Hollsteen

onsemi · customer concentration

onsemi’s biggest customers

Who are onsemi’s biggest customers?

One Customer: 11% of FY2025 revenue

One Customer (not named in filing)11%10% disclosure line

The filing does not name this customer. Hollsteen never guesses names.

“We had one distributor whose revenue accounted for approximately 11% and 10% of the total revenue for the years ended December 31, 2025 and 2024, respectively.”

onsemi 10-K, verbatim · 10-K · filed Feb 9, 2026

Is onsemi getting more dependent on one customer?

Largest disclosed customer, by fiscal year

11%FY202013%FY202112%FY202210%FY202411%FY2025

All onsemi facts from SEC filings · Customer concentration of all companies