NXPINXP Semiconductors N.V.

“In 2025, revenue related to data center applications was about $200 million, and it was reflected evenly in both our industrial & IoT and communication infrastructure end markets. Based on our other programs now ramping, we believe this business will be north of $500 million this year with a similar end market split.”

“Kinara was a great acquisition directly in the middle of our North Star, which is becoming intelligent systems at the edge. And Kinara is -- it's been a perfect combination for our i.MX platform that is our application processor. It allows us to really engage with customers in ways that we couldn't have done in the past just because we didn't have the capability, we didn't even have the credibility on it. And so today, sales funnel is quite large and literally over $1 billion of sales funnel. So obviously, a lot of things to go and go and chase. Our customer reaction is really good. We have I think we have like more than 30 POCs going on, and we expect -- again, we are on track to have some revenue of combination of the Kinara asset with i.MX in the second half of 2027 and 2028.”

“our SAM, if you look at our SAM on the control plane, it's probably growing about 10% to 11% per year. We are going to outgrow the SAM because we're just ramping and I expect that to continue to happen in '26 and '27. We are doubling down on some of the products to actually seize kind of the opportunity that we have in the current engagements. We are talking to our customers what the next generation of products is going to be. And I'll tell you, the exposure in the data centers has about 20 to 25 products.”

“the industrial & IoT market is entering a transformative phase as physical AI moves intelligence into real-world systems and robotics. This is creating significant content growth opportunities for NXP, particularly in processing, connectivity and security. As AI is deployed at the edge, customers need greater processing headroom to future-proof their platforms. As a result, we're seeing customers making deeper multigenerational commitments to NXP because of the strength of our AI-enabled product portfolio.”

“we have established meaningful positions in system cooling, power supply, board management and control plane switching applications. Across these subsystems, customers choose NXP for our processing depth and security capabilities. Based on customer engagements, we are reinforcing our i.MX application processor family for this opportunity, creating a durable and expanding revenue presence in data centers.”

“off the bat, right, I would say we're not claiming exposure to the data plane. So no GPUs, no accelerators, no high-speed AI connectivity. So our domain is in the control plane. So the way to think about it as data center scales, the constraints are not just compute and memory, they're also power, cooling, uptime, secure controls. And I think this is where NXP plays.”

“the other important thing is that we're starting to integrate the Kinara IP already into our industrial processors and our auto processors. This is monolithic integration of the IP. So this is also going to be part of our next-generation processing for our auto and industrial products.”

“China is moving fast to automation to Level 3, Level 4 ADAS. So that also requires more redundancy, a better security, better safety. And so this is where I think innovation and MCUs and MPUs is going to be key to actually win in the market. So we are quite excited about the transformative move that Chinese are making in architectures and the speed in which we're doing it because we have the right road map for them.”

“sustained investment, disciplined execution and deepening customer adoption across our differentiated portfolio that is increasingly well positioned for the most durable secular trends in semiconductors, software-defined vehicles, physical AI and now with greater visibility than before, data center infrastructure.”

“NXP growth is driven by leadership in SDV and physical AI and industrial & IoT.”