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Semiconductor-synaptics Deal Seen as Pivot, Head-scratcher","url":"https://stock-news.laohu8.com/highlight/detail?id=2646436361","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646436361?lang=en_us&edition=fundamental","pubTime":"2026-06-27 00:47","pubTimestamp":1782492420,"startTime":"0","endTime":"0","summary":"1247 ET - ON Semiconductor's plan to acquire Synaptics in an all-stock deal valued around $7 billion represents a strategic pivot that \"leaves us scratching our head,\" Truist analysts write in a note. They had previously seen the company as focused on increasing its exposure to the artificial-intelligence data-center industry, but this move signals a shift toward providing integrated edge AI systems. \"While we see the potential for this combination to achieve accelerated sales growth  and higher margins , it still feels like a pivot away from Datacenter,\" the analysts write.  Dow Jones NewswiresJune 26, 2026 12:47 ET Copyright  2026 Dow Jones & Company, Inc.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0957808578.USD","BK4141","SYNA","LU0444971666.USD","LU1642822529.SGD","BK4512","LU1815336760.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646614333","title":"On Semiconductor's Synaptics Deal Adds $30B TAM","url":"https://stock-news.laohu8.com/highlight/detail?id=2646614333","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646614333?lang=en_us&edition=fundamental","pubTime":"2026-06-27 00:46","pubTimestamp":1782492360,"startTime":"0","endTime":"0","summary":"1246 ET - ON Semiconductor's acquisition of Synaptics will expand its total addressable market by $30 billion, Chief Executive Officer Hassane El-Khoury says in a CNBC interview, adding that it prepares the company to move beyond just supplying components for artificial-intelligence data centers and toward providing integrated systems for physical AI. Despite data centers remaining a growth market, El-Khoury says the market is heading toward autonomous vehicles, industrial robots, and humanoid robots. Synaptics supplies an \"AI-centric compute platform\" that supports these systems and complements ON Semiconductor's existing offerings, he says. Shares of ON Semicondcutor fall 23%.  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Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.1142 ET - BlackBerry's latest results show a company 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