NXP

UpsetKoalaBear

Such a ridiculous take. The US moves quicker, yes. I won’t deny that. However, if you’re implying that the EU doesn’t innovate and just regulates, that is ridiculous. - STMicro - No doubt you’ve used a device with a STM32. - NXP - No doubt their chips are somewhere in your car. - ASML - Self explanatory. - Nordic Semi - Most IOT devices have this in there somewhere. If you own a Tile tracker, it most likely has one of these inside. - Infineon - Also partnered with Nvidia for robotics. - Bosch - Self explanatory. - Kuka - Literally responsible for those videos of robots in car factories. Ford, Chrysler etc all use them. - Novo Nordisk - Half you mfers use Ozempic anyways. - Airbus - Self explanatory. - Spotify - Self explanatory. - Ericsson - Responsible for most the world’s 5G connectivity (including the US). - Nokia - As above. - Siemens - Self explanatory. Most of those descriptions are facetious, I won’t deny, but I cba do write a full DD on these companies. Software side of things, yeah. I won’t deny there are deficiencies there. However, there are still relatively large companies here that have huge impacts. SAP for instance, as shit as it is, is one of the only things capable of doing what it does. Like just saying that the EU doesn’t innovate is some of the most ignorant statements you can make and you know it. If this comment was ragebait, you have outplayed me.

lurker165473

NXP calls IV crushed LMAO

Plastic-Yesterday113

Qualcomm (QCOM): 96% non-U.S. sales Monolithic Power Systems (MPWR): 95% non-U.S. sales Lam Research (LRCX): 90% non-U.S. sales NXP Semiconductors N.V. (NXPI): 89% non-U.S. sales KLA (KLAC): 88% non-U.S. sales Jabil (JBL): 86% non-U.S. sales Applied Materials (AMAT): 85% non-U.S. sales Broadcom (AVGO): 81% non-U.S. sales

raybean12

Philips owned 100% ASML, 25% of TSMC and spun off NXP Semiconductors. RULE 1 ( NEVER SELL ) 

WickOfDeath

And where is this chip? Has this been tested already, does it have a software stack? Examples like the [ML.net](http://ML.net) ready to go with the Broadcomm chip? All I see right now is hot air. A bet. Buying the roumour. Where are the facts about the chip? And who is going to make it where no fab on earth can already do 2 nm? Luckily I have a friend who installs such machines, he works for NXP and he might know something. It's not yet production ready... from my friend I know that it could take weeks or months before even the first machine produces reasonable output. And he is The Man who makes semiconductor lithographics work. When TSMC says it is soon produciton ready this "soon" extends between 3 and 6 months. [](https://www.embedded.com/tsmcs-2nm-technology-almost-ready-for-mass-production/)

Deepweight7

Because NXP is European but they decided to have their primary listing in the US (IPO), which is not generally how it happens for most EU companies. ASML is a dutch company with its primary listing in the EU, as one would expect.

jrex035

My post was saying that Trump is in the process of ruining the country, which will never fully recover from his administration. That's very different from saying this is the "end of the United States." We will almost certainly continue to exist, in some form or another, we just won't be as wealthy, powerful, or dominant as we were before Trump. I fully stand by that belief and nothing has happened in the last few months to convince me otherwise, quite the opposite in fact. I mean, christ, there are nearly 2,000 national guardsmen from 6 red states patrolling DC right now for absolutely no reason, does that sound like something that should be happening in a free country? >We are talking about industrial policy? I've repeatedly referred to *protectionist* policies and noted how ineffective they are, you're the one who keeps bringing up the much more vague and generic term "industrial policy." >Chips act is a way to give US companies an unfair edge in global competition CHIPS Act funds weren't provided solely to American companies, they were provided to companies to entice them to build inside the US. Funds were given to ASML, Mitsubishi, NXP, Air Liquide, and a bunch of other foreign firms. Which is why I specifically noted that it *wasn't* protectionist.

salmon-is-beautiful

Came across this thread while studying more about STM. Very nice to have opinions from engineers and distributers. Thanks! I want to add some research I gathered on STM from an angle less discussed: Post-quantum cryptography (PQC) and the migration plan to using PQC software and hardware: The National Institute of Standards and Technology (NIST) finalized the first PQC standards - ML-KEM (FIPS 203) and ML-DSA (FIPS 204) - in August 2024. The NSA anchored the U.S. migration in CNSA 2.0 (the PQC playbook for National Security Systems), reinforced by NSM-10 and OMB M-23-02. Under CNSA 2.0, any NSS equipment that can’t support CNSA 2.0 must be phased out by December 31, 2030, and CNSA 2.0 algorithms are mandated by December 31, 2031. NSM-10 and OMB M-23-02 extend planning and migration across civilian systems toward 2035. In practice: chips used in federal/NSS systems need PQC support this decade - specifically ML-KEM (FIPS 203) and ML-DSA (FIPS 204) - and suppliers that can prove those algorithms now are better positioned for U.S. government demand (with knock-on commercial pull). To achieve compliance, modules typically go through validation in two steps: 1. NIST's Cryptographic Algorithm Validation Program (CAVP), for FIPS 203/204 algorithms. 2. NIST's Cryptographic Module Validation Program (CMVP), for FIPS 140-3, which can include the validated algorithms. As of now, STM is the only MCU vendor with a vendor-labeled NIST CAVP validation explicitly covering ML-KEM and ML-DSA for an MCU library - validated July 8, 2025 (Validation A7125) for the STM32 PQC library on Cortex-M33. Outside the MCU space, some hyperscalers are pursuing (and in some cases obtaining) these validations: Apple, Amazon, Google, and more. Yet, we also hear peers projecting hardware lifetimes that don’t match the migration tempo. Meta just lengthened its server depreciation schedules (cutting 2025 depreciation by about $2.9B). While investors debate whether AI accelerators truly have 5.5-year useful lives when leading-edge compute turns over in 2–3 years, many overlook the PQC roadmap: these systems will be effectively out-of-policy (and thus completely irrelevant) by 2031 - not due to demand or performance, but by the NSA. Back to MCUs - here’s where key competitors stand on PQC (algorithm-level) validations: 1. NXP Semiconductors: NXP scientists co-authored CRYSTALS-Kyber (now ML-KEM), but there’s no NXP-vendor-labeled ML-KEM/ML-DSA CAVP validation listed. In other words, no PQC certification. 2. Infineon Technologies: Visibly active in quantum/security (e.g., Quantinuum collaboration), but again, no PQC certification. 3. Renesas Electronics: No PQC certification; they collaborate with wolfSSL, whose module has relevant certifications. 4. Microchip Technology: No PQC certification. 5. Texas Instruments: No PQC certification. 6. onsemi (ON Semiconductor): No PQC certification. Bottom line: STM’s named, vendor-labeled CAVP validation (A7125) for ML-KEM + ML-DSA on STM32/Cortex-M33 lands exactly as U.S. policy pushes PQC-capable gear into government systems by 2030–2031, with broader migration working toward 2035. That’s a competitive advantage in the MCU space worth highlighting, and I don't see almost anyone talking about it. And yes, similar PQC roadmaps are emerging globally: the EU published a coordinated PQC implementation roadmap in June 2025, and Canada set milestones to finish high-priority migrations by 2031 and all remaining systems by 2035. China is also pursuing a PQC migration plan.

