Aehr Test SystemsAEHR
Equipment · Supplies
“SiC burn-in / test (industry research, Jun 2026)”
industry reportValuation →
EvidInvest Supply Chain Intelligence
ON Semiconductor Corporation
ON · Other · high_confidence_component
$76.14
Price
$29.6B
Market cap
11
Mapped relationships
5
Cited with sources
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Suppliers
Companies that supply ON Semiconductor Corporation, from incoming 'supplies' edges and disclosed customer-of relationships.
inferred
Aura Semiconductor
Other · Supplies
“On October 27, 2025, we completed the acquisition of rights to Vcore power technologies, including associated intellectual property licenses, from Aura Semiconductor enhancing our power management portfolio.”
SEC 10-K 0001097864-26-000006
Coherent Corp.COHR
Optical / Photonics · Supplies
“150/200mm SiC substrates — Western alternative to Wolfspeed (industry research, Jun 2026)”
industry reportValuation →
CohuCOHU
Equipment · Supplies
“Back-end test handlers for power devices (industry research, Jun 2026)”
industry reportValuation →
Leshan Radio Company Ltd.
Other · Supplies
“Our joint venture partner is Leshan Radio Company Ltd. ('Leshan Radio')... We purchased 80% of Leshan's production capacity in each of 2025, 2024 and 2023.”
SEC 10-K 0001097864-26-000006
Qorvo, Inc.QRVO
Other · Supplies
“On January 14, 2025, we completed the acquisition of the Silicon Carbide Junction Field-Effect Transistor ('SiC JFET') technology business from Qorvo US, Inc., and certain of its subsidiaries, for $118.8 million in cash.”
SEC 10-K 0001097864-26-000006Valuation →
Third-party wafer fabrication and assembly/test contractors (unnamed)
Other · Supplies
“We use third-party contractors for some of our manufacturing activities, primarily for wafer fabrication and the assembly and testing of finished goods... approximately 34% of our total manufacturing input costs in 2025.”
SEC 10-K 0001097864-26-000006
Wolfspeed, Inc.WOLF
Other · Supplies
“SiC substrate & epitaxial wafers — the SiC bottleneck layer (industry research, Jun 2026)”
industry reportValuation →
Customers
Companies that buy from ON Semiconductor Corporation, from outgoing 'supplies' edges and disclosed customer-of relationships.
NVIDIA CorporationNVDA
Chip Designers · Supplied by
“SiC/Si power devices pivoting into AI data-center power delivery (industry research, Jun 2026)”
industry reportValuation →
SpaceXSPCX
Other · Supplied by
“Public Starlink terminal teardown/FCC evidence identifies onsemi content in the Starlink user-terminal/router electronics ecosystem.”
Undisclosed distributor (largest customer)
Other · Customer of
“We had one distributor whose revenue accounted for approximately 11% and 10% of the total revenue for the years ended December 31, 2025 and 2024, respectively.”
SEC 10-K 0001097864-26-000006
Other relationships
Partnerships, IP licensing, competition, investments, and manufacturing relationships.
No other relationships mapped yet.