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Wire · opportunities

ON Semiconductor (ON) Deutsche Bank 2026 Technology Conference Summary

27 August 2026 · By · Wire by Fusion42

Published

27 August 2026

Topic

opportunities

◆ Sectors

Semiconductors

◆ Geography

United States

◆ Source

Read at quartr.com →

◆ Verified

Fusion42 · 27 August 2026 · Fusion42 review

ON Semiconductor expects AI data center revenue to more than double in 2026, driven by patented vertical GaN technology and energy infrastructure growth, while maintaining stable automotive and industrial demand. The company plans focused brownfield CapEx and portfolio optimisation after completing $900 million in business exits.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

ON Semiconductor’s jump in AI data center revenue backed by unique vertical GaN will disrupt power semiconductor markets. You in power or AI chips need to rethink supply dependencies and spot openings as traditional capacity stays stable.

◆ Coverage

1 source · 27 Aug 2026

◆ Related on Wire

◆ Topics

Semiconductorsai-data-centersgan-technologyenergy-infrastructurecapacity-planningpricingportfolio-optimization