salmon-is-beautiful

Came across this thread while studying more about STM. Very nice to have opinions from engineers and distributers. Thanks! I want to add some research I gathered on STM from an angle less discussed: Post-quantum cryptography (PQC) and the migration plan to using PQC software and hardware: The National Institute of Standards and Technology (NIST) finalized the first PQC standards - ML-KEM (FIPS 203) and ML-DSA (FIPS 204) - in August 2024. The NSA anchored the U.S. migration in CNSA 2.0 (the PQC playbook for National Security Systems), reinforced by NSM-10 and OMB M-23-02. Under CNSA 2.0, any NSS equipment that can’t support CNSA 2.0 must be phased out by December 31, 2030, and CNSA 2.0 algorithms are mandated by December 31, 2031. NSM-10 and OMB M-23-02 extend planning and migration across civilian systems toward 2035. In practice: chips used in federal/NSS systems need PQC support this decade - specifically ML-KEM (FIPS 203) and ML-DSA (FIPS 204) - and suppliers that can prove those algorithms now are better positioned for U.S. government demand (with knock-on commercial pull). To achieve compliance, modules typically go through validation in two steps: 1. NIST's Cryptographic Algorithm Validation Program (CAVP), for FIPS 203/204 algorithms. 2. NIST's Cryptographic Module Validation Program (CMVP), for FIPS 140-3, which can include the validated algorithms. As of now, STM is the only MCU vendor with a vendor-labeled NIST CAVP validation explicitly covering ML-KEM and ML-DSA for an MCU library - validated July 8, 2025 (Validation A7125) for the STM32 PQC library on Cortex-M33. Outside the MCU space, some hyperscalers are pursuing (and in some cases obtaining) these validations: Apple, Amazon, Google, and more. Yet, we also hear peers projecting hardware lifetimes that don’t match the migration tempo. Meta just lengthened its server depreciation schedules (cutting 2025 depreciation by about $2.9B). While investors debate whether AI accelerators truly have 5.5-year useful lives when leading-edge compute turns over in 2–3 years, many overlook the PQC roadmap: these systems will be effectively out-of-policy (and thus completely irrelevant) by 2031 - not due to demand or performance, but by the NSA. Back to MCUs - here’s where key competitors stand on PQC (algorithm-level) validations: 1. NXP Semiconductors: NXP scientists co-authored CRYSTALS-Kyber (now ML-KEM), but there’s no NXP-vendor-labeled ML-KEM/ML-DSA CAVP validation listed. In other words, no PQC certification. 2. Infineon Technologies: Visibly active in quantum/security (e.g., Quantinuum collaboration), but again, no PQC certification. 3. Renesas Electronics: No PQC certification; they collaborate with wolfSSL, whose module has relevant certifications. 4. Microchip Technology: No PQC certification. 5. Texas Instruments: No PQC certification. 6. onsemi (ON Semiconductor): No PQC certification. Bottom line: STM’s named, vendor-labeled CAVP validation (A7125) for ML-KEM + ML-DSA on STM32/Cortex-M33 lands exactly as U.S. policy pushes PQC-capable gear into government systems by 2030–2031, with broader migration working toward 2035. That’s a competitive advantage in the MCU space worth highlighting, and I don't see almost anyone talking about it. And yes, similar PQC roadmaps are emerging globally: the EU published a coordinated PQC implementation roadmap in June 2025, and Canada set milestones to finish high-priority migrations by 2031 and all remaining systems by 2035. China is also pursuing a PQC migration plan.

DocTheYounger

As someone from Austin this is amazing for us As much news as google and facebook leaving Austin made, they only came during COVID. Austin's actual tech industry is anchored by hardware tech companies, notably chip manufacturers AMD, Samsung, NXP, etc. With uncertainty ramped up in international semiconductor supply, increased prospects/production/prices for all those Austin manufacturers could more than replace any garbage jobs we lost with meta or alphabet or whatever.

-bannedtwice-

Idk who you're referring to, NXP? ON? Most of our new gen stuff is made in the US because that's where the best and brightest are, and new stuff has a lot of issues. They don't ship it overseas until the next new gen is ready.

Empty-Establishment9

Do you have any thoughts on niche semi plays like Lattice and NXP?

