ON · News · 20260804N
Guidance / Outlook
ON SEMICONDUCTOR CORP · 2026-08-04 · Importance 82 · Surprise 100 · In source text
onsemi projected Q3 2026 revenue of $1.650 billion to $1.750 billion. Management raised its 2026 AI data center outlook, expecting revenue from that business to more than double versus 2025. The company identified AI data center demand as its fastest-growing business and cited tighter supply and higher factory utilization as supporting Q3 revenue and margin growth.
Key facts
- Q3 2026 revenue outlook: $1,650 to $1,750 million source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | unclear | probable | — | Q3 2026 revenue outlook: $1,650 to $1,750 million |