Compute & semiconductors
onsemi
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
onsemi supplies power and sensing semiconductors. Its collaboration with NVIDIA on 800-volt direct-current power systems addresses AI data-center power conversion, while the broader portfolio serves automotive, industrial and other customers.
Earnings and disclosures
Latest verified results: Q2 2026 · Released 2026-08-03
Next results: 2026-11-02 · Q3 2026.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
For Q2 2026, onsemi reported $1.604 billion of revenue and $425.4 million of free cash flow. Long-term debt was $3.657 billion, plus an $802.1 million current portion. Actual AI data-center revenue was not separately quantified in the release.
Delivery and commitments
Management expected AI data-center revenue to more than double in 2026. The NVIDIA collaboration establishes technology development, but does not disclose a particular campus order, accepted equipment volume or contract revenue.
Costs, funding and dependencies
Customer qualification, power-architecture adoption, production demand and semiconductor pricing affect results. A growth percentage without an absolute AI revenue base does not show the share of the whole company generated by AI.
What to watch next
Track customer production adoption and realized revenue against the growth expectation. Architecture collaboration and product capability should remain separate from firm orders and accepted deliveries.
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.