Microchip Technology's Silicon Storage Technology Announces AnalogAI Licensed memBrain SAGE Neuromorphic IP For Edge AI Processors

Shares of semiconductor companies are trading higher after the Anthropic-Akamai deal demonstrated industry demand. Also, Meta's Muse AI agent strengthens the case for continued spending on CPUs, GPUs and AI infrastructure.

RF System-on-Chip Market Set for Strong Growth as 5G, IoT and Edge Applications Unlock New Value Chain Opportunities Through the Forecast Period

The global RF System-on-Chip (SoC) market is projected to grow at a compound annual growth rate of 8.5% to 10.5% from 2026 through 2031, driven by 5G deployment, IoT expansion, and automotive applications. The market is valued between USD 5.9 billion and USD 10.7 billion in 2026, with Asia-Pacific leading regional growth. Key technology trends include direct RF-sampling, advanced manufacturing processes (RF-SOI, SiGe, CMOS), and multiprotocol support for smart-home connectivity.

MCHP's Analog AI Deal Gains Momentum: Can It Outpace NXPI & TXN?

Microchip Technology's technology-licensing business is growing, with Q1 FY27 licensing revenues reaching $42.6M. Its Silicon Storage Technology subsidiary secured AnalogAI as a customer for memBrain SAGE IP, which enables ultra-low-power AI inference on edge devices. The deal expands MCHP's edge-AI exposure but faces intense competition from NXP and Texas Instruments in the growing edge-AI market.