ON Semiconductor (ON) in Artisan Global Discovery Fund Q2 2024

Advancing Energy-Efficient Solutions in Semiconductor Industry

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Apr 15, 2025
Summary
  • Key player in the semiconductor industry with a focus on energy-efficient solutions.
  • Benefiting from the increasing demand for sustainable and efficient semiconductor technologies.
  • Risks include cyclical nature of the semiconductor industry and supply chain challenges.
  • Recent performance reflects a 1.6% allocation in the fund, highlighting strategic importance.
  • Future outlook is optimistic with ongoing advancements in automotive and industrial applications.

ON Semiconductor (ON, Financial) was featured in the Artisan Global Discovery Fund Q2 2024 commentary as a significant player in the semiconductor industry, particularly in energy-efficient solutions. The company's focus on sustainable technologies aligns with the growing demand for efficient semiconductor solutions, making it a strategic fit for the fund's investment criteria.

"ON Semiconductor's strategic focus on energy-efficient solutions and its robust product portfolio position it well to capture growth opportunities in automotive and industrial applications. The company's commitment to sustainability supports its long-term growth prospects." — Artisan Global Discovery Fund Q2 2024 Commentary

Read full letter at gurufocus artisan global discovery fund q2 2024 commentary 2024 Q2 page.