reports
NXP Delivers New Innovations for Advanced Physical AI with NVIDIA
NXP Delivers New Innovations for Advanced Physical AI with NVIDIA Secure, reliable real-time data processing and transport solutions for next-generation physical AI applications, developed in collaboration with NVIDIANVIDIA humanoid robotics solutions integrated into NXP’s safe, secure edge portfolio cut development costs and speed time to marketFirst in a series of NXP’s foundational robotics solutions designed to accelerate physical AI development and deployment SAN JOSE, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced for reliable, ...
- Pierre FerraguÊ
Autos: Correction progressing; awaiting inflection. Bible 4Q25
Today, we are publishing the Auto section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, and Foundry. Auto demand came in above expectations. Semiconductor revenue growth remains muted as cu...
NXP Semiconductors Announces Quarterly Dividend
NXP Semiconductors Announces Quarterly Dividend EINDHOVEN, The Netherlands, March 12, 2026 (GLOBE NEWSWIRE) -- As part of its ongoing capital return program, NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its board of directors has approved the payment of an interim dividend. The actions are based on the continued and significant strength of the NXP capital structure, and the board’s confidence in the company’s ability to drive long-term growth and strong cash flow. The board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the fi...
NXP’s New i.MX 93W Fuses Edge Compute and Secure Wireless Connectivity...
NXP’s New i.MX 93W Fuses Edge Compute and Secure Wireless Connectivity to Accelerate Physical AI First applications processor to combine an AI NPU with secure, tri-radio connectivity, replacing up to 60 discrete components with a single packageAccelerates coordinated AI agent deployment with integrated edge compute and secure connectivity, supported by NXP software and eIQ® AI enablementPre-certified designs simplify wireless certification, eliminating RF complexity and speeding time-to-market NUREMBERG, Germany, March 09, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI)...
NXP Semiconductors Reports Fourth Quarter and Full-Year 2025 Results
NXP Semiconductors Reports Fourth Quarter and Full-Year 2025 Results EINDHOVEN, The Netherlands, Feb. 02, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the fourth quarter, which ended December 31, 2025. “NXP delivered quarterly revenue of $3.34 billion, surpassing the midpoint of our guidance and reflecting sequential improvement across all end markets. Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and ...
- Pierre FerraguÊ
What returns to expect on Cloud AI?
After a string of multi-GW contracts and capex announcements, the attractiveness of cloud AI returns remains a hot question amongst investors. In this report, we build a simple framework to answer that question. We estimate Cloud AI returns from CSP disclosures and what we know about large real-world contracts, and benchmark them against what we know about the economics of traditional cloud.
NOW SERVICENOW INC.
DAI DAIMLER AG
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
STX SEAGATE TECHNOLOGY PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
GOOGL ALPHABET INC. CLASS A
GLW CORNING INC
FB FACEBOOK INC. CLASS A
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AVT AVNET INC.
ARW ARROW ELECTRONICS INC.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
ASM PACIFIC TECHNOLOGY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
8035 TOKYO ELECTRON LTD.
MELE MELEXIS NV
KLAC KLA CORPORATION
UMCB UNITED MICROELECTRONICS CORP (ADR)
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VOW VOLKSWAGEN (VOW GR)
CKP CHECKPOINT SYSTEMS INC
NET CLOUDFLARE INC CLASS A
CADE CADENCE BANK
TEAM ATLASSIAN CORPORATION
CLS CELESTICA INC.
5930 SAMSUNG GROUP
NXP Semiconductors Announces Conference Call to Review its Fourth Quar...
NXP Semiconductors Announces Conference Call to Review its Fourth Quarter and Full Year 2025 Financial Results EINDHOVEN, The Netherlands, Jan. 15, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced it will release financial results for the fourth quarter and full year 2025 after the close of normal trading on the NASDAQ Global Select Market on Monday, February 2, 2026. The company will host a conference call with the financial community on Tuesday, February 3, 2026, at 8:00 a.m. U.S. Eastern Standard Time (EST). Earnings Conference Call Details Interested pa...
NXP Advances Edge AI Leadership with New eIQ Agentic AI Framework
NXP Advances Edge AI Leadership with New eIQ Agentic AI Framework New eIQ Agentic AI Framework enables autonomous agentic intelligence at the edge, adding a new pillar to NXP’s edge AI platformBrings agentic AI to the edge, delivering real-time autonomous decision making for use cases requiring low latency, high reliability and data privacyTrusted foundation for both experienced and new developers to rapidly prototype and deploy agentic AI designs for autonomous edge devices LAS VEGAS, Jan. 06, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced its new eIQ A...
NXP and GE HealthCare Accelerate AI Innovation in Acute Care
NXP and GE HealthCare Accelerate AI Innovation in Acute Care Collaboration focuses on the development of two advanced edge AI concepts in anesthesiology and neonatal care designed to help improve patient care. LAS VEGAS and CHICAGO, Jan. 06, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) and GE HealthCare (NASDAQ: GEHC) today announced a collaboration to pioneer new advancements in edge AI innovation leveraging NXP’s long history in secure, high-performance edge processing and GE HealthCare’s deep experience in medical technology innovation. Beginning with new anesthesi...
NXP’s New S32N7 Unlocks the Full Potential of SDVs
NXP’s New S32N7 Unlocks the Full Potential of SDVs S32N7 processor series fully digitizes and centralizes core vehicle functionsOEMs can cut complexity and unlock AI-powered innovation fleetwideBosch is the first to deploy the S32N7 in its vehicle integration platform LAS VEGAS, Jan. 05, 2026 (GLOBE NEWSWIRE) -- CES -- NXP Semiconductors N.V. (NASDAQ: NXPI) today unveiled the S32N7 super-integration processor series, building on the same 5 nm foundation as the S32N55, to enable a new era where carmakers can digitalize the core functions of every vehicle – propulsion, vehicle dynamics, bo...
