ON Semiconductor (ON) News Today

ON Semiconductor Corporation (ON) is trading higher after a pair of bullish analyst notes and a market‐beating performance, though broader semiconductor and geopolitical pressures offer mixed signals.

• Positive Sentiment: CFRA upgraded ON Semiconductor’s rating and raised its price target to $75, underscoring growing analyst confidence in ON’s growth outlook. CFRA Upgrade Article
• Positive Sentiment: Zacks notes that ON Semiconductor outpaced the broader market upswing, closing at $56.60 and outperforming peers by 1.16% in its latest session. Zacks Article
• Neutral Sentiment: Quantum machine learning has begun improving semiconductor manufacturing processes, a development that could eventually benefit players like ON Semiconductor. Quantum ML Article
• Negative Sentiment: Samsung’s new Texas fabrication plant is delayed into 2026 due to a lack of customers, raising concerns about excess capacity in the industry. Samsung Delay Article
• Negative Sentiment: The U.S. plans AI chip export curbs on Malaysia and Thailand over China security concerns, potentially complicating supply chains for ON and its peers. AI Chip Curbs Article