2026年,半导体库存在对人工智能和汽车芯片的强烈需求、收入增长和主要回购方面猛增53%。 ON Semiconductor's stock soars 53% in 2026 on strong demand for AI and auto chips, revenue growth, and major buyback.

2026年半导体库存增长了53%,迄今为止增长了31%,其驱动力是汽车和工业市场的复苏,对人工智能数据中心芯片的需求不断增长,以及硅碳化物和硝酸钙技术的领先地位。 ON Semiconductor's stock is up 53% in 2026 and 31% year to date, driven by recovery in automotive and industrial markets, rising demand for AI data center chips, and leadership in silicon carbide and gallium nitride technologies. 该公司自2022年以来的第一年全年收入增长,预计2026年的收入和收入增长率分别为4.8%和24%。 The company posted its first year-over-year revenue growth since 2022, with projected 2026 revenue and earnings growth of 4.8% and 24%, respectively. 2025年有14亿美元的强劲自由现金流,以及覆盖其市场上限21%的60亿美元的股票回购方案,支持其估值。 Strong free cash flow of $1.4 billion in 2025 and a $6 billion share buyback program covering 21% of its market cap support its valuation. 尽管中国的EV接触风险很大,分析家仍看到继续有上向潜力。 Despite risks from Chinese EV exposure, analysts see continued upside potential.