olivLaw · US equity research
Silicon Laboratories Inc. SLAB
Semiconductors & Related Devices · SIC 3674 · Vertical: Semiconductors & Related Devices (SIC 3674)
Silicon Laboratories designs low-power analog-intensive mixed-signal and wireless chips for Internet of Things devices, organized around Industrial & Commercial and Home & Life markets. Revenue grew strongly in 2026, but the company is being acquired by Texas Instruments and has suspended forward guidance.
At the close of 05 Nov 2026, Silicon Laboratories Inc. (SLAB) stock was 221.35 USD (−0.29% on the day), with market capitalisation 7.4 bn USD, beta 1.40, 52-week range 116.08–222.80 USD. Latest reported quarter (Q2 2027): revenue of 228.2 m USD (+18.3% YoY), net income of -10.6 m USD, diluted EPS -0.32 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 47.9
- neutral
- Bollinger (20, 2)
- 220.60 – 222.56
- in the lower half of the band · %B 0.38 · band width 0.9%
- SMA 50 / 200
- 221.04 / 212.37
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 0.25 / 0.28
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −0.6% | −1.1% | +0.5 pp | — |
| 3 months | +1.3% | −0.5% | +1.8 pp | — |
| 6 months | +1.7% | +4.4% | −2.7 pp | — |
| Year to date | +69.4% | +12.3% | +57.0 pp | — |
| 1 year | +70.9% | +13.5% | +57.4 pp | +35.9% |
| 3 years | +140.1% | +76.4% | +63.7 pp | +122.5% |
| 5 years | +10.6% | +63.7% | −53.0 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2027 · 04 Jul 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 | Q2 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 166.4 m | 166.2 m | 177.7 m | 192.8 m | 206.0 m | 208.2 m | 213.5 m | 228.2 m |
| Cost of revenue | 76.1 m | 76.0 m | 79.9 m | 84.7 m | 87.0 m | 76.1 m | 86.5 m | 87.5 m |
| Gross profit | 90.3 m | 90.2 m | 97.8 m | 108.1 m | 119.0 m | 132.1 m | 127.0 m | 140.7 m |
| Research & development | 83.2 m | 82.4 m | 88.2 m | 87.8 m | 87.7 m | 89.5 m | 88.6 m | 95.0 m |
| SG&A | 36.8 m | 36.4 m | 41.6 m | 43.2 m | 43.7 m | 45.8 m | 55.5 m | 56.3 m |
| Operating income | -29.7 m | -28.6 m | -32.1 m | -22.9 m | -12.3 m | -3.3 m | -17.1 m | -10.7 m |
| Interest expense | 278.0 k | 260.0 k | 284.0 k | 251.0 k | 226.0 k | 214.0 k | 232.0 k | 251.0 k |
| Pre-tax income | -26.5 m | -25.9 m | -28.6 m | -19.3 m | -9.5 m | -534.0 k | -13.7 m | -8.4 m |
| Income tax | 2.0 m | -2.1 m | 1.9 m | 2.5 m | 414.0 k | 2.2 m | 2.2 m | 2.2 m |
| Net income | -28.5 m | -23.8 m | -30.5 m | -21.8 m | -9.9 m | -2.7 m | -15.9 m | -10.6 m |
| Diluted EPS | -0.88 | -0.73 ≈ | -0.94 | -0.67 | -0.30 | -0.08 ≈ | -0.48 | -0.32 |
| Operating cash flow | 31.6 m ≈ | 10.1 m | 48.1 m | 4.9 m ≈ | 34.3 m ≈ | 8.4 m | 4.9 m | -14.5 m ≈ |
| Capex | 2.2 m ≈ | 4.0 m | 4.9 m | 8.7 m ≈ | 6.4 m ≈ | 10.0 m | 9.8 m | 12.3 m ≈ |
| Share repurchases | 0 ≈ | 16.0 k | — | — | — | — | — | — |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2017 | 2018 | ⚠ 2019 | 2021 | 2022 | 2023 | 2024 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 768.9 m | 868.3 m | 473.8 m | 510.9 m | 1.0 bn | 782.3 m | 584.4 m | 784.8 m |
| Revenue YoY | +10.2% | +12.9% | — | unavailable | +100.4% | −23.6% | −25.3% | unavailable |
| Net income | 47.1 m | 83.6 m | 19.3 m | 12.5 m | 91.4 m | -34.5 m | -191.0 m | -64.9 m |
| Net income YoY | −23.4% | +77.5% | — | unavailable | +629.4% | −137.8% | unavailable | unavailable |
| Diluted EPS | 1.09 | 1.90 | 0.43 | 0.28 | 2.54 | -1.09 | -5.93 | -1.98 |
| Diluted EPS YoY | −24.8% | +74.3% | — | unavailable | +807.1% | −142.9% | unavailable | unavailable |
| net % | 6.1% | 9.6% | 4.1% | 2.5% | 8.9% | -4.4% | -32.7% | -8.3% |
| Free cash flow | 177.3 m | 149.1 m | 151.2 m | 117.6 m | unavailable | -52.6 m | -25.7 m | 65.8 m |
The series breaks before 2019: earlier years come from the original reports of the issuer of that time, later years from a subsequent filing that restated the perimeter (a separation, discontinued operations). The year-on-year change across the break is not shown.
