Verified peer comparison

ON vs AVGO

ON Semiconductor Corporation compared with Broadcom Inc.. This page compares both source-verified company profiles and does not introduce an unverified price target.

ON

ON Semiconductor Corporation

$189.43

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AVGO

Broadcom Inc.

$189.43

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Company-specific comparison

Business exposure

ON: Semiconductors

AVGO: Semiconductors

Upside lens

ON: Power management, sensing and silicon-carbide products can gain content in electric and software-defined vehicles. Long-term customer programs can support silicon-carbide volumes as high-voltage platforms scale. Automation, energy infrastructure and data centers require efficient power conversion and sensing.

AVGO: AI networking demand and VMware monetization

Risk lens

ON: Vehicle production cuts and inventory correction can reduce orders and factory utilization. Yield, cost, customer adoption and competing technologies may weaken returns on capacity investment. Internal factories create fixed-cost and transition risks when demand or product mix changes.

AVGO: integration risk and customer concentration

Verified sources

onsemi Reports First Quarter 2026 Resultsonsemi · earningsVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 5/4/2026, 12:00:00 AM

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onsemi Investor Relationsonsemi · companyVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

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onsemi SEC FilingsU.S. Securities and Exchange Commission · filingVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

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Broadcom Announces Second Quarter Fiscal Year 2026 Financial ResultsBroadcom Inc. · earningsVerified

Fetched: 7/11/2026, 12:00:00 AM UTC

Published: 6/3/2026, 12:00:00 AM

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Broadcom Investor RelationsBroadcom Inc. · companyVerified

Fetched: 7/11/2026, 12:00:00 AM UTC

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Form 10-Q for the Fiscal Quarter Ended May 3, 2026Broadcom Inc. · filingVerified

Fetched: 7/11/2026, 12:00:00 AM UTC

Published: 6/9/2026, 12:00:00 AM

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AVGO editorial research profileAlphaVue Research · editorialVerified

Fetched: 7/11/2026, 12:00:00 AM UTC