onsemi partners with NVIDIA to enhance 800 VDC power systems for AI data centers, improving efficiency and sustainability.
Quiver AI Summary
onsemi has announced its collaboration with NVIDIA to facilitate the adoption of 800 Volts Direct Current (VDC) power architectures, which offer improved efficiency, density, and sustainability for future AI data centers. The company's intelligent power solutions are crucial in efficiently converting and distributing high levels of power throughout the entire infrastructure, from high-voltage conversions to precise regulation at the processor level. With extensive expertise in silicon and silicon carbide technologies, onsemi provides advanced products for solid state transformers and power delivery systems, enabling scalable designs to meet the complex demands of AI infrastructure. The company's focus includes promoting innovations in automotive, industrial markets, and sustainable energy solutions.
Potential Positives
- onsemi's collaboration with NVIDIA to transition to 800 Volts Direct Current power architectures signifies a strategic move that enhances efficiency, density, and sustainability in next-generation AI data centers.
- The company positions itself as a leader in power distribution technology, with its intelligent power portfolio delivering high-efficiency solutions crucial for modern AI infrastructure.
- onsemi's advancements in silicon and silicon carbide technologies highlight its innovative capabilities, allowing it to meet demanding power requirements effectively.
- Being included in the Nasdaq-100 Index and S&P 500 Index underscores onsemi's importance and stability in the market, enhancing its credibility as a key player in the semiconductor industry.
Potential Negatives
- The press release lacks specific details on any potential challenges or risks associated with the 800V DC power architecture, which could lead to skepticism about the company's ability to deliver on this ambitious initiative.
- There is no mention of partnerships or customer commitments beyond NVIDIA, raising concerns about the breadth of market acceptance for the technology.
- While the release highlights innovative capabilities, it does not provide concrete performance metrics or results, which could make stakeholders question the viability of these claims.
FAQ
What partnership was announced by onsemi on July 29, 2025?
onsemi announced a partnership with NVIDIA to support the transition to 800 Volts Direct Current power architectures.
How does onsemi contribute to AI data centers?
onsemi provides high-efficiency power conversion solutions across all stages of the power journey, essential for modern AI data centers.
What technologies does onsemi leverage for its solutions?
onsemi utilizes decades of innovation in silicon and silicon carbide (SiC) technologies for its power solutions.
What is the significance of 800 VDC in power distribution?
800 VDC power architectures are transformative for efficiency, density, and sustainability in next-generation AI data centers.
What markets does onsemi focus on in its innovations?
onsemi focuses on automotive and industrial end-markets, with innovations in vehicle electrification, sustainable energy, and industrial automation.
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 Congressional Stock Trading
Members of Congress have traded $ON stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $ON stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 1 purchase worth up to $15,000 on 02/12 and 1 sale worth up to $15,000 on 04/01.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 02/25, 02/11.
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$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:
- ALAN CAMPBELL has made 0 purchases and 2 sales selling 15,371 shares for an estimated $707,037.
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$ON Hedge Fund Activity
We have seen 373 institutional investors add shares of $ON stock to their portfolio, and 463 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO added 5,382,186 shares (+inf%) to their portfolio in Q1 2025, for an estimated $219,001,148
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 3,982,735 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $162,057,487
- FMR LLC removed 2,809,954 shares (-4.5%) from their portfolio in Q1 2025, for an estimated $114,337,028
- JPMORGAN CHASE & CO removed 2,527,391 shares (-18.4%) from their portfolio in Q1 2025, for an estimated $102,839,539
- CITADEL ADVISORS LLC removed 2,169,687 shares (-89.1%) from their portfolio in Q1 2025, for an estimated $88,284,564
- PACER ADVISORS, INC. added 2,070,529 shares (+2735.5%) to their portfolio in Q1 2025, for an estimated $84,249,825
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$ON Analyst Ratings
Wall Street analysts have issued reports on $ON in the last several months. We have seen 11 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Susquehanna issued a "Positive" rating on 07/22/2025
- 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
- Benchmark issued a "Buy" rating on 05/06/2025
- Needham 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 23 analysts offer price targets for $ON in the last 6 months, with a median target of $55.0.
Here are some recent targets:
- Christopher Rolland from Susquehanna set a target price of $75.0 on 07/22/2025
- Tore Svanberg from Stifel set a target price of $50.0 on 07/18/2025
- Joe Quatrochi from Wells Fargo set a target price of $65.0 on 07/16/2025
- James Schneider from Goldman Sachs set a target price of $60.0 on 07/10/2025
- John Vinh from Keybanc set a target price of $65.0 on 07/08/2025
- Christopher Danely from Citigroup set a target price of $60.0 on 07/07/2025
- Pradeep Ramani from UBS set a target price of $55.0 on 07/07/2025
Full Release
Scottsdale, Ariz, July 29, 2025 (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ON ) today announced its working with NVIDIA to support the transition to 800 Volts Direct Current (VDC) power architectures, a transformative solution that is driving significant gains in efficiency, density, and sustainability for next-generation AI data centers.
At the core of this shift is new power distribution system, which must distribute a massive amount of power with minimal losses during each voltage conversion. onsemi’s intelligent power portfolio plays a critical role in enabling the next generation of AI data centers by delivering high-efficiency, high-density power conversion across every stage of the power journey—from high-voltage AC/DC conversion at the substation to precise voltage regulation at the processor level.
Leveraging decades of innovation in both silicon and silicon carbide (SiC) technologies, onsemi provides industry-leading solutions for solid state transformers, power supply units, 800 VDC distribution, and core power delivery, all integrated with intelligent monitoring and control. This breadth and depth of capability make onsemi one of the few companies able to meet the demanding power requirements of modern AI infrastructure with scalable, physically realizable designs.
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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.
Contact Info
Krystal Heaton
[email protected]
+1 480-242-6943
