ChipsSeeking Alphaabout 2 hours ago
ON Semiconductor: Growth Recovery Underway With Margin Expansion
ByteBrief summary
1 min readON Semiconductor reports revenue growth recovery driven by AI data center demand and stabilized automotive industrial segments. Gross margin expands to 54.4%, EBIT margin to 39.2% by 2030 due to utilization gains, Treo product scaling, and normalized capex. Automotive faces competitive pressure in China.
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