Appropriate_Row5213

It’s all chaotic and shit’s up, but I have been buying up semiconductors, which make transistors and stuff, a little here and there! Like Microchip, Infineon, NXP semiconductors, and Amprius. 

daedalus_dance

>Intel earnings after close \[yesterday\]. If received negatively, it would be the fourth semiconductor stock this month to disappoint (ASML, NXP, Texas Instruments)... Oh. Oh. Uh-oh. Oh dear.

daedalus_dance

Intel earnings after close today. If received negatively, it would be the fourth semiconductor stock this month to disappoint (ASML, NXP, Texas Instruments). I'm working on the thesis that market is realising too much optimism around Semis and therefore AI. SOXS / SOXL moved 8% this week in their respective directions. (╭ರ\_•́)

daedalus_dance

Because Semis are not flying. They're repeatedly posting bad earnings/revenue vs expectations and guidance (NXP, ASML, Texas Instruments) - tonight is intel. They're all trading at stupid PE/S and make up 10%+ of total market cap so people are derisking. I hold one semi right now (XFAB) - its euro denominated in an expansion cycle, and I got it on the april dip, but around half my profit since then has been wiped out just on sectoral sentiment this week.

daedalus_dance

Texas Instruments tanking hard in Aftermarket despite increased earnings because they're still lower than 2022. NXP lower revenue on Monday, ASML this month with bad guidance. Semiconductors make up 10%+ of market cap now; we all know they shouldn't. Market might be about to re-rate the sector in general, buy this dip on Nvidia if you dare >\_> Disclaimer: I am sometimes bear sometimes bull, but still 🌈

dogefool88

Please explain. Is it safe to load puts on NXP?

Fast_Half4523

When does NXP report today?

Throwingdartsmouth

Long calls (maybe shares) on Texas Instruments, Broadcom, NXP, Intel, and Skyworks, big time puts on all foreign-made semis. Section 232 about to blow up your port if you're overweight non-US-made semis. Could be a week, could be a few months, but you'll wish you dumped the foreign plays when the report drops, showing the breadth of goods touched by the semi industry and their myriad applications to which most people somehow remain blind. You want to own US here.

SpaceCatVII

Motorola Semiconductor is now a part of NXP

Madismas

Here’s a breakdown of the notable companies shown on the Silicon Valley 1991 poster, along with their current status and name updates where relevant: --- ✅ Still Around (active or absorbed into other entities) Oracle – Still active as Oracle Corporation (name unchanged). Intel – Continues today as Intel Corporation, a leading chipmaker. Apple – Now Apple Inc., one of the world’s largest companies. IBM – Still IBM (International Business Machines Corporation). Seagate – Now Seagate Technology, major HDD/SSD supplier. Sun Microsystems – Acquired in 2010; now part of Oracle. Symantec – The core consumer security business was sold in 2019 and rebranded as NortonLifeLock; enterprise security became part of Broadcom. Siemens – Still exists as Siemens AG, a broad industrial/technology conglomerate. Amdahl – Acquired by Fujitsu in 1997 and now fully integrated into Fujitsu’s server division. Motorola Inc. – Split in 2011; the semiconductor unit became Freescale, now part of NXP; mobile phones business became Motorola Mobility, now under Lenovo. Qualtronic, Quantum, Symantec – Quantum still exists as a storage technology company. Qualtronic acquired/absorbed by larger test & measurement/automation firms. Spectra‑Physics – Now part of MKS Instruments. Silicon Graphics – Became SGI, filed for bankruptcy in 2009; acquired and folded into Hewlett Packard Enterprise by 2016. --- ❌ No Longer Around (defunct or rebranded/discontinued) Beta Phase, ACCUson, Videomedia, Xybergraphics, Pulnix, Zilog, Liconix, Penstorck, Sjoberg and other small Silicon Valley industrial or software niche players—most either closed, merged, or were acquired without retaining the original brand. --- Summary Table Company Status Today Oracle Active – Oracle Corporation Intel Active – Intel Corporation Apple Active – Apple Inc. IBM Active – IBM Seagate Active – Seagate Technology Sun Microsystems Acquired by Oracle (2010) Symantec Split: NortonLifeLock (consumer), Broadcom (enterprise) Siemens Active – Siemens AG Amdahl Acquired by Fujitsu Motorola Split: Freescale (now NXP), Mobility (Lenovo) SGI Acquired by HPE (2016); brand defunct Others Defunct or absorbed (e.g., niche tech firms

jazerac

1. BIL 1.1mil 2. NXP 850k 3. SCHD 840k 4. VTV 750k 5. A tie between a dozen other funds but got close to 600k on Google and 550k in VDE for some swing trades.

FiguringItOut9k

Sitting on 38k shares with an average around $4.50 and the reason I took a position is because QNX is the RTOS being used by 24/25 top automotive OEMs with deployment in 255 million vehicles already. Most people don't even know there using it. In addition, there is promising headway into the GEM (general embedded market) which includes industrial automation, medical, robotics. They are the only company with a non-proprietary solution (TSLA=proprietary) to the L2 and L3 autonomous vehicle industry with the highest rated safety and security in the space right now. It's most notable users are Amazon (Zoox) and Google (Waymo) for there robotaxi services. Plus they have partnerships with all the major silicon vendors (AMD, Intel, TI, NXP, etc). Cathie Woods recently posted saying Tesla is going to be worth $8T at some point... so if BB is providing literally all the competition with the foundational software... Then at a minimum this should be worth 1/100th the value which would be $134/share. and this is still severely undervalued since all time highs is $145 when it was a phone company. The moat is absolutely insane on this since both Apple and Ford blew through a combined $14 billion over the last decade trying to replicate what BB is offering. The market cap right now is only at $2.6 billion. Definitely check out the BB\_Stock subreddit and there website if you are serious.

Justice989

NXP.  Got in 2012-2013, when it was $20-25.  Sold it a year or so later at $75 cuz I was young and broke.  Got up to $250+ last year.

