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BRIEFINGS · Chips and AI hardware

onsemi expects AI data center revenue to more than double in 2026

onsemi, a maker of power chips, said AI data center is its fastest-growing business and expects that revenue to more than double in 2026.

Event date: · Published

On 3 August 2026 onsemi, a power chip maker, reported second-quarter revenue of $1,604 million, up 9% from a year earlier. Its CEO said demand is strengthening, particularly across AI-driven applications, that AI data center remains its fastest-growing business, and that it expects that revenue to more than double in 2026 (onsemi SEC filing and Yahoo Finance).

Why we file it. A chip maker says AI data center is its fastest-growing business.

How we read it. Fast growth, from an unstated base.

Why it matters to you: AI data centers need power chips.

What this doesn't prove

Company statement: overall revenue grew only 9%, and AI data center sales are not stated in dollars.

Next fixture

  • Whether AI data center revenue keeps growing as expected.

Sources

Every figure above comes from these sources. Every briefing is checked against its sources before it publishes. Nothing here is a recommendation to buy or sell anything, and this is not investment advice. See the disclosures.

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