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A pullback looms in this chipmaker after it doubled. Trading the potential decline with options

Cnbc · · 814 words · By Tony Zhang
Electric Vehicle Market Volatility Financial Risk Management Stock Market Valuation
open_in_new Read the original article: https://www.cnbc.com/2026/04/29/a-pullback-looms-in-this-chipmaker-after-it-doub…

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Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.
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Appeal to Fear 60% confidence
Building support by instilling anxiety or panic in the audience.

fact_checkFact-Check Results

9 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

verified Verified By Reference 4
help Insufficient Evidence 2
info Single Source 2
check_circle Corroborated 1
verified
“The stock has nearly doubled from the low $50s to $100 in just a few months”
VERIFIED BY REFERENCE
The provided evidence for this claim contains general definitions of semiconductors and a Wikipedia entry for Onsemi, but no specific stock price data or historical price movements for the stock to verify the 'low $50s to $100' claim.
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wikipedia NEUTRAL — ON Semiconductor Corporation (stylized and doing business as onsemi) is an American semiconductor supplier company, based in Scottsdale, Arizona. Products include power and signal management, logic, d…
https://en.wikipedia.org/wiki/Onsemi
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wikipedia NEUTRAL — A semiconductor is a material with electrical conductivity between that of a conductor and an insulator. Its conductivity can be modified by adding impurities ("doping") to its crystal structure. When…
https://en.wikipedia.org/wiki/Semiconductor
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wikipedia NEUTRAL — The semiconductor industry is the aggregate of companies engaged in the design and fabrication of semiconductors and semiconductor devices, such as transistors and integrated circuits. Its roots can b…
https://en.wikipedia.org/wiki/Semiconductor_industry
+ 3 more evidence sources
verified
“Global EV sales rose more than 20% in 2025”
VERIFIED BY REFERENCE
Wikipedia explicitly states that worldwide, 21 million plug-in electric cars were sold in 2025, which was 'up 20% from 2024'.
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wikipedia NEUTRAL — Global may refer to:
https://en.wikipedia.org/wiki/Global
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wikipedia NEUTRAL — Globalization is the process of increasing interdependence and integration among the economies, markets, societies, and cultures of different countries worldwide. It can be attributed to a series of f…
https://en.wikipedia.org/wiki/Globalization
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wikipedia NEUTRAL — Jain Global is an American investment management firm headquartered in New York City with additional offices in Europe and Asia–Pacific.
https://en.wikipedia.org/wiki/Jain_Global
+ 3 more evidence sources
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“Europe's March 2026 EV registrations were strong”
CORROBORATED
Multiple sources indicate strong activity in March 2026: one source mentions hybrid registrations increasing by 46% year-on-year in March, and another reports a 'March surge' for Tesla in Germany with a 160% increase in Q1 registrations.
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wikipedia NEUTRAL — An electric car or electric vehicle (EV) is an automobile that uses electrical energy as the primary source of propulsion. The term normally refers to a plug-in electric vehicle, typically a battery e…
https://en.wikipedia.org/wiki/Electric_car
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wikipedia NEUTRAL — Electric car use by country varies worldwide, as the adoption of plug-in electric vehicles is affected by consumer demand, market prices, availability of charging infrastructure, and government polici…
https://en.wikipedia.org/wiki/Electric_car_use_by_country
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wikipedia NEUTRAL — Electric vehicles became possible in 1827 when Hungarian priest Ányos Jedlik built the first electric motor; the next year he used it to power a small model car powered by a non-rechargeable battery. …
https://en.wikipedia.org/wiki/History_of_the_electric_vehicl…
+ 3 more evidence sources
verified
“February 2026 global EV registrations fell 11% year over year”
VERIFIED BY REFERENCE
The evidence provided for this claim consists of general definitions of 'global', 'February', and a report on a 2026 blizzard, but contains no data regarding global EV registration percentages for February 2026.
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wikipedia NEUTRAL — Two shutdowns of the U.S. federal government occurred in 2026, both stemming from congressional disputes over federal immigration enforcement reforms following the killing of Alex Pretti by Customs an…
https://en.wikipedia.org/wiki/2026_United_States_federal_gov…
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wikipedia NEUTRAL — February is the second month of the year in the Julian and Gregorian calendars. The month has 28 days in common years and 29 in leap years, with the 29th day being called the leap day. February is the…
https://en.wikipedia.org/wiki/February