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 03 Jan 2026
- Cash
- 364.2 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 1.1 bn USD
- Total assets
- 1.3 bn USD
- Debt / equity
- unavailable
- Current ratio
- 4.69x
- ROE
- unavailable
- ROA
- -5.1%
- FCF margin
- 8.4%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2019 | 2021 | 2022 | 2023 | 2024 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 473.8 m | 510.9 m | 1.0 bn | 782.3 m | 584.4 m | 784.8 m | SEC (XBRL)· 10 Feb 2026verified |
| Cost of revenue | 193.6 m | 216.1 m | 381.5 m | 321.7 m | 272.2 m | 327.8 m | SEC (XBRL)· 10 Feb 2026verified |
| Gross profit | 280.2 m | 294.8 m | 642.6 m | 460.6 m | 312.2 m | 457.0 m | SEC (XBRL)· 10 Feb 2026verified |
| Research & development | 205.7 m | 235.2 m | 332.3 m | 337.7 m | 332.2 m | 353.2 m | SEC (XBRL)· 10 Feb 2026verified |
| SG&A | 163.2 m | 166.7 m | 191.0 m | 147.0 m | 145.5 m | 174.3 m | SEC (XBRL)· 10 Feb 2026verified |
| Operating income | -88.6 m | -107.1 m | 119.3 m | -24.2 m | -165.5 m | -70.5 m | SEC (XBRL)· 10 Feb 2026verified |
| Interest expense | 20.2 m | 34.1 m | 6.7 m | 5.6 m | 1.3 m | 975.0 k | SEC (XBRL)· 10 Feb 2026verified |
| Pre-tax income | -96.0 m | -130.1 m | 129.9 m | -26.6 m | -154.8 m | -57.9 m | SEC (XBRL)· 10 Feb 2026verified |
| Income tax | 7.0 m | -14.6 m | 38.5 m | 7.9 m | 36.2 m | 7.0 m | SEC (XBRL)· 10 Feb 2026verified |
| Net income | 19.3 m | 12.5 m | 91.4 m | -34.5 m | -191.0 m | -64.9 m | SEC (XBRL)· 10 Feb 2026verified |
| Diluted EPS | 0.43 | 0.28 | 2.54 | -1.09 | -5.93 | -1.98 | SEC (XBRL)· 10 Feb 2026verified |
| Weighted average diluted shares | 44.3 m | 44.4 m | 36.0 m | 31.8 m | 32.2 m | 32.7 m | SEC (XBRL)· 10 Feb 2026verified |
Balance sheet · USD
| Line | 2019 | 2021 | 2022 | 2023 | 2024 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 227.1 m | 202.7 m | 499.9 m | 227.5 m | 281.6 m | 364.2 m | SEC (XBRL)· 10 Feb 2026verified |
| Receivables | 75.6 m | 95.2 m | 71.4 m | 29.3 m | 54.5 m | 64.5 m | SEC (XBRL)· 10 Feb 2026verified |
| Inventories | 73.1 m | 47.9 m | 100.4 m | 194.3 m | 105.6 m | 95.6 m | SEC (XBRL)· 10 Feb 2026verified |
| Current assets | 943.9 m | 975.8 m | 1.5 bn | 737.9 m | 602.0 m | 674.0 m | SEC (XBRL)· 10 Feb 2026verified |
| Property, plant & equipment, net | 135.9 m | 135.8 m | 152.0 m | 145.9 m | 132.1 m | 128.6 m | SEC (XBRL)· 10 Feb 2026verified |
| Goodwill | 237.3 m | 376.4 m | 376.4 m | 376.4 m | 376.4 m | 376.4 m | SEC (XBRL)· 10 Feb 2026verified |
| Intangibles (excl. goodwill) | 134.3 m | 163.5 m | 84.9 m | 59.5 m | 36.5 m | 23.1 m | SEC (XBRL)· 10 Feb 2026verified |
| Total assets | 1.7 bn | 2.0 bn | 2.2 bn | 1.4 bn | 1.2 bn | 1.3 bn | SEC (XBRL)· 10 Feb 2026verified |
| Accounts payable | 38.9 m | 54.9 m | 89.9 m | 57.5 m | 42.4 m | 50.7 m | SEC (XBRL)· 10 Feb 2026verified |
