onsemi has acquired rights to Vcore power technologies, enhancing its power management offerings for AI data center applications.
Quiver AI Summary
onsemi has completed the acquisition of Vcore power technologies and related intellectual property from Aura Semiconductor, enhancing its power management offerings. This move aims to accelerate onsemi's strategy to meet the growing power demands of AI data centers by providing comprehensive power solutions from the grid to core applications. With decades of expertise in silicon and silicon carbide technologies, onsemi plans to deliver advanced products like solid state transformers and power supply units, positioning itself as a leader in supplying scalable power systems for modern AI infrastructure. The company also focuses on innovation across sectors such as automotive, industrial, and cloud infrastructure, contributing to a more sustainable future.
Potential Positives
- onsemi has completed the acquisition of Vcore power technologies, strengthening its power management portfolio and enhancing its capabilities in AI data center applications.
- This acquisition positions onsemi to meet the stringent power requirements of modern AI infrastructure, giving it a competitive edge in a rapidly growing market.
- The integration of advanced silicon and silicon carbide (SiC) technologies into onsemi's offerings reinforces its leadership in delivering innovative solutions for power delivery and energy management.
- onsemi's inclusion in the Nasdaq-100 Index and S&P 500 Index highlights its strong market position and attractiveness to investors.
Potential Negatives
- The press release heavily emphasizes forward-looking statements, which indicate that risks and uncertainties could negatively impact the company's future results and the effectiveness of the acquisition.
- The cautionary language surrounding the forward-looking statements may create concerns among investors about potential volatility and risks associated with the acquisition, possibly leading to decreased investor confidence.
- Investors are cautioned against placing undue reliance on future results, suggesting a lack of certainty in the company’s projections and business strategies, which may deter investment interest.
FAQ
What is the recent acquisition made by onsemi?
onsemi has completed the acquisition of Vcore power technologies and associated intellectual property from Aura Semiconductor.
How does this acquisition benefit onsemi?
This acquisition strengthens onsemi's power management portfolio and supports its vision for AI data center applications.
What technologies will onsemi integrate from the acquisition?
onsemi will integrate technologies related to silicon and silicon carbide power solutions for advanced power delivery systems.
How does onsemi's acquisition impact AI infrastructure?
The integration of Vcore technologies enables onsemi to meet stringent power requirements for modern AI infrastructure efficiently.
Where can I find more information about onsemi?
More information about onsemi can be found on their official website at www.onsemi.com.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$ON Insider Trading Activity
$ON insiders have traded $ON stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ON stock by insiders over the last 6 months:
- HASSANE EL-KHOURY (CEO & President) sold 15,000 shares for an estimated $768,259
- ALAN CAMPBELL sold 5,371 shares for an estimated $274,780
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$ON Hedge Fund Activity
We have seen 426 institutional investors add shares of $ON stock to their portfolio, and 359 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VICTORY CAPITAL MANAGEMENT INC removed 3,632,092 shares (-65.3%) from their portfolio in Q2 2025, for an estimated $190,357,941
- FMR LLC removed 3,334,314 shares (-5.6%) from their portfolio in Q2 2025, for an estimated $174,751,396
- BARCLAYS PLC added 2,638,243 shares (+56.7%) to their portfolio in Q2 2025, for an estimated $138,270,315
- JANUS HENDERSON GROUP PLC added 2,634,575 shares (+20.2%) to their portfolio in Q2 2025, for an estimated $138,078,075
- JPMORGAN CHASE & CO added 2,116,594 shares (+18.8%) to their portfolio in Q2 2025, for an estimated $110,930,691
- RAFFERTY ASSET MANAGEMENT, LLC added 2,072,125 shares (+55.0%) to their portfolio in Q2 2025, for an estimated $108,600,071
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,998,069 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $104,718,796
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$ON Analyst Ratings
Wall Street analysts have issued reports on $ON in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Benchmark issued a "Buy" rating on 08/05/2025
- Susquehanna issued a "Positive" rating on 08/05/2025
- Needham issued a "Buy" rating on 08/04/2025
- Wells Fargo issued a "Overweight" rating on 07/16/2025
- Mizuho issued a "Outperform" rating on 06/26/2025
- Roth Capital issued a "Buy" rating on 06/17/2025
- Loop Capital issued a "Buy" rating on 05/06/2025
To track analyst ratings and price targets for $ON, check out Quiver Quantitative's $ON forecast page.
