MicroVision Launches MicroVision Semiconductor to Expand Advanced ASIC Development and Mixed-Signal Design Capabilities

Rhea-AI Summary

MicroVision (NASDAQ:MVIS) launched MicroVision Semiconductor, a dedicated semiconductor organization based in Colorado Springs that expands its custom ASIC, mixed-signal IC, photonic sensing, and advanced imaging capabilities. The unit, formerly Black Forest Engineering acquired from Luminar, serves as MicroVision's semiconductor center of excellence while continuing custom design services for dozens of existing customers across multiple industries.

According to MicroVision, the organization brings over 30 years of innovation and more than 300 custom mixed-signal IC designs spanning automotive, industrial, defense, aerospace, scientific, and commercial markets. Services cover end-to-end ASIC development, including mixed-signal design, imaging architectures, ROICs, RF, memory, high-speed A/D conversion, automotive-qualified and radiation-hardened electronics, plus packaging, validation, and production testing across foundries such as Tower Semiconductor, TSMC, and X-FAB. MicroVision says these capabilities support its Lidar 2.0 strategy and next-generation FMCW lidar, while broadening applications in industrial automation, security and defense, transportation, ADAS, smart infrastructure, and autonomous platforms.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Positive

• More than 30 years of semiconductor innovation consolidated in-house
• Portfolio of over 300 custom mixed-signal IC designs across key markets
• Dozens of existing semiconductor customers maintained under MicroVision Semiconductor
• End-to-end ASIC services from concept through production and testing
• Support for leading foundries including Tower Semiconductor, TSMC, and X-FAB
• Expanded internal support for next-generation PICs and FMCW lidar roadmap

Negative

• None.

Market reaction: MVIS +19.23% on semiconductor division launch

+19.23% $0.45

15m delay

+19.23% Since News

$0.45 Last Price

$0.38 $0.45 Day Range

+$25M Valuation Impact

$153.68M Market Cap

0.3x Rel. Volume

Following this news, MVIS has gained 19.23%, reflecting a significant positive market reaction. Our momentum scanner has triggered 15 alerts so far, indicating notable trading interest and price volatility. The stock is currently trading at $0.45. This price movement has added approximately $25M to the company's valuation.

Data tracked by StockTitan Argus (15 min delayed). Upgrade to Gold for real-time data.

Market Context

Viewed against an active S-3 shelf that allows MicroVision to offer up to $50,000,000 in securities ...

Analysis

Viewed against an active S-3 shelf that allows MicroVision to offer up to $50,000,000 in securities and a short-interest level the platform flags as moderate, this semiconductor launch expands the technology stack but leaves capital-raising and dilution dynamics, rather than engineering depth, as key risks to monitor.

Key Figures

Semiconductor experience: more than 30 years Custom IC designs: over 300 custom mixed-signal integrated circuit designs

2 metrics

Semiconductor experience more than 30 years MicroVision Semiconductor innovation history

Custom IC designs over 300 custom mixed-signal integrated circuit designs Cumulative designs delivered across multiple markets

Historical Context

5 past events · Latest: Jul 08 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Jul 08	Conference participation	Positive	+1.9%	Announcement of management presenting at an Emerging Growth Virtual Conference.
Jul 01	Regional partnership	Positive	+27.1%	Appointment of IDI Laser as Premier Partner across Southeast Asia markets.
Jun 29	AI customer delivery	Positive	+6.7%	Delivery of MOVIA S sensors to a leading AI company and hyperscaler.
Jun 18	Business update call	Negative	-1.5%	Scheduling of a Business Update and Shareholder Q&A event for investors.
Jun 16	Customer deployment deal	Negative	-1.4%	IRIS lidar sensor shipments tied to deployment with Lake Fusion and Timberline.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent MVIS news has produced mixed reactions, with slightly more instances diverging from today’s pre-headline negative trade than aligning with it.

