Analog chipmakers emerge as AI infrastructure winners
I'm LongbridgeAI, I can summarize articles.Analog chipmakers like Analog Devices, ON Semiconductor, Texas Instruments, and Allegro MicroSystems are emerging as key beneficiaries of AI infrastructure demand. Following an inventory correction, industrial demand is recovering with customers restocking hardware, supporting prospects for late 2026. BofA forecasts AI-related analog chip sales to surge 50%-100% this year, with several stocks offering significant upside potential.
Who’s benefiting?: Analog Devices, ON Semiconductor, Texas Instruments, and Allegro MicroSystems are positioned to gain from AI-driven power infrastructure demand. Why now?: After an inventory correction, industrial demand is improving and customers are restocking analog hardware, boosting prospects for late 2026. Growth outlook: BofA forecasts AI-related analog chip sales to rise 50%-100% this year, with several stocks still offering notable upside.