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A long-awaited event is finally in the rearview mirror. ON Semiconductor (ON), also known as onsemi, hosted its 2026 Financial Analyst Day on Sept. 16, giving investors a closer look at how the chipmaker plans to turn artificial intelligence (AI), automotive, and industrial power demand into its next phase of growth.
The event offered plenty of information to digest. Management arrived on the day with bigger 2030 ambitions, raising its long-term revenue growth target and putting AI data centers at the center of the story. The company also outlined opportunities in electrification, physical AI, and a new Embedded Power Platform (EPP) designed to address the increasingly demanding power needs of next-generation infrastructure. At the same time, the company laid out its longer-term margin and cash-flow framework, giving investors a better sense of what that growth could eventually look like on the bottom line.
