ON onsemi

NEUTRAL Impact: 4/10 PRESS-RELEASE
Horizon months Filed Apr 28, 2026 Processed 22d 14h ago Wire GlobeNewswire
Press release: contract
Latest settled — T+5d ⚠ clustered
ON ▲ +9.45% at T+5d
NEUTRAL call ✓ call won +9.45% · α vs SPY +7.75% · entry $93.23 → $102.04
Next anchor: T+20d in 7d
Currently $110.21 · +18.21% from $93.23 entry
Entry anchored
Apr 27, 03:59 PM ET
via Databento tick
T+1d
+6.03%
call +6.03% · α +6.04%
$98.85
settled 21d ago
T+5d
+9.45%
call +9.45% · α +7.75%
$102.04
settled 15d ago
T+20d
call — · α —
in 7d
T+60d
call — · α —
in 2mo

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Executive Summary

onsemi announced an expanded strategic collaboration with Geely Auto Group to integrate its EliteSiC power technologies into Geely's SEA-S architecture for next-generation 900V electric and hybrid vehicles. The partnership deepens system-level design integration, aiming to improve efficiency, range, and charging speed, but no financial terms, volume commitments, or revenue projections were disclosed.

Actionable Insight

The expanded partnership strengthens onsemi's position in the EV SiC market, but the lack of disclosed financial terms limits near-term revenue visibility. Monitor future earnings calls for volume ramp details and potential revenue contributions from Geely.

Key Facts

  • onsemi's EliteSiC technologies will be integrated into Geely's SEA-S-based Super Electric Power (SEP) system.
  • The collaboration supports 900V architectures for faster charging, longer range, and improved performance.
  • No financial terms, deal value, or volume commitments were disclosed in the press release.
  • Geely is showcasing the SEP system incorporating onsemi's technology as part of the announcement.

Financial Impact

Undisclosed; no revenue or volume figures provided.

revenue

Risk Factors

  • No disclosed financial commitments or volume guarantees from Geely.
  • Execution risk in scaling SiC production to meet demand.
  • Competition from other SiC suppliers (e.g., STMicroelectronics, Infineon) for Geely's business.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
45% bullish (44 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3282306
7 reports for ON
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for ON — sortable, filterable
Type Now
May 7, 2026
13d ago
8-K
MIXED ★ 5/10
$100.32 $115.71▲ +15.34%▲ +13.83%$110.21 (+9.85%)
May 7, 2026
13d ago
Press Release
MIXED ★ 6/10
$100.32 $115.71▲ +15.34%▲ +13.83%$110.21 (+9.85%)
May 6, 2026
14d ago
8-K
MIXED ★ 6/10
$105.40 $104.11▼ −1.23%▼ −2.36%$110.21 (+4.56%)
May 4, 2026
16d ago
8-K
BULLISH ★ 7/10
$102.18 $104.11▲ +1.89%▼ −0.10%$110.21 (+7.85%)
Apr 28, 2026
22d ago
Press Release
NEUTRAL ★ 4/10
$93.23 $102.04▲ +9.45%▲ +7.75%$110.21 (+18.21%)
Apr 27, 2026
23d ago
Press Release
BULLISH ★ 6/10
$97.99 $101.78▲ +3.87%▲ +3.47%$110.21 (+12.47%)
Apr 2, 2026
6w ago
DEFA14A
NEUTRAL ★ 3/10
$62.16 $68.65▲ +10.43%▲ +6.81%$110.21 (+77.29%)
Showing 7 of 7

US Market Status

Market Closed — Opens Thu (< 1m)

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