| Current liabilities | 137.7 m | 284.5 m | 185.8 m | 163.6 m | 97.9 m | 143.8 m | SEC (XBRL)· 10 Feb 2026verified |
| Total liabilities | 559.8 m | 793.6 m | 764.4 m | 234.4 m | 142.7 m | 174.9 m | SEC (XBRL)· 10 Feb 2026verified |
| Equity | 1.1 bn † | 1.2 bn † | 1.4 bn † | 1.2 bn † | 1.1 bn † | 1.1 bn † | SEC (XBRL)· 10 Feb 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2019 | 2021 | 2022 | 2023 | 2024 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 166.5 m | 135.7 m | — | -30.3 m | -13.9 m | 95.7 m | SEC (XBRL)· 10 Feb 2026verified |
| Capex | 15.3 m | 18.1 m | 26.5 m | 22.3 m | 11.7 m | 29.9 m | SEC (XBRL)· 10 Feb 2026verified |
| Free cash flow | 151.2 m ≈ | 117.6 m ≈ | — | -52.6 m ≈ | -25.7 m ≈ | 65.8 m ≈ | SEC (XBRL)· 10 Feb 2026derived |
| Investing cash flow | -106.8 m | -361.0 m | 240.5 m | 469.8 m | 113.1 m | -12.0 m | SEC (XBRL)· 10 Feb 2026verified |
| Financing cash flow | -29.6 m | 200.9 m | -887.1 m | -711.9 m | -45.1 m | -1.1 m | SEC (XBRL)· 10 Feb 2026verified |
| Share repurchases | 26.7 m | 16.3 m | 883.4 m | 217.1 m | 16.0 k | 0 | SEC (XBRL)· 10 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
4 indicators that do not apply to the sector.
Valuation
olivLaw classification
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
05 Nov 2026Source: olivLaw, closing series
Market cap: 7.4 bn USD
Key indicators
Coverage and freshness
Score by group
68% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/Salesunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| Gross margin · Quality | 60.6% | 52 (on a fixed band) | 16% |
| EBIT margin · Quality | -5.1% | 16 (vs peers) | 13% |
| FCF margin · Quality | -0.6% | 0 (on a fixed band) | 13% |
| Revenue CAGR 3Y · Growth | 0.1% | 0 (on a fixed band) | 25% |
| Revenue growth (YoY) · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 5.4x | 100 (on a fixed band) | 9% |
| EV/Sales · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | -0.1% | 0 (on a fixed band) | 19% |
| Shareholder yield (distributions) · Returns | 0.0% | 33 (on a fixed band) | 6% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial100/100 · 1/2 factors with a value
- Growth· partial0/100 · 1/2 factors with a value
- Quality25/100 · 3/3 factors with a value
- Returns33/100 · 1/1 factors with a value
- Valuation· partial0/100 · 1/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
SILICON LABORATORIES INC. (SLAB). Latest full fiscal year: 2026; data up to 2026-07-04.
Figures computed from the financial statements: revenue 784.8 m USD in 2026; net margin -4.6%; ROE -3.6%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Current ratio: 5.4x
What contradicts it
- EBIT margin: -5.1%
- FCF margin: -0.6%
- Revenue CAGR 3Y: 0.1%
- FCF yield: -0.1%
Not assessed (insufficient data or a ratio without meaning): Revenue growth (YoY), Net debt / EBITDA, EV/Sales.
