As AI chip stocks stumble: Why is this analog maker still up 76% in a year?

Investing.com · Harry Jones · 2026-11-06 14:09 UTC

As AI chip stocks stumble: Why is this analog maker still up 76% in a year?

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Investing.com — The AI chip trade is splitting in two. Worries over soaring data center spending pushed Advanced Micro Devices (NASDAQ:AMD) down 23.7% in October, and a semiconductor rout after the midterms knocked 7.6% off Texas Instruments (NASDAQ:TXN) on November 5. Yet the analog chipmaker is still up 76.1% over twelve months, helped by 28% revenue growth last quarter.

The gap shows where some investors are turning. Every AI server rack and electric vehicle depends on chips that manage power and signals, and they favor suppliers whose results already prove the demand.

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