Data-center control-plane programs are expected to exceed $500 million in revenue in 2026 as Layerscape and i.MX ramp with hyperscalers.
VSMC 300mm joint venture is expected to start ramping soon and be fully operational in 2028, supporting structural margin expansion.
NXP expects to sample the S32K5 zonal reference design with automotive customers in Q3 2026, accelerating K5 adoption into 2027.
Aviva Links open-standard SerDes has customer awards and is expected to enter production in 2028.
Kinara-enabled physical AI platforms are expected to generate combined i.MX revenue in the second half of 2027 and 2028.
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