NASDAQ · Automotive chips · Auto/MCU top-3 (Infineon, NXP, Renesas)
NXP Semiconductors
One of the top three automotive chipmakers with Infineon and Renesas, led by auto processors/MCUs and automotive/mobile connectivity (NFC/UWB) chips. In FY2025 revenue of $12.269B (-3%), Automotive was the dominant axis at 58% ($7.116B) but stayed flat amid an auto inventory correction, partly offset by Mobile (+6%) and Industrial & IoT. It runs fab-lite, outsourcing leading-edge logic to TSMC (its next-gen S32 auto processor on 5nm) instead of its own fabs, using OSATs like JCET for back-end and Synopsys/Cadence EDA for design.
NXPI Updated Jul 12, 2026 4 AI consumers· 1 recurring
Per the valuechain.wiki graph, NXP Semiconductors is directly linked to 5 companies (4 supply, 1 revenue relationships) and reaches 38 companies within two hops; the links are backed by 9 dated sources, 4 of them primary filings (as of 2026-07-12).
Financials & Segments
- Total revenue · FY2025 revenue $12.269B (-3%), GAAP net income $2.021B, gross margin 54.7%, diluted EPS $7.95. Automotive $7.116B (58%, flat), Industrial & IoT $2.273B (+0%), Mobile $1.584B (+6%), Comms Infrastructure & Other $1.296B (-24%).
- Segments · Automotive · Industrial & IoT · Mobile · Comms Infrastructure & Other
Revenue from
- automotive OEM (undisclosed) Medium confidence· Revenue $7.1B · 2025 · Automotive end-market revenue $7.116B (58% of total, flat YoY)
Supplies auto processors, MCUs and NFC/UWB to automotive OEMs — demand that grows as electrification and SDVs raise chip content per vehicle. - Apple Medium confidence· Revenue $1.6B · 2025 · Mobile end-market revenue $1.584B (+6%), NFC/UWB connectivity
Supplies NFC/UWB chips to Apple — a channel broadening revenue into mobile connectivity beyond vehicles.Confirms EN NXP (GlobeNewswire) Published Feb 2, 2026: NXP Semiconductors Reports Fourth Quarter and Full-Year 2025 Results
Pays to
- TSMC High confidence
Outsources leading-edge auto-processor (S32, 5nm) foundry to TSMC — a fab-lite move securing leading-edge competitiveness. - Synopsys Medium confidence
Pays for synopsys EDA tools and IP licenses. - Cadence Design Systems Medium confidence
Pays for cadence EDA tools and IP licenses. - JCET (Jiangsu Changjiang Electronics) Medium confidence
Outsources back-end assembly/test to OSATs like JCET — the back-end leg of its fab-lite structure. - in-house-fab equipment & materials (undisclosed) Low confidence
Parts, materials and R&D (undisclosed).
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Apple | lead1 | +34.6 | -26.4 | +49 | +30.7 | +9.1 | +16.2 |
| NXP Semiconductors | node | +44.8 | -29.2 | +48.4 | -8 | +6.4 | +35.8 |
| JCET (Jiangsu Changjiang Electronics) | benef1 | -34 | +0.2 | -15.2 | +73.3 | +28 | +104.6 |
| TSMC | benef1 | +12.1 | -36.7 | +42.3 | +92.6 | +55.9 | +43.6 |
| SUMCO Corporation | benef2 | -4.3 | -3.9 | +21.3 | -48.1 | +41.7 | +225.8 |
| GlobalWafers | benef2 | +26.9 | -29.9 | +14.3 | -39 | +48.9 | +171.6 |
| Kulicke & Soffa | benef2 | +92.4 | -25.8 | +25.5 | -13.2 | -0.3 | +150.1 |
| Applied Materials | benef2 | +83.6 | -37.5 | +68 | +1.1 | +59.6 | +135 |
| Lam Research | benef2 | +53.7 | -40.7 | +88.6 | -6.8 | +139.2 | +105 |
| Onto Innovation | benef2 | +112.9 | -32.7 | +124.6 | +9 | -5.3 | +103.6 |
