Sector Roundup
Sector Roundup: Edge AI stocks regain momentum
Feb 3, 2026
ASX-listed AI and semiconductor names are showing renewed relative strength as global chip demand rebounds.
Small and mid-cap technology names delivered above-market gains this week, led by renewed appetite for edge AI solutions. Investors are favouring companies with clear commercial pathways and near-term revenue catalysts.
Our screening highlights rising trading volumes in Brainchip and Weebit Nano, while enterprise AI data providers are stabilising after a volatile 2025.
Near-term focus: watch for partnership announcements and customer qualification milestones as firms race to production scale.