Sravan Kundojjala
@SKundojjala
Semiconductors, Analyst @SemiAnalysis_
No investment advice. Opinions are mine only.
Joined September 2011
5.6K Following 22.4K Followers
ON semi's AI/DC revenue to double in 2026 to $500M+. ON currently sits at 77% utilization rate and still has room to run at 25-30% higher revenue when utilization hits low 90s. Price increases and mix will be additional levers.
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