onsemi delivered a strong Q3 2025, exceeding revenue expectations with $1.55 billion, a non-GAAP gross margin of 38%, and EPS of $0.63 while positioning for future growth in AI and power efficiency.

• Revenue grew by 7% sequentially in Automotive and 5% in Industrial, indicating positive market stabilization.
• AI-related revenue doubled year-over-year, driven by a significant increase in customer demand, with expectations to reach nearly $250 million by 2025.
• The launch of the vGaN platform enhances onsemi’s capabilities in high-efficiency power delivery, targeting sectors such as AI data centers and electric vehicles.
• Strategic acquisitions, including Vcore, bolster the company's advanced analog and mixed-signal portfolio and support next-generation AI deployments.