COMPANIES · CHIP MFG & PACKAGING
onsemi
onsemi makes power semiconductors (including silicon carbide) and image and other sensors, used mainly in electric vehicles, cars and industrial equipment, and increasingly in data-center power supplies.
onsemi makes power semiconductors (including silicon carbide) and image and other sensors, used mainly in electric vehicles, cars and industrial equipment, and increasingly in data-center power supplies.
It describes AI data centers as its fastest-growing business and is working with NVIDIA on 800-volt DC power architectures, but automotive and industrial markets still make up most of its sales, so AI is a growing rather than primary driver. It is on the map as an SMH holding with a data-center power role.
Automotive, industrial and data-center equipment makers pay it for power chips, analog and mixed-signal chips, and image sensors.
United States (Scottsdale, Arizona)
Chip manufacturing, memory and packaging. The foundries, memory makers, and packaging and testing businesses that physically manufacture AI chips. This is where a chip design actually becomes a real, physical piece of silicon.
Same-layer peers share an editorial stack classification; that alone does not establish direct competition.
Connections (3)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (1)
Source: 2022-08-26 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating in fiscal 2022; current status not confirmed
Limits: Historical concentration figure for fiscal 2022 only; Aehr's later filings do not name customers, so this does not establish that onsemi remains a customer.
Aehr Test Systems Form 10-K for fiscal year ended May 31, 2022 ↗Dated or announced (2)
Source: 2025-12-18 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced December 2025; sampling planned 1H 2026, not confirmed
Limits: Announcement of a development and manufacturing collaboration; does not establish volumes, financial terms, customer adoption, or that sampling has occurred.
onsemi to Develop Next-Generation GaN Power Devices with GlobalFoundries ↗Source: 2025-07-29 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced July 2025; not confirmed shipping
Limits: Announced collaboration; does not establish purchase orders, volumes, revenue from NVIDIA, or that onsemi parts ship in NVIDIA systems. NVIDIA also lists onsemi as a silicon provider in its 800 VDC ecosystem blog (Oct 2025).
onsemi Collaborates with NVIDIA to Accelerate Transition to 800 VDC Power Solutions for Next-Generation AI Data Centers ↗Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .