- ALGM
- ON
- TER
Robots are quietly stepping into one of the least glamorous problems in markets right now. A global shortage of diesel and jet fuel is pushing refiners to squeeze more productivity from every pipe, pump, and port, and that leans heavily on automation. As physical AI moves from pilot projects to everyday workhorses, the companies supplying this gear sit in a powerful sweet spot. This article examines three robotics and automation stocks from our screener that are translating that shift into measurable business momentum.
The three stocks below are just a first pass at the robotics and automation theme. The full screen surfaced 8 more companies with equally compelling narratives that are not covered in this article.
If you want to identify which automation leaders best fit your risk profile and time horizon, head straight into the Robotics and Automation Stocks screener to filter and analyze the highest conviction plays.
Overview: ON Semiconductor develops sensing and power chips that give industrial robots and factory automation systems perception, safety, and efficient motion control, alongside broader automotive, AI data center, and electronics uses.
Operations: ON Semiconductor generates about US$3.2b from Power Solutions, US$2.2b from Analog & Mixed-Signal, and US$0.9b from Intelligent Sensing across global customers.
ON Semiconductor matters for this robotics screen because its image sensing and power hardware sits inside the machines closing today’s labor gaps and lifting productivity.
“The company’s investments in silicon carbide, vertical GaN and the Embedded Power Platform are now tied to a much larger AI data center opportunity, with management lifting its 2030 server and AI data center market estimate from about US$12b to nearly US$50b and targeting AI data center revenue growth at least 10 percentage points faster than the market, which could materially influence long term revenue and margin expansion.”
What happens to those long term margin ambitions if a single key assumption about future demand for higher value power platforms shifts?
If that demand curve for higher value power platforms bends even slightly, the full narrative for ON Semiconductor shows how ON Semiconductor’s AI exposure could still accelerate or stall the thesis.
Overview: Allegro MicroSystems designs magnetic sensor and power ICs that give industrial robots, cobots, and autonomous systems precise motion control and power management.
