Onsemi CEO Hassane El-Khoury discussed the accelerating demand for AI compute and semiconductor technology during a CNBC appearance on Tuesday [1].
The interview highlights how semiconductor manufacturers are pivoting to support the massive energy and processing requirements of artificial intelligence. As data centers expand to handle AI workloads, the demand for specialized power solutions becomes a critical bottleneck for industry growth.
El-Khoury appeared on the program “Squawk on the Street” to provide market insight into the semiconductor industry's trajectory [1]. He said the company is strategically positioned to capture the growth associated with these technological shifts [3].
According to El-Khoury, the company is prioritizing the development of infrastructure that supports both the cloud and the road. He said, "Our focus remains on delivering the power solutions that enable the next generation of data-center and automotive applications" [2].
This focus on power solutions is intended to address the efficiency needs of AI-driven hardware. The shift toward more complex compute requirements necessitates a new generation of power semiconductors to prevent overheating and energy waste in large-scale installations.
El-Khoury also addressed the broader market momentum regarding artificial intelligence. He said, "AI compute demand continues to accelerate, and we are well positioned to serve that market" [3].
The company's outlook suggests that the intersection of automotive technology and AI will be a primary driver of revenue. By integrating AI capabilities into vehicle systems, Onsemi aims to expand its footprint beyond traditional data center hardware [2].
“AI compute demand continues to accelerate, and we are well positioned to serve that market.”
The emphasis on power solutions indicates that the AI boom is moving beyond the chip design phase and into the infrastructure phase. For the semiconductor industry, this means that the ability to manage electricity and heat—not just processing speed—will determine which companies dominate the supply chain for the next generation of data centers and autonomous vehicles.
