ON Semiconductor (ON): FY24 Q3 earnings call, Oct 28, 2024
No Kalshi or Polymarket word markets were listed for ON Semiconductor’s Oct 28, 2024 earnings call (FY24 Q3). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
26 matches for “China”; 5 quoted, at least 25 words apart.
…recovered except for pockets in utility-scale solar and aerospace and defense. Regionally, China and Japan are recovering with strengths in XEVs, but North America and…
…carbide revenue increased sequentially, driven by utility-scale solar and share gains in China BEVs. Outside of China, although programs went into production, the sell-through is…
…margin levels match the value we provide to our customers. In automotive, China is driving the pace of innovation and leading the transition to 800-volt…
…the battery. We expect to exit the year with approximately 50% of China's best silicon carbide market share based on our design win activity, as…
…softness in [end-demand] (ph), but content gains driven by silicon carbide in China are driving our growth in this market. As compared to the third…
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