onsemi — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.
3 customers5 partners19 competitors1 ownership tie12 source filings
Featured in supply-chain maps: Analog & Power Semiconductors · Wide-Bandgap Power (GaN & SiC)
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Customers (companies it supplies)
Supplies to →
Great Wall
Filed 2026-08-03 · 18 days ago
“Secured strategic AI data center platform wins with Great Wall, a leading China cloud infrastructure power supplier, expanding EliteSiC and silicon MOSFETs and controller content”— ON 8-K, filed 2026-08-03 EDGAR · View source filing ↗
Supplies to →
Rivian
Filed 2026-08-03 · 18 days ago
“Extended leadership in automotive zonal architecture and on-board charging with Rivian’s R2 platform with power solutions that enable efficient power distribution and conversion”— ON 8-K, filed 2026-08-03 EDGAR · View source filing ↗
Supplies to →
Sineng Electric
Filed 2026-05-04 · 109 days ago
“Announced new design win with Sineng Electric to power its 430kW liquid-cooled energy storage systems and 320 kW solar inverter”— ON 8-K, filed 2026-05-04 EDGAR · View source filing ↗
Partners & collaborations
Filed 2026-02-09 · 193 days ago
“our assembly and test operations facility located in Leshan, China, which is owned by Leshan-Phoenix Semiconductor Company Limited, a joint venture company in which we own 80% of the outstanding equity interests ("Leshan"). The financial and operating results of Leshan have been consolidated in our financial statements. Our joint venture partner is Leshan Radio Company Ltd.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Partners with ↔
Geely
Filed 2026-05-04 · 109 days ago
“expanded collaborations with Geely and NIO”— ON 8-K, filed 2026-05-04 EDGAR · View source filing ↗
Partners with ↔
NIO
Filed 2026-05-04 · 109 days ago
“expanded collaborations with Geely and NIO”— ON 8-K, filed 2026-05-04 EDGAR · View source filing ↗
Partners with ↔
Innoscience
Filed 2026-02-09 · 193 days ago
“Signed a memorandum of understanding (MoU) with Innoscience to explore expanding production of gallium nitride (GaN) power devices using Innoscience’s proven 200mm GaN-on-silicon process.”— ON 8-K, filed 2026-02-09 EDGAR · View source filing ↗
Partners with ↔
GlobalFoundries
Filed 2026-02-09 · 193 days ago
“Established a new collaboration agreement with GlobalFoundries (GF) to develop and manufacture next-generation gallium nitride (GaN) power devices, beginning with 650V.”— ON 8-K, filed 2026-02-09 EDGAR · View source filing ↗
Competitors
Competes with ↔
Monolithic Power
Last confirmed 2026-02-27 · 175 days ago · corroborated by 2 filings
“We are in direct and active competition, with respect to one or more of our product lines, with several manufacturers of such products. We consider our primary competitors to include Analog Devices, Infineon Technologies, NXP Semiconductors, ON Semiconductor, Power Integrations, Renesas Electronics, ROHM Semiconductor, Semtech, STMicroelectronics and Texas Instruments.”— MPWR 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Navitas
Filed 2026-02-27 · 175 days ago
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Littelfuse
Filed 2026-02-19 · 183 days ago
“In the Electronics segment, the Company’s competitors include Eaton Corporation, Bourns Inc., TDK, ON Semiconductor Corporation, Infineon Technologies, STMicroelectronics NV, Semtech Corporation, and Vishay Intertechnology Inc.”— LFUS 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Vishay
Filed 2026-02-13 · 189 days ago
“• MOSFETs: Infineon, Nexperia, ON Semiconductor, Renesas, STMicroelectronics, Toshiba.”— VSH 10-K, filed 2026-02-13 EDGAR · View source filing ↗
Competes with ↔
Diodes
Filed 2026-02-10 · 192 days ago
“Some of our larger competitors include Infineon Technologies A.G., Epson, Kyocera, Nexperia, NXP Semiconductors N.V., ON Semiconductor Corporation, Renesas Electronics Corporation, Texas Instruments, and Vishay Intertechnology, Inc.”— DIOD 10-K, filed 2026-02-10 EDGAR · View source filing ↗
Competes with ↔
Infineon
Filed 2026-02-09 · 193 days ago
“PSG’s primary competitors include: Infineon Technologies AG ("Infineon"), STMicroelectronics N.V. ("STMicroelectronics"), Wolfspeed Inc., ROHM Semiconductor and Nexperia BV.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Competes with ↔
STMicroelectronics
Filed 2026-02-09 · 193 days ago
“PSG’s primary competitors include: Infineon Technologies AG ("Infineon"), STMicroelectronics N.V. ("STMicroelectronics"), Wolfspeed Inc., ROHM Semiconductor and Nexperia BV.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Competes with ↔
Wolfspeed
Last confirmed 2026-02-09 · 193 days ago · corroborated by 2 filings
