Zacks Investment Research
25 Jun 2026, 16:46 UTC · 1h ago
onsemi vs. STMicroelectronics: Which EV Chip Stock Is the Better Buy?
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Zacks Investment Research
25 Jun 2026, 16:46 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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3 claims · each scored for market impact
onsemi (ON) and STMicroelectronics (STM) reported Q1 2026 updates suggesting the semiconductor industry downturn is easing. — A signal that the cyclical trough has passed typically triggers a positive rerating for semiconductor stocks across the sector.
+0.60onsemi reported Q1 2026 revenues that exceeded guidance and sequential gross margin expansion for the third straight quarter. — Direct evidence of improving operational efficiency and demand growth supports a bullish case for the specific ticker.
+0.40onsemi has expanded collaborations with Chinese EV manufacturers Geely and NIO and is seeing increased adoption of 900-volt architectures via its EliteSiC platform. — Stronger market penetration in the high-growth EV segment reduces long-term risk and secures future revenue streams.
+0.30Which stocks this story touches
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The company is cited as a leader in intelligent power solutions for EVs, reporting improved demand, expanded gross margins, and strong competitive strengths.
The company is highlighted as a leading player in automotive semiconductors with encouraging Q1 2026 updates suggesting an industry recovery.
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