ON · 8-K · 20261102PR443681

Guidance / Outlook

ON SEMICONDUCTOR CORP · 2026-11-02 · Importance 90 · Surprise 84 · In source text

onsemi raised its 2030 AI data center revenue target by $500 million to greater than $3 billion following the Ferric acquisition. The company expects multi-year accelerated growth in its integrated voltage regulator business thereafter. The release also states that the acquisition is expected to be accretive to long-term revenue growth, gross-margin, and EPS targets at scale.

Key facts

• ON Semiconductor raised its 2030 AI data center revenue target by $500 million to greater than $3 billion. source
• ON Semiconductor expects the Ferric transaction to be accretive to its long-term revenue growth and gross-margin targets at scale. source
• ON Semiconductor expects no meaningful near-term financial impact from the Ferric transaction. source
• ON Semiconductor expects multi-year accelerated growth in its IVR business after its 2030 AI data center revenue target. source
• The Ferric acquisition is expected to be accretive to ON Semiconductor’s long-term revenue growth, gross margin, and EPS targets at scale. source

Impact estimates