“PSG’s primary competitors include: Infineon Technologies AG ("Infineon"), STMicroelectronics N.V. ("STMicroelectronics"), Wolfspeed Inc., ROHM Semiconductor and Nexperia BV.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Competes with ↔
ROHM
Filed 2026-02-09 · 193 days ago
“PSG’s primary competitors include: Infineon Technologies AG ("Infineon"), STMicroelectronics N.V. ("STMicroelectronics"), Wolfspeed Inc., ROHM Semiconductor and Nexperia BV.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Competes with ↔
Nexperia
Filed 2026-02-09 · 193 days ago
“PSG’s primary competitors include: Infineon Technologies AG ("Infineon"), STMicroelectronics N.V. ("STMicroelectronics"), Wolfspeed Inc., ROHM Semiconductor and Nexperia BV.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Competes with ↔
Texas Instruments
Filed 2026-02-09 · 193 days ago
“Competitors for certain of AMG's products and solutions include: Texas Instruments Incorporated, Analog Devices, Inc., Infineon, STMicroelectronics, Renesas Electronics Corporation, Monolithic Power Systems Inc. and NXP Semiconductors N.V.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Competes with ↔
Analog Devices
Filed 2026-02-09 · 193 days ago
“Competitors for certain of AMG's products and solutions include: Texas Instruments Incorporated, Analog Devices, Inc., Infineon, STMicroelectronics, Renesas Electronics Corporation, Monolithic Power Systems Inc. and NXP Semiconductors N.V.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Competes with ↔
Renesas
Filed 2026-02-09 · 193 days ago
“Competitors for certain of AMG's products and solutions include: Texas Instruments Incorporated, Analog Devices, Inc., Infineon, STMicroelectronics, Renesas Electronics Corporation, Monolithic Power Systems Inc. and NXP Semiconductors N.V.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Competes with ↔
NXP
Filed 2026-02-09 · 193 days ago
“Competitors for certain of AMG's products and solutions include: Texas Instruments Incorporated, Analog Devices, Inc., Infineon, STMicroelectronics, Renesas Electronics Corporation, Monolithic Power Systems Inc. and NXP Semiconductors N.V.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Competes with ↔
Sony
Filed 2026-02-09 · 193 days ago
“Competitors for certain of ISG's products and solutions include: Sony Semiconductor Manufacturing Corporation, Samsung Electronics Co., Ltd., and Omnivision Technologies Inc.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Competes with ↔
Samsung
Filed 2026-02-09 · 193 days ago
“Competitors for certain of ISG's products and solutions include: Sony Semiconductor Manufacturing Corporation, Samsung Electronics Co., Ltd., and Omnivision Technologies Inc.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Competes with ↔
Omnivision Technologies
Filed 2026-02-09 · 193 days ago
“Competitors for certain of ISG's products and solutions include: Sony Semiconductor Manufacturing Corporation, Samsung Electronics Co., Ltd., and Omnivision Technologies Inc.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Competes with ↔
Power Integrations
Filed 2026-02-06 · 196 days ago
“Our motor-driver ICs compete with power modules from such companies as ON Semiconductor, Infineon, STMicroelectronics, Mitsubishi and Sanken as well as discrete designs from a wide range of other suppliers.”— POWI 10-K, filed 2026-02-06 EDGAR · View source filing ↗
Competes with ↔
Alpha & Omega
Filed 2025-08-28 · 358 days ago
“Our major competitors in power discretes include Infineon Technologies AG, ON Semiconductor Corp., STMicroelectronics N.V., Toshiba Corporation, Diodes Incorporated and Vishay Intertechnology, Inc.”— AOSL 10-K, filed 2025-08-28 EDGAR · View source filing ↗
Ownership & investments
Invests in →
Leshan Phoenix Semiconductor
Joint venture / co-developmentConsolidated subsidiary ~80%
Filed 2026-02-09 · 193 days ago
“Leshan-Phoenix Semiconductor Company Limited, a joint venture company in which we own 80% of the outstanding equity interests. The financial and operating results of Leshan have been consolidated in our financial statements.”— ON 10-K, filed 2026-02-09 EDGAR · View source filing ↗
Filed activity
Filings by onsemi itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
Earnings per share increases four times faster than revenue year-over-year SCOTTSDALE, Ariz., – August 3, 2026 – onsemi (the “Company”) (Nasdaq: ON) today announced its second quarter 2026 results with the following highlights: • Revenue of $1,604 million, increasing 9% year-over-year • GAAP gross margin of 38.4% and non-GAAP gross margin of 39.3%Show more from the filing
