Onsemi Says AI Data Center Revenue to More Than Double This Year - thelec.net

Onsemi has announced that its revenue in the AI data center segment is expected to more than double this year, reflecting the rapid growth of the global AI industry and the increasing demand for high-... Read original →

Onsemi’s projected AI data center revenue growth signals a fundamental shift in semiconductor demand dynamics driven by global compute expansion. This trend accelerates advancements in advanced process nodes, high-bandwidth memory interfaces, and low-power chip architectures, particularly as EUV lithography approaches 10nm. Geopolitical tensions, especially in supply chains involving Taiwan, China and Hong Kong, China, are increasing compliance risks and forcing companies to diversify sourcing strategies. Competitors like Intel and Samsung are ramping up production capacity to capture market share, while Onsemi’s system-level chip expertise may offer a competitive edge. Over the next 12–24 months, sustained data center investment will drive capital expenditure growth, with emerging technologies such as hard carbon anodes and maskless lithography becoming critical differentiators. Industry consolidation is expected to accelerate as market leaders consolidate resources and capabilities.