ON · 10-Q · 2026Q4 · Full report

AI Infrastructure Demand

ON SEMICONDUCTOR CORP · 2026-11-02 · Importance null · Surprise 64

Onsemi identifies AI data centers as a high-growth end-market, with intelligent power technologies addressing power density and energy efficiency across the power tree from the grid to the core. In the quarter, AI data center revenue increased by $71.3 million in PSG and $43.3 million in AMG year over year; for the nine-month period, it rose by $153.6 million in PSG and $80.6 million in AMG. Management says AI data center rack power requirements are expected to increase rapidly, while operators focus on reducing energy consumption.

Key facts

• ON Semiconductor says increasing AI infrastructure power requirements create opportunities for its technologies in energy storage systems, energy infrastructure and Solid State Transformers. source
• ON Semiconductor says AI data center operators are focused on reducing energy consumption and that its power technologies address the power tree from grid to core as rack power needs are expected to increase rapidly in coming years. source