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ON Semiconductor (ON) Q2 2026 Earnings Call Transcript
['Motley Fool Transcribing', 'Https', 'Www.Facebook.Com Themotleyfool']
The Motley Fool
Silicon Carbide AI Revenue -- Expected to grow nearly 60% year over year in 2026 as architectures evolve toward 800-volt DC distribution.
In 2026, we expect our silicon carbide revenue in AI data center applications to grow nearly 60% year-over-year.
Given the accelerated ramp in AI data center demand, we prioritized shipments to AI data center over automotive and industrial.
Our AI data center business continued to grow in Q2, and 2026 is now on pace to more than double compared to 2025.
On the AI data center side, I saw that $48 billion TAM, big increase in that opportunity there.