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NOVOSENSE Revenue Jumps 66% as AI Server Demand Drives Growth

NOVOSENSE Revenue Jumps 66% as AI Server Demand Drives Growth

With revenue reaching $374.54 million in the first half of 2026, NOVOSENSE has recorded a 66.73 percent year-on-year surge. The analog and mixed-signal IC provider continues to benefit from a pivot toward high-performance AI server power solutions, signaling a shift in its industrial and energy application dominance.

Industrial and energy applications now account for 57.96 percent of the company’s total revenue, marking an 84 percent increase driven by energy storage and digital power systems. Automotive electronics remain a foundational pillar, contributing 32.38 percent of revenue with 534 million chips shipped during the period. Total cumulative automotive shipments have now surpassed 1.95 billion units.

Strategic expansion into AI server power is currently anchored by the mass production of high-voltage GaN driver ICs and co-packaged products. These components, alongside MCUs featuring dual Arm Cortex-M7 cores, are integrated into systems spanning AC-DC power supplies and 800V HVDC architectures. By providing a comprehensive system-level portfolio that includes isolation, sensing, and gate driving, NOVOSENSE is positioning its hardware to handle the rigorous requirements of modern data center infrastructure.

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