$ON Price Targets
Multiple analysts have issued price targets for $ON recently. We have seen 19 analysts offer price targets for $ON in the last 6 months, with a median target of $56.0.
Here are some recent targets:
- Pradeep Ramani from UBS set a target price of $55.0 on 10/27/2025
- Vivek Arya from B of A Securities set a target price of $52.0 on 09/05/2025
- David Williams from Benchmark set a target price of $60.0 on 08/05/2025
- Harlan Sur from JP Morgan set a target price of $56.0 on 08/05/2025
- William Stein from Truist Securities set a target price of $49.0 on 08/05/2025
- Christopher Danely from Citigroup set a target price of $54.0 on 08/05/2025
- Kevin Cassidy from Rosenblatt set a target price of $50.0 on 08/05/2025
Full Release
SCOTTSDALE, Ariz., Oct. 27, 2025 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ON ) today announced it has completed the acquisition of rights to Vcore power technologies, including associated intellectual property (IP) licenses, from Aura Semiconductor. This strategic deal further strengthens onsemi’s power management portfolio and roadmap, accelerating the company’s vision to address the complete power tree in AI data center applications, from grid to core.
With decades of innovation in silicon and silicon carbide (SiC) technologies, onsemi offers industry leading solutions for solid state transformers, power supply units, 800 VDC distribution, and core power delivery. With the integration of these technologies, onsemi will be one of the few companies capable of meeting the stringent power requirements of modern AI infrastructure with scalable, practical designs.
About onsemi
onsemi
(Nasdaq: ON) is driving disruptive innovations to help build a better future. With a focus on automotive and industrial end-markets, the company is accelerating change in megatrends such as vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure.
onsemi
offers a highly differentiated and innovative product portfolio, delivering intelligent power and sensing technologies that solve the world’s most complex challenges and leads the way to creating a safer, cleaner and smarter world.
onsemi
is included in the Nasdaq-100 Index
®
and S&P 500
®
index. Learn more about
onsemi
at
www.onsemi.com
.
onsemi and the onsemi logo are trademarks of Semiconductor Components Industries, LLC. All other brand and product names appearing in this document are registered trademarks or trademarks of their respective holders. Although the Company references its website in this news release, information on the website is not to be incorporated herein.
Caution Regarding Forward-Looking Statements:
This press release includes “forward-looking statements,” as that term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, included or incorporated in this press release could be deemed forward-looking statements, particularly statements about the impact of the acquisition of Vcore power technologies and associated IP assets. Forward-looking statements are often characterized by the use of words such as “believes,” “estimates,” “expects,” “projects,” “may,” “will,” “intends,” “plans,” “anticipates,” “should” or similar expressions or by discussions of strategy, plans or intentions. All forward-looking statements in this document are made based on our current expectations, forecasts, estimates and assumptions and involve risks, uncertainties and other factors that could cause results or events to differ materially from those expressed in the forward-looking statements. Certain factors that could affect our future results or events are described under Part I, Item 1A “Risk Factors” in the 2024 Annual Report on Form 10-K filed with the SEC on February 10, 2025 (the “2024 Form 10-K”) and from time to time in our other SEC reports. Readers are cautioned not to place undue reliance on forward-looking statements. We assume no obligation to update such information, which speaks only as of the date made, except as may be required by law. Investing in our securities involves a high degree of risk and uncertainty, and you should carefully consider the trends, risks and uncertainties described in this document, our 2024 Form 10-K and other reports filed with or furnished to the SEC before making any investment decision with respect to our securities. If any of these trends, risks or uncertainties actually occurs or continues, our business, financial condition or operating results could be materially adversely affected, the trading prices of our securities could decline, and you could lose all or part of your investment. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by this cautionary statement.
Parag Agarwal
Vice President - Investor Relations & Corporate Development
onsemi
(602) 244-3437
[email protected]
Contact Info
Krystal Heaton
[email protected]
+1 480-242-6943