| KLA | benef2 | +68 | -11.2 | +56 | +9.4 | +94.5 | +91 |
| SCREEN Holdings | benef2 | +40.7 | -13.2 | +220.1 | -24.1 | +84.9 | +86.3 |
| Teradyne | benef2 | +36.8 | -46.3 | +24.8 | +16.5 | +54.4 | +85.9 |
| Resonac | benef2 | -2.6 | -4 | +37.5 | +30.3 | +137.9 | +80.4 |
| Tokyo Electron (TEL) | benef2 | +40.4 | -14.5 | +89.8 | -4.4 | +61.6 | +78.2 |
| Qnity Electronics | benef2 | · | · | · | · | · | +76.3 |
| Entegris | benef2 | +44.6 | -52.5 | +83.5 | -17.1 | -14.6 | +72.8 |
| ASML | benef2 | +64.1 | -30.5 | +39.9 | -7.7 | +55.8 | +68.6 |
| Global Unichip | benef2 | +21.4 | +67.6 | +99.4 | -13.7 | +101.4 | +66.4 |
| BESI | benef2 | +33.7 | -6.1 | +121.8 | -9.3 | +35 | +56.2 |
| Fujimi Incorporated | benef2 | +64.7 | -1.6 | +40.4 | -24.2 | +28.4 | +54.6 |
| Shin-Etsu Chemical | benef2 | +6.3 | +3.1 | +57.8 | -15.6 | +7.6 | +44 |
| Tokyo Ohka Kogyo (TOK) | benef2 | -2.7 | -3 | +63.8 | +4.3 | +111.5 | +42.9 |
| Ebara | benef2 | +58.1 | +2.3 | +76.1 | +41 | +84 | +32.3 |
| ASM International | benef2 | +44.2 | +2.9 | +68.7 | +10.3 | +25.9 | +28.8 |
| Linde | benef2 | +33.4 | -4.4 | +27.7 | +3.2 | +3.2 | +25.1 |
| Cadence Design Systems | benef2 | +36.6 | -13.8 | +69.6 | +10.3 | +4 | +22.9 |
| Lasertec | benef2 | +78.9 | +2.4 | +57 | -60.6 | +138.9 | +22.4 |
| Advantest | benef2 | +17 | -2.3 | +155.7 | +49.5 | +196 | +17.1 |
| Air Liquide | benef2 | +14.1 | +7.9 | +20.9 | +8.5 | -4.8 | +12.5 |
| Disco Corporation | benef2 | -6.6 | +27.7 | +218.5 | +11.6 | +49.6 | +10.2 |
| EO Technics | benef2 | +7.6 | -28.2 | +130.5 | -16.2 | +163.2 | +0.7 |
| HPSP | benef2 | · | · | +216.5 | -30.4 | +54.7 | -4.5 |
| Synopsys | benef2 | +42.1 | -13.4 | +61.3 | -5.7 | -3.2 | -5.2 |
| Photronics | benef2 | +68.9 | -10.7 | +86.4 | -24.9 | +35.8 | -6.6 |
| Leeno Industrial | benef2 | +21 | -5.3 | +18.3 | +9.5 | +150.1 | -30.3 |
YTD as of 2026-07-10 · source: Yahoo Finance
The thesis is a top-three automotive position riding structural demand as electrification and SDVs raise chip content per car. But that structural demand did not materialize in FY2025: Automotive ($7.116B, 58%) stayed flat amid an inventory correction and Comms Infrastructure fell sharply (-24%), so total revenue declined -3% — with Mobile (+6%, NFC/UWB) cushioning beyond vehicles. Outsourcing high-integration processors like the S32 to TSMC 5nm (fab-lite) secures leading-edge competitiveness while lowering capital burden, and mature nodes stay in-house to protect cost. With results tied to the vehicle production/inventory cycle, the watch points are when auto inventory normalizes and how fast SDV/physical-AI content growth translates into revenue. On the supply side it is a fab-lite design node depending on TSMC foundry, JCET OSAT and Synopsys/Cadence EDA.
Analysis generated from returns as of 2026-07-09Analyst ratings
Consensus: Buy 1 · Hold 1 · Sell 0 · Avg. target $338 · Price $292.26 (07-10) · Upside +16%
| Broker | Rating | Target | Published | |
|---|---|---|---|---|
| Citi | Buy | $370 | Jun 23, 2026 | Report ↗ |
| Wells Fargo | Equal Weight | $305 | Jun 9, 2026 | Report ↗ |
Citi and Wells Fargo lifted targets in June 2026 on auto/industrial recovery and the physical-AI (humanoid) content opportunity.