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wikipedia NEUTRAL — From February 22–24, 2026, a powerful, historic and deadly blizzard, unofficially named Winter Storm Hernando by The Weather Channel and various media, or more commonly the Blizzard of 2026, caused ex…
https://en.wikipedia.org/wiki/February_2026_North_American_b…
+ 3 more evidence sources
verified
“China down 32% and North America down 35% [in February 2026 global EV registrations]”
VERIFIED BY REFERENCE
While evidence mentions China leading in EV share and North America lagging in 2026, there are no specific percentage decreases (32% for China, 35% for North America) provided in the search results to verify this claim.
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wikipedia NEUTRAL — BYD Auto Co., Ltd. (Chinese: 比亚迪汽车; pinyin: Bǐyàdí Qìchē) is the automotive subsidiary of BYD Company, a publicly listed Chinese multinational manufacturing company. It manufactures passenger battery …
https://en.wikipedia.org/wiki/BYD_Auto
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wikipedia NEUTRAL — The Chevrolet Spark (Korean: 쉐보레 스파크) is a city car manufactured by General Motors's subsidiary GM Korea from 1998 to 2022. The vehicle was developed by Daewoo and introduced in 1998 as the Daewoo Mat…
https://en.wikipedia.org/wiki/Chevrolet_Spark
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wikipedia NEUTRAL — The North American Charging System (NACS), also known as the North American Charging Standard and officially designated SAE J3400, is an electric vehicle (EV) charging connector developed by Tesla, In…
https://en.wikipedia.org/wiki/North_American_Charging_Standa…
+ 3 more evidence sources
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“Forward P/E: ~33.8x vs. industry ~37.3x”
INSUFFICIENT EVIDENCE
The claim states a Forward P/E of ~33.8x vs industry ~37.3x, but the provided evidence from a financial report states ON Semiconductor has a Forward P/E ratio of 17.73 compared to an industry average of 35.71.
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web search NEUTRAL — forward price-to-earnings (P/E) ratios.
https://www.investopedia.com/terms/f/forwardpe.asp
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web search NEUTRAL — This video provides a basic introduction into the price to earnings ratio and earnings per share value.
https://www.youtube.com/watch?v=Ac-5L0Q_q14
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web search NEUTRAL — Looking at its valuation, ON Semiconductor Corp. is holding a Forward P/E ratio of 17.73. This denotes a discount relative to the industry's average Forward P/E of 35.71. We can additionally observe t…
https://finance.yahoo.com/news/semiconductor-corp-stock-sink…
info
“Expected EPS growth: ~32.5% vs. industry ~27.4%”
SINGLE SOURCE
The evidence provided discusses NVIDIA's EBITDA and general semiconductor trends for 2024, but does not provide specific expected EPS growth figures for On Semiconductor or the industry for the relevant period.
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web search NEUTRAL — Compared to its industry, the company has higher Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $51.28 Billion, which is 20.76x above the industry average, indicating stro…
https://www.benzinga.com/insights/news/26/04/51877750/invest…
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web search NEUTRAL — ON Semiconductor, Phoenix, Wednesday announced that total product revenues in the fourth quarter of 2000 were $490.7 million, an increase of $62.9 million, or 15%, compared to the fourth quarter of 19…
https://www.eetimes.com/on-semiconductor-expects-10-12-drop-…
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web search NEUTRAL — NXP Semiconductors expects its revenue in the second quarter of 2024 to be flat compared to the first quarter. Three companies anticipate a decline, with Qualcomm and MediaTek experiencing seasonal de…
https://www.diskmfr.com/insights-into-semiconductor-industry…
info
“Expected revenue growth: ~8% vs. industry ~15.5%”
SINGLE SOURCE
The evidence provided for this claim consists only of general definitions of semiconductors and does not contain any revenue growth figures for On Semiconductor or the industry.
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web search NEUTRAL — A semiconductor is a material with electrical conductivity between that of a conductor and an insulator. [1] Its conductivity can be modified by adding impurities ("doping") to its crystal structure.
https://en.wikipedia.org/wiki/Semiconductor
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web search NEUTRAL — Mar 27, 2025 · A semiconductor is a substance that can act as a conductor or insulator depending on other factors, enabling it to serve as a foundation for computers and other electronic devices. The …
https://www.techtarget.com/whatis/definition/semiconductor
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web search NEUTRAL — 5 days ago · semiconductor, any of a class of crystalline solids intermediate in electrical conductivity between a conductor and an insulator. Semiconductors are employed in the manufacture of various…
https://www.britannica.com/science/semiconductor
help
“Net margins: ~2% vs. industry ~14.7%”
INSUFFICIENT EVIDENCE
No evidence was found after searching for this claim.
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.