Fairchild Semiconductor

What is Fairchild Semiconductor?

Fairchild Semiconductor, now operating as onsemi, is a company that focuses on developing intelligent power and sensing technologies. They cater to a variety of markets including automotive, industrial, cloud, medical, and Internet of Things (IoT). The investment thesis of the company revolves around fueling technological advancements that pave the way towards a sustainable future.

This is done through innovation in the intelligent power and sensing technologies domain which is crucial for high-growth markets such as automotive electrification, renewable energy, advanced computation, and sensor applications.

The company provides a diverse array of products and solutions including discrete and power modules, such as MOSFETs and Silicon Carbide (SiC) components, power management devices, gate drivers, sensors, wireless connectivity solutions, and many other semiconductor components and services.

By offering products and solutions that are aimed at improving energy efficiency and enabling new smart applications, onsemi is instrumental in transforming the future of electronics.

Their extensive product portfolio is designed to address the sophisticated needs of their customers, offering robust and high-quality components that lead to increased performance, energy efficiency, and reliability for end applications. The firm's commitment to quality and reliability is evident in its emphasis on quality management, environmental stewardship, and ethical business practices. Moreover, their global presence and design support complement their strategic intent to lead in sustainable semiconductor solutions.

As the successors of the 'Traitorous Eight', a group of engineers and scientists who were pioneers in the semiconductor industry, onsemi and its founders have a rich heritage in innovation and industry leadership.

The company's investment approach involves targeting strategic areas where their technologies can have the maximum impact, and they usually invest in initiatives that bolster their product lines, enable customer advancement, and uphold their vision of a better future driven by intelligent technology.