Forget Memory, Power Chips Are the Next Hot AI Play. These 6 Stocks Are Surging. -- Barrons.com

Dow Jones04-22

By Adam Clark

First it was memory chips, then optical-networking, and now power semiconductor stocks are booming as investors look for the next sector to play the artificial-intelligence boom. Navitas Semiconductor and Vicor are among the beneficiaries.

Navitas shares were up 8.9% in premarket trading on Wednesday, having gained 49% in just the past five trading sessions. Vicor was up 5.2%, set to add to 27% gains in the previous five sessions.

While there was no obvious trigger for the latest moves higher, power semiconductors have come into focus due to the energy demands of increasingly larger AI data centers.

Navitas in particular has risen more than 750% in the past 12 months as it has updated on its work with Nvidia to enable the 800-volt power that the chip maker has said will power its next-generation AI systems.

Multiple other power-chip stocks were gaining early Wednesday. Wolfspeed was up 5.7%, Alpha & Omega Semiconductor was gaining 6.3% and Power Integrations was rising 5.3%. Monolithic Power Systems, the largest of the companies with a roughly $75 billion market value, was rising 1.8%.

Write to Adam Clark at adam.clark@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

April 22, 2026 08:58 ET (12:58 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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These 6 Stocks Are Surging. -- Barrons.com","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Adam Clark \n</p>\n<p>\n  First it was memory chips, then optical-networking, and now power semiconductor stocks are booming as investors look for the next sector to play the artificial-intelligence boom. <a href=\"https://laohu8.com/S/NVTSW\">Navitas Semiconductor</a> and Vicor are among the beneficiaries. \n</p>\n<p>\n  <a href=\"https://laohu8.com/S/NVTS\">Navitas</a> shares were up 8.9% in premarket trading on Wednesday, having gained 49% in just the past five trading sessions. Vicor was up 5.2%, set to add to 27% gains in the previous five sessions. \n</p>\n<p>\n  While there was no obvious trigger for the latest moves higher, power semiconductors have come into focus due to the energy demands of increasingly larger AI data centers. \n</p>\n<p>\n  Navitas in particular has risen more than 750% in the past 12 months as it has updated on its work with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> to enable the 800-volt power that the chip maker has said will power its next-generation AI systems. \n</p>\n<p>\n  Multiple other power-chip stocks were gaining early Wednesday. <a href=\"https://laohu8.com/S/WOLF\">Wolfspeed</a> was up 5.7%, Alpha &amp; Omega Semiconductor was gaining 6.3% and Power Integrations was rising 5.3%. <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a>, the largest of the companies with a roughly $75 billion market value, was rising 1.8%. \n</p>\n<p>\n  Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. 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Navitas Semiconductor and Vicor are among the beneficiaries. \n\n\nNavitas shares were up 8.9% in premarket trading on Wednesday, having gained 49% in just the past five trading sessions. Vicor was up 5.2%, set to add to 27% gains in the previous five sessions. \n\n\n  While there was no obvious trigger for the latest moves higher, power semiconductors have come into focus due to the energy demands of increasingly larger AI data centers. \n\n\n  Navitas in particular has risen more than 750% in the past 12 months as it has updated on its work with Nvidia to enable the 800-volt power that the chip maker has said will power its next-generation AI systems. \n\n\n  Multiple other power-chip stocks were gaining early Wednesday. Wolfspeed was up 5.7%, Alpha & Omega Semiconductor was gaining 6.3% and Power Integrations was rising 5.3%. 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