SMH ETF Update, October 1, 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 01 2025
0mins
Source: TipRanks
SMH Stock Performance: The VanEck Semiconductor ETF (SMH) has increased by 2.8% over the past week and 34.8% year-to-date, with a Moderate Buy rating and a price target suggesting a 4.4% upside.
Holdings Analysis: The top five holdings with the highest upside potential include Universal Display and Microchip Technology, while Intel and Teradyne are among those with the greatest downside potential; SMH's ETF Smart Score indicates it is likely to outperform the market.
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Analyst Views on ON
Wall Street analysts forecast ON stock price to fall
19 Analyst Rating
9 Buy
10 Hold
0 Sell
Moderate Buy
Current: 98.040
Low
50.00
Averages
61.25
High
80.00
Current: 98.040
Low
50.00
Averages
61.25
High
80.00
About ON
ON Semiconductor Corporation is engaged in providing intelligent power and intelligent sensing solutions. The Company’s intelligent power technologies enable the electrification of drivetrain in the automotive industry to allow for lighter and longer-range electric vehicles. Its segments include Power Solutions Group (PSG), the Analog and Mixed-Signal Group (AMG) and the Intelligent Sensing Group (ISG). PSG segment provides a portfolio of discrete, module, and integrated semiconductor devices designed to enable conversion across artificial intelligence (AI) data centers, energy infrastructure, automotive and industrial. AMG segment designs and develops a range of analog and mixed-signal solutions including power‑management, sensor‑interface, connectivity, and products that serve automotive, industrial automation, AI data center, computing, and mobile end markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ON Semiconductor Expands Partnership with Geely for EV Technology
- Partnership Enhancement: ON Semiconductor has expanded its agreement with Geely Auto to integrate its latest silicon carbide power technology into Geely's SEA-S platform, thereby accelerating the efficiency of electric vehicle development and production.
- Support for High-Voltage Architecture: The new technology supports next-generation 900V EV architectures, which not only enhances charging speed but also extends driving range and ensures consistent vehicle performance, addressing market demands for efficient electric vehicles.
- Strategic Importance: ON Semiconductor's CEO, Hassane El-Khoury, emphasized that electrification is entering a new phase where system efficiency and scalability are critical, and this collaboration illustrates how deep engineering alignment and aligned technology roadmaps can accelerate the transition to high-voltage architectures.
- Market Outlook: This partnership not only strengthens ON Semiconductor's competitive position in the electric vehicle market but also lays a foundation for Geely's expansion in the global EV market, indicating rapid growth prospects for the future of the electric vehicle industry.
See More
onsemi and Geely Deepen Electric Vehicle Collaboration
- Strategic Collaboration Upgrade: onsemi and Geely Auto Group have expanded their partnership to accelerate the development of next-generation electric and hybrid vehicles, particularly through deeper integration of onsemi's EliteSiC technologies within Geely's SEA-S architecture, thereby enhancing overall vehicle performance and market competitiveness.
- High-Voltage Architecture Benefits: The new collaboration supports 900V EV architectures, significantly reducing charging times and extending driving ranges while improving acceleration performance and driving experience, directly addressing consumer demand for efficient electric vehicles.
- Accelerated System-Level Design: The partnership will expedite system-level design and development processes, ensuring reliability and durability under complex driving conditions through higher power density and improved thermal management, thus enhancing user confidence and satisfaction in driving.
- Broad Market Prospects: As the complexity of the EV market increases, the collaboration between onsemi and Geely reflects the growing closeness between automakers and semiconductor partners, driving innovation in vehicle design and positioning both companies favorably in the global electric vehicle market.
See More
ONSEMI's Elite Technologies to Be Incorporated into Geely SEA-S Vehicles
Integration of Technologies: The article discusses the integration of various technologies into the development of autonomous sea vehicles.
Focus on Innovation: Emphasis is placed on the innovative approaches being taken to enhance the capabilities and efficiency of these vehicles.
See More
ONSEMI and Geely Auto Group Enhance Strategic Partnership for Next-Generation Electric Vehicle Development
Strategic Collaboration: Onsemi and Geely Auto Group have announced a strategic collaboration aimed at advancing next-generation electric vehicle (EV) development.
Focus on Innovation: The partnership will focus on integrating advanced semiconductor technologies to enhance the performance and efficiency of electric vehicles.
See More
ONSEMI AND GEELY ENHANCE STRATEGIC PARTNERSHIP TO IMPROVE THE DRIVING EXPERIENCE
Strategic Collaboration: Onsemi and Geely have announced a partnership aimed at enhancing the driving experience through advanced technology integration.
Focus on Innovation: The collaboration will leverage Onsemi's semiconductor expertise and Geely's automotive capabilities to develop innovative solutions for electric and autonomous vehicles.
See More
ON Semiconductor Expands Collaboration with NIO for High-Voltage EV Architecture
- Collaboration Expansion: ON Semiconductor is deepening its collaboration with NIO to facilitate the automaker's transition from 400-volt to 900-volt EV architectures, leveraging onsemi's latest silicon carbide power technology to enhance range and charging speed.