Versus the vertical median
Semiconductors & Related Devices (SIC 3674) · same industry (4-digit SIC) · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Company Limited | 9,156.8 bn | 259.6 | 29.3% | 40.0% | +25.0% | +21% / +263% |
| NVDANvidia Corp | 4,823.1 bn | 25.3 | 117.2% | 63.7% | +65.5% | +13% / +328% |
| AVGOBroadcom Inc. | 1,553.7 bn | 41.6 | 44.2% | 42.9% | +23.9% | −19% / +252% |
| MUMicron Technology, Inc. | 899.7 bn | 10.7 | 88.3% | 63.8% | +256.3% | +236% / +945% |
| AMDAdvanced Micro Devices, Inc | 801.6 bn | 106.3 | 11.8% | 16.8% | +34.3% | +125% / +303% |
| INTCIntel Corporation | 309.7 bn | — | -10.9% | -20.1% | −0.5% | +44% / +30% |
| AMATApplied Materials Inc | 293.2 bn | 31.9 | 41.1% | 30.1% | +4.4% | +46% / +147% |
| TXNTexas Instruments Inc | 284.6 bn | 40.4 | 39.7% | 34.3% | +13.0% | +85% / +104% |
| ADIAnalog Devices Inc | 196.8 bn | 48.2 | 12.2% | 29.8% | +16.9% | +53% / +122% |
| MRVLMarvell Technology, Inc | 140.1 bn | 52.8 | 16.5% | 27.9% | +42.1% | +79% / +187% |
| ASXASE Technology Holding Co., Ltd. | 132.2 bn | 106.1 | 12.3% | 6.2% | +13.3% | +99% / +246% |
| NXPINXP Semiconductors N.V. | 66.8 bn | 20.8 | 29.2% | 23.4% | −2.7% | +36% / +30% |
| MPWRMonolithic Power Systems, Inc. | 61.5 bn | 69.5 | 25.1% | 23.9% | +26.4% | +36% / +130% |
| MCHPMicrochip Technology Incorporated | 40.9 bn | 104.2 | 7.2% | 9.3% | +7.1% | +41% / −10% |
| ALABAstera Labs, Inc. | 39.0 bn | 89.0 | 28.2% | 29.6% | +115.1% | +42% / unavailable |
| ONOn Semiconductor Corp | 27.7 bn | 41.4 | 8.9% | 10.8% | −15.3% | +42% / −0% |
| CRDOCredo Technology Group Holding Ltd | 25.7 bn | 48.7 | 30.7% | 33.8% | +205.7% | −23% / +662% |
| QQnity Electronics, Inc. | 24.8 bn | 42.0 | 7.6% | 11.5% | +9.7% | +46% / unavailable |
| SIMOSilicon Motion Technology Corporation | 21.0 bn | 171.7 | 15.3% | 13.8% | +10.2% | +76% / +166% |
| FSLRFirst Solar, Inc. | 20.9 bn | 11.3 | 18.7% | 37.1% | +24.1% | −29% / +23% |
| MTSIMACOM Technology Solutions Holdings, Inc. | 17.8 bn | 74.6 | 17.2% | 20.7% | +32.6% | +33% / +178% |
| NXTNextpower Inc. | 15.0 bn | 25.1 | 26.5% | 16.0% | +20.3% | +9% / +145% |
| LSCCLattice Semiconductor Corp | 13.9 bn | 301.7 | 4.2% | 5.5% | unavailable | +40% / +67% |
| SMTCSemtech Corporation | 8.5 bn | — | -5.8% | -3.0% | +15.5% | +23% / +459% |
| SLABSilicon Laboratories Inc. | 7.4 bn | — | -3.6% | -4.6% | unavailable | +71% / +140% |
1- and 3-year price returns: for SLAB from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 3 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 5 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Silicon Laboratories designs low-power analog-intensive mixed-signal and wireless chips for Internet of Things devices, organized around Industrial & Commercial and Home & Life markets. Revenue grew strongly in 2026, but the company is being acquired by Texas Instruments and has suspended forward guidance 13.
SWOT
Strengths
- Strong analog and RF design expertise in CMOS, with integrated platforms and a developer ecosystem 1.
- High gross margins and revenue growth in recent quarters, with improved operating leverage 23.
- Long product life cycles and high entry barriers, because customers are reluctant to change completed designs 1.
Weaknesses
Opportunities
Risks
- Completion of the Texas Instruments mergerhigh
The transaction may not close within the expected timeframe or at all, and the share price could decline if it does not 1.
- Termination fee under the agreementmedium
If the agreement is terminated in certain circumstances, the company could be required to pay a significant fee to the acquirer 1.
- Operating restrictions during the mergermedium
The agreement limits certain decisions such as acquisitions, investments and contract changes, which could slow responses to competition 1.
- Reliance on distributorsmedium
Revenue depends heavily on a few distributors, and problems at them could affect sales 12.
- Revenue and inventory volatilitylow
Revenue fluctuates from quarter to quarter, and high inventory could create extra costs if demand falls 12.
Investment thesis
What would need to be true (bull case)
- Revenue growth in the second quarter of fiscal 2026 and improving margins suggest operations could keep recovering 23.
- The merger agreement sets a fixed cash payment per share, which could reduce uncertainty for shareholders if the deal closes 1.
