Onsemi 瞄准 AI 机架供电全链路，暂缓汽车业务补库存
Onsemi targets every stage of AI power delivery while holding back automotive restocking
Onsemi 将其 AI 数据中心业务定位为覆盖 AI 机架内整条供电链路，当前优先服务该业务与工业客户，而非汽车业务的库存回补。
这条信号在站内保留事实摘要与战略研判。完整内容和上下文请以原文为准；融资、并购与技术效果以原始披露为准。
Onsemi is pitching its AI data center business as a play on the entire power path inside an AI rack, and for now it is prioritizing that business and industrial customers over automotive restocking. On its third-quarter 2026 earnings call, the US chipmaker repeated that AI data center revenue should double in 2027 from a higher 2026 base. It also guided automotive revenue down by a high single-digit percentage in the fourth quarter, which management called a supply decision, not a strategic one.
来源只提供摘要，完整内容请打开原文。
来源：DigiTimes · digitimes.com