$1.604B
Published factAs of Evidence-led market review
SiC and AI data center power market weekly
Do not treat diversified power revenue as pure SiC demand
Bearish on using diversified company results as a pure SiC growth proxy. Operating recovery is real evidence, but material-specific demand needs separate disclosure.
Saturday updateData cutoff · Verified ·
38.4% GAAP
Published factAs of Edition evidence
Supporting, opposing, and catalyst signals
Supporting evidence↗
The reported GAAP gross margin of 38.4% is company-wide, not a disclosed SiC margin; it does not establish a material-specific advantage.
Opposing evidence↗
onsemi reported $1.604B revenue, evidence of operating scale that argues against dismissing the supplier's recovery.
Catalyst↗
The next comparable issuer disclosure and independently measured customer outcomes.
Analyst note↗
Analyst interpretation: the company release covers multiple power technologies. A stronger company margin would weaken our cautious proxy thesis, but would still not isolate SiC revenue.
01 · Executive synthesis
The decision layer
Do not treat diversified power revenue as pure SiC demand
Bearish on using diversified company results as a pure SiC growth proxy. Operating recovery is real evidence, but material-specific demand needs separate disclosure.
Company disclosureAnalyst interpretation
04 · Leadership watchlist
Questions for the room
1↗
Recheck the cited metric on the same reporting basis.
The next comparable company margin exceeds this edition's cited level.
Reassess the directional thesis; do not carry it forward automatically. No new disclosure means this test remains unresolved.
Observe by · The next comparable company margin exceeds this edition's cited level.Compare: sic.onsemi_gaap_gross_margin > 38.4%09 · Sources & methodology
Public inputs, traceable assumptions
We prioritize official statistics, regulatory filings, investor materials, and provider pricing. AI Atlas estimates are explicitly labeled rather than presented as published facts.
✓ Primary sources first✓ Modeled figures labeled✓ Published after automated review
Company disclosureS1
onsemi filing exhibit hosted by Yahoo Finance
onsemi quarterly results, Exhibit 99.1
Mirror of the issuer's financial-results filing exhibit, not a Yahoo editorial article or an SEC-hosted endpoint.
Open original source ↗
Company disclosureS2
onsemi via GlobeNewswire / Nasdaq
onsemi Reports Second Quarter 2026 Results
Issuer press release distributed by GlobeNewswire and hosted by Nasdaq, including company revenue and GAAP margin. This is the same release, not independent corroboration.
Open original source ↗
Model note. Market heat, composite indices, tracking baskets, and selected forecasts are editorial models for directional comparison—not live prices, official statistics, or investment advice.
Publication review. Every Wednesday and Saturday candidate passes automated checks for source availability, value ranges, bilingual completeness, and traceability. Publication proceeds only after an auto-publish decision bound to the exact candidate; source conflicts and anomalous changes are escalated for human review.