- Rising bookings and design wins could support higher future revenue 3.
What would break the thesis
- If the merger is not completed, the value of the shares could fall relative to the price implied by the offer 1.
- Merger-related costs and agreement restrictions could weigh on results and limit the company's flexibility 2.
- With guidance suspended, investors have fewer reference points for assessing the outlook 3.
What to watch
- Regulatory approvals and closing of the Texas Instruments merger2027
- Trend in revenue and gross margin in quarterly reportsQ3 2026
- Distributor and end-customer inventory levelsQ3 2026
- Impact of tariffs and memory shortage on demandnext 10-K
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Silicon Laboratories Inc. presents itself as a leader in secure, intelligent wireless technology, offering integrated hardware and software platforms, development tools and an ecosystem for developers 1. It makes mixed-signal integrated circuits and wireless microcontrollers based on protocols such as Bluetooth, Wi-Fi, Thread, Zigbee and Z-Wave 1. As a fabless company, it relies on third-party wafer fabricators and assembly and test services, mainly in Asia 2.
Segments
Industrial & Commercial
This segment covers industrial automation, smart metering, street lighting, renewable energy, electronic shelf labels and smart buildings. In the second quarter of fiscal 2026 segment revenue rose 23% year-over-year to 135 million USD 3.
Home & Life
The segment includes the smart home, with cameras, locks, lighting and sensors, and connected health, with wearables and patient monitoring. In the second quarter of fiscal 2026 revenue rose 12% year-over-year to 93 million USD, and the medical business reached record revenue 3.
Market context
The target market is IoT devices, where manufacturers need smaller, cheaper, low-power mixed-signal solutions that many integrated circuit firms cannot offer because of limited analog expertise 1. More than 90% of revenue comes from outside the United States, indicating broad geographic exposure 12.
Trends
- Demand recovery after inventory reductiontailwind
Demand improved after customers reduced their inventories, and bookings and new orders accelerated in 2026 13. If this continues, it could support revenue growth.
- Tariffs and trade tensionsheadwind
Uncertainty over tariffs and trade restrictions by the United States and other jurisdictions continues to evolve and could affect demand, costs and suppliers 2. This pressure could grow if it widens.
- Global memory chip shortageheadwind
The company cites the current global memory chip shortage as affecting demand and the supply chain 3. The effect depends on how long the shortage lasts and how suppliers respond.
- IoT expansion in health and industrymixed
Growth of connected medical and industrial devices opens new demand for low-power wireless solutions 13. The effect depends on customer adoption of these applications.
Competitive position
The company shows it defends its position by integrating mixed-signal functions into a single chip, through its CMOS expertise and through long product life cycles that raise barriers for competitors 1. However, the sources note the market is highly competitive and that some rivals have greater resources 1.
- Texas InstrumentsTXN
The company that signed the merger agreement with Silicon Labs and will acquire it when the transaction closes 1.
- Rivals with greater resources in wireless chips
The sources indicate some competitors have greater resources than the company, which could limit its market share 1.
- Analog and mixed-signal integrated circuit makers
Many chip suppliers lack the analog expertise needed for mixed-signal solutions, which creates competition in certain segments 1.
- Rival wireless protocol ecosystems
The company builds its platform across several protocols, but rival ecosystems could attract customers in the same applications 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Silicon Labs (SLAB) Swung to a Non-GAAP Profit, but Wall Street HesitatesYahoo Finance — News · 17 Sept 2026 · EN
- Tranzacție de 7,5 miliarde de dolari pe piața cipurilor, autorizată în România. Texas Instruments preia Silicon LabsStartupCafe.ro · 24 Jul 2026 · RO
- Your Old Devices Depend on Dying Sensors. The Silicon Labs Incident Proves ItHacker News · 23 May 2026 · EN
SEC filings
- Quarterly report11 Aug 2026
- Current report11 Aug 2026Results of operations · Financial statements and exhibits
- Current report26 May 2026Other events
- Quarterly report05 May 2026
- Current report05 May 2026Results of operations · Financial statements and exhibits
- Current report30 Apr 2026Shareholder vote
- Current report24 Apr 2026Shareholder vote
- Proxy statement11 Mar 2026
- Annual report10 Feb 2026
- Current report04 Feb 2026Results of operations · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2026-01-03 · SEC / Silicon Laboratories Inc. · 10 Feb 2026
- [2] Form 10-Q, quarter ended 2026-07-04 · SEC / Silicon Laboratories Inc. · 11 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Silicon Laboratories Inc. · 11 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.