Key Terms

asic, mixed-signal integrated circuits, photonic integrated circuits, fmcw lidar, +2 more

6 terms

asic technical

"expands the company's capabilities in custom ASIC development, mixed-signal integrated circuits"

ASIC is Australia’s corporate, markets and financial services regulator that enforces rules for companies, financial advisers and market operators; think of it as the referee and rulebook keeper for financial activity. It matters to investors because ASIC’s oversight, investigations and enforcement actions affect company credibility, legal risk and market fairness—actions that can change stock prices, investor confidence and the safety of financial products.

mixed-signal integrated circuits technical

"expands the company's capabilities in custom ASIC development, mixed-signal integrated circuits, photonic sensing"

Mixed-signal integrated circuits are chips that combine analog and digital electronic functions on a single semiconductor die, handling real-world signals (like sound, light, or radio waves) and converting them to digital data for processing. They matter to investors because these chips enable products across many markets—sensors, communications, and consumer electronics—so their performance, cost, and supply affect manufacturers’ product capabilities, margins, and competitiveness, similar to a translator that connects two different languages within a device.

photonic integrated circuits technical

"supporting next-generation photonic integrated circuits (PICs) for the company's FMCW lidar initiatives"

Photonic integrated circuits are chips that use tiny optical components to generate, route and detect light instead of moving electrical signals, performing functions similar to electronic computer chips but with photons. They matter to investors because they can enable much faster data transfer and lower power use in telecommunications, data centers and sensing, creating new markets and potential cost advantages — but they also require specialized manufacturing and carry technology and supply risks.

fmcw lidar technical

"photonic integrated circuits (PICs) for the company's FMCW lidar initiatives"

Frequency-modulated continuous-wave (FMCW) LiDAR is a laser-based sensing system that measures both distance and speed by sending a continuously changing-frequency beam and comparing the returned light, similar to how a police radar tunes and listens for a reflected signal. It matters to investors because FMCW designs can deliver longer range, more reliable readings in traffic or crowded environments, lower interference and better velocity data than older pulsed LiDAR, which can translate into stronger product performance, safety advantages and clearer market differentiation for companies using or supplying the technology.

radiation-hardened semiconductor technical

"Radiation-hardened semiconductor designsPackaging, characterization, validation, and production testing"

A radiation-hardened semiconductor is an electronic chip engineered to keep working when exposed to ionizing radiation by using special designs, materials, and manufacturing steps that prevent malfunction from charged particles or cumulative dose. Think of it as armor for a microchip that preserves performance in harsh environments like space, nuclear facilities, or certain medical equipment. It matters to investors because it serves niche markets with high reliability requirements, longer qualification cycles, and often higher prices and supply constraints.

adas technical

"Advanced driver assistance systems (ADAS)Smart infrastructure and digital mappingAutonomous aerial"

Advanced Driver Assistance Systems (ADAS) are electronic systems in vehicles that assist the driver with safety tasks. Examples include automatic emergency braking, lane keeping assist, and adaptive cruise control. These systems use sensors and cameras to improve vehicle safety.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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New semiconductor organization combines more than three decades of custom IC expertise with MicroVision's perception portfolio to accelerate next-generation lidar, photonics, and intelligent sensing solutions

REDMOND, WA / ACCESS Newswire / July 14, 2026 / MicroVision, Inc. (NASDAQ:MVIS), a leader in advanced perception solutions for industrial, security and defense, and automotive applications, today announced the launch of MicroVision Semiconductor, Inc., a dedicated semiconductor organization that significantly expands the company's capabilities in custom ASIC development, mixed-signal integrated circuits, photonic sensing technologies, and advanced imaging systems.

Headquartered in Colorado Springs, Colorado, MicroVision Semiconductor, formerly Black Forest Engineering and acquired from Luminar, serves as the company's center of excellence for semiconductor innovation while continuing to provide custom design services for an established portfolio of dozens of customers spanning multiple industries. MicroVision Semiconductor's ability to develop highly integrated perception systems is greatly enhanced by combining world-class semiconductor engineering with the company's expanding lidar, software, and photonics technologies.

"Semiconductors are becoming one of the most important differentiators in advanced perception systems," said Glen DeVos, Chief Executive Officer of MicroVision. "MicroVision Semiconductor gives us deep in-house expertise across custom ASIC development, mixed-signal design, testing, and production while continuing to serve an existing customer base with world-class integrated circuit development services. Just as importantly, these capabilities accelerate our own product roadmap by enabling tighter integration between our sensors, electronics, and software. This strengthens our ability to deliver differentiated, scalable perception solutions while creating new outside business opportunities beyond our core lidar business."

