# Who does onsemi pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/onsemi · Facet: suppliers · Updated: 2026-09-05T01:18:13.696018+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: onsemi's confirmed suppliers/cost counterparties include 어플라이드 머티어리얼즈 plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 3 cost edges, backed by 2 dated sources, 1 of them primary filings (as of 2026-09-05).

### SiC 잉곳·기판 (수직통합) (high)
- note: Vertically integrated SiC ingot-to-device.
- [confirms] SEC EDGAR (EN, filing, published 2025-10-27) https://www.sec.gov/Archives/edgar/data/0001097864/000114036125035762/ef20055921_ex99-1.htm: "onsemi vertically integrates SiC boule growth, wafering, epitaxy, device fab and packaging in-house via GTAT (acquired 2021) — not reliant on external substrates."
- [confirms] onsemi (EN, news, published 2025-06-01) https://www.onsemi.com/company/news-media/blog/automotive/en-us/fully-vertically-integrated-silicon-carbide-ecosystem-for-e-mobility: "onsemi's SiC ecosystem grows single-crystal SiC in Hudson, NH and integrates boule-to-module in-house (differentiating from rivals that rely on external substrates)."

### SiC 캐파 투자 (GTAT 인수·보울/기판/에피 증설) (high)
- note: onsemi's SiC edge comes from vertical integration built with front-loaded capital — the 2021 acquisition of GT Advanced Technologies (GTAT) secured SiC materials, and it has expanded capacity from boule growth in Hudson, NH through substrate, epitaxy, device and packaging. This SiC capacity investment removes external-substrate dependence to control cost and supply — a moat and a precondition for capturing EV and AI power demand.
- [confirms] SEC EDGAR (EN, filing, published 2025-10-27) https://www.sec.gov/Archives/edgar/data/0001097864/000114036125035762/ef20055921_ex99-1.htm: "onsemi 10-K: SiC vertical integration via GTAT, large capacity expansion from boule to module (mostly for internal chip production)."
- [confirms] onsemi (EN, news, published 2025-06-01) https://www.onsemi.com/company/news-media/blog/automotive/en-us/fully-vertically-integrated-silicon-carbide-ecosystem-for-e-mobility: "onsemi grows single-crystal SiC in Hudson, NH and integrates boule-to-module in-house — a fully vertically integrated SiC ecosystem."

### 자체 팹·후공정 (비공개) (low)
- note: In-house fabs and back-end.
- [confirms] SEC EDGAR (EN, filing, published 2025-10-27) https://www.sec.gov/Archives/edgar/data/0001097864/000114036125035762/ef20055921_ex99-1.htm: "IDM running many processes in-house."

### 어플라이드 머티어리얼즈 (low)  → /applied-materials.md
- note: Sources SiC/power fab tools from Applied Materials (IDM).
- [mentions] SEC EDGAR (EN, filing, published 2025-10-27) https://www.sec.gov/Archives/edgar/data/0001097864/000114036125035762/ef20055921_ex99-1.htm: "onsemi's 10-K discloses semiconductor equipment/capex generally but does not name individual vendors (e.g., Applied Materials) - sourcing Applied tools for its IDM fabs is an industry-norm inference."

Reverse side: https://valuechain.wiki/onsemi/customers.md · Ripple: https://valuechain.wiki/onsemi/ripple.md

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Full node: https://valuechain.wiki/onsemi.md · JSON: https://valuechain.wiki/onsemi.json