ON Semiconductor Corp (LTS:0KC4)

$ 72.7 0.42 (0.58%) Market Cap: 31.22 Bil Enterprise Value: 31.96 Bil PE Ratio: 14.81 PB Ratio: 3.84 GF Score: 86/100

ON Semiconductor Corp at Citi Global Technology Conference Transcript

Sep 08, 2022 / 02:30PM GMT

Release Date Price: $69.23 (+3.48%)

Transcript

Christopher Brett Danely

Citigroup Inc., Research Division - MD & Analyst

Hi everyone. I'm Chris Danely, semiconductor analyst here at Citigroup. It's our pleasure to have ON Semi up next, one of our few buy-rated names, one of our top picks, why? We've got growth alert in semis, a combination of silicon carbide, which we'll definitely talk about; the sensor business, which we will also talk about. And the workings of this man here to my left, taking those margins up, I believe, 20 points in the last 1.5 years. It's my pleasure to have Hassane El-Khoury, magician, also known as the CEO of ON Semi.

So Hassane, I don't think I'm speaking out of turn when silicon carbide appears to be a fairly hot topic. We've had a few other semiconductor companies talk about it. I guess it makes sense to start there. Otherwise, we'll just get buried in audience questions. Maybe just talk about the growth drivers of silicon carbide, and then we'll run through the customers, margins, implications, et cetera, et cetera.

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