ON Semiconductor at $127: The Market Booked the Inflection Before It Showed Up in Margins
The market’s story on onsemi is tidy. The cyclical trough is behind, AI data center revenue is doubling year over year, auto and industrial are stabil…
ON
The market’s story on onsemi is tidy. The cyclical trough is behind, AI data center revenue is doubling year over year, auto and industrial are stabil…