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Higher confidence in AI-led demand catalyzing near-term shipments and a potential margin/volume uplift once supply normalizes; positive for ON stock sentiment.
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ON Semiconductor said it prioritized AI data center shipments, with supply expected to improve in the second half. Management guides AI data center revenue to more than double in 2026 as demand for power-management chips grows for next-gen AI servers. The shift could reallocate chip supply across industries if AI growth persists.
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