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ON or TEL or TSEM
Which Stock Would AI Choose? ON Semiconductor (ON) vs. TE Connectivity (TEL) vs. Tower Semiconductor (TSEM) Stock Comparison
Key Takeaways
- ON Semiconductor (ON) shows mixed recent performance with YTD gains around 8-10%, facing leadership changes but projecting earnings growth amid semiconductor volatility.
- TE Connectivity (TEL) demonstrates robust growth from AI data center demand, with Q1 revenue up 22% and a 10% dividend hike, though YTD down about 12% due to supply issues.
- Tower Semiconductor (TSEM) leads with explosive YTD gains over 14% and 250%+ one-year returns, fueled by data center and AI chip demand as a specialty foundry.
- TEL boasts the largest market cap (~$62B) and lower P/E (~29x), while TSEM's higher P/E (~64x) reflects growth premium; ON trades at attractive forward multiples.
- All three benefit from semiconductor tailwinds, but TSEM shows strongest momentum, TEL offers stability via dividends, and ON navigates industrial/auto recovery.
Introduction
This stock comparison examines ON Semiconductor, TEL (TE Connectivity), and TSEM (Tower Semiconductor) amid evolving semiconductor dynamics. These companies operate in interconnected areas—power solutions, connectivity, and specialty foundry services—benefiting from AI infrastructure, automotive electrification, and industrial automation demands. Traders seeking momentum plays may eye relative performance shifts, while long-term investors could assess valuation sensitivity and sector exposure. Recent market activity highlights contrasts in growth trajectories and risk profiles, aiding informed positioning in this high-stakes sector.
ON Overview and Recent Performance
ON Semiconductor Corporation, headquartered in Scottsdale, Arizona, specializes in intelligent power and sensing solutions for automotive, industrial, and cloud applications. In recent weeks, the stock has exhibited resilience, posting gains like 1.49% against broader market slips, though facing pullbacks amid leadership transitions and sector volatility. YTD returns hover around 8-10%, outperforming the S&P 500 in some periods, with one-year gains near 39%. Sentiment reflects caution over revenue pressures but optimism from projected 12.73% earnings growth and focus on high-margin sectors like EVs and industrials. Trading around $59, ON maintains a forward P/E discount to peers, influenced by recovering end-markets and AI-related opportunities.
TEL Overview and Recent Performance
TEL (TE Connectivity), a global industrial technology leader based in Ireland, delivers connectivity and sensor solutions for transportation, data centers, and renewables. Recent market activity underscores strength, with Q1 FY2026 revenue surging 22% to $4.7B on AI data center demand, alongside record orders and 30%+ adjusted EPS growth. A 10% quarterly dividend increase to $0.78 and $3B share buyback expansion signal confidence. Despite YTD declines around 12% from supply disruptions, one-year returns exceed 42%, with shares near $199-203. Performance drivers include robust book-to-bill ratios and sustainability milestones, tempering geopolitical risks in a cyclical sector.
TSEM Overview and Recent Performance
TSEM (Tower Semiconductor), an Israel-based independent foundry, provides specialty process technologies for analog/mixed-signal ICs in automotive, medical, and aerospace. Recent weeks have propelled strong momentum, with shares up over 11% in sessions and YTD gains surpassing 14%, alongside 250%+ one-year returns. Trading around $138, TSEM benefits from data center/AI chip demand, posting upbeat revenue forecasts and capacity expansions. Sentiment shifts positively on strong orders, though elevated P/E (~64x) reflects growth expectations. Broader performance outpaces benchmarks, driven by diversified end-markets amid foundry utilization upticks.
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Head-to-Head Comparison
ON, TEL, and TSEM share semiconductor exposure but diverge in models: ON emphasizes IDMs for power semis in autos/industrials; TEL focuses on connectors/sensors with broad industrial diversification; TSEM as a pure-play foundry serves fabless designs in RF/AI. Growth drivers contrast—TSEM rides AI/data center waves most aggressively, TEL leverages connectivity for EVs/AI infra, while ON recovers via silicon carbide demand. Recent momentum favors TSEM (250%+ 1Y), over TEL (42%) and ON (39%). Risks include supply chain/geopolitical for all, but TSEM's Israel base adds volatility; ON faces inventory cycles; TEL offers stability via $62B cap and dividends. Valuation: TEL's ~29x P/E suits value seekers, ON discounts further, TSEM's 64x premiums growth. Sentiment tilts bullish on AI catalysts, with trade-offs in scale vs. specialization.
Tickeron AI Verdict
Tickeron’s AI currently favors TSEM for its superior trend consistency, explosive momentum (15%+ YTD, 265% 1Y), and positioning in high-demand AI/data center foundry services. Relative to ON's stabilization and TEL's steady growth, TSEM exhibits stronger catalysts like capacity expansions, though with elevated valuation risks. Probabilistic edge leans toward continued outperformance in bullish semi cycles.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ON’s FA Score shows that 2 FA rating(s) are green whileTEL’s FA Score has 3 green FA rating(s), and TSEM’s FA Score reflects 2 green FA rating(s).
- ON’s FA Score: 2 green, 3 red.
- TEL’s FA Score: 3 green, 2 red.
- TSEM’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ON’s TA Score shows that 5 TA indicator(s) are bullish while TEL’s TA Score has 4 bullish TA indicator(s), and TSEM’s TA Score reflects 6 bullish TA indicator(s).
- ON’s TA Score: 5 bullish, 5 bearish.
- TEL’s TA Score: 4 bullish, 6 bearish.
