Semiconductor maker onsemi reported a 175% year-over-year increase in AI data-center revenue for the quarter ended Oct. 2, alongside an 11% rise in total sales and fourth-quarter earnings guidance.
Revenue totaled $1.7223 billion. GAAP diluted earnings per share were $0.79, compared with $0.63 a year earlier. Non-GAAP diluted earnings per share reached $0.90, also up from $0.63 in the year-ago quarter.
Revenue from the AI data-center business also rose 39% from the second quarter, onsemi said. onsemi President and CEO Hassane El-Khoury said demand was accelerating across its AI data-center and industrial markets as customers expanded their use of onsemi products.
GAAP gross margin was 41.4%, compared with 37.9% in the third quarter of 2025. Non-GAAP gross margin was 41.2%, up from 39.3% in the second quarter.
On Nov. 2, onsemi filed a Form 8-K with the Securities and Exchange Commission. The filing covers operating results and financial condition, as well as financial statements and exhibits, and includes the earnings release as Exhibit 99.1.
For the fourth quarter, the company forecast revenue of $1.715 billion to $1.815 billion and non-GAAP diluted earnings per share of $0.95 to $1.07. The earnings-per-share range is above the $0.90 reported for the third quarter; the revenue forecast spans a range below and above third-quarter sales.
