ON · 10-Q · 2026Q4 · Full report

End-Market Demand Trends

ON SEMICONDUCTOR CORP · 2026-11-02 · Importance null · Surprise 40

Quarterly revenue increased approximately 11% year over year, driven by higher demand in industrial, AI data center and other end-markets, partly offset by lower automotive sales after supply was reallocated to industrial and AI data center. For the nine months, revenue rose approximately 8% on higher demand across substantially all end-markets. PSG revenue grew 21% in the quarter and 18% year to date, while AMG and ISG each grew approximately 2% in the quarter; nine-month AMG revenue declined approximately 1% and ISG grew approximately 3%.

Key facts

• ON Semiconductor's technologies support automotive electrification, ADAS and active safety, with power solutions intended to improve power density and system efficiency and reduce EV system cooling requirements, size and weight. source
• ON Semiconductor's industrial technologies serve solar energy, industrial power and factory and building automation; its power technologies also support continuous glucose monitors, robotics, humanoid systems and LEO satellites. source