Q1 2026 Quarterly Market Insights - Flipbook - Page 13
Nexperia
Nexperia’s Chinese subsidiary started producing its own 12-inch wafer chips independently of its Dutch
parent, marking a major operational shift amid governance disputes.
China’s commerce ministry warned that corporate actions disrupting Nexperia’s operations could trigger
another global chip supply crisis amid the ongoing China–EU dispute.
Ongoing governance and ownership tensions between Nexperia’s Dutch headquarters and its Chinese unit
continued disrupting supply chains and automotive chip deliveries in Q1 2026.
NVIDIA
NVIDIA reported record Q4 and full-year fiscal 2026 revenue with data-centre sales surging ~75 % YoY,
underscoring explosive AI demand.
NVIDIA launched its next-generation Vera Rubin AI platform at CES 2026, entering full production to drive
more efficient large-scale AI workloads.
NVIDIA struck a $2 billion investment and supply deal with AI cloud provider Nebius for Rubin-based AI
infrastructure expansion.
NXP
NXP approved a quarterly interim dividend, reflecting continued capital return confidence amid strong
financial positioning.
The company announced a strategic shutdown of its ECHO GaN fab and exit from the 5G RF power amplifier
market to refocus resources.
Institutional investors increased stakes in NXP, signalling rising confidence in long-term growth prospects
despite market volatility.
Company - Specific Updates
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