# data center revenue — X 热门讨论 (2026-09-22 09:21 UTC)
## @HunterAllen4 (THE GAP FATHER) · 09-22 02:42 · ♥32 ↻0 💬10 Risk on? Yes. Don’t sleep. 😴
onsemi is creeping off a brutal multi-month washout and is now sitting right on the $68–70 support zone. The stock closed at $71.72 after tagging $68.17, with volume jumping to roughly 12.3M shares.
I’m watching this shelf closely lose $68–70 and $65–66 comes into play, but reclaiming $75–76 could start changing the short-term structure, with $80–85 next.
The TA is starting to stabilize. RSI is around 46, MACD is showing early improvement while still below zero, and price is trying to build around the shorter-term averages.
It’s not fully bullish yet, but after the September washout, this looks more like digestion than an immediate breakdown.
The bigger reason I’m watching $ON is the AI power angle. onsemi is targeting more than $500M of AI data-center revenue in 2026 and more than $2.5B by 2030, while pushing higher-power-density solutions as AI racks demand dramatically more electricity. SiC, GaN, power management and physical AI give this story multiple potential growth vectors.
$68–70 = line in the sand. $75–76 = first reclaim. $80–85 = next zone. If buyers keep defending the shelf, this could be one of those beaten-down semiconductor names that quietly starts waking back up. 👀
$ON Do your own DD. Not financial advice. https://x.com/HunterAllen4/status/2102227031094174048