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WangKiat
04-23 07:32

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

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...

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

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These 6 Stocks Are Surging","url":"https://stock-news.laohu8.com/highlight/detail?id=2629042470","media":"Dow Jones","summary":"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...","content":"<html><head></head><body><p>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.</p><p><a href=\"https://laohu8.com/S/NVTS\">Navitas</a> shares were up 10% in early trading on Wednesday, having gained 49% in just the past five trading sessions. Vicor was up 15%, set to add to 27% gains in the previous five sessions.</p><p>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.</p><p>&#34;Rising rack power densities are accelerating a shift from alternating to direct current architectures. Industry consensus is that direct current adoption is inevitable, with initial deployments likely in 1H27-1H28,&#34; wrote BofA Securities analysts in a research note on Tuesday.</p><p>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 direct current power that the chip maker has said will power its next-generation AI systems.</p><p>Multiple other power-chip stocks were gaining early Wednesday. <a href=\"https://laohu8.com/S/WOLF\">Wolfspeed</a> was up 10%, Alpha &amp; Omega Semiconductor was gaining 14% and <a href=\"https://laohu8.com/S/POWI\">Power Integrations</a> was rising 8.3%.</p><p><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 1.5%.</p><p>Monolithic Power was a top pick among the chip sector for Oppenheimer analyst Rick Schafer in a recent research note, arguing 800 volt-power would be a growth driver from 2027.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Memory, Power Chips Are the Next Hot AI Play. 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These 6 Stocks Are Surging\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-22 22:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>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.</p><p><a href=\"https://laohu8.com/S/NVTS\">Navitas</a> shares were up 10% in early trading on Wednesday, having gained 49% in just the past five trading sessions. Vicor was up 15%, set to add to 27% gains in the previous five sessions.</p><p>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.</p><p>&#34;Rising rack power densities are accelerating a shift from alternating to direct current architectures. Industry consensus is that direct current adoption is inevitable, with initial deployments likely in 1H27-1H28,&#34; wrote BofA Securities analysts in a research note on Tuesday.</p><p>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 direct current power that the chip maker has said will power its next-generation AI systems.</p><p>Multiple other power-chip stocks were gaining early Wednesday. <a href=\"https://laohu8.com/S/WOLF\">Wolfspeed</a> was up 10%, Alpha &amp; Omega Semiconductor was gaining 14% and <a href=\"https://laohu8.com/S/POWI\">Power Integrations</a> was rising 8.3%.</p><p><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 1.5%.</p><p>Monolithic Power was a top pick among the chip sector for Oppenheimer analyst Rick Schafer in a recent research note, arguing 800 volt-power would be a growth driver from 2027.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"POWI":"帕沃英蒂格盛","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4588":"碎股","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVTX":"2倍做多NVTS ETF-Tradr","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","VICR":"Vicor Corporation","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","NVTS":"纳微半导体","LU0056508442.USD":"贝莱德世界科技基金A2","BK4096":"电气部件与设备","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","MPWR":"Monolithic Power Systems","BK4141":"半导体产品","IE00B64QTZ34.USD":"NEUBERGER BERMAN US SMALL CAP \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","WOLF":"Wolfspeed Inc.","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","AOSL":"阿尔法和欧米伽半导体"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2629042470","content_text":"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 10% in early trading on Wednesday, having gained 49% in just the past five trading sessions. Vicor was up 15%, 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.\"Rising rack power densities are accelerating a shift from alternating to direct current architectures. Industry consensus is that direct current adoption is inevitable, with initial deployments likely in 1H27-1H28,\" wrote BofA Securities analysts in a research note on Tuesday.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 direct current 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 10%, Alpha & Omega Semiconductor was gaining 14% and Power Integrations was rising 8.3%.Monolithic Power Systems, the largest of the companies with a roughly $75 billion market value, was rising 1.5%.Monolithic Power was a top pick among the chip sector for Oppenheimer analyst Rick Schafer in a recent research note, arguing 800 volt-power would be a growth driver from 2027.","news_type":1,"symbols_score_info":{"MPWR":1.87,"AOSL":1.85,"VICR":1.9,"POWI":1.85,"NVTS":1.94,"NVTX":0.6,"WOLF":1.85}},"isVote":1,"tweetType":1,"viewCount":8,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}