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$ON?

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Lot to say about them, what are you wondering?

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ha nothing in particular, just wondering if they would fit into Samsung's acquisition. Because I always feel like the NXPI acquisition is risky. They wanted to sell for so long, and the regulatory path is so murky. I didn't think NXPI is a good idea. I think ON on the other hand, would have just the perfect fit. Still heavy-ish in auto, going through years of stock underperformance and is getting rid of old fabs now. Synergy looks better for Samsung, pricing a lot better to stomach.

ON is also going through a strategic review of its own now. Might just have all the stars aligned.

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Interesting thought. I'm not quite sure if I like the prospect but sure is interesting

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