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Hassane El-Khoury

President, Chief Executive Officer & Director, ON Semiconductor

Search every verified Hassane El-Khoury interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Hassane El-Khoury, President and CEO of On Semiconductor, has recently discussed the company's strategic focus on power semiconductors for AI data centers and automotive applications. In a September 2026 interview with CNBC, he addressed the company's investor day, noting that its total addressable market was presented as $213 billion for the core business, with the previously cited $243 billion figure tied to the proposed Synaptics acquisition. He described compute as central to the company's strategy and expressed confidence in AI-related growth, citing committed projects providing visibility into 2027 revenue. El-Khoury also characterized the company's 53% gross margin as a milestone rather than a destination, with future technology mix expected to drive improvements. In an August 2026 earnings call, El-Khoury stated that AI data center revenue was expected to more than double in 2026, driven by stronger demand and broader customer wins. He also projected nearly 60% year-over-year growth in silicon carbide revenue for AI data center applications in 2026. Earlier, in a September 2026 company presentation, he discussed the Embedded Power Platform, describing it as combining power density with wafer-level manufacturing precision. He said the approach addresses physical constraints in power transfer and enables higher efficiency and density, particularly for automotive and AI data center applications.

Recent appearances

Notable quotes

“We've seen those limitations. We've seen the first limitation with compute. We've lived through it and we've unlocked it with advancements in technology and capacity. And we've also seen it with memory. We're actually, I would argue, we're living through it with memory with advancements that are going to break through. But neither of these are at the physical layer where power sits. And that is the breakthrough that ”

“The challenge is no longer just more power. It is better power. Faster, cooler, more efficient, more reliable, more dense. Because power density is not a device problem. It is a system problem. Electrical, thermal, mechanical, physical, all working together all at once. That is why matters. ENMI has been building the capabilities required to solve power density ahead of the curve. From silicon carbide and GAN to sens”

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