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onsemi

Image sensors & power semiconductors

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HUMANOID ROBOT

Where it fits in the robot

Hyperlux, time-of-flight, and other sensing technologies support robotic navigation, mapping, and collision avoidance, alongside power semiconductor capabilities.

What the evidence establishes

Robotics products

The robotics application article documents Hyperlux sensing. It does not identify humanoid production contracts.

A documented robotics component or industrial robot application. Humanoid adoption is not established by the cited source.

Component roleImage sensors & power semiconductors
EvidenceThe robotics application article documents Hyperlux sensing. It does not identify humanoid production contracts.
Primary sourceonsemi — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Robotics is one application within a broader semiconductor portfolio; adoption and customer mix matter.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A robotics product or development announcement does not by itself establish material humanoid revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

CMOS image sensor

A CMOS pixel array converts light into electrical signals. Global shutter avoids rolling-shutter skew; motion blur still depends on exposure time and motion.

Scope of the company links: CMOS image-sensor suppliers. Lidar, complete cameras, and robot-guidance software are different perception layers.

AI SERVER RACK

Where it fits in an AI server rack

Announced a collaboration with NVIDIA on 800 VDC power for next-generation AI data centers, covering solid-state transformers, power supply units, 800 VDC distribution and core power delivery with silicon and silicon-carbide devices (July 29, 2025). NVIDIA lists onsemi among its 800 VDC silicon partners (May 20 and Oct 13, 2025).

What the evidence establishes

AI-rack evidence

Disclosed: onsemi’s release describes its 800 VDC collaboration with NVIDIA; NVIDIA names onsemi among its silicon partners.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Component role800 VDC power semiconductors in collaboration with NVIDIA
EvidenceDisclosed: onsemi’s release describes its 800 VDC collaboration with NVIDIA; NVIDIA names onsemi among its silicon partners.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourceonsemi — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

The release names no products, volumes or current NVL72 content, and onsemi does not break out AI data-center revenue in these sources.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Power shelf PSUs

Hot-swap rectifier modules of several kilowatts each, grouped in 1U shelves, that turn facility AC into roughly 50 V DC for the busbar.

Scope of the company links: Hot-swap AC-to-DC rectifiers in 1U shelves feeding the busbar at about 50 V. NVIDIA says the GB300 NVL72 power supply, with about half its volume given to capacitors storing 65 J per GPU, was co-designed with Lite-On, and Vertiv sells a 33 kW shelf of six 5.5 kW PSUs for GB200 and GB300. Delta, Flex and Advanced Energy sell AI power shelves and 800 VDC power racks, Megmeet is on NVIDIA’s 800 VDC component list, and Murata reports rising server power-supply sales. TI, onsemi, Infineon, Navitas, Power Integrations, ST and ROHM supply the GaN, SiC and control silicon inside supplies and are named for 800 VDC; which chips sit in a given shelf is not disclosed. Apart from Lite-On’s co-design, shelf suppliers for specific GB200/GB300 deployments are press reports and are not used. AcBel was a candidate but no source was captured. Luxshare lists power shelves for AI racks without naming a program.

Voltage regulators

Multiphase controllers, power stages and 48 V converter modules that step bus voltage down to below one volt at hundreds or thousands of amps, right beside each chip.

Scope of the company links: Multiphase controllers, power stages and 48 V or 800 V bus-converter modules stepping down to under 1 V at the chips. MPS reports stronger sales of power management for AI and server applications and is sampling an 800 V solution; Infineon calls AI data-center power its main growth driver. TI (a 6 V-to-sub-1 V multiphase buck in its 800 VDC architecture), onsemi, Navitas, AOS, Renesas and Analog Devices are on NVIDIA’s 800 VDC silicon lists or have announced 800 VDC work with NVIDIA; Vicor sells 48 V Power-on-Package modules for AI accelerators. Delta (TLVR regulators), Flex (vertical power delivery), Advanced Energy (800 V-to-50 V converters) and Lite-On (power bricks) sell modules. NVIDIA does not say whose power stages sit on a Blackwell board, and press share estimates are not used. Empower (being acquired by ADI) and Claros (being acquired by Navitas) are private; Richtek is a MediaTek subsidiary.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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