ON Semiconductor Corporation (ON) Competitors & Peers
The 5 largest companies in the same industry as ON Semiconductor Corporation, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| NVDA | Peer | $219.34 | P/E 27.7RSI 52Cap 5.29 T |
| TSM | Supplier | $430.39 | P/E 30.6RSI 45Cap 2.14 T |
| AVGO | Peer | $347.30 | P/E 44.5RSI 40Cap 1.67 T |
| MU | Peer | $977.50 | P/E 22.3RSI 55Cap 1.10 T |
| AMD | Peer | $545.09 | P/E 133.5RSI 59Cap 856.6 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- WOLFCompetitor
ON Semiconductor (onsemi) is a direct competitor of Wolfspeed in both the merchant market for Silicon Carbide (SiC) wafer substrates and the device market for SiC MOSFET power modules.
Confirmed — SEC filing / public disclosuresec.gov ↗ - TSMSupplier
TSMC acts as a foundry partner for onsemi, fabricating custom-designed digital and mixed-signal components that are integrated into onsemi's broader intelligent sensing and power management portfolios.
Confirmed — SEC filing / public disclosuresec.gov ↗ - STMCompetitor
STMicroelectronics competes directly with onsemi in power semiconductors, specifically Silicon Carbide (SiC) devices for electric vehicle traction inverters, and automotive image sensors.
Confirmed — SEC filing / public disclosuresec.gov ↗ - IFNNYCompetitor
Infineon is onsemi's largest global competitor in power electronics, automotive semiconductors, and discrete power devices (IGBTs and SiC).
Confirmed — SEC filing / public disclosuresec.gov ↗ - TXNCompetitor
Texas Instruments competes with onsemi in analog integrated circuits, power management chips, and sensing components used in industrial and automotive applications.
Confirmed — SEC filing / public disclosuresec.gov ↗ - NXPICompetitor
NXP competes with onsemi in automotive processing, in-vehicle networking, and ADAS sensing solutions.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- VOW.DECustomer
onsemi is Volkswagen Group's primary supplier for a complete power box solution using EliteSiC technology for traction inverters in next-generation electric vehicles based on the Scalable Systems Platform (SSP).
Model-inferred, unverified — treat as a lead, not evidence - 7270.TCustomer
onsemi supplies its advanced Hyperlux AR0823AT image sensors for Subaru's next-generation EyeSight driver-assist system which integrates stereo camera technology with AI inference.
Model-inferred, unverified — treat as a lead, not evidence - 005380.KSCustomer
onsemi supplies its EliteSiC silicon carbide power modules for traction inverters in Hyundai and Kia electric vehicles, specifically starting with the high-performance Kia EV6 GT based on the E-GMP platform.
Model-inferred, unverified — treat as a lead, not evidence - BMW.DECustomer
onsemi secured a long-term supply agreement (LTSA) with BMW AG to provide its EliteSiC 750 V M3 silicon carbide technology for future electric vehicle drivetrains operating on a 400 V DC bus.
Model-inferred, unverified — treat as a lead, not evidence - QRVOPartner
onsemi completed the acquisition of Qorvo's Silicon Carbide (SiC) JFET technology business, which included its United Silicon Carbide subsidiary, to complement onsemi's EliteSiC portfolio.
Model-inferred, unverified — treat as a lead, not evidence - AEHRSupplier
Onsemi is Aehr's first hallmark SiC customer for FOX-XP wafer-level burn-in.
Model-inferred, unverified — treat as a lead, not evidence - TSLASupplier
Onsemi SiC MOSFETs in Tesla Model 3/Y inverter.
Model-inferred, unverified — treat as a lead, not evidence - AVTSupplier
Avnet is an authorized global distributor for onsemi's energy-efficient power management and image sensing semiconductors.
Model-inferred, unverified — treat as a lead, not evidence - COHUCustomer
onsemi purchases Cohu's inspection and thermal test handlers for its automotive image sensors.
Model-inferred, unverified — treat as a lead, not evidence - FSupplier
Onsemi SiC for Ford EV programs.
Model-inferred, unverified — treat as a lead, not evidence - VOW.DESupplier
Onsemi SiC for VW EV.
Model-inferred, unverified — treat as a lead, not evidence - ACLSSupplier
Axcelis supplies Purion ion implanters for Onsemi silicon-carbide power-device manufacturing.
Model-inferred, unverified — treat as a lead, not evidence