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Featured Story from MarketBeat
AI Is Reviving an Overlooked Chip Category—and These 3 Names Are Riding the Demand WaveSubmitted by Nathan Reiff. Article Posted: 4/29/2026. 
Key Points
- Texas Instruments' Q1 2026 results, including 22% analog chip revenue growth, signal improving conditions across the broader analog semiconductor sector.
- Analog Devices and Microchip Technology have each posted strong year-to-date share gains alongside earnings beats driven by AI, industrial, and automotive demand.
- onsemi's 70% year-to-date rally and $6 billion buyback program are tempered by a price-to-earnings ratio near 270 and a consensus price target well below current trading levels.
- Special Report: Elon’s “Hidden” Company
Now may be a time for investors to watch an often-overlooked corner of the semiconductor industry: analog chips. Why? Texas Instruments Inc. (NASDAQ: TXN), one of the primary domestic producers of these chips, recently posted notably strong earnings for the first quarter of 2026.
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TI's 19% year-over-year (YOY) revenue growth was driven largely by a data center business that grew about 90% over the period, but analog chip sales were also an important contributor, rising 22% YOY. Analog chips don’t grab headlines the way leading-edge AI processors do, but they’re essential for power delivery and signal management in data centers, vehicles, and industrial systems. After TI’s report suggested improving conditions, three analog-focused names stand out for different reasons—from AI-linked demand to automotive leverage to aggressive cash-return programs. Analog Devices: AI Tailwinds and an Industrial RecoveryAnalog Devices Inc. (NASDAQ: ADI) shares are up 43% year-to-date (YTD), reflecting a strong Q1 2026 performance, including revenue of $3.2 billion, up 30% YOY. The company has benefited significantly from its AI-related businesses, which now represent roughly 20% of revenue with a run rate above $2 billion. Industrial demand more broadly is also picking up and is forecast to continue growing through the first half of the year. Investors may be drawn to Analog Devices' dividend profile: the dividend yield is 1.12%, and the annualized five-year dividend growth rate is 10.1% following an 11% increase to distributions in February 2026. Analog's market share is expanding and margins remain healthy. Notably, 27 of the 31 analysts who cover ADI have rated the stock a Buy. Microchip Technology: Automotive and Industrial Strength Help Drive a Quarterly BeatAnalog semiconductor maker Microchip Technology Inc. (NASDAQ: MCHP) has experienced volatility over the past two years, in part due to inventory mismatches and tariff impacts. Still, MCHP shares are up just over 30% YTD, with most of that rally occurring in the past several weeks. Amid a push to launch new products and ramp capacity, Microchip topped expectations for the latest quarter, reporting $1.19 billion in net sales and non-GAAP earnings per share (EPS) of $0.44—both above analyst forecasts. Microchip has also stepped up efforts in automotive. In early February 2026, it announced a collaboration with Hyundai Motor Group to explore 10BASE-T1S Single Pair Ethernet for future in-vehicle connectivity, highlighting its focus on next-generation vehicle architectures. That said, inventory and underutilized manufacturing capacity remain concerns that could persist for years. Despite this, analysts are generally positive: 18 of 26 covering the stock give MCHP a Buy rating, yielding a consensus Moderate Buy outlook (source). onsemi: Cash Returns Stand Out, but Valuation Questions Lingeronsemi (NASDAQ: ON), a maker of semiconductor components that manage electrical power and signals, has been a major beneficiary of the recent analog upcycle. The company has seen its share price surge nearly 73% YTD and appears headed toward new highs. One of the attractions is strong cash generation. onsemi posted a 24% free cash flow margin for 2025, an internal record that enabled about $1.4 billion in buybacks and the launch of a new $6-billion repurchase program. Massive demand from AI data centers is helping fuel that shareholder return. The company recorded more than $250 million in AI revenue last year and expects AI-related sales to accelerate, rising close to 20% sequentially in the current quarter. onsemi is also reinvesting heavily in product development; its analog and mixed-signal Treo platform has won traction in automotive and other markets. Still, valuation is a concern after such a rapid run. ON's price-to-earnings ratio of roughly 270 is very high, even as the company is expected to continue expanding across multiple fundamental metrics, with analysts forecasting approximately 39% earnings growth in the coming year. Wall Street remains divided—15 analysts rate ON a Buy, 14 a Hold, and one a Sell—and ON shares trade in the low $90s, well above the consensus price estimate of $67. Investors need to decide whether the estimate should be revised upward to reflect ongoing demand momentum or whether the stock is at risk of a pullback. |
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