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Correlation Analysis

Micron Technology, Inc. vs ON Semiconductor Corp

MU vs ON

-0.127

Weak inverse

When one moves up, the other tends to move down.

MU logo

Micron Technology, Inc.

MU

Micron is one of the largest semiconductor companies in the world, specializing in memory and storage chips. Its primary revenue stream comes from dynamic random access memory, or DRAM, and it also has minority exposure to not-and or NAND, flash chips. Micron serves a global customer base, selling chips into data centers, mobile phones, consumer electronics, and industrial and automotive applications. The firm is vertically integrated.

Market cap 426B · 53,000 employees

ON logo

ON Semiconductor Corp

ON

Onsemi is a supplier of power semiconductors and sensors focused on the automotive and industrial markets. Onsemi is the second-largest power chipmaker in the world and the largest supplier of image sensors to the automotive market. While the firm used to be highly vertically integrated, it now pursues a hybrid manufacturing strategy for flexible capacity. Onsemi is pivoting to focus on emerging applications like electric vehicles, autonomous vehicles, industrial automation, and renewable energy.

Market cap 25B · 22,670 employees

Apr 9, 2021 — Apr 7, 2026Daily1,254 data pointsStockStockTechnology

Time Series

Relative Performance

Green: MUGray: ON36 of 1,254 points (sampled)

Who Moves First

ON leads MU by 6 days

ON tends to move before MU.

After testing 13 timing shifts, the strongest relationship was -0.137 (they moved in opposite directions).

Do They Crash Together?

Correlation by Market Regime

How these series behave when markets are rising, falling, or diverging. A correlation that holds in drawdowns is very different from one that only works in rallies.

Both Rising

+0.064

12 periods · Return correlation when both series rose

Both Falling

-0.127

11 periods · Return correlation when both series fell

Diverging

-0.715

12 periods · Return correlation when series moved apart

R-Squared

1.6%

Share of variance in one series explained by the other.

Trend Agreement

70.4%

How often both series moved in the same direction period-to-period.

Overlap Quality

1,254

Deep shared window — 1,254 usable pairs.

Significance

p < 0.001

95% CI: [-0.181, -0.072]

Scatter

XY Regression

2210020030040044328.630405060708090100103Micron Technology, Inc.ON Semiconductor CorpData pointsFit (r = -0.127)

Pipeline

Data quality details

Pipeline Summary

1,254 paired data points survived the daily window.

Raw input

1,254

1,254

Normalized

1,254

1,254

Prepared

1,254

1,254

Aligned

1,254

1,254

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

0

A: 0 / B: 0

Series A

MU logo

Micron Technology, Inc.

MU

Market cap 426B · 53,000 employees

Stock · 1,254 raw → 1,254 prepared

Series B

ON logo

ON Semiconductor Corp

ON

Market cap 25B · 22,670 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

32

Estimated crossover points between normalized spreads.

Slope

-0.0252

Linear regression slope.

Intercept

66.2435

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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