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.
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.
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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