Analog, Power & Embedded Semiconductors
Analog, Power & Embedded Semiconductors groups companies that design chips for signal conditioning, power management, RF connectivity and embedded control used across automotive, industrial, communications and consumer markets. Capital flows to this theme as devices require higher energy efficiency, tighter integration of analog and digital functions, and improved RF and edge-processing capabilities amid greater electrification and wireless demand.
14 of 29 stocks are in a Stage 2 uptrend.
Stocks in this theme
| Ticker | Price | 1M | 3M | 1Y | Stage | Trend | vs 52w high |
|---|---|---|---|---|---|---|---|
| SWKSSkyworks Solutions, Inc. | $85.48 | +27.6% | +29.6% | +11.1% | Stage 2 (extended) | 7/7 | -6.53% |
| QRVOQorvo, Inc. | $114.48 | +19.1% | +26.0% | +26.6% | Stage 1 | 7/7 | -4.27% |
| PIImpinj Inc | $179.29 | +2.9% | +24.9% | -0.5% | Stage 3 | 5/7 | -25.89% |
| SMTCSemtech Corp | $178.35 | +34.1% | +21.3% | +187.8% | Stage 2 (extended) | 7/7 | -3.59% |
| ADIAnalog Devices Inc | $396.71 | +9.6% | +2.0% | +62.1% | Stage 2 (re-acceleration) | 6/7 | -10.95% |
| SLABSilicon Laboratories Inc. | $221.58 | +1.1% | +1.5% | +71.9% | Stage 2 (continuation) | 7/7 | -0.18% |
| QCOMQualcomm Inc/De | $184.04 | +8.0% | +1.2% | +11.3% | Stage 2 (continuation) | 5/7 | -26.68% |
| MPWRMonolithic Power Systems, Inc. | $1347.22 | +6.3% | +1.2% | +52.0% | Stage 1 | 5/7 | -20.28% |
| LFUSLittelfuse Inc /De | $423.74 | +2.8% | -3.8% | +64.4% | Stage 2 (re-acceleration) | 7/7 | -13.36% |
| TXNTexas Instruments Inc | $280.09 | +7.3% | -6.1% | +52.9% | Stage 2 (re-acceleration) | 7/7 | -15.71% |
| SITMSITIME Corp | $652.03 | +15.3% | -7.4% | +122.5% | Stage 2 (re-acceleration) | 6/7 | -27.67% |
| DIODDiodes Inc /Del/ | $96.79 | +6.6% | -8.2% | +83.5% | Stage 2 (re-acceleration) | 7/7 | -21.16% |
| HIMXHimax Technologies, Inc. | $14.07 | +3.1% | -8.3% | +64.8% | Stage 2 (continuation) | 6/7 | -41.84% |
| SIMOSilicon Motion Technology CORP | $280 | +13.4% | -11.7% | +198.5% | Stage 2 (continuation) | 7/7 | -16.89% |
| MCHPMicrochip Technology Inc | $77.77 | +5.9% | -12.3% | +21.4% | Stage 1 | 4/7 | -24.44% |
| LSCCLattice Semiconductor Corp | $125.62 | +8.9% | -14.1% | +75.3% | Stage 2 (re-acceleration) | 7/7 | -19.1% |
| NXPINXP Semiconductors N.V. | $237.53 | +5.7% | -14.9% | +5.0% | Stage 1 | 2/7 | -28.6% |
| VICRVicor Corp | $288.94 | +54.0% | -17.5% | +496.2% | Stage 2 (extended) | 6/7 | -23.92% |
| CRUSCirrus Logic, Inc. | $119.97 | +9.6% | -18.1% | -3.3% | Stage 1 | 1/7 | -32.94% |
| MTSIMACOM Technology Solutions Holdings, Inc. | $284.82 | +8.0% | -18.8% | +131.0% | Stage 1 | 4/7 | -30.48% |
| ONOn Semiconductor Corp | $76.87 | +3.8% | -18.8% | +54.5% | Stage 1 | 3/7 | -42.6% |
| MXLMaxlinear, Inc | $90.31 | +50.7% | -19.6% | +466.2% | Stage 2 (extended) | 6/7 | -29.46% |
| SYNASYNAPTICS Inc | $101.4 | +4.8% | -20.0% | +45.7% | Stage 1 | 4/7 | -31.29% |
| AMBAAmbarella Inc | $69.51 | +0.2% | -21.3% | -16.1% | Stage 3 | 4/7 | -27.22% |
| STMSTMicroelectronics N.V. | $53.36 | +6.4% | -24.6% | +90.0% | Stage 1 | 4/7 | -33.22% |
| NVTSNavitas Semiconductor Corp | $11.61 | +0.2% | -29.8% | +61.5% | Stage 1 | 3/7 | -63.48% |
| POWIPower Integrations Inc | $51.8 | +0.8% | -35.5% | +31.6% | Stage 1 | 3/7 | -40.7% |
| VSHVishay Intertechnology Inc | $32.55 | +7.0% | -36.4% | +114.7% | Stage 1 | 4/7 | -49.85% |
| ALGMAllegro Microsystems, Inc. | $36.35 | +0.3% | -42.5% | +24.7% | Stage 1 | 3/7 | -47.79% |
Deep dive
This theme covers chips that measure, convert and move electrical signals, manage and convert power, and run embedded software close to sensors and actuators. Included firms design analog front-ends, power-management ICs, RF front-end modules, microcontrollers and system-on-chip engines, timing and clocking devices, storage controllers, and discrete components used in end products from cars to base stations to industrial controls.
Demand drivers are concrete: electrification of vehicles and industrial equipment raises demand for efficient power conversion and wide-bandgap devices; 5G and ongoing wireless upgrades push RF front-end and high-frequency analog work; IoT and edge computing raise unit counts for low-power microcontrollers, sensors and connectivity ICs; and data-center and consumer devices increase need for precision analog, timing and power delivery. Efficiency and thermal limits drive customers to replace many simple linear parts with integrated, higher-efficiency ICs.
The value chain splits across functional roles and process technologies. Power-management and discrete suppliers make DC-DC converters, MOSFETs, diodes and protection parts; RF and connectivity specialists supply switches, filters, front-end modules and mmWave components; embedded players provide MCUs, microprocessors, programmable logic and storage controllers; and mixed-signal and sensor specialists supply ADCs, DACs, audio codecs, timing and MEMS. Some firms focus on system-level modules or power bricks while others focus on silicon IP, wafers or packaging and protection components.
Whether the theme keeps attracting capital depends on several factors: continued growth in electrified transport, industrial automation and wireless infrastructure; adoption of new power materials such as GaN and SiC; success in qualifying parts for automotive and industrial customers that demand long life and reliability; and the ability to maintain margins amid pricing pressure and foundry capacity cycles. Geopolitical and trade tensions, consolidation among OEMs, and shifts in manufacturing footprint also influence revenue visibility and supplier selection.