ImportantOnion9937

I just stumbled upon this topic after something I was watching was interrupted by a sketchy-sounding ad about Brownstone Research. There is a pattern to these hucksterism ads, and this one fit the pattern. Just for fun, I did a little research. Here's what I found with some extensive Googling. If you are thinking of investing your money with this persona, please read. He claims to have been "head of global strategy and development at Qualcomm, 2005-2008. That is not a legitimate title. It does not exist. However, *Jeff Jacobs* (Executive VP) spearheaded Qualcomm's globalization during that period, and Neville Meijers was in charge of global strategies for Qualcomm MediaFlo Technologies There is currently a Jeff Brown at Qualcomm, but different guy. He also claims to have been the Director of Mission Benefits during the exact same period -- 2005-2008. He also claims to have been president of Trident Microsystems, 2010-2011. The ACTUAL President of Trident 2010-2011 was Christos Lagomichos (source: LinkedIn). If I were "Jeff Brown", I would not brag about being President of Trident for that period, since they lost almost $300 million in 2010-2011 and then filed for bankrupcy the first week in 2012. What else is in "Jeff Brown's" magical mystery tour of supposed jobs? Oh, yes, he was supposedly the President of NXP Semiconductors 2008-2012 -- the same period in which he claims to have been President of Trident Microsystems. 2012-2014 - he claims to have been "President" of Juniper Networks. The title DOES NOT EXIST (source: Juniper.net). They have a CEO and other officers, not a President. Since its founding, they have had several CEOs. "Jeff Brown" was not one of them. What did these jobs have in common? They are headquartered or have offices in Sunnyvale, CA. To creat his improbable list of accomplishments, he seems to have read a list of Silicon Valley companies and pretended to be the "President" of several of them ...at the same time. Frankly, I don't know why I'm bothering with this. If I want to learn how to invest, I'll read the Wall Street Journal. Or consult a Ouija Board. Most of you have probably stopped reading already, and are off to give your money to a fraud. Good luck to you.

Ready2gambleboomer

*My NXP calls crushed ah. Now SPOT this morning. Things are not going as planned. Staying at the bar for an extra bourbon for breakfast this am.* 

Ready2gambleboomer

*I now fear my PYPL calls might suffer the same fate as my NXP calls.* 

_hiddenscout

$NXPI Reports Q1 EPS $2.64, consensus $2.60 Reports Q1 revenue $2.84B, consensus $2.83B. Sees Q2 EPS $2.46-$2.86, consensus $2.65 Sees Q2 revenue $2.8B-$3B, consensus $2.85. Sees Q2 gross margin 55.8%-56.8%. "NXP delivered quarterly revenue of $2.84 billion, in-line with the midpoint of guidance. NXP's first-quarter results and guidance for the second quarter underpin a cautious optimism that NXP continues to effectively navigate through a challenging set of market conditions. Sounds like the CEO is stepping down as well. $RMBS Reports Q1 EPS 56c, consensus 50c Reports Q1 revenue $166.7M, consensus $162.83M. "We had an excellent start to 2025, beating revenue and earnings expectations for Q1 with very strong cash from operations and record product revenue from memory interface chips," said Luc Seraphin, chief executive officer of Rambus. "Through our ongoing strategic execution and robust business model, we continued our market leadership in core DDR5 chip products and progress in new products, positioning us well to deliver long-term growth and continued value to stockholders." Sees Q2 adjusted product revenue $77M-$83M Sees Q2 adjusted licensing billings $64M-$70M.

Ready2gambleboomer

*No NXP nooooo. My calls!!* 

Ready2gambleboomer

*Hold me I'm scared. Please don't hurt my NXP calls.*

ToughReasonable2497

NXP puts anyone?

ToughReasonable2497

Anybody shorting NXP?! Or am I the only fkin one?

Updraft999

Germany is in their 3rd year of recession now. Do you believe they are going to pull themselves out of recession given the current macroeconomic outlook? I think Porsche just released awful numbers... Global deliveries stood at 71,470 cars worldwide, Porsche said, with deliveries down 42% and 10% year-on-year in China and Europe, respectively. The German industrial sector is getting absolutely smoked right now. They had relied on Chinese exports for growth and stability. >STMicro is trading at 12 P/E. If a tech stock trades at 12 p/e there is something wrong with it. Lets dig in... to an analyst report and see why wall st treating this company like the plague. >>Margins remain challenged. Given the lack of visibility on demand in autos (both tier1s and distribution) and the continuing inventory correction in industrials, we expect further sales decline this year and cut our numbers accordingly. We note the guide to Q1 sales down c.24% qq, and given a full channel inventory alongside delayed contract price resets (some still ongoing), the pricing dynamics for key products still seem uncertain. The hope now is that we have seen the margin trough for STM, albeit what a margin recovery would look like from here seems tricky to model given the number of moving parts. There are also ongoing under-utilisation charges, reservation fees (albeit declining), a likely growing depreciation, weak SiC sales and a capacity build (300mm Si, 200mm SiC). So holy shit their sales are down 25% QoQ and Germany's auto market is collapsing right now. >>4Q24 Results Weak Q1 guide. STMicro has guided sales in the MarQ down 24% qq (c.$2.51bn; MSe c.$2.56bn) and the GM% down c.400bps qq (guide 33.8%; MSe 33.8%). This is related to device pricing weakness wrought by worsening dynamics in channel inventory (autos and industrials) as well as a litany of under-utilisation charges. With the inventory correction set to last through 2025, any recovery story is likely more a function of 2026 demand than anything to be found later this year, which we expect will place pressure on FY25 earnings estim.... Weak guidance. Margin weakness. Sales weakness. >Pricing: A China warning? SMIC's (covered by Charlie Chan) warning that they expect mature node business to slow into 2H25 and the potential for intensified price competition as oversupply hits, could be a concern for the pricing environment for general purpose microcontrollers. This, we think, may have an impact on STM too which will be looking for share gains, particularly in the GP MCU space and in China more broadly. This feeds our concerns around gross margin in the second half of the year. Meantime, SMIC has talked to better product mix including a driver from low-end EV subsidies and its ability to charge higher wafer prices as a result. This segues with our expectation that the premium or application-specific microcontroller area will do better and hold pricing more firmly, which would benefit the likes of NXP (link) and Infineon (link). In short, it is the balancing of a potential positive inflection of the broader MCU market with the possible deterioration in volume/pricing of general purpose MCUs in China through 2H25 that informs our neutral view on STM relative to peers such as IFX (OW), which we consider more structurally supported from a product mix perspective. Weak pricing and engaged in a price war against China. Will need to rely on EU tariffs to stay competitive. You might find a bottom here on this stock but there are probably better picks. Opportunity cost is real. You might not lose any money but are there better investment opportunities? Most definitely. What do **you** like about this stock in particular? The German auto market has to recover, and the Chinese have to what, stop competing with them? in order for this company to do well in the future. These are massive assumptions. I get the feeling that you **want** the company to succeed. But why? What makes you believe in a European auto recovery story and this company in particular out-competing China in price?

