In the latest trading session, ON Semiconductor Corp. (ON) closed at $60.89, marking a -1.62% move from the previous day. The stock's change was less than the S&P 500's daily gain of 0.01%. On the ...

AI and HPC are driving a powerful semiconductor upcycle, but geopolitics, tariffs and valuation risks loom. Here's why NVDA still leads -- and ASYS stands out.