ON Semiconductor Acquisition of Synaptics: The $5.7 Billion Bet That Could Reshape Its AI Future!
ON Semiconductor has reshaped its proposed acquisition of Synaptics, replacing the original stock-based structure with a $123-per-share all-cash...
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Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
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Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
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ON Semiconductor Is Not Just An Auto Chip Play — NVIDIA MGX & AWS Change The Story!
Onsemi’s second quarter results for 2026 illustrate ongoing progress in its strategic reshaping and portfolio repositioning, with revenue reaching...
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Auto & Industrial Semi Part1: Background of the Ongoing Crash, Revising Down Lofty Expectations
​Auto & Industrial Semi close to end of long boom/bust cycle, with revenues down -20%. Recovery expected to be slow with no YoY growth till 2026....
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