- Pierre FerraguÊ
Bible 3Q25 – Autos: Limited near-term visibility, but our cycle thesis...
Today, we are publishing the Automotive section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Auto demand came in above expectations, with limited signs of an air-pock...
NXP Semiconductors Announces Quarterly Dividend
NXP Semiconductors Announces Quarterly Dividend EINDHOVEN, The Netherlands, Nov. 19, 2025 (GLOBE NEWSWIRE) -- As part of its ongoing capital return program, NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its board of directors has approved the payment of an interim dividend. The actions are based on the continued and significant strength of the NXP capital structure, and the board’s confidence in the company’s ability to drive long-term growth and strong cash flow. The board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the fou...
- Pierre FerraguÊ
NOW SERVICENOW INC.
DAI DAIMLER AG
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
STX SEAGATE TECHNOLOGY PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
GOOGL ALPHABET INC. CLASS A
GLW CORNING INC
FB FACEBOOK INC. CLASS A
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AVT AVNET INC.
ARW ARROW ELECTRONICS INC.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
ASM PACIFIC TECHNOLOGY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
8035 TOKYO ELECTRON LTD.
MELE MELEXIS NV
KLAC KLA CORPORATION
UMCB UNITED MICROELECTRONICS CORP (ADR)
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VOW VOLKSWAGEN (VOW GR)
CKP CHECKPOINT SYSTEMS INC
NET CLOUDFLARE INC CLASS A
CADE CADENCE BANK
TEAM ATLASSIAN CORPORATION
CLS CELESTICA INC.
5930 SAMSUNG GROUP
NXP Improves Battery Health Monitoring with EIS Capable Battery Manage...
NXP Improves Battery Health Monitoring with EIS Capable Battery Management Chipset NXP unveils industry-first, battery management system (BMS) chipset with built-in Electrochemical Impedance Spectroscopy (EIS) using precise hardware-based synchronization of all battery cell measurements within a single high-voltage battery packBrings lab-grade diagnostics into vehicles, enhancing battery health insights and expanding NXP’s electrification portfolio with advanced monitoring capabilitiesSimplified and cost-efficient battery cell monitoring allows automakers track battery health, improve elect...
NXP Completes Acquisitions of Aviva Links and Kinara to Advance Automo...
NXP Completes Acquisitions of Aviva Links and Kinara to Advance Automotive Connectivity and AI at the Intelligent Edge EINDHOVEN, The Netherlands, Oct. 28, 2025 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) has announced the completion of its acquisitions of , and . On October 24, 2025, NXP closed the previously announced acquisition of Aviva Links for $243 million in cash before closing adjustments. Aviva Links is a provider of Automotive SerDes Alliance (ASA) compliant-in-vehicle connectivity solutions. The Aviva Links acquisition complements and expands NXP’s automotive...
NXP Semiconductors Reports Third Quarter 2025 Results
NXP Semiconductors Reports Third Quarter 2025 Results EINDHOVEN, The Netherlands, Oct. 27, 2025 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the third quarter, which ended September 28, 2025. “NXP reported quarterly revenue of $3.17 billion, exceeding the midpoint of our guidance. We experienced broad-based sequential improvement across all regions and end markets. Our outlook reflects the strength of our company specific growth drivers and signs of a cyclical recovery. We remain focused on disciplined investment and portfolio enhancement...
NXP Semiconductors Announces Conference Call to Review Third Quarter 2...
NXP Semiconductors Announces Conference Call to Review Third Quarter 2025 Financial Results EINDHOVEN, The Netherlands, Oct. 09, 2025 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced it will release financial results for the third quarter 2025 after the close of normal trading on the NASDAQ Global Select Market on Monday, October 27, 2025. The company will host a conference call with the financial community on Tuesday, October 28, 2025, at 8:00 a.m. U.S. Eastern Daylight Time (EDT). Earnings Conference Call Details Interested parties may pre-register for the or...
- Pierre FerraguÊ
Bible 2Q25 – Autos: Semi recovery underway; tangible risks of pull-for...
Today, we are publishing the Autos section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, Foundry and Semicap Equipment. The auto semiconductor recovery is underway, with revenues up 4% QoQ ...
NXP Semiconductors Announces Quarterly Dividend
NXP Semiconductors Announces Quarterly Dividend EINDHOVEN, The Netherlands, Aug. 28, 2025 (GLOBE NEWSWIRE) -- As part of its ongoing capital return program, NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its board of directors has approved the payment of an interim dividend. The actions are based on the continued and significant strength of the NXP capital structure, and the board’s confidence in the company’s ability to drive long-term growth and strong cash flow. The board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the thi...
NXP Semiconductors Announces Pricing of Senior Unsecured Notes Offerin...
NXP Semiconductors Announces Pricing of Senior Unsecured Notes Offering EINDHOVEN, The Netherlands, Aug. 12, 2025 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ:NXPI) (together with its subsidiaries, “NXP”) announced today the pricing of an offering by its subsidiaries NXP B.V., NXP Funding LLC and NXP USA, Inc. (together, the “Issuers”) of $500,000,000 aggregate principal amount of 4.300% senior unsecured notes due 2028 (the “2028 Notes”), $300,000,000 aggregate principal amount of 4.850% senior unsecured notes due 2032 (the “2032 Notes”) and $700,000,000 aggregate principal amount ...
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