onsemi vs. STMicroelectronics: Which EV Chip Stock Is the Better Buy? - Yahoo Finance

As global automakers accelerate the transition to electric vehicles (EVs), semiconductor companies specializing in power management, silicon carbide (SiC), sensors, and automotive microcontrollers are... Read original →

The rollout of 900V EV architectures is forcing a fundamental shift in power semiconductor stacks, elevating silicon carbide from optional to essential—directly boosting onsemi’s EliteSiC adoption in onboard chargers and traction inverters. STMicroelectronics, still partially reliant on legacy silicon solutions, lags in high-end EV responsiveness. Geopolitically, while onsemi’s deep ties with Chinese EV makers like NIO invite U.S. export scrutiny, its diversified manufacturing in Mexico and the Czech Republic mitigates supply chain exposure. Strategically, ST may divest non-automotive units to refocus on SiC, but lacks onsemi’s capital flexibility. Over the next 18 months, AI data center power demands will synergize with EV high-voltage trends; onsemi’s integrated play via Treo Ethernet and intelligent power solutions positions it to convert margin strength into pricing power, widening its profitability lead over ST.