ON Semiconductor vs TSMC
Side-by-side comparison of AI visibility scores, market position, and capabilities
Scottsdale AZ SiC power and image sensors (NASDAQ: ON) ~$6.8B FY2024 revenue; EliteSiC EV powertrains, $4B+ LTSAs, 30K employees, post-destocking recovery competing with Wolfspeed and STMicroelectronics.
About
ON Semiconductor Corporation (onsemi) is a Scottsdale, Arizona-based intelligent power and sensing technology company — publicly traded on the NASDAQ (NASDAQ: ON) as an S&P 500 Information Technology component — designing and manufacturing silicon carbide (SiC) power semiconductors, intelligent power modules, image sensors, and analog and mixed-signal ICs for electric vehicles, industrial automation, energy infrastructure, and automotive safety applications through approximately 30,000 employees at fabrication facilities in New Hampshire, Oregon, Czech Republic, Slovakia, South Korea, and Malaysia. In fiscal year 2024, ON Semiconductor reported revenues of approximately $6.8 billion (down from the 2023 peak of $8.3 billion) as the EV semiconductor supply chain underwent significant inventory destocking — automakers (Tesla, GM, Ford, Stellantis, European OEMs) who overstocked EV power semiconductors during the 2022-2023 supply shortage worked through accumulated SiC MOSFET inventory rather than placing new orders, creating a revenue trough at ON Semiconductor and competitors (Wolfspeed, STMicroelectronics, Infineon). CEO Hassane El-Khoury's "Intelligent Power" strategy — pivoting onsemi from a broad-based analog/discrete semiconductor company toward automotive and industrial SiC focus — has concentrated the portfolio on the highest-growth, highest-margin applications (EV powertrains consuming 15-20 SiC MOSFETs per vehicle at $100-200/device, versus $5-10 for traditional silicon IGBT modules) where onsemi's EliteSiC MOSFET technology achieves the switching frequency and efficiency that enables smaller battery packs with longer range.
Hsinchu Taiwan global foundry leader (NYSE: TSM) at $87.1B FY2024 revenue (+34%); AI chip revenue 3x growth with N2 2nm production 2025 and Arizona/Japan expansion serving Apple/NVIDIA competing with Samsung Foundry.
About
Taiwan Semiconductor Manufacturing Company (TSMC) is a Hsinchu, Taiwan-headquartered pure-play semiconductor foundry — publicly traded on the New York Stock Exchange (NYSE: TSM) and Taiwan Stock Exchange (TWSE: 2330) at approximately $800+ billion market capitalization — operating as the world's largest contract chipmaker with 60%+ global foundry market share, manufacturing semiconductors for Apple, NVIDIA, AMD, Qualcomm, Broadcom, and 500+ other fabless chip design companies. In FY2024, TSMC generated $87.1 billion in revenue (+34% year-over-year) with AI-related chip revenue growing 3x annually, reflecting the GPU and custom AI accelerator demand from hyperscalers. In 2025, TSMC's 2-nanometer (N2) process technology entered volume production (the world's most advanced at-scale semiconductor manufacturing), while the Arizona Fab 21 Phase 1 (4nm/N4P) began production in late 2024 and the Kumamoto, Japan fab opened in 2024. CEO C.C. Wei. Founded 1987 by Morris Chang, who pioneered the pure-play foundry model that separated chip design from manufacturing.
AI Visibility Head-to-Head
Key Details
Capabilities & Ecosystem
Capabilities
Integrations
Also Compare
Track AI Visibility in Real Time
Monitor how your brand performs across ChatGPT, Gemini, Perplexity, Claude, and Grok daily.