---
title: "ON Semiconductor jumps 60% in 3 months on AI, EV demand"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286864785.md"
description: "ON Semiconductor's shares surged 60% in three months, outperforming the industry's 29% gain, driven by demand in AI and EV markets. AI data-center revenues increased over 30% sequentially in Q1 2026, while automotive sales rebounded after seven quarters of decline. Gross margins rose to 38.5%, with high-margin products like Treo expected to enhance profitability further."
datetime: "2026-05-19T06:31:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286864785.md)
  - [en](https://longbridge.com/en/news/286864785.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286864785.md)
---

# ON Semiconductor jumps 60% in 3 months on AI, EV demand

Stock rally momentum: ON Semiconductor’s shares have surged 60% in three months, outperforming the industry’s 29% gain, fueled by AI and EV market demand. AI and EV boost: AI data-center revenues jumped over 30% sequentially in Q1 2026, while automotive sales returned to growth after seven quarters of decline. Profitability trends: Gross margins rose for the third straight quarter to 38.5%, with high-margin products like Treo expected to drive further profitability.

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