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Industrial chips are surging, with many names hitting long-term or record highs in mid-to-late April 2026.
AI spending is now significantly boosting demand for industrial chips beyond just GPUs and CPUs.
KEY POINTS
- 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
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