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ON Semiconductor remains a Buy as stabilization, not recovery, is underway; near-term headwinds like tariffs and underutilized factories are already priced in. ON's focus on silicon carbide chips, higher-margin products, and cost discipline positions it well for future growth in EVs, industrial power, and data centers. Valuation is attractive: ON trades at a discount to the tech sector on cash flow and earnings multiples, despite near-term earnings pressure and restructuring costs.
President Donald Trump said on Thursday his administration would impose tariffs on semiconductor imports from companies not shifting production to the U.S., speaking ahead of a dinner with major technology company CEOs.
Many growth stocks are valued for what they could one day become rather than where they are today. So, building an investment thesis in a growth stock inherently requires patience.
ON Semiconductor (ON -1.03%) and Navitas Semiconductor (NASDAQ: NVTS) were both named as companies Nvidia is partnering with to develop the next generation of data centers. Navitas is a loss-making company that isn't likely to be profitable until 2027, andng company trading at a very attractive valuation.
Nasdaq 100 climbs as softer CPI boosts Fed rate cut bets. Tech leaders ON Semiconductor, Microchip, and NXP drive gains across US stock indices.
The technology sector crashed through the first three months of 2025, but has experienced a ferocious recovery since early April. That recent rally has left many tech stocks either fully valued or overvalued.
ON Semiconductor is leveraging silicon carbide technology, strategic partnerships, US manufacturing strength, and favourable tariff policies to expand in EVs and AI data centres, with technical and financial indicators pointing to strong long-term growth potential.
The passage of the Big Beautiful Bill (BBB) gave economic stability, assuring of tax cuts that stimulate investment, job creation, and GDP growth.
The United States will impose a tariff of about 100% on semiconductor chips imported into the country, President Donald Trump said on Wednesday.
Stacy Rasgon, Bernstein senior U.S. semiconductor analyst, joins 'Squawk Box' to discuss looming tariffs on semiconductors, impact on the chips sector, AMD's quarterly earnings results, and more.