The most recent trading session ended with ON Semiconductor Corp. (ON) standing at $75.78, reflecting a +0.28% shift from the previouse trading day's closing. This change lagged the S&P 500's 0.32% gain on the day. Meanwhile, the Dow gained 0.68%, and the Nasdaq, a tech-heavy index, added 0.2%. Shares of the semiconductor components maker witnessed a loss of 2.64% over the previous month, trailing the performance of the Computer and Technology sector with its gain of 6.04% and the S&P 500's gain of 5.11%. T ...

The Nasdaq and the S&P 500 have climbed roughly 9% in 2024, driven by projected Fed rate cuts, the AI boom, a stable U.S. economy, earnings growth, and more. The strong performance and outstanding showings from Nvidia, Constellation Energy, Meta, and others might have some investors worried about chasing possibly overheated stocks. Long-term investors shouldn’t worry too much about ‘missing the boat’ since time in the market is proven to work far better than market timing. That said, there is value in findi ...

ON Semiconductor Corp. (ON) closed at $82.59 in the latest trading session, marking a +1.21% move from the prior day. This change outpaced the S&P 500's 1.12% gain on the day. Elsewhere, the Dow gained 0.61%, while the tech-heavy Nasdaq added 1.54%. Prior to today's trading, shares of the semiconductor components maker had gained 0.84% over the past month. This has outpaced the Computer and Technology sector's loss of 0.4% and lagged the S&P 500's gain of 2.06% in that time. The investment community will be ...

ON Semiconductor Corp. (ON) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this semiconductor components maker have returned +0.8%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Semiconductor - Analog and Mixed industry, which ON Semiconductor Corp. falls in, has gained 3.4%. The key question ...

onsemi成立模拟和混合信号集团(AMG) - AMG由新任集团总裁Sudhir Gopalswamy领导[1] - AMG专注于扩展onsemi的领先行业电源管理和传感器接口设备组合，以解锁193亿美元的总地址市场，并加速公司在汽车、工业和云端市场的增长[1] Simon Keeton被提升为电源解决方案集团(PSG)的集团总裁 - Keeton在去年交付了超过40亿美元的总收入，同时推动了一个盈利的碳化硅业务，实现了20亿美元的收入[2] AMG专注于开发电源管理IC和传感器接口产品 - AMG开发一系列电源管理IC和高精度、低功耗传感器接口和通信产品，使onsemi成为高效电源树解决方案的全套提供商，扩展了门极驱动器、DC-DC转换器、多相控制器、eFuses等产品组合[3] AMG结合了以前属于PSG的Advanced Solutions Group (ASG)和Integrated Circuits Division (ICD) - 这两个部门去年共为公司带来了近40亿美元的收入[4] onsemi加速发展地位 - 这一战略举措加速了onsemi的地位，并通过为每个架构提供模拟和混合信号技术，为客户增加更多系统价值，实现先进功能、更高性能和更快的上市时间[5] onsemi将发布2024年第一季度的收益 - 根据重新组织的业务部门发布2024年第一季度的收益，并提供可比的历史数据[6] onsemi的地位 - onsemi是一家Fortune 500®公司，被纳入纳斯达克100指数®和标普500指数®[8]

财报数据 - ON Semiconductor Corp.第四季度2023年非GAAP每股收益为1.25美元，超出Zacks Consensus Estimate 3.3%[3] - ON Semiconductor Corp.第四季度2023年营收为20.2亿美元，超出Zacks Consensus Estimate 0.7%[4] - Power Solutions Group营收为10.9亿美元，同比增长3.6%[5] - Advanced Solutions Group营收为6.246亿美元，同比下降10.9%[6]