dIO__OIb

apparently semiconductors are exempt from tariffs right? Does that include water fabrication tooling. And why would an american company like NXP or KLAC have such big stock drops when they have manufacturing and headquarters in U.S? Are not these the companies the tariffs are supposed to be helping ? I know NXP was wishy washy because of the CHIPS act potentially being revoked, but that was before the tariffs.

Kinu4U

TSMC, the world's largest contract chipmaker, is building its first European semiconductor fabrication plant in Dresden, Germany. This €10 billion project is a joint venture called the European Semiconductor Manufacturing Company (ESMC), with TSMC holding a 70% stake, and partners Bosch, Infineon Technologies, and NXP Semiconductors each holding 10% . The German government is supporting the project with €5 billion in subsidies . Construction began on August 20, 2024, with the facility expected to start production by late 2027 . The plant will focus on producing 28nm, 22nm, and 16/12nm nodes, critical for applications in automotive and industrial equipment . The facility is projected to create approximately 2,000 jobs and will operate as an open foundry, allowing any customer, including smaller companies and universities, to place orders for chip production . This investment underscores Europe's efforts to bolster its semiconductor manufacturing capabilities and reduce reliance on external suppliers, aiming to enhance digital sovereignty and supply chain resilience .

Walking72

Perplexity  *NXP Semiconductors (NXPI) is up after hours on February 11, 2025, primarily due to an upgrade by Morgan Stanley, which raised its rating to "Overweight" from "Equal Weight" and increased its price target to $257 from $231. The firm cited structural business improvements and stabilization in microcontroller shipments as key factors1. Additionally, institutional investors like Core Alternative Capital have increased their holdings in NXPI, signaling confidence in the stock*

mastercheeks174

GPT: The Federal Aviation Administration (FAA) is increasingly integrating artificial intelligence (AI) to enhance air traffic management and flight path optimization. This shift presents potential investment opportunities in companies contributing to these advancements. Companies Developing AI Systems for the FAA: 1. Honeywell International Inc. (HON): Honeywell has expanded its partnership with NXP Semiconductors to develop AI-driven aviation technology, focusing on autonomous flight systems. Their cloud-connected Anthem avionics system aims to improve flight planning and management.  2. BigBear.ai Holdings, Inc. (BBAI): BigBear.ai, an AI software provider, has been named a subcontractor in a $2.4 billion FAA contract. The company will assist in managing and supporting information systems nationwide, enhancing administrative, financial, and security programs critical to operational and facility management.  3. Leidos Holdings, Inc. (LDOS): Leidos provides trajectory-based operations through systems like SkyLineFlow and the FAA’s Time-Based Flow Management System (TBFM), offering time-based capabilities to manage air traffic efficiently.  Investment Considerations: • Call Options: Investors anticipating growth in these companies due to increased FAA contracts and advancements in AI-driven aviation technology might consider call options to capitalize on potential stock appreciation. • Put Options on Airline Stocks: The implementation of new AI systems could lead to temporary disruptions or adjustments in flight operations. Investors concerned about potential negative impacts on airlines’ operational efficiency during the transition may consider put options on airline stocks to hedge against possible declines. Risk Assessment: While AI integration aims to enhance flight safety and efficiency, the transition period may present challenges. Investors should monitor developments closely, considering both the potential benefits for technology providers and the short-term risks for airlines during the implementation phase. Note: This information is for educational purposes and should not be considered financial advice. Consult with a financial advisor before making investment decisions. Here are the source links for the companies involved in AI-driven FAA initiatives: 1. Honeywell International Inc. (HON) • Reuters: Honeywell and NXP expand partnership to develop AI aviation technology 2. BigBear.ai Holdings, Inc. (BBAI) • Barron’s: BigBear.ai named subcontractor in FAA’s $2.4 billion contract 3. Leidos Holdings, Inc. (LDOS) • Leidos: AI-driven air traffic management solutions These sources provide details on each company’s involvement in FAA-related AI technology. Let me know if you need additional insights!

_hiddenscout

$NXPI Q4 EPS $3.18, consensus $3.13 Q4 revenue $3.11B, consensus $3.1B. "NXP delivered full-year 2024 revenue of $12.61 billion, a decrease of 5 percent year-on-year. In the fourth quarter, revenue was $3.11 billion, a decrease of 9 percent year-on-year, modestly above the mid-point of our guidance range. In review, NXP delivered resilient results throughout 2024, reflecting solid execution, consistent gross margin, and healthy free cash flow generation despite a challenging market environment. We rigorously focus on managing what is in our control, to navigate a soft landing while executing our growth strategy," said Kurt Sievers, NXP president and CEO.

