onsemi has launched vGaN power semiconductors for improved efficiency and density in energy-intensive applications like AI and EVs.
Quiver AI Summary
onsemi has launched its new vertical gallium nitride (vGaN) power semiconductors to meet the rising global energy demands driven by AI data centers, electric vehicles, and other energy-intensive applications. This innovative vGaN technology provides significant improvements in power density, efficiency, and ruggedness by allowing current to conduct vertically through the compound semiconductor, enabling higher voltages and faster switching frequencies while reducing energy losses by nearly 50%. Developed by onsemi's research team in Syracuse, New York, the technology is backed by over 130 patents and is currently being sampled to early access customers for both 700V and 1,200V devices. The vGaN power semiconductors promise to revolutionize various sectors, including renewable energy, aerospace, and electric vehicle infrastructure, by producing smaller, lighter, and more efficient power systems that require less cooling and provide enhanced performance in critical high-power applications.
Potential Positives
- onsemi has introduced vertical gallium nitride (vGaN) power semiconductors, setting a new benchmark for power density, efficiency, and ruggedness in high-demand applications, which positions the company strongly in the growing markets of AI data centers and electric vehicles.
- vGaN technology can reduce energy losses by almost 50%, enhancing energy efficiency and potentially lowering operational costs for customers, which is critical as global energy demand rises.
- The technology's ability to produce smaller and more efficient power systems can significantly benefit various sectors, including aerospace and industrial automation, highlighting onsemi's versatility and innovation.
- onsemi's vGaN technology is backed by over 130 patents, illustrating the company's commitment to research and development and its leadership in innovation within the semiconductor industry.
Potential Negatives
- The press release does not provide specific timelines for full commercialization or wide-scale availability of the vGaN technology, which may raise questions about when customers can expect to adopt these innovations.
- There is no information on competitive responses or how onsemi's vGaN technology compares to current market alternatives, potentially leaving a gap regarding the product's relative positioning.
- The focus on high-voltage applications may alienate potential customers operating in lower-voltage markets, limiting the breadth of the technology's immediate impact.
FAQ
What is onsemi's vertical GaN technology?
onsemi's vertical GaN technology refers to their advanced power semiconductors that conduct current vertically, enhancing efficiency, power density, and performance.
How does vGaN technology improve energy efficiency?
vGaN technology reduces energy losses by almost 50%, allowing for smaller and lighter systems in high-power applications.
What applications can benefit from vGaN semiconductors?
Applications include AI data centers, electric vehicles, renewable energy systems, and aerospace, defense, and security technologies.
Where is onsemi's vGaN technology being developed?
onsemi's vGaN technology is developed and manufactured at their facility located in Syracuse, New York.
Are vGaN devices currently available for purchase?
Yes, onsemi is currently sampling both 700V and 1,200V vGaN devices to early access customers.
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 429 institutional investors add shares of $ON stock to their portfolio, and 360 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
- Christopher Danely from Citigroup set a target price of $54.0 on 08/05/2025
- Joe Quatrochi from Wells Fargo set a target price of $62.0 on 08/05/2025
- Harlan Sur from JP Morgan set a target price of $56.0 on 08/05/2025
- David Williams from Benchmark set a target price of $60.0 on 08/05/2025
- Christopher Rolland from Susquehanna set a target price of $65.0 on 08/05/2025
Full Release
Scottsdale, Ariz, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Summary -- As global energy demand surges from AI data centers, electric vehicles, and other energy intensive applications, onsemi has introduced vertical gallium nitride (vGaN) power semiconductors, setting a new benchmark for power density, efficiency and ruggedness for these applications. These groundbreaking next-generation GaN-on-GaN power semiconductors conduct current vertically through the compound semiconductor, enabling higher operating voltages and faster switching frequencies, leading to energy savings to deliver smaller and lighter systems across AI data centers, electric vehicles (EVs), renewable energy, and aerospace, defence and security.
News Highlights
- Proprietary GaN-on-GaN technology conducts current vertically at higher voltages, enabling faster switching and more compact designs.
- Breakthrough solution can reduce energy loss and heat, reducing losses by almost 50%.
- Developed by onsemi’s Syracuse, New York, R&D team; 130+ patents spanning fundamental process, device architecture, manufacturing and systems innovations.
- onsemi is sampling both 700V and 1,200V devices to early access customers.
What’s New: onsemi’s vGaN technology is a breakthrough power semiconductor technology that sets a new benchmark for efficiency, power density and ruggedness for the age of AI and electrification. Developed and manufactured at onsemi’s fab in Syracuse, NY, onsemi holds over 130 global patents covering a range of fundamental process, device design, manufacturing and systems innovations for vertical GaN technology.
“Vertical GaN is a game-changer for the industry and cements onsemi’s leadership in energy efficiency and innovation. As electrification and AI reshape industries, efficiency has become the new benchmark that defines the measure of progress. The addition of vertical GaN to our power portfolio gives our customers the ultimate toolkit to deliver unmatched performance. With this breakthrough, onsemi is defining the future where energy efficiency and power density are the currency of competitiveness.” Dinesh Ramanathan, Senior Vice President of Corporate Strategy, onsemi.
Why it Matters: The world is entering a new era where energy is the defining constraint on technological progress. From electric vehicles and renewable energy to AI data centers that now consume more power than some cities, the demand for electricity is rising faster than our ability to generate and deliver it efficiently. Every watt saved now counts.
onsemi's vGaN technology is designed to handle high voltages in a monolithic die – 1,200 volts and beyond – switching high currents at high frequency with superior efficiency. High end power systems built with this technology can reduce losses by almost 50% and by operating at higher frequencies can also reduce the size, including passives like capacitors and inductors by a similar amount. Additionally, compared to commercially available lateral GaN, vGaN devices are approximately three times smaller. This makes onsemi’s vGaN ideal for critical high-power applications where power density, thermal performance and reliability are paramount, including:
- AI Data Centers: Reduced component counts, increased power density for 800V DC-DC converters for AI compute systems to greatly improve cost per rack
- Electric Vehicles: Smaller, lighter and more efficient inverters, for increased EV range
- Charging Infrastructure: Faster, smaller, more rugged chargers
- Renewable Energy: Higher voltage handling, reduced energy losses for solar and wind inverters
- Energy Storage Systems (ESS): Fast, efficient, high-density bidirectional power for battery converters and microgrids
- Industrial Automation: Smaller, cooler, higher efficiency motor drives and robotics
- Aerospace, Defense and Security: Higher performance, enhanced ruggedness and more compact designs
How It Works: Most commercially available GaN devices are built on a substrate that is not GaN – primarily silicon or sapphire. For very high voltage devices, onsemi’s vGaN uses a GaN-on-GaN technology that allows current to flow vertically through the chip rather than across its surface. This design delivers higher power density, greater thermal stability and robust performance under extreme conditions. With these benefits, vGaN leapfrogs both GaN-on-silicon and GaN-on-sapphire devices to deliver higher voltage capability, higher switching frequency, superior reliability and enhanced ruggedness. This enables the development of smaller, lighter and more efficient power systems with reduced cooling requirements and lower overall system cost. Key benefits include:
- Higher Power Density: Vertical GaN can handle higher voltages and larger currents in smaller footprints
- Greater Efficiency: Cuts energy losses during power conversion, reducing heat and lowering cooling costs
- Compact Systems: Higher switching frequency reduces the size of passive components such as capacitors and inductors
Availability:
Sampling now to early access customers
Additional Information:
Vertical GaN Fact Sheet
Vertical GaN Overview Presentation
Contact Info
Krystal Heaton
[email protected]
+1 480-242-6943
Attachments