ON Semiconductor (ON): FY26 Q2 earnings call, Aug 3, 2026
No Kalshi or Polymarket word markets were listed for ON Semiconductor’s Aug 3, 2026 earnings call (FY26 Q2). 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.
17 matches for “China”; 5 quoted, at least 25 words apart.
…data center business. We also saw multiple indicators of strengthening demand with China, BEVs, and automotive, for example, and energy infrastructure and medical and industrial…
…platform wins with Great Wall, a leading provider of power solutions for China's cloud and AI infrastructure market. In parallel, we continue to add content…
…through a growing portfolio of differentiated power, sensing, and connectivity solutions. In China, our automotive revenue increased 13% in the first half of 2026 over…
With our market share gains in China EVs, we now expect silicon carbide revenue in that market to increase between 60% and 70% year-over-year, as…
…year. In automotive, we continue to gain content and share, particularly in China, where automotive silicon carbide revenue is expected to grow between 60% and…
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