onsemi partners with GlobalFoundries to develop 650V GaN power devices for AI data centers, electric vehicles, and more.
Quiver AI Summary
onsemi has entered a collaboration agreement with GlobalFoundries to develop advanced gallium nitride (GaN) power devices starting with 650V technology, leveraging GF’s 200mm eMode GaN-on-silicon process. This partnership aims to enhance onsemi's portfolio with high-voltage GaN products tailored for high-demand applications in AI data centers, electric vehicles, renewable energy, and aerospace sectors. The GaN devices will utilize onsemi's leading silicon drivers and thermally enhanced packaging to enable smaller, more efficient power systems. Samples are expected to be available to customers in the first half of 2026, with plans for rapid scaling to production. This collaboration is positioned to address the rising power demands in various markets while advancing GaN technology capabilities.
Potential Positives
- onsemi expands its leadership in intelligent power by collaborating with GlobalFoundries to develop advanced 650V gallium nitride power devices, enhancing its position in the high-growth semiconductor market.
- This collaboration aims to accelerate onsemi’s roadmap for high-performance GaN devices, catering to growing power demands in critical sectors such as AI data centers, electric vehicles, and renewable energy.
- onsemi's partnership with GlobalFoundries combines expertise in GaN technology and silicon drivers, enabling the creation of smaller and more efficient power systems across multiple applications.
- The integration of GaN advantages, such as higher frequency operation and bidirectional capability, positions onsemi to offer innovative solutions that meet evolving market demands while improving design efficiency and reducing costs.
Potential Negatives
- Although onsemi's collaboration with GlobalFoundries aims to enhance its GaN product offerings, the timeline for sampling and volume production starting in 2026 may indicate potential delays in bringing products to market compared to competitors who may already have established offerings.
- The reliance on GlobalFoundries' manufacturing process could pose supply chain risks for onsemi, particularly if any operational challenges arise at their partner's facilities, which may impact onsemi's ability to fulfill customer demand for new products.
- The commitment to develop advanced GaN power products may require significant investment, and any associated costs could impact onsemi's financial performance and profitability in the near term.
FAQ
What is the new collaboration between onsemi and GlobalFoundries about?
onsemi and GlobalFoundries are collaborating to develop and manufacture advanced gallium nitride (GaN) power devices, beginning with 650V technology.
How will the new GaN devices benefit AI data centers?
The GaN devices will deliver smaller, more efficient power systems optimized for the high-density power demands of AI data centers.
When will onsemi begin sampling the new GaN products?
onsemi plans to begin providing samples of the new GaN products to customers in the first half of 2026.
What applications will the new GaN devices support?
The devices will support applications including power supplies, onboard chargers, solar microinverters, and motor drives across various critical markets.
What advantages does the GaN technology offer?
GaN technology provides higher frequency operation, bidirectional capability, and integrated functionality, enabling smaller, more efficient power systems.
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 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $ON stock by insiders over the last 6 months:
- SIMON KEETON (Group President, PSG) sold 21,000 shares for an estimated $1,170,059
- TRENT THAD (Exec VP & CFO) sold 20,000 shares for an estimated $1,100,972
- HASSANE EL-KHOURY (CEO & President) sold 15,000 shares for an estimated $768,259
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$ON Revenue
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$ON Hedge Fund Activity
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$ON Analyst Ratings
Wall Street analysts have issued reports on $ON in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
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- TD Cowen issued a "Buy" rating on 11/04/2025
- Susquehanna issued a "Positive" rating on 08/05/2025
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$ON Price Targets
Multiple analysts have issued price targets for $ON recently. We have seen 17 analysts offer price targets for $ON in the last 6 months, with a median target of $56.0.
Here are some recent targets:
- Joseph Moore from Morgan Stanley set a target price of $56.0 on 11/24/2025
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- Tristan Gerra from Baird set a target price of $56.0 on 11/04/2025
- William Stein from Truist Securities set a target price of $51.0 on 11/04/2025
- 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
Full Release
Summary:
onsemi expands its leadership in intelligent power through a new collaboration agreement with GlobalFoundries (GF) to develop and manufacture next-generation gallium nitride (GaN) power devices, beginning with 650V. onsemi products will combine GF’s 200mm eMode GaN-on-silicon process with onsemi’s industry-leading silicon drivers, controllers, and thermally enhanced packaging to deliver smaller, more efficient systems optimized for AI data centers, automotive, industrial, and aerospace, defense, and security applications.