Busy1416

Why are analog chips stocks up? NXP,TI,MCHP?

Sumiz

NXP

ErikumZemeda

Any chance NXP slides further?

Kingtut1089

NXP, LSCC down, GFS next Load up on Puts for Microchip, ARM, QUALCOMM, IONQ

_hiddenscout

$NXPI \- Revenue: $3.25B, -5% YoY \- Net income: $718M \- EPS: $2.79 vs $3.01 in Q3 2023 \- Non-GAAP EPS: $3.45 vs $3.70 in Q3 2023 *EO Kurt Sievers: "NXP delivered quarterly revenue of $3.25 billion, in-line with our overall guidance. While we experienced some strength against our expectations in the Communication Infrastructure, Mobile and Automotive end markets, we were confronted with increasing macro related weakness in the Industrial & IoT market. Our guidance for the fourth quarter reflects broader macro weakness especially in Europe and the Americas."* Segment Revenue: \- Automotive: $1.83B, -3% YoY \- Industrial & IoT: $563M, -7% YoY \- Mobile: $407M, +8% YoY \- Communications Infrastructure & Other: $451M, -19% YoY Other Metrics: \- Gross Margin: 57.4% vs 57.2% in Q3 2023 \- Operating Margin: 30.5% vs 28.9% in Q3 2023 \- Non-GAAP Operating Margin: 35.5% vs 35.0% in Q3 2023 \- Free Cash Flow: $593M

Independent_Junket83

Thoughts on NXP and Ilmn?

Sumiz

NXP Calls

Holiday-Reception572

$NVCT the best risk reward I’ve seen in my 22 years of being a biotech fund manager. $35-50 on NXP800 data and $100 by end of year on NXP900 dose escalation study. High insider ownership. I’m buying aggressively.

Holiday-Reception572

$NVCT is the best risk reward I’ve seen in my entire 20 year fund management career. I expect $35-50 on NXP800 update, and $100 on NXP900 update by end of 2024. Mark this post

ranaswed

I do not think you have researched thoroughly on the use cases of qcompute. There are plenty of use cases if you google them, one of them being encryption, which qcompute can do it in an instant as compared to classical computing. In the field of medicine, qcompute can be use to simulate behaviour on a molecular level, which classical computers will take ages. These are just top off my head. If there were no use cases then conpanies like honeywell will not build one. Recently a consortium of smaller semiconductor companies built a qcomputer in Germany. Search for 'NXP quantum compute'

WhatIsHerJob-TABLES

What company are you pegging to best take advantage of this? I've been looking between Navitas, Wolfspeed, and NXP

BackgroundRise4199

Qualcomm abandoned an attempt to buy NXP Semiconductors in 2018. It cost the company $2 billion. Don’t expect Qualcomm Inc. QCOM to buy Intel Corporation INTC , article just published by Benzinga, = they are definitely going to try and make a deal. Both companies will benefit.

jojodaclown

Intel actually already makes most of the complex devices used in licensed required or ITAR systems. Complex devices outside of Intel are typically companies like NXP, Analog Devices, or TSMC; none of which are China. Since a year ago, actually, if you're a DoD supplier, you cannot source anything beyond common components like resistors, capacitors, etc. from China for use in a DoD product. I guess you could, but it'll catch up with you pretty quick, just look at the RTX $200m fine recently.

luvnlife7

It appears the export sanction accusations weren't new either. SuperMicro was also accused of this exact same thing in January, 2023 along with Analog Devices, U-blox, Microchip Technology, STMicroelectronics, Qorvo, Texas Instruments, Gumstix, NXP, Xilinx, SIMcom, IK Tech Corporation, JST Manufacturing, Industrial Components Weirich, GA Universal, Luchengtech and Xinghua. [https://www.business-humanrights.org/en/latest-news/hundreds-of-western-components-found-in-russian-orlan-drones-used-against-ukraine-supply-chain-investigation-shows-incl-co-responses-non-responses/](https://www.business-humanrights.org/en/latest-news/hundreds-of-western-components-found-in-russian-orlan-drones-used-against-ukraine-supply-chain-investigation-shows-incl-co-responses-non-responses/) SuperMicro's response: [https://www.business-humanrights.org/en/latest-news/supermicro-response/](https://www.business-humanrights.org/en/latest-news/supermicro-response/)

Valueandgrowthare

It is a good investment. I owned and sold, zero semiconductor stock atm. I didn’t sell because of any exaggerated risks like geopolitical or competition, the concern was the demand in semiconductor and the distribution in Germany. If I’m buying any semiconductor again, I would choose Automotive like Infineon or NXP or Texas.

Helpdesk_Guy

Uhm, ever heard of [NXP](https://en.wikipedia.org/wiki/NXP_Semiconductors)?! That's the split-off semiconductor-division of *Koninklijke Philips* aka *Royal Philips*. NXP is very well in the semi-business, is a solid industry heavyweight since decades and already spear-headed a lot of semi-pinnacle developments. It also overtook Motorola's semiconductor-division Freescale in 2015 IIRC. For instance, NXP made huge bank for years when single-handedly riding the whole RFID/NFC-train as a pioneer, making billions on it. NXP has become a absolute titan in regards to anything RFID and NFC, to the point that their solutions are almost monopolistic. Anyway, Qualcomm at a time was trying to buy NXP for about $44Bn USD (would've been the biggest semi-merger/takeover globally by then), so I wouldn't even remotely call them actually anything 'irrelevant' … You really have a knowledge gap there! FWIW, with around $65Bn USD, NXP has like 70% the market-cap of Intel itself right now and might already overtake INTC next months given Intel's performances (or the lack thereof), who knows! Though I think putting Intel as a metric for anything, doesn't really count anymore these days. Except maybe for some utter failure and to establish a bad example? xD

blackcatmeo

This is not an original thought. Defense companies like RTX are more vertically integrated for making their ASICs than you think. GFS got money for their lackluster stateside nodes. TSMC is making fabs here too that is still a work in progress though. People were saying the same thing when the price was high. NXP, LRCX, ON, making chips in the US. This rhetoric about INTC being the last bastion of tech in the US that needs to be propped up is a good reason to short.

