ON · 8-K · 20261102PR443681

AI Infrastructure Demand

ON SEMICONDUCTOR CORP · 2026-11-02 · Importance 71 · Surprise 48

onsemi raised its 2030 AI data center revenue target by $500 million to more than $3 billion and expects multi-year accelerated growth in its integrated voltage regulator (IVR) business thereafter. The company links the opportunity to increasing processor power requirements and demand for power delivery that can support evolving AI processor architectures. The release does not identify specific customer wins, order trends, or geographic demand differences.