The Transcript(@TheTranscript_):$ON ON Semiconductor CFO Thad Trent: Capital intensity should remain subdued because major silicon carbide and 300mm investments are already complete. “We're in maintenance mode at this point… We've been running in that kind of mid-single-digit percentage CapEx intensity. I don't see that changing for several years at this point.”

The Transcript

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The Transcript@TheTranscript_

2026.08.30 17:00

$ON ON Semiconductor CFO Thad Trent: Capital intensity should remain subdued because major silicon carbide and 300mm investments are already complete. “We're in maintenance mode at this point… We've been running in that kind of mid-single-digit percentage CapEx intensity. I don't see that changing for several years at this point.”