ON Semiconductor AI Adoption Tracker
Last updated: August 18, 2026
Overview
ON Semiconductor (onsemi) is a leading provider of intelligent power and sensing technologies with a strategic focus on high-growth markets including automotive, industrial automation, and AI data centers[1]. The company has positioned itself to capitalize on major technology megatrends, particularly the growing demand for energy-efficient power solutions in AI infrastructure and electric vehicle applications[2]. Despite facing cyclical challenges in some segments, onsemi reported better-than-expected Q3 2025 results with revenue of $1,550.9 million and expects nearly $250 million in AI-related revenue for 2025[3].
AI Maturity Index
Radar Comparison
Peer Comparison: ON Semiconductor vs technology
Based on 71 companies in sector
| Dimension | ON Semiconductor | Sector Avg | Diff |
|---|---|---|---|
| Adoption | 3.0 | 4.0 | -1.0 |
| Proficiency | 3.0 | 4.0 | -1.0 |
| Impact | 4.0 | 4.1 | -0.1 |
| Overall | 3.4 | 4.1 | -0.7 |
AI Hiring Signals
ON Semiconductor Job Postings Analysis
Tech vs Non-Tech AI Requirements
Top Departments by AI Mention Rate
Analysis
AI skills are present in a moderate portion of job postings at ON Semiconductor, with 8.3% overall AI mention rate. Customer Service leads with 50% AI mentions, suggesting AI-powered customer support initiatives. The relatively low non-tech AI mention rate of 6.1% indicates AI adoption is still primarily concentrated in technical roles.
View Sample Job Postings (8 sources)
Key Metrics
AI Initiatives
GlobalFoundries GaN Partnership
December 2025
Collaboration to develop and manufacture 650V gallium nitride power devices using GlobalFoundries' 200mm process
Partnership combines onsemi's system expertise with GlobalFoundries' advanced GaN process for AI data centers, EVs, and industrial applications. Customer sampling begins first half of 2026
Vcore Power Technology Acquisition
September 2025
Acquisition of power management IP and assets from Aura Semiconductor to strengthen AI data center capabilities
Strategic deal enhances onsemi's power management portfolio and enables complete power tree solutions from grid to core in AI data centers
NVIDIA Collaboration for 800 VDC Power Solutions
July 2025
Partnership to develop advanced 800 VDC power architectures for next-generation AI data centers
Collaboration focuses on high-efficiency, high-density power conversion solutions across various stages including high-voltage AC/DC conversion, power supply units, and precise voltage regulation
Vertical GaN Technology Development
Q3 2025
Launch of breakthrough vertical gallium nitride semiconductors for AI and electrification applications
Disruptive technology that enables higher power density and efficiency for next-generation power architectures
Treo Analog and Mixed-Signal Platform
2025
Launch of advanced analog and mixed-signal platform for intelligent power and sensing applications
Industry-leading platform that enables rapid innovation in intelligent power and sensing solutions for automotive, industrial, and AI applications
Silicon Carbide JFET Technology Acquisition
December 2024
Acquisition of Silicon Carbide JFET business from Qorvo to enhance power portfolio for AI data centers
Acquisition includes United Silicon Carbide subsidiary and complements onsemi's EliteSiC power portfolio for enhanced energy efficiency
Frequently Asked Questions
onsemi provides intelligent power and sensing technologies for AI data centers, focusing on energy-efficient power conversion solutions from grid to core, including 800 VDC power architectures and silicon carbide devices.
The company is developing comprehensive power management solutions including vertical GaN technology, silicon carbide devices, and partnerships with NVIDIA for 800 VDC power architectures to improve efficiency and power density in AI data centers.
Silicon carbide (SiC) technology offers superior energy efficiency and performance compared to traditional silicon, making it crucial for AI data centers where power consumption and thermal management are critical challenges.
The company expects nearly $250 million in AI-related revenue for 2025, with AI data center revenue approximately doubling year-over-year in Q3 2025.
Gallium nitride (GaN) technology enables higher frequency operation, bidirectional capability, and integrated functionality, allowing for smaller, more efficient power systems in AI data centers and other high-performance applications.
In Application
| Application | Vendor | Use Case |
|---|---|---|
| AI Chat Support | Internal | Customer technical support through AI-powered chat interface on company website |
Sources
ON Semiconductor faces cyclical downturn but bets on AI and EV rebound
ON Semiconductor's Q3 Outperformance Signals AI's Insatiable Demand for Power Efficiency
Onsemi outlines $250M AI revenue for 2025 while advancing vGaN and Treo platforms
onsemi Collaborates with NVIDIA to Accelerate Transition to 800 VDC Power Solutions
onsemi to Develop Next-Generation GaN Power Devices with GlobalFoundries
onsemi Reports Third Quarter 2025 Results
onsemi to Acquire Vcore Power Technology from Aura Semiconductor
onsemi to Acquire Silicon Carbide JFET Technology to Enhance Its Power Portfolio
Related Companies
About AI Tracker
AI Tracker is a research project by Larridin, the AI execution intelligence platform.
Methodology: We analyze earnings calls, press releases, partnership announcements, and product documentation. All assessments are based solely on publicly available information—no private customer data is used.
Maturity Scoring: Each dimension is rated on a 4-tier scale (Nascent → Emerging → Scaling → Leading) based on evidence from public sources. Industry averages are computed as the median across all tracked companies in the sector.