4 Networking Semiconductor Stocks to Watch in August 2026

The article highlights AI data-center networking as a major semiconductor growth theme for August 2026. It says hyperscaler demand for Ethernet switches, optical interconnects, DSPs, retimers and related chips is surging as AI clusters scale from 400G toward 800G and eventually 1.6T networking. The piece spotlights NVIDIA as part of the broader AI infrastructure ecosystem, but focuses mainly on four networking chip names: Credo, Broadcom, Marvell and Astera Labs. Credo is guided to more than 80% fiscal 2027 revenue growth, Broadcom is seeing networking become a larger share of AI revenue, Marvell expects its interconnect business to grow over 70% in fiscal 2027, and Astera Labs is benefiting from PCIe 6 and AI fabric demand. Overall, the article is bullish on networking semiconductors as a levered way to play AI infrastructure spending.