Episode 88: 2 Top EV Chip Stocks We’re Buying In February – On Semi and Aehr Test Systems

In this episode of Chip Stock Investor, we examine the Q4 2023 report for On Semiconductor (ON), one of our top semiconductor buys for 2024, and discuss its impact on Aehr Test Systems (AEHR). Similar to our take on Microchip (MCHP), it appears that things are going to get worse before they get any better for the automotive, EV, and general industrial markets this year. But Onsemi has really positioned itself to ride out this storm. How has it done so, and are we still calling for this stock a top pick in our portfolio for 2024? Aehr Test Systems has Onsemi as its leading customer, so what happens to Onsemi, happens to Aehr. Where does this recent report leave us? Will Aehr Test Systems also be able to weather this cyclical downturn? Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: https://chipstockinvestor.com/on-semiconductor/ We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #onsemi #aehr #siliconecarbide #ev #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of onsemi and Aehr Test Systems