2024
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 ON: SiC deceleration could pressure ON’s multiple for foreseeable future. (April 29, 2024)
AEHR, STM, ON: Aehr’s preannounce further evidence of a meaningful deceleration in SiC in ‘24. (March 25, 2024)
ON: Downturn across industrial and automotive likely challenges results through 2024. (February 5, 2024)
WOLF, ON: Rohm or Onsemi are most likely counterparties for Wolfspeed’s 150mm wafer deal extension. (January 31, 2024)
ON, STM, IFX.DE, TXN: Downgrading ON as widespread decline in automotive looks imminent. (January 4, 2024)
2023
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ON: Macro uncertainty and lower SiC revenue point to difficult 1H24. (October 30, 2023)
ON: Industrial and auto demand staying stronger for longer. (July 31, 2023)
ON: Analyst Day 2023: Long-term growth of little concern, near-term a different story. (May 17, 2023)
ON: Utilization reaching 2019 lows implies weaker demand in 2H23. (May 1, 2023)
ON: Increased concerns on higher costs as internal SiC growth effort falters. (February 28, 2023)
ON: Automotive should anchor 1H23 results though 2H visibility isn’t as clear. (February 6, 2023)
2022
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WOLF, ON, IFX.DE, ROHCY, COHR: Infineon is most logical suitor for Wolfspeed’s wafer LTA expansion. (December 16, 2022)
ON: Automotive strong but will be tested by broader decline in ’23. (November 1, 2022)
ON: Expanding Roznov doesn’t affect boule growth in Hudson. (September 21, 2022)
ON, WOLF: Someone’s on a collision course with reality. (August 17, 2022)
ON: Takeaways from the tour of Onsemi’s SiC materials fab. (August 15, 2022)
ON: Automotive, Industrial exposure shield Onsemi from near-term consumer weakness. (August 1, 2022)
ON, WOLF, IFX.DE, STM, 6963.T: Secular demand for SiC likely proves resilient in broader semi downturn. (May 26, 2022)
WOLF, IFX, ON, STM, TYO: Recent SiC power device TAM estimates in conflict with revenue targets. (May 17, 2022)
ON: Record results expected in 2022 with less favorable environment in 2023 (May 2, 2022)
WOLF, ON, IFNNY, STM, TGAN, NVTS: Takeaways from our webinar on GaN-Si vs. SiC. (April 20, 2022)
ON: Initiation Report - With new strategy showing results, Onsemi primed for long-term growth. (April 14, 2022)
IFNNY, WOLF, ON, STM, ROHCY: Infineon’s new fab illustrates soaring demand from industrial and solar customers. (February 18, 2022)
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