Hassan El Khoury

CEO of Onsemi and former CEO of Cypress Semiconductor, focused on the semiconductor industry's role in automotive and industrial markets.

Claims

As speaker

Mentioned in

Key positions and views

Strategic Focus is Paramount: Believes in aggressively divesting non-core, legacy businesses to double down on high-growth markets like automotive and industrial.

The EV Transition is an Inevitable Race: Asserts that the shift to EVs is non-negotiable and that legacy automakers who pause development will be permanently left behind by faster-moving competitors, particularly from China.

Innovation Requires In-Person Collaboration: Holds the conviction that for an engineering-heavy company, a remote workforce is incompatible with effective, cutting-edge innovation, mandating a full return to the office.

Adopt a 'Disruptor Perspective': Argues that established U.S. and European automakers must fundamentally change their mindset and accelerate their design cycles to compete with new, agile EV manufacturers.

Podcast consensus on Khoury

Points of consensus

▶Hassan El Khoury executed a significant strategic pivot at Onsemi upon becoming CEO, divesting legacy businesses to focus the company on the high-growth automotive and industrial markets.Apr 2026

▶Under his leadership, Onsemi has accelerated its pace of innovation, becoming a leader in silicon carbide technology and delivering more 'industry first' products in two years than in the previous decade.Apr 2026

▶He is a vocal advocate for the urgency of the EV transition, warning that traditional Western automakers must adopt a 'disruptor perspective' to compete with the rapid innovation cycles of Chinese manufacturers.Apr 2026

▶His career includes CEO roles at two major semiconductor companies: Cypress Semiconductor starting in 2016 and Onsemi starting in December 2020.Apr 2026

Points of debate

▶El Khoury's assertion that engineering-focused companies cannot innovate effectively with a remote workforce is a contentious viewpoint within the broader technology industry, even if it is his firm policy.Apr 2026

▶His prediction that U.S. automakers pausing EV development will fall too far behind to compete could be debated by industry analysts who favor a more measured, hybrid-focused transition.Apr 2026

▶The claim that Onsemi delivered more 'industry first' products in the last two years than in the prior decade is a strong, self-reported metric that could be subject to external validation and competitive scrutiny.Apr 2026

▶His characterization of Onsemi as a 'trailing technology company' prior to his tenure could be debated by former leadership or long-term industry observers.Apr 2026

Key themes

▶Corporate Transformation and Strategic FocusApr 2026

El Khoury's leadership is defined by decisive strategic shifts. At Onsemi, he divested legacy assets to concentrate resources on the automotive and industrial sectors, transforming the company's market perception from a 'fast follower' to a focused innovator in areas like silicon carbide.

This theme suggests El Khoury's value proposition to investors is his ability to execute turnarounds, making Onsemi a more focused, higher-margin business aligned with major secular trends like vehicle electrification.

▶The EV Revolution and Competitive UrgencyApr 2026

El Khoury views the transition to electric vehicles as inevitable and urgent. He consistently warns that traditional Western automakers risk being outpaced by the rapid, annual innovation cycles of Chinese EV manufacturers, which he claims are achieving technological leaps that traditionally took five years.

His perspective as a key supplier provides a critical view of the automotive supply chain, indicating the pace of disruption is faster than many legacy OEMs are prepared for, creating risks for them and opportunities for agile suppliers like Onsemi.

▶Decisive Leadership and ConvictionApr 2026

El Khoury's career includes navigating significant challenges, such as a proxy battle with Cypress Semiconductor's founder shortly after becoming CEO. This is mirrored in his decisive leadership at Onsemi, exemplified by his early and strict mandate for a full five-day return to the office post-pandemic.

This pattern suggests a leader who is not conflict-averse and operates with strong convictions, which can lead to both rapid, positive change and potential friction with established industry norms or internal stakeholders.

▶Innovation as a Core MandateApr 2026

He has embedded the principle that market leadership is driven by technological innovation into his company's culture. This is evidenced by claims of Onsemi's increased output of 'industry first' products and its established leadership in critical silicon carbide technology under his tenure.

For analysts, this focus on tangible innovation metrics positions Onsemi as a technology leader rather than a commodity component supplier, potentially justifying a higher valuation multiple.

Source episodes

Sentiment over time

Not enough data for timeline

Changes over time

2007

Joined Cypress Semiconductor with the objective of establishing its automotive business unit.

2016

Developed the 'Cypress 3.0' strategy blueprint and was subsequently appointed CEO of Cypress Semiconductor.

Post-2016

Faced and navigated a proxy battle with Cypress founder T.J. Rodgers shortly after becoming CEO.

Pre-2020

Led Cypress Semiconductor through its acquisition by Infineon for $10 billion.

December 2020

Appointed CEO of Onsemi.

Post-2020

Initiated a major strategic pivot at Onsemi, divesting legacy businesses to focus on automotive and industrial markets and mandating a full return-to-office policy.

Suggested prompts

How did Hassan El Khoury's experience with the proxy battle at Cypress influence his leadership and transformation strategy at Onsemi? &nearr;What are the specific risks and opportunities for Onsemi given its heavy strategic reliance on the automotive and industrial sectors? &nearr;How does El Khoury's view on rapid Chinese EV innovation impact Onsemi's product roadmap and R&D investment priorities? &nearr;What are the long-term implications of El Khoury's strict return-to-office policy on talent acquisition and retention at an engineering-focused company like Onsemi? &nearr;

Key concepts

Onsemi Strategy 1 ep Automotive Industry Competition 1 ep Cypress Semiconductor 1 ep Electric Vehicles (EVs) 1 ep Silicon Carbide 1 ep Innovation Cycles 1 ep Workplace Culture 1 ep Corporate Leadership 1 ep

Notable quotes

“[0:59:46] we delivered more innovative products in the last two years during the downturn than the company has probably in the decade innovative meaning industry first that nobody else has”

Hassan El Khoury · Private Car Collection: Onsemi CEO on Driving into the Future

“[0:17:42] They have to have a disruptor perspective”

Hassan El Khoury · Private Car Collection: Onsemi CEO on Driving into the Future

“[0:18:48] And what that means in reality is you're not going to wake up one day and make the best EV if you haven't gone through generational improvements over the EV.”

Hassan El Khoury · Private Car Collection: Onsemi CEO on Driving into the Future

“[1:03:40] When I took over as CEO of Cypress, first time CEO, we had a proxy. I don't know if you recall, but we had a proxy battle with TJ at the time.”

Hassan El Khoury · Private Car Collection: Onsemi CEO on Driving into the Future

Report last updated: Apr 21, 2026

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