公司转型 - 公司在过去几年经历了转型，放弃了一些商品化业务，专注于提取价值并为客户提供有价值的产品[2] - 公司进行了大规模的产品组合重组，剥离了4家规模较小的工厂并收购了一家12英寸工厂，以更好地支持增长[3] - 通过剥离规模较小的工厂，公司的利润率提高到中等水平，即使利用率在60%左右，利润率仍保持在中等水平[5] 硅碳化领域发展 - 公司在硅碳化领域取得了显著进展，通过技术优势赢得了市场份额，实现了4倍增长，从2022年的2亿美元增长到2023年的8亿美元[8] - 公司在硅碳化领域保持70%至80%的内部生产，同时保持20%至30%的外部供应，以灵活应对市场需求[15] - 公司认为垂直整合是竞争优势，可以提供供应保障，并减少地缘政治风险[16] 电动车市场机会 - 公司看好电动车市场的发展趋势，认为电动车的普及率将在未来十年内达到50%，并强调技术优势对市场竞争的重要性[10] - 公司看好中国市场的机会，认为技术优势是赢得市场份额的关键，不担心在中国市场失去市场份额[18] - 公司在汽车市场中拥有领先地位，特别是在ADAS领域，随着ADAS在普通车辆中的渗透率增加，需要更高分辨率的图像传感器，这带来了ASP的提升[40][41] 市场预期与策略 - 公司对2024年市场没有复苏的预期，因此非常谨慎地管理库存、利用率和预期，以避免出现库存过剩的情况[66][68] - 公司目前的毛利率为中等水平，但有信心在利用率回升时达到长期目标的53%[72][73] - 公司计划在2024年降低资本支出，因为硅碳化物表现良好，且引入硅碳化物产能的资本投入较低[81]

公司转型和业务优化 - 公司在过去几年进行了大规模的转型，专注于提取价值，优化产品组合[3] - 公司通过出售四个规模较小的工厂并收购一个12英寸工厂，提高了利润率至中等40%左右[6] 碳化硅领域发展 - 公司在碳化硅领域取得了显著进展，销售额从2亿美元增长至8亿美元，市场份额从第六位上升至第二位[9] 电动车市场展望 - 公司认为电动车市场是长期投资机会，随着技术进步和需求增长，电动车将成为未来出行方式的主流[12] 供应策略和产能规划 - 公司采取灵活的供应策略，确保产能与需求匹配，始终保持供不应求状态[15] - 公司已完成2024和2025年的产能规划，目前关注2027和2028年的RFQs和设计赢[16] 市场机会和策略 - 公司对中国市场持乐观态度，强调技术优势和价值增加，而不是价格竞争[22] - 公司通过提高硅碳化物模块的效率，帮助客户在电池成本上节省5%至10%，赢得市场[25] 汽车行业趋势和策略 - 公司早早察觉到汽车行业需求疲软，通过长期供应协议及时调整生产[30] - 公司认为当前汽车行业需求疲软主要取决于市场需求，而不是库存水平[33] - OEMs与公司签订长期服务协议，避免中间环节，库存管理有所调整[37] 产品表现和市场定价 - 公司在Q4的8兆像素相机收入翻倍，ASP提升2倍[45] - 公司在汽车市场定价方面表现积极，成功提取价值[48] 财务目标和资产变现计划 - 公司保持对业务利润率的严格纪律，计划在2025年开始实现对四家工厂的资产变现[52] - 公司目标长期毛利率为53%，当前毛利率已达40%，预计随着产能利用率提升将逐步实现目标[79][80]

ON Semiconductor Corp. (ON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this semiconductor components maker have returned +6.2%, compared to the Zacks S&P 500 composite's +3.8% change. During this period, the Zacks Semiconductor - Analog and Mixed industry, which ON Semiconductor Corp. falls in, has gained 4.2%. The key question now is: What could be ...

ON Semiconductor Corp. (ON) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this semiconductor components maker have returned +13%, compared to the Zacks S&P 500 composite's +4.6% change. During this period, the Zacks Semiconductor - Analog and Mixed industry, which ON Semiconductor Corp. falls in, has gained 5.7%. The key question n ...