NOVOSENSE's stock soared 15.29% intraday, hitting a record high since its listing. The surge comes amid positive developments in the global analog chip industry and company-specific growth drivers.

Industry analysts point to several factors driving the rally. Leading companies like Texas Instruments have announced significant price increases for certain components, while research from Morgan Stanley suggests the analog chip sector is recovering from an "L-shaped bottom" with streamlined inventories and easing pricing pressures. The construction of AI data centers is also creating new demand narratives for analog chips focused on increased power and interconnect content.

Company-specific catalysts include NOVOSENSE's comprehensive product layout in automotive chips and its high-voltage GaN drivers for AI server power supplies, which have already achieved mass shipments. The recovery in demand across broader energy markets including solar storage and industrial control provides additional support for the company's performance growth.