- Technological Benefits: The implementation of higher-voltage systems is expected to significantly improve drivetrain efficiency, reduce energy losses, and extend driving range while boosting vehicle performance, with support anticipated for NIO's latest flagship SUV, the ES9, and additional models debuting at the 2026 Beijing Auto Show.
- Industry Trends: ON Semiconductor's CEO, Hassane El-Khoury, noted that electrification is entering a new phase where system efficiency and scalability are paramount, highlighting the importance of deep engineering alignment and aligned technology roadmaps with NIO.
- Market Reaction: NIO's shares rose 2.4% in premarket trading, reflecting positive market sentiment towards this collaboration, which may further enhance NIO's competitiveness in the electric vehicle market.
See More
ON Semiconductor Expands Partnership with Geely for EV Technology
- Partnership Enhancement: ON Semiconductor has expanded its agreement with Geely Auto to integrate its latest silicon carbide power technology into Geely's SEA-S platform, thereby accelerating the efficiency of electric vehicle development and production.
- Support for High-Voltage Architecture: The new technology supports next-generation 900V EV architectures, which not only enhances charging speed but also extends driving range and ensures consistent vehicle performance, addressing market demands for efficient electric vehicles.
- Strategic Importance: ON Semiconductor's CEO, Hassane El-Khoury, emphasized that electrification is entering a new phase where system efficiency and scalability are critical, and this collaboration illustrates how deep engineering alignment and aligned technology roadmaps can accelerate the transition to high-voltage architectures.
- Market Outlook: This partnership not only strengthens ON Semiconductor's competitive position in the electric vehicle market but also lays a foundation for Geely's expansion in the global EV market, indicating rapid growth prospects for the future of the electric vehicle industry.
See More
onsemi and Geely Deepen Electric Vehicle Collaboration
- Strategic Collaboration Upgrade: onsemi and Geely Auto Group have expanded their partnership to accelerate the development of next-generation electric and hybrid vehicles, particularly through deeper integration of onsemi's EliteSiC technologies within Geely's SEA-S architecture, thereby enhancing overall vehicle performance and market competitiveness.
- High-Voltage Architecture Benefits: The new collaboration supports 900V EV architectures, significantly reducing charging times and extending driving ranges while improving acceleration performance and driving experience, directly addressing consumer demand for efficient electric vehicles.
- Accelerated System-Level Design: The partnership will expedite system-level design and development processes, ensuring reliability and durability under complex driving conditions through higher power density and improved thermal management, thus enhancing user confidence and satisfaction in driving.
- Broad Market Prospects: As the complexity of the EV market increases, the collaboration between onsemi and Geely reflects the growing closeness between automakers and semiconductor partners, driving innovation in vehicle design and positioning both companies favorably in the global electric vehicle market.
See More
ONSEMI's Elite Technologies to Be Incorporated into Geely SEA-S Vehicles
Integration of Technologies: The article discusses the integration of various technologies into the development of autonomous sea vehicles.
Focus on Innovation: Emphasis is placed on the innovative approaches being taken to enhance the capabilities and efficiency of these vehicles.
See More
ONSEMI and Geely Auto Group Enhance Strategic Partnership for Next-Generation Electric Vehicle Development
Strategic Collaboration: Onsemi and Geely Auto Group have announced a strategic collaboration aimed at advancing next-generation electric vehicle (EV) development.
Focus on Innovation: The partnership will focus on integrating advanced semiconductor technologies to enhance the performance and efficiency of electric vehicles.
See More
ONSEMI AND GEELY ENHANCE STRATEGIC PARTNERSHIP TO IMPROVE THE DRIVING EXPERIENCE
Strategic Collaboration: Onsemi and Geely have announced a partnership aimed at enhancing the driving experience through advanced technology integration.
Focus on Innovation: The collaboration will leverage Onsemi's semiconductor expertise and Geely's automotive capabilities to develop innovative solutions for electric and autonomous vehicles.
See More
ON Semiconductor Expands Collaboration with NIO for High-Voltage EV Architecture
- Collaboration Expansion: ON Semiconductor is deepening its collaboration with NIO to facilitate the automaker's transition from 400-volt to 900-volt EV architectures, leveraging onsemi's latest silicon carbide power technology to enhance range and charging speed.
- Technological Benefits: The implementation of higher-voltage systems is expected to significantly improve drivetrain efficiency, reduce energy losses, and extend driving range while boosting vehicle performance, with support anticipated for NIO's latest flagship SUV, the ES9, and additional models debuting at the 2026 Beijing Auto Show.
- Industry Trends: ON Semiconductor's CEO, Hassane El-Khoury, noted that electrification is entering a new phase where system efficiency and scalability are paramount, highlighting the importance of deep engineering alignment and aligned technology roadmaps with NIO.
- Market Reaction: NIO's shares rose 2.4% in premarket trading, reflecting positive market sentiment towards this collaboration, which may further enhance NIO's competitiveness in the electric vehicle market.
See More
