onsemi is buying Ferric for $600M cash plus up to $175M in milestone payments, raising its 2030 AI data-center revenue target by $500M to over $3B.
The interesting shift is where voltage regulation happens.
Ferric integrates power conversion into the processor package or substrate, reducing regulator board area by 50–70% versus discrete designs.
As AI processors draw more power, the last millimeters of delivery become a performance and efficiency constraint.
That could move more power-management value into the processor package, rather than simply increasing spending on conventional board-level components.
onsemi's AI data-center revenue reached about $180M in Q3, up 175% YoY. The 2030 target remains a projection, not booked revenue.
$ON.US
The interesting shift is where voltage regulation happens.
Ferric integrates power conversion into the processor package or substrate, reducing regulator board area by 50–70% versus discrete designs.
As AI processors draw more power, the last millimeters of delivery become a performance and efficiency constraint.
That could move more power-management value into the processor package, rather than simply increasing spending on conventional board-level components.
onsemi's AI data-center revenue reached about $180M in Q3, up 175% YoY. The 2030 target remains a projection, not booked revenue.
$ON.US