gnocchicotti

CHIPS act is a definite advantage, but all it will do for Intel is subsidize costs a *little* bit. The real game-changer would be customers like NVDA, NXP, AVGO, QCOM, AMZN, Meta etc choosing to pay *more* for US silicon because they perceive it to be safer than Taiwan or Korea - but that really sounds unlikely. If US enacts some legislation that sectors like transportation, industrial, defense, aerospace, telecom *must* use US silicon, then all of a sudden INTC is well positioned and cost concerns melt away. Really it's an unproven business model and we don't know if it's going to work at all. I opened a small position after the last crash because it seemed like the market finally started to realize how difficult Intel's path ahead is. I wasn't surprised by their earnings, dividend suspension and layoffs in the slightest.

lightmatter501

Broadcom, Marvell and NXP would likely raise complaints due to them being top 2 (Mellanox was bought by Nvidia) for NICs in many market segments.

Samjabr

MU trading at 107 - good lord. I hope too many people didn't fall for the nonsense that a very competitive, low profit margin, highly commoditized business would suddenly deserve to trade at NVDA PE levels. See also: DELL, INTC, AMD, QCOM, NXP, etc.

GlassTailor6361

Looking at VRT, NXP after earning fail, looking to increase NVDA and RIVN positions and perhaps increase my SKWD, RITM positions. If Celsius is low enough by Friday I’ll also buy more major bag holding Celsius lol bought at 54. What about it you friend?? @methgator7

The_Cornwallis

NXP crapped the vedb

baeconundeggz

NXP was shat. Prolly three days of drilling.

The_Cornwallis

I wouldn’t, NXP just popped the bed

MilkyWayObserver

Rip on NXP calls

Shamizzle

Because NXP primarily makes microcontrollers and processors for boomer companies

trainwreck001

# Apple Chipmaker NXP Plunges On Earnings - Investors Business Daily 

Snooprematic

NXP you aren’t nvda and you never will be. Get punished.

2QuarterDollar

NXP semiconductors down on soft guidance

romt_25

NXP missed earnings last time too. Stonk fell. Not a marker for NVDA.

Samjabr

Remember, if any of these shit semis that traded up with NVDA miss and pull it down in sympathy - that's your chance to buy more calls. MU, DELL, NXP, CDNS, AMD, etc. All fine companies but have been bid up on "the Next NVDA hopium" - For now, there is only one NVDA

romt_25

NXP earnings miss for Q2. It missed even last time.

_hiddenscout

$NXPI **| NXP Semiconductors Q2'24 Earnings Highlights:** EPS: $3.20 (Est. $3.21) Revenue: $3.13B (Est. $3.13B) ; DOWN -5% YoY **Q3'24 Guidance:** EPS: $3.21-$3.63 (Est. $3.61) Revenue: $3.15B-$3.35B (Est. $3.35B) **Segment Performance:** Automotive Revenue: $1.73B; DOWN -7% YoY Industrial & IoT Revenue: $616M; UP +7% YoY Mobile Revenue: $345M; UP +21% YoY Communications Infrastructure & Other Revenue: $438M; DOWN -23% YoY **CEO Kurt Sievers' Commentary:** "With our Q2 results and guidance for the third quarter, NXP has successfully navigated the cyclical trough in our businesses and we expect to resume sequential growth." **CFO Commentary:** "A good finish to the first half of the year, combined with ongoing demand for our solutions, sets us up for strong growth in the second half of 2024." Non-GAAP Operational Metrics: Gross Margin: 58.6% Non-GAAP Operating Margin: 34.3% Cash Flow from Operations: $761M Free Cash Flow: $577M Capital Returns: $260M in cash dividends $310M in share repurchases **Strategic Developments:** Launched 5nm S32N55 processor for vehicle super-integration. Collaboration with ZF Friedrichshafen AG on SiC-based traction inverter solutions for EVs. Joint-venture with Vanguard International Semiconductor Corp. for a new semiconductor wafer manufacturing facility in Singapore

cryptohorn

The NXP report the YoY are all negative percentages

isospeedrix

NXP and Cadence earnings gunan determine semi's

cryptohorn

NXP up 5% BEFORE earnings today

HolddisLforme

UPS, SAP, NXP, SPOT calls

isospeedrix

Heads up Cadence and NXP are in chip sector so they will affect the semi stocks. So watch out for Monday.

sethshoultes

44yo / Total market value $19,237.09 / \^$3,529.57 (29.56%)Year to date American Airlines 0.22% Apple 2.80% AMD 1.48% Broadcom 0.01% Capital One 0.40% Costco 2.65% Cybin 0.03% Disney 0.68% GameStop 0.46% Alphabet Class C 1.89% Robinhood Markets 0.48% KLA 0.53% Microsoft 10.31% NXP Semiconductors 0.49% Qualcomm 0.54% Invesco QQQ 22.40% Roblox 0.38% Rocket Lab USA 0.57% Super Micro Computer 0.49% Tilray Brands 0.19% Taiwan Semiconductor Manufacturing 13.34% Take-Two Interactive Software 14.73% Texas Instruments 0.49% Vanguard S&P 500 ETF 2.46% Vanguard High Dividend Yield ETF 1.97% Vanguard International High Dividend Yield ETF 0.34% Verizon 0.98%

OldWrongdoer7517

What makes you think that? We don't have as many fabs as the US, but US also isn't the king in that regard. However ARM is UK and Infineon and NXP (very popular car microcontrollers) is German and Dutch. And as others said, a lot of the high tech for semiconductor industry is from Germany/Netherlands, such as Hesse (wirebonder), Zeiss (optics) or BE Semiconductor (die bonder), ASML (lithography, metrology).

