# Industrial chips are surging, with many names hitting long-term or record highs in mid-to-late April 2026.

*semiconductor · news · 2026-04-28 · Investing.com*

## Key points

- AI spending is now significantly boosting demand for industrial chips beyond just GPUs and CPUs.
- Texas Instruments' Q1 2026 revenue growth outpaced estimates, with guidance well above forecasts.
- Analog Devices' guidance was revealed to be cautious, with accelerating end-market normalization in Q1.
- Marvell's quantum dot laser photonics are seen as key to lowering datacenter AI latency and cost.
- Microchip Technology is forecasting over 40% revenue growth and 300% adjusted earnings growth next quarter.

**Companies:** Texas Instruments, Analog Devices, Marvell, Microchip Technology, OnSemi
**Countries:** United States

[Read the full story on Investing.com](https://www.investing.com/analysis/5-industrial-chip-stocks-in-rally-mode5-ways-to-play-200679285)

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