- TSEM’s TA Score: 6 bullish, 4 bearish.
Price Growth
ON (@Semiconductors) experienced а +10.13% price change this week, while TEL (@Electronic Components) price change was +9.36% , and TSEM (@Semiconductors) price fluctuated +3.04% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +5.71%. For the same industry, the average monthly price growth was +5.17%, and the average quarterly price growth was +16.74%.
The average weekly price growth across all stocks in the @Electronic Components industry was +5.83%. For the same industry, the average monthly price growth was +11.36%, and the average quarterly price growth was +25.30%.
Reported Earning Dates
ON is expected to report earnings on May 04, 2026.
TEL is expected to report earnings on Apr 22, 2026.
TSEM is expected to report earnings on May 18, 2026.
Industries' Descriptions
@Semiconductors (+5.71% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
@Electronic Components (+5.83% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| ON | TEL | TSEM | |
| Capitalization | 26.9B | 67.1B | 23B |
| EBITDA | 888M | 4.47B | 507M |
| Gain YTD | 26.482 | 0.800 | 73.582 |
| P/E Ratio | 236.17 | 32.94 | 105.06 |
| Revenue | 6B | 18.1B | 1.51B |
| Total Cash | 2.55B | 1.25B | 1.22B |
| Total Debt | 3.01B | 5.71B | 164M |
ON | TEL | TSEM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 17 | 23 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 19 Undervalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 73 | 23 | 4 | |
SMR RATING 1..100 | 88 | 50 | 78 | |
PRICE GROWTH RATING 1..100 | 7 | 44 | 34 | |
P/E GROWTH RATING 1..100 | 1 | 19 | 3 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
TEL's Valuation (19) in the Electronic Components industry is significantly better than the same rating for ON (87) in the Semiconductors industry, and is significantly better than the same rating for TSEM (88) in the Semiconductors industry. This means that TEL's stock grew significantly faster than ON’s and significantly faster than TSEM’s over the last 12 months.
TSEM's Profit vs Risk Rating (4) in the Semiconductors industry is in the same range as TEL (23) in the Electronic Components industry, and is significantly better than the same rating for ON (73) in the Semiconductors industry. This means that TSEM's stock grew similarly to TEL’s and significantly faster than ON’s over the last 12 months.
TEL's SMR Rating (50) in the Electronic Components industry is in the same range as TSEM (78) in the Semiconductors industry, and is somewhat better than the same rating for ON (88) in the Semiconductors industry. This means that TEL's stock grew similarly to TSEM’s and somewhat faster than ON’s over the last 12 months.
ON's Price Growth Rating (7) in the Semiconductors industry is in the same range as TSEM (34) in the Semiconductors industry, and is somewhat better than the same rating for TEL (44) in the Electronic Components industry. This means that ON's stock grew similarly to TSEM’s and somewhat faster than TEL’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as TSEM (3) in the Semiconductors industry, and is in the same range as TEL (19) in the Electronic Components industry. This means that ON's stock grew similarly to TSEM’s and similarly to TEL’s over the last 12 months.
| ON | TEL | TSEM | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 90% | 1 day ago 32% | 1 day ago 60% |
| Stochastic ODDS (%) | 1 day ago 77% | 1 day ago 47% | 1 day ago 54% |
| Momentum ODDS (%) | 1 day ago 79% | 1 day ago 58% | 1 day ago 78% |
| MACD ODDS (%) | 1 day ago 74% | 1 day ago 54% | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 75% | 1 day ago 56% | 1 day ago 70% |
| TrendMonth ODDS (%) | 1 day ago 75% | 1 day ago 54% | 1 day ago 75% |
| Advances ODDS (%) | 1 day ago 72% | 1 day ago 59% | 1 day ago 68% |
| Declines ODDS (%) | 11 days ago 77% | 11 days ago 51% | 11 days ago 61% |
| BollingerBands ODDS (%) | 1 day ago 80% | 1 day ago 52% | 1 day ago 60% |
| Aroon ODDS (%) | 1 day ago 62% | 1 day ago 53% | 1 day ago 76% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RMMZ | 14.90 | 0.14 | +0.95% |
| RiverNorth Managed Duration Municipal Income Fund II | |||
| QJUN | 32.37 | 0.17 | +0.52% |
| FT Vest Nasdaq-100 Buffer ETF - Jun | |||
| ETHE | 18.01 | 0.04 | +0.22% |
| Grayscale Ethereum Staking ETF | |||
| JHID | 40.52 | N/A | N/A |
| JHancock International High Dividend ETF | |||
| FPWR | 37.95 | N/A | N/A |
| First Trust EIP Power Solutions ETF | |||
ON and
Correlation & Price change
A.I.dvisor indicates that over the last year, ON has been closely correlated with MCHP. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if ON jumps, then MCHP could also see price increases.
TSEM and
Correlation & Price change
A.I.dvisor indicates that over the last year, TSEM has been loosely correlated with MTSI. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if TSEM jumps, then MTSI could also see price increases.
| Ticker / NAME | Correlation To TSEM | 1D Price Change % | ||
|---|---|---|---|---|
| TSEM | 100% | +0.07% | ||
| MTSI - TSEM | 64% Loosely correlated | +0.29% | ||
| AMKR - TSEM | 61% Loosely correlated | +5.19% | ||
| SMTC - TSEM | 60% Loosely correlated | +1.97% | ||
| AMBA - TSEM | 60% Loosely correlated | +0.56% | ||
| KLIC - TSEM | 60% Loosely correlated | +6.14% | ||
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