Echo-Possible

I disagree with the assertion that most chip makers have lost revenue. Nvidia, AMD, Broadcom, ASML, Applied Materials, TSMC, NXP are all growing or maintaining revenue while Intel has lost 30% of its revenue and seen massive margin compression. I’m primarily referring to advanced chip makers and not referring to commodity memory chip makers here (Samsung, Micron, SK Hynix). Qualcomm has been challenged by a slump in smart phone sales in China.

Upbeat_Cause_615

NXP

FlythroughDangerZone

TSM, ARM, Nvidia. This is the traditional “Nvidia Triangle.” Now you can also invest in AMD, INTC, AVGO, Qualcomm. If you are scared of war, or if your broker support, you can buy ASML, NXP, GFS as well. It’s up to you ultimately.

VeritionPM

Good one. Could also add Kinder Morgan and Freescale (now NXP).  It’s certainly not an exhaustive list.

jazerac

750k in SCHD, 800k in NXP, $1mil in BIL. everything else diversified amongst various stocks and funds.

jazerac

Perfect. I'm turning 40 and have retired due to the sale of a couple businesses. Depending on your portfolio size and needs, you can lock in 4-5% yields with bonds right now. I personally am investing heavily in municipal bonds because they are exempt from income taxes. I am buying investment grade muni bond funds as they are at a discount right now which lock in a solid yield long term yield. I like NXP, NUB, MYI and MUB. I split it between them to diversify. Other than that, you can buy treasuries themselves and lock on 10-30year yields right now for 4.5-5%... I also diversify and invest in corporate bonds and emerging market bonds. Outside of that I have money in dividend paying equity funds as they go up with the market so it helps you outpace inflation. Happy to dive deeper if you want.

_hiddenscout

$NXPI Revenue was $3.13 billion, up 0.2 percent year-on-year GAAP gross margin was 57.0 percent, GAAP operating margin was 27.4 percent and GAAP diluted Net Income per Share was $2.47 Non-GAAP gross margin was 58.2 percent, non-GAAP operating margin was 34.5 percent, and non-GAAP diluted Net Income per Share was $3.24 Cash flow from operations was $851 million, with net capex investments of $224 million, resulting in non-GAAP free cash flow of $627 million “NXP delivered quarterly revenue of $3.13 billion, in-line with the midpoint of guidance with all our focus end-markets performing as expected. Our first-quarter results, guidance for the second quarter, and our early views into the second half of the year underpin a cautious optimism that NXP is successfully navigating through this industry-wide cyclical downturn. We continue to manage what is in our control enabling NXP to drive solid profitability and earnings in a challenging demand environment,” said Kurt Sievers

palmtreeinferno

> ON Semi, NXP, Infineon, Microchip Tech I hold some ON, I'll look into the others. Whats your thesis on these? Re: your other points, that's very true.

eatingkiwirightnow

I think looking at the common denominator parts supplier for the battery / energy storage companies is a safer bet than the actual battery / energy storage companies. For example, ON Semi, NXP, Infineon, Microchip Tech for the semiconductor component in batteries and energy production/conversion. Directly investing in battery / energy companies like QuantumScape carries huge risks in that competing technology may win out over the one you've invested in, and there are probably so many under the radar companies that people don't know about that can come in from the left field. Also not having the expertise and knowledge in battery and energy storage tech means I won't be able to tell between the merits and disadvantage of one tech over another, and can be easily led astray by marketing materials.

jazerac

Put it into some shirt term treasuries by buying BIL and put a little into some municipal bonds for tax free yield. I like NXP... There will be a 10% correction in due time. I am personally not buying at these ridiculous valuations.

jazerac

NXP for municipals LQD for corporates BLV for long term treasuries VWOB for emerging market bonds SHY for 1-3 year treasuries BIL if you want short term liquidity I lean more towards municipals to avoid income taxes but NXP is one of the better funds that has been consistent for decades.

Ill_Try1620

NXP ON doing pretty good... I'm not complaining

Ill_Try1620

NXP ON $$$

MagnesiumKitten

QTUM ETF i think NVidia, AMD, Marvell, ASML, Lam Reseatch, Taiwan Semiconductor, Micron, Qualcomm, NXP Semiconductor, Microsoft. ON Semiconductor, Texas Instruments, Lockheed, Northrup... those are the keys to that ETF its basically QQQ with a lot more duds, which 'might' be gems in a few more years.... fascinating holdings though again, i'd rather buy the profitable high growth undervalued low risj companies out of all those ETF's but if you get one valuation wrong, you kick yourself to pick less risky next time

comesock000

A year or two ago NXP was trading at 2300 p/e or something. Only other time I’ve seen something like that.

Bill_Luhmberg

Nvidia, Microsoft, ASML, NXP Semiconductors, ServiceNow, Intuit, Marvell Technology, Alphabet, your lead cybersecurity companies. Emphasis on leaders - don’t bottom feed or you’ll end up bag holding during a major correction. It’s tempting because of laggard rotation but don’t play stupid money. Strength begets strength in the AI Space…it’s expensive, takes years to build profit moat, and in a high interest environment the entry bar is high. This could change if the Fed cuts and new innovators emerge. Wouldn’t discount Musk making a move in the future..that’s the ipo to watch

RilSG

Lol ASML has already rocketed. They will be chasing. NXP AMAT are cheaper option, PE still low 20. Lrcx avgo too

stackcheesesitds

NXP to 950.... because why TF not

ankit199212

What about NXP ? Assuming automatic market is down , nxp will miss ?

MurkyAnteater4059

anyone playing NXP earnings monday?

MurkyAnteater4059

whats the play on NXP