The most recent trading session ended with ON Semiconductor Corp. (ON) standing at $71.51, reflecting a +0.65% shift from the previouse trading day's closing. The stock's change was more than the S&P 500's daily gain of 0.01%. On the other hand, the Dow registered a gain of 0.09%, and the technology-centric Nasdaq increased by 0.08%.The semiconductor components maker's stock has climbed by 0.41% in the past month, falling short of the Computer and Technology sector's gain of 1.03% and the S&P 500's gain of ...

The most recent trading session ended with ON Semiconductor Corp. (ON) standing at $69.74, reflecting a +0.24% shift from the previouse trading day's closing. This move lagged the S&P 500's daily gain of 0.28%. Elsewhere, the Dow gained 0.15%, while the tech-heavy Nasdaq added 0.15%.Heading into today, shares of the semiconductor components maker had lost 8.89% over the past month, lagging the Computer and Technology sector's loss of 0.02% and the S&P 500's gain of 2% in that time.The investment community w ...

Onsemi NASDAQ: ON, formerly known as ON Semiconductor, is a chip stock that hasn’t had a great 2024 so far. The company’s shares are down 12%, underperforming its industry. The Invesco PHLX Semiconductor ETF NASDAQ: SOXQ is up 22% this year. However, some indicators give reason to believe there may be a comeback for Onsemi. I’ll break down what the company does and what those factors are.Get Onsemi alerts:Onsemi: Powering Electric VehiclesOnsemi TodayONOnsemi$69.57 -3.78 (-5.15%) 52-Week Range$59.34▼$95.67P ...

On Semiconductor (NASDAQ: ON ), also known by Onsemi, has been struggling (Figure 1) more than its peers. Q2 2024 revenue was $1.735 billion, a 17% decrease from the same quarter in 2023. The industry faces problems because auto manufacturers invested in excess inventory after theInvesting in high-growth opportunities across industries, employing a value investing approach that prioritizes robust business models and strategic foresight. Focusing on companies with the potential to profoundly influence the gl ...

The latest trading session saw ON Semiconductor Corp. (ON) ending at $70.37, denoting a -1.88% adjustment from its last day's close. The stock's change was less than the S&P 500's daily gain of 0.13%. On the other hand, the Dow registered a gain of 0.55%, and the technology-centric Nasdaq decreased by 0.52%.Shares of the semiconductor components maker witnessed a loss of 5.43% over the previous month, trailing the performance of the Computer and Technology sector with its gain of 1.56% and the S&P 500's gai ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about ON Semiconductor Corp. (ON) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.ON Semiconductor Corp ...

文章核心观点 - 公司在汽车和工业市场中的表现呈现稳定态势,但尚未完全复苏[5][6][7] - 公司通过与客户签订长期供应协议(LTSA),能够提前感知市场变化,从而采取主动应对措施[10][11][12][13] - 公司在汽车电动化趋势中保持领先地位,在中国市场尤其突出,未来有望持续受益[40][41][42] - 公司正在加强在功率半导体模块等领域的垂直整合,为客户提供更高附加值的解决方案[44][45][46] - 公司对未来硅碳化市场保持谨慎乐观态度,认为其发展需要结合整体电动车市场的实际情况[48][49][50][51][52] 行业分析 汽车市场 - 汽车市场整体呈现稳定态势,但存在一些客户库存调整的情况[5][6][21][22][23] - 不同汽车零部件供应商的库存水平存在较大差异,一些供应商库存偏低,存在供应风险[21][22][23] - 电动车和混合动力车的渗透率持续提升,公司在这些领域的市场份额较高[27][28][29][31][32] - 未来电动车市场增长可能受到高利率等因素的影响,但长期来看仍有较大发展空间[31][32][33][35][36] 工业市场 - 公司在工业领域,尤其是新能源基础设施等领域保持较快增长[62][63] - 公司已与多数主要工业客户建立了长期合作关系,有利于进一步拓展硅碳化等新技术在工业领域的应用[62][63] 硅碳化市场 - 公司对硅碳化市场的发展持谨慎乐观态度,认为其增长需要结合整体电动车市场的实际情况[48][49][50][51][52] - 公司在硅碳化技术方面保持领先优势,未来有望持续受益于该领域的增长[52][54][55][56][57]

会议主要讨论的核心内容 汽车市场动态 - 公司认为汽车市场目前处于稳定状态,但尚未完全复苏,仍存在一些波动[5][6][7] - 公司对汽车市场的可见度比同行更好,能够提前预测市场变化[7][9][13] - 公司通过与客户签订长期供应协议(LTSA),能够及时获得客户需求变化的信号,提前采取措施[10][11][12] 电动车市场 - 公司认为长期来看,电动车将成为主导车型,但短期内受到高利率等因素影响,增长速度放缓[31][32][33] - 公司在中国电动车市场占有较高份额,设计获得的订单比例超过85%[40][41][42] - 公司认为电动车价格亲民化和充电基础设施建设是推动电动车普及的关键[35][36] 硅碳化合物市场 - 公司对2025年硅碳化合物市场增长率的预测持谨慎态度,认为很难准确预测[48][49][50] - 公司表示硅碳化合物渗透率正在不断提高,未来几年将持续增长[52][53] - 公司表示硅碳化合物毛利率已达到公司整体水平,未来有望进一步提升[57][58][59] 公司业务发展 - 公司与大众集团签订了重要的硅碳化合物供应合同,未来将产生重大影响[43][44][45][46] - 公司正在向系统级集成发展,提供更高附加值的产品和解决方案[44][45] - 公司在工业和汽车市场的收入占比保持稳定,未来增长潜力较大[61][62][63]

文章核心观点 - 荷兰政府宣布对半导体制造设备制造商ASML的出口进行更广泛的限制,与美国对中心贸易紧张局势的技术实施的限制保持一致[1][2][3] - 这一措施将于周六生效,意味着ASML将能够直接向荷兰当局申请出口欧盟以外地区的设备许可证,而不是向美国政府申请[1][2] - 荷兰政府表示,这种制造设备可用于生产先进半导体,这些半导体在先进军事应用中发挥关键作用,因此未经控制的出口会对荷兰的安全利益产生影响[5] - 荷兰在这一领域处于独特的领先地位,这意味着一定的责任,荷兰政府表示将以谨慎和有针对性的方式行事,以尽量减少对全球贸易流和价值链的干扰[6] 行业概况 - ASML是一家生产用于制造半导体的尖端机器的公司[1] - 荷兰和日本此前已加入美国实施针对先进芯片制造设备的出口限制,目的是防止中国获得可能用于尖端武器和技术(如人工智能)的敏感投入[3] - 中国外交部表示反对将正常经济贸易关系政治化并将其与国家安全问题联系起来的做法,并表示将密切关注事态发展,坚决维护自身合法权益[3][4]

mesh cube ON Semiconductor (NASDAQ:ON) is a diversified manufacturer and designer of chips and power solutions used in a plethora of industries. ON’s products are well positioned to benefit from numerous waves of future tech, including autonomous vehicles, energy solutions for AI servers, and robotics. The company is additionally in a strong financial position that enables it to quickly take advantage of future growth opportunities. We are bullish on the future for ON. Overview ON is a major player in t ...