish | — | 0.70 |
Event impact log
| Date | Event | Channel | Direction | Horizon | Impact |
|---|---|---|---|---|---|
| 2026-07-03 | Event | Increased demand for silicon carbide (SiC) and other power semiconductors crucial for EV powertrains and advanced driver-assistance systems (ADAS). | Bullish | 1-5y | 0.50 |
| 2026-06-30 | Event | Potential competitive pressure in power management solutions, particularly in GaN and SiC technologies, if Navitas's solutions gain significant traction. | watch | 3-12m | 0.40 |
| 2026-06-30 | Event | Acquisition integration, potential synergies, increased market share, but also integration risks and financing costs. | mixed | 3-12m | 0.70 |
| 2026-06-30 | Event | ON Semiconductor is a significant player in power management and silicon carbide (SiC) solutions. Navitas's success in GaN-based power delivery for AI data centers could represent increased competition or a shift in preferred technology, potentially impacting ON's market share or growth trajectory i | watch | 3-12m | 0.40 |
| 2026-06-30 | Event | Vishay's focus on AI and EV power components suggests increased competition or validation of market opportunity in these sectors, where ON Semiconductor is a key player. | watch | 3-12m | 0.30 |
| 2026-06-29 | Event | Acquisition integration, potential synergies, and financing costs. | watch | 1-5y | 0.70 |
| 2026-06-29 | Event | Increased demand for automotive LED lighting drives demand for power management ICs and drivers, a core business for ON Semiconductor. | Bullish | 1-5y | 0.60 |
| 2026-06-29 | Event | Increased demand for power management ICs and sensors critical for automotive LED and smart lighting applications. | Bullish | 1-3m | 0.70 |
| 2026-06-26 | Event | Strategic acquisition to expand into 'Physical AI' and Edge AI markets, potentially increasing market share and revenue streams, but also introducing integration risks and dilution. | mixed | 3-12m | 0.70 |
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