NXP is a leading automotive and industrial semiconductor supplier with strong franchises in vehicle networking, radar, secure connectivity, and battery management. Near-term auto demand is pressured by EV transition slowdown and OEM inventory rebalancing. Long-term content per vehicle expansion (ADAS, electrification, connectivity) supports the structural thesis, but cyclical headwinds dominate the 2026 narrative. Share buybacks provide downside support.
Thesis reviewed May 29, 2026
NXP Semiconductors N.V. is headquartered in Netherlands, which is currently showing moderate signals.
🇳🇱Netherlands68NEUTRALView Netherlands risk detail →💻Semiconductors2WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| 2330.TW | TSMC | 12 | — | ↓54% | NEUTRAL |
| ONTO | Onto Innovation Inc. | 12 | +17% | ↓54% | EARLY |
| TSM | Taiwan Semiconductor Manufacturing Company | 12 | +12% | ↓54% | NEUTRAL |
| AMD | Advanced Micro Devices, Inc. | 12 | +14% | ↓54% | EARLY |
| WOLF | Wolfspeed Inc. | 12 | -29% | ↓54% | AVOID |
| MU | Micron Technology, Inc. | 12 | +16% | ↓54% | EARLY |
| UMC | United Microelectronics Corporation | 12 | +7% | ↓54% | NEUTRAL |
Investors who hold NXPI may also have indirect exposure through these country funds.
Auto OEMs cut Q2 production schedules on EV demand softness
NXP guides Q2 revenue below consensus on auto inventory correction
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Donald J. TrumpFL | R | Buy | $15k–$50k | Mar 11, 26 | +7.7% |
| Donald J. TrumpFL | R | Buy | $100k–$100k | Mar 2, 26 | +7.7% |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | +35.4% |
| Dan NewhouseWA | R | Buy | $1k–$15k | Dec 11, 25 | +35.4% |
| William R. KeatingMA | D | Buy | $1k–$15k | Sep 11, 24 | +41.4% |
| Thomas H Tuberville | Sell | $1k–$15k | May 3, 24 | +23.5% |