MicroVision Semiconductor brings together more than 30 years of semiconductor innovation and experience delivering over 300 custom mixed-signal integrated circuit designs across automotive, industrial, defense, aerospace, scientific, and commercial markets. The organization provides complete ASIC development services from product concept through production, including:

• Custom mixed-signal ASIC design

• Analog and pixel-oriented imaging architectures

• High-performance ROIC development

• RF, memory, and high-speed A/D conversion

• Automotive-qualified and functional safety electronics

• Radiation-hardened semiconductor designs

• Packaging, characterization, validation, and production testing

• Manufacturing support across leading foundries including Tower Semiconductor, TSMC, and X-FAB

These capabilities support a wide range of applications, including lidar, machine vision, autonomous systems, advanced sensing, photonics, and scientific imaging. MicroVision Semiconductor also plays an important role in advancing the company's internal technology roadmap, including development work supporting next-generation photonic integrated circuits (PICs) for the company's FMCW lidar initiatives.

The Colorado Springs team's established infrastructure, including in-house laboratories, validation capabilities, production partnerships, and experienced engineering talent, allows customers to move efficiently from concept through production while reducing development risk and accelerating time to market.

The launch of MicroVision Semiconductor represents another step in MicroVision's Lidar 2.0 strategy - expanding beyond standalone sensors to deliver tightly integrated perception systems that combine hardware, semiconductors, photonics, software, and intelligent sensing technologies for the next generation of autonomous applications.

MicroVision's Portfolio Expansion

MicroVision's transformation has been supported by a series of strategic acquisitions and technology integrations that have tactically expanded the company's capabilities across the perception stack.

Rather than pursuing isolated technologies, MicroVision has systematically assembled the critical building blocks required for next-generation perception systems. Just as important, these investments have brought together world-class engineers, scientists, software developers, and industry leaders from across the autonomy, semiconductor, automotive, and defense sectors.

Today, MicroVision's growing portfolio supports applications across:

• Industrial automation and autonomous operations

• Security and defense systems

• Commercial transportation and logistics

• Advanced driver assistance systems (ADAS)

• Smart infrastructure and digital mapping

• Autonomous aerial and ground-based platforms

• High-performance photonics and semiconductor applications

The company's expanding capabilities position it to address the increasing demand for intelligent perception systems that combine sensing, understanding, and decision support into a unified platform.

MicroVision expects these investments to continue strengthening its ability to serve customers across industrial, defense, infrastructure, and automotive sectors while creating new opportunities for innovation in semiconductor and photonics technologies.

About MicroVision

MicroVision is defining the next generation of lidar-based perception solutions for automotive, industrial, and security & defense markets. As the industry moves beyond proof of concept toward value, deployment, and commercialization, MicroVision delivers integrated hardware and software solutions designed for real-world performance, automotive-grade reliability, and economic scalability. With engineering centers in the U.S. and Germany, MicroVision leads the industry in depth and breadth of its portfolio, with both short- and long-range lidar solutions, featuring solid-state sensors with varying wavelengths, advanced sensor architectures, design-to-cost engineering, and open software solutions.

For more information, visit the Company's website at www.microvision.com, on Facebook at www.facebook.com/microvisioninc, and LinkedIn at https://www.linkedin.com/company/microvision/.

Investor Relations Contact

Jeff Christensen
Darrow Associates Investor Relations
MVIS@darrowir.com

Media Contact

Heidi Davidson - For MicroVision
heidi@galvanizeworldwide.com
(914) 441-6862

SOURCE: MicroVision, Inc.

View the original press release on ACCESS Newswire

FAQ

What is MicroVision Semiconductor and why did MicroVision (NASDAQ:MVIS) launch it in July 2026?

MicroVision Semiconductor is a dedicated semiconductor organization launched to expand custom ASIC and mixed-signal design capabilities. According to MicroVision, it centralizes semiconductor innovation, supports its lidar and photonics roadmap, and continues serving an established base of external IC design customers across multiple industries.

How does MicroVision Semiconductor expand MVIS mixed-signal ASIC and imaging capabilities?

MicroVision Semiconductor offers complete mixed-signal ASIC design, imaging architectures, ROIC development, RF, memory, and high-speed A/D conversion. According to MicroVision, it also provides packaging, characterization, validation, and production testing, enabling tightly integrated perception systems that link sensors, electronics, photonics, and software for advanced applications.

What experience and track record does MicroVision Semiconductor bring to MVIS investors?

MicroVision