• GAAP operating margin of 16.1% and non-GAAP operating margin 20.8% • GAAP diluted earnings per share of $0.56 and non-GAAP diluted earnings per share $0.74 • Cash from operations increased by 150% and free cash flow of $425.4 million quadrupled year-over-year • Share repurchases of $332 million , bringing year-to-date shareholder returns to approximately 105% of free cash flow “We delivered revenue, gross margin and earnings per share above the midpoint of guidance, reflecting strengthening demand, particularly across AI-driven applications, and growing customer adoption of our differentiated solutions, including Treo and our high voltage power solutions,” said Hassane El-Khoury, President and CEO of onsemi.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
Year-over-year operating income growth outpaces revenue growth by 2x SCOTTSDALE, Ariz., – May 4, 2026 – onsemi (the “Company”) (Nasdaq: ON) today announced its first quarter 2026 results with the following highlights: • Revenue of $1,513 million, exceeding the midpoint of our guidance • GAAP and non-GAAP gross margin of 38.5% • GAAP operating margin of (3.5)% and non-GAAP operating margin 19.1%Show more from the filing
• GAAP diluted loss per share of ($0.08) and non-GAAP diluted earnings per share $0.64 • Share repurchases of $346 million , representing approximately 160% of free cash flow “We exceeded expectations as demand strengthened through the quarter and we have moved beyond the cyclical trough on a path to recovery. Our AI data center business accelerated, growing more than 30% sequentially.” said Hassane El‑Khoury, President and CEO of onsemi.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
Returned $1.4 billion of 2025 Free Cash Flow through share repurchases SCOTTSDALE, Ariz., – Feb. 9, 2026 – onsemi (the “Company”) (Nasdaq: ON) today announced its fourth quarter and fiscal year 2025 results: Results Highlights: • Fourth quarter revenue of $1,530 million • Fourth quarter GAAP gross margin and non-GAAP gross margin of 36.0% and 38.2% , respectivelyShow more from the filing
• Fourth quarter GAAP operating margin and non-GAAP operating margin of 13.1% and 19.8% , respectively • Fourth quarter GAAP diluted earnings per share and non-GAAP diluted earnings per share of $0.45 and $0.64, respectively • 2025 cash from operations of $1.8 billion and free cash flow of $1.4 billion, achieving record high free cash flow margin of 24% “We remained disciplined in our execution and met expectations in the fourth quarter as we saw increasing signs of stabilization in our key markets,” said Hassane El-Khoury, President and CEO, onsemi. “We continue to invest in intelligent power and sensing technologies that position us to win in the most critical technology transitions shaping our industry.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
Results exceed expectations SCOTTSDALE, Ariz., – Nov. 3, 2025 – onsemi (the “Company”) (Nasdaq: ON) today announced its third quarter 2025 results with the following highlights: • Revenue of $1,550.9 million • GAAP gross margin of 37.9% and non-GAAP gross margin of 38.0% • GAAP operating margin of 17.0% and non-GAAP operating margin of 19.2%Show more from the filing
• GAAP diluted earnings per share and non-GAAP diluted earnings per share of $0.63 • Cash from operations of $418.7 million • Free cash flow of $372.4 million grew 22% year-over-year to 24% of revenue • Year-to-date share repurchases of $925 million, approximately 100% of free cash flow “Our third quarter results exceeded expectations, underscoring the strength of our strategy and the resilience of our business model. We’re seeing continued signs of stabilization across our core markets, as well as positive growth in AI,” said Hassane El-Khoury, President and CEO, onsemi.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
Returned over 100% of free cash flow year-to-date through share repurchases SCOTTSDALE, Ariz., – Aug. 4 , 2025 – onsemi (the “Company”) (Nasdaq: ON) today announced its second quarter 2025 results with the following highlights: • Revenue of $1,468.7 million • GAAP gross margin and non-GAAP gross margin of 37.6%Show more from the filing
• GAAP operating margin and non-GAAP operating margin of 13.2% and 17.3% , respectively • GAAP diluted earnings per share and n on-GAAP diluted earnings per share of $0.41 and $0.53 , respectively • Cash from operations of $184.3 million and free cash flow of $106.1 million “Our ongoing transformation is resulting in a more predictable business model, reflecting the strength of our strategy and our commitment to long-term value creation. We are beginning to see signs of stabilization across our end markets, and we remain well-positioned to benefit from a market recovery,” said Hassane El-Khoury, president and CEO, onsemi.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