Nvidia And Other 6 Chip Stocks Set For A 'Secular Upside,' Analyst Says

Bank of America analyst Vivek Arya identifies seven semiconductor stocks positioned for sustained outperformance in the AI era, driven by surging demand for AI chips and data center infrastructure. With AI data center equipment market projected to reach $1.7 trillion by 2030 (up from $264 billion in 2025), the key constraint is supply scarcity rather than demand. All seven stocks are rated Buy, with Nvidia offering the most upside at 71% to BofA's $350 price target.

06/08/2026, 12:25 PM • Benzinga

Microchip Technology Stock Climbs On Data Center Revenue Growth

Microchip Technology (MCHP) shares surged 10.36% in after-hours trading after disclosing its Data Center Solutions Business Unit generated $302.7 million in 2025 revenue and is projected to grow 65% in 2026 to approximately $500 million. The company's broader data center and compute segment represents 18% of total revenue. MCHP also announced selective price increases across its product portfolio to protect margins amid input cost pressures.

06/01/2026, 5:04 PM • Benzinga

Essential Performance and Real-time Control Without the Baggage

Microchip Technology has introduced the dsPIC33CK Value Line family of Digital Signal Controllers targeting cost-sensitive real-time control applications. The devices offer up to 100 MHz processing, high-resolution PWM, and 12-bit ADC capabilities at competitive pricing starting at $0.51 per unit with consistent pricing regardless of order volume. The family supports motor control, touch sensing, and precision sensing applications while reducing system complexity and bill-of-materials costs.

05/28/2026, 7:11 PM • GlobeNewswire

Microchip Launches 3.3 kV HV‑D3 mSiC® Power Modules to Enable Solid-State Transformers for AI Data Centers

Microchip Technology announced the availability of its new 3.3 kV HV-D3 mSiC Power Modules designed to accelerate adoption of solid-state transformers (SSTs) in AI hyperscale data centers. The modules integrate silicon carbide MOSFETs and Schottky diodes in a 62mm package, enabling efficient power delivery from medium-voltage grids directly to server racks. The technology addresses the growing power demands of AI data centers while reducing conversion stages and improving system efficiency.

05/26/2026, 8:00 AM • GlobeNewswire

Is Everspin Technologies the Next AI Edge Breakout?

Everspin Technologies, a producer of magneto-resistive random access memory (MRAM), is positioned as a potential AI edge computing winner with strong Q1 results showing 13.5% YoY revenue growth and expanded margins. The company secured a $40 million defense contract and raised guidance for Q2. However, analysts are split on the stock, and early May price action suggests a near-term correction to the $28 level, with key risks including dependency on government contracts and competition in the non-volatile memory market.

05/18/2026, 12:09 PM • Investing

Dow Jones Rises as US NFP Beats, Middle East Stays in Focus

US stocks gained following a stronger-than-expected April non-farm payroll report showing 115k jobs added, well above the 65k forecast. The unemployment rate remained at 4.3% while wage growth slowed slightly. Markets monitored US-Iran tensions near the Strait of Hormuz, though President Trump confirmed the ceasefire remains in effect. Oil prices fell 7% for the week despite earlier spikes above $100 per barrel.

05/08/2026, 9:48 AM • Investing

Microchip Technology Announces Quarterly Cash Dividend on Common Stock of 45.5 Cents Per Share

Microchip Technology Incorporated announced a quarterly cash dividend of 45.5 cents per share, payable on June 5, 2026, to stockholders of record on May 22, 2026. The company has been paying quarterly dividends since fiscal year 2003.

05/07/2026, 4:15 PM • Benzinga

AI Is Reviving an Overlooked Chip Category—and These 3 Names Are Riding the Demand

Analog chips are experiencing a revival driven by AI data center demand. Texas Instruments reported strong Q1 2026 earnings with 22% YOY analog chip sales growth. Three analog-focused semiconductor companies—Analog Devices, Microchip Technology, and onsemi—are highlighted as beneficiaries of this trend, each with different growth drivers including AI revenue, automotive partnerships, and aggressive shareholder returns.

