fool.com · 20 jun

This Company Could Become the Nvidia of AI Inference

AI inference spending is set to surpass spending on data center infrastructure in a few years. ON Semiconductor is set to benefit from AI inference growth.

247wallst.com · 19 jun

3 Stocks to Buy Now Before Wall Street Catches On

The AI infrastructure trade has broadened. NVIDIA (NASDAQ: NVDA) still owns the headline, but the second-derivative names that supply connectivity, power, and custom silicon to hyperscalers are where the cleaner setups now sit. Three semiconductor stocks fit that thesis heading into the back half of 2026: each delivered a Q1 2026 beat with raised or strong... 3 Stocks to Buy Now Before Wall Street Catches On

businesswire.com · 19 jun

RebuilderAI Debuts Design-to-Manufacturing AI Agent VRING:ON at VivaTech 2026, Unveiling Humanoid-Powered ‘Dark Factory' Vision

SEOUL, South Korea--(BUSINESS WIRE)-- #AIsolution--A South Korean startup RebuilderAI introduced its AI agent VRING:ON at VivaTech 2026, turning AI-generated designs into manufacturable products.

businesswire.com · 19 jun

RebuilderAI Unveils ‘Brand-Exclusive 3D CAD Design-Generation AI' at VivaTech 2026, Recreating Heritage with a Humanoid

SEOUL, South Korea--(BUSINESS WIRE)-- #AIagent--A Seoul-based startup RebuilderAI unveiled its design-to-manufacturing AI agent VRING:ON at VivaTech 2026 in Paris.

zacks.com · 18 jun

Can onsemi's Treo Platform Unlock New Automotive Opportunities?

ON's Treo platform is gaining traction in software-defined vehicles, with rapid adoption, new auto wins and margin-rich growth potential.

zacks.com · 15 jun

onsemi Trades at a Discount: Buy, Hold or Sell the Stock?

onsemi ON has quietly become one of the semiconductor sector's strongest performers in 2026. The stock has surged 115.7% year to date, significantly outperforming the Zacks Semiconductor – Analog and Mixed industry's 65% gain and the S&P 500's 8.6% advance.

seekingalpha.com · 14 jun

ON Semiconductor: Growth Recovery Underway With Margin Expansion

Revenue growth is recovering, led by AI data center momentum and stabilization in automotive and industrial segments, though automotive faces competitive risks in China. Margin expansion is driven by utilization gains, Treo product scaling, and normalized capex, with gross margin projected to reach 54.4% and EBIT margin 39.2% by 2030. Valuation rerating is justified by stronger forward earnings and profitability outlooks, with upside potential from Fab Right initiatives and continued AI data center growth.

zacks.com · 10 jun

Will GaNEXUS Accelerate ON's AI Data Center Growth Story?

On Semiconductor's new GaNEXUS GaN power portfolio targets AI data centers, promising faster switching, higher density and a $1.5B+ design funnel.