ON Semiconductor (ON): FY24 Q4 earnings call, Feb 10, 2025

No Kalshi or Polymarket word markets were listed for ON Semiconductor’s Feb 10, 2025 earnings call (FY24 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

9 matches for “AI”; 5 quoted, at least 25 words apart.

Hassane El-Khourycompanyprepared

…win with disruptive innovation and the high-growth megatrends of automotive, industrial, and AI data centers. We streamlined manufacturing through our Fabrite strategy and improved operational…

Hassane El-Khourycompanyprepared

…but growing parts of the business that we don't break out are AI data center and aerospace and defense, where revenue grew more than 40%…

Hassane El-Khourycompanyprepared

…Furthering our strategy of delivering the complete powertrain for automotive, industrial, and AI data centers, we closed the acquisition of Corbus Silicon Carbide junction field-effect…

Hassane El-Khourycompanyprepared

…supply units for AI data centers. It is a high-voltage play in AI data centers, and as power levels in these systems are nearly doubling,…

Hassane El-Khourycompanyprepared

…cost continues to increase. In terms of silicon carbide, revenue growth and AI design wins for the hyperscalers started to ramp in the fourth quarter,…

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