News Highlights:
- onsemi collaborates with GlobalFoundries to develop state-of-the-art 200mm eMode lateral GaN-on-Silicon process technology for critical markets, starting with 650V.
- onsemi’s GaN portfolio is ideally suited for high-density systems where power demands continue to rise but physical size cannot, including AI data centers, electric vehicles, renewable energy, and aerospace, defense, and security systems.
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Applications include power supplies, DC-DC converters, onboard chargers, solar microinverters, energy storage systems, and motor drives across a range of high-growth markets.
SCOTTSDALE, Ariz., and MALTA, N.Y., Dec. 18, 2025 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ON) today announced it has signed a collaboration agreement with GlobalFoundries (Nasdaq: GFS) (GF) to develop and manufacture advanced gallium nitride (GaN) power products using GF’s state-of-the-art 200mm eMode GaN-on-silicon process, starting with 650V. This collaboration accelerates onsemi’s roadmap for high-performance GaN devices and integrated power stages, expanding its portfolio with high-voltage products to meet the growing power demands of AI data centers, electric vehicles, renewable energy, industrial systems, and aerospace, defense and security.
“This collaboration brings together onsemi’s system and product expertise with GlobalFoundries’ advanced GaN process to deliver new 650V power devices for high-growth markets. Paired with our silicon drivers and controllers, these GaN products will enable customers to innovate and build smaller, more efficient power systems for AI data centers, EVs, space applications, and beyond. We are on track to begin providing samples to customers in the first half of 2026, and scale rapidly to volume production.” – Dinesh Ramanathan, Senior Vice President of Corporate Strategy, onsemi.
“By combining our 200mm GaN-on-Si platform and U.S.-based manufacturing with onsemi’s deep system and product expertise, we’re accelerating high-efficiency solutions and building resilient supply chains for data centers, automotive, industrial, aerospace and defense, and other critical markets. With onsemi as a key partner, we will continue to advance GaN semiconductors that meet the evolving demands of AI, electrification, and sustainable energy.” – Mike Hogan, Chief Business Officer, GlobalFoundries.
onsemi will pair its industry-leading silicon drivers, controllers, and thermally enhanced packages with GF’s 650V GaN technology platform to deliver optimized GaN devices with higher power density and efficiency. These include power supplies and DC-DC converters for AI data centers, onboard chargers and DC-DC converters for electric vehicles, solar microinverters and energy storage systems, motor drives and DC-DC converters, for industrial and aerospace, defense, and security applications.
This effort expands onsemi’s leading power semiconductor portfolio, which now includes the full spectrum of GaN technologies – from low, medium and high voltage lateral GaN to ultra high-voltage vertical GaN – enabling system designers to build next-generation power architectures that deliver more power in smaller footprints. These GaN advantages include:
- Higher Frequency Operation – By operating at higher switching frequencies, GaN allows designers to reduce component count, system size, and cost while improving efficiency and thermal performance.
- Bidirectional Capability – Bidirectional GaN capabilities enable entirely new topologies that can replace up to four traditional unidirectional transistors, cutting costs and simplifying designs.
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Integrated Functionality
– Combining GaN FETs with drivers, controllers, isolation, and protection in a single package allows for faster design cycles and lower electromagnetic interference. The thermally enhanced packages and optimized gate drivers push performance and reliability even at high switching speeds.
Timing and Availability
onsemi will begin sampling in the first half of 2026.
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.
About GF
GlobalFoundries (GF)
is a leading manufacturer of essential semiconductors the world relies on to live, work and connect. We innovate and partner with customers to deliver more power-efficient, high-performance products for automotive, smart mobile devices, internet of things, communications infrastructure and other high-growth markets. With our global manufacturing footprint spanning the U.S., Europe and Asia, GF is a trusted and reliable source for customers around the world. Every day our talented, global team delivers results with an unwavering focus on security, longevity and sustainability. For more information, visit
www.gf.com
Contact:
onsemi
Michael Mullaney
[email protected]
GlobalFoundries
Stephanie Gonzalez
[email protected]