04/29/2026, 8:26 AM • Investing

5 Industrial Chip Stocks in Rally Mode—5 Ways to Play

Industrial chip stocks are surging amid accelerating AI demand and a multi-year supercycle driven by datacenter buildout, inventory normalization, and edge computing upgrades. Five key players—Texas Instruments, Analog Devices, Marvell, Microchip Technology, and OnSemi—are positioned to benefit from AI infrastructure expansion and related end-market improvements.

04/28/2026, 7:18 AM • Investing

Spirit Electronics Named Authorized Distributor for Microchip Technology, Expanding High-Reliability Semiconductor Access for Defense and Aerospace Programs

Spirit Electronics has been designated as an authorized distributor for Microchip Technology in the Americas, providing defense and aerospace customers with access to high-reliability semiconductors through a certified, secure channel. The partnership leverages Spirit's vertically integrated manufacturing capabilities and DFARS-compliant supply chain to offer end-to-end solutions for mission-critical applications.

04/14/2026, 1:00 PM • GlobeNewswire

Microchip Strengthens Global ASA‑ML Ecosystem Through Strategic Collaboration with Leading Camera Manufacturer Sunny Smartlead

Microchip Technology and Sunny Smartlead announced a strategic collaboration to expand the Automotive SerDes Alliance Motion Link (ASA-ML) ecosystem. Sunny Smartlead is introducing ADAS camera modules built on Microchip's VS700 family of ASA-ML devices, combining Microchip's serializer technology with Sunny Smartlead's camera expertise to provide secure, standardized camera solutions for Software-Defined Vehicles.

04/13/2026, 8:00 AM • GlobeNewswire

Registration is Now Open for Microchip’s Annual MASTERs Conference 2026

Microchip Technology announced that registration is now open for its 26th annual MASTERs Conference, scheduled for August 10-13, 2026, at the JW Marriott Desert Ridge Resort & Spa in Phoenix, Arizona. The premier technical training event will feature over 90 in-depth classes covering embedded design topics, with early-bird registration priced at $2,183 (through May 31, 2026) and standard registration at $2,425. The conference includes accommodation, meals, and evening entertainment.

03/03/2026, 11:00 AM • GlobeNewswire

Microchip Technology Announces Quarterly Cash Dividend on Common Stock of 45.5 Cents Per Share

Microchip Technology announced a quarterly cash dividend of 45.5 cents per share, payable on March 10, 2026, to stockholders of record on February 23, 2026. The company has been paying quarterly dividends since Q3 fiscal year 2003.

02/05/2026, 4:15 PM • Benzinga

Semiconductor Rally Continues— 3 Stocks In The Spotlight Ahead Of Earnings

The semiconductor sector continues its rally with the SOX index up 10.14% year-to-date. AMD is poised to beat Q4 earnings and raise guidance, supported by data center strength and AI demand. Qualcomm faces weakening 2026 outlook due to Apple/Samsung in-house modem shifts and China handset declines. Microchip is expected to outperform peers with strong industrial exposure and data center growth. Intel and Micron recently beat earnings estimates.

02/03/2026, 5:08 AM • Benzinga

Microchip Expands PolarFire® FPGA Smart Embedded Video Ecosystem with New SDI IP Cores and Quad CoaXPress™ Bridge Kit

Microchip Technology has expanded its PolarFire FPGA embedded video ecosystem with new SDI IP cores and a quad CoaXPress bridge kit, enabling low-power, high-bandwidth video connectivity for medical, industrial, and robotic vision applications. The solution provides SMPTE-compliant SDI video transport, SLVS-EC to CoaXPress bridging, and HDMI-to-SDI conversion capabilities, positioning Microchip as the only known FPGA provider offering a quad CoaXPress FPGA-based solution.

01/19/2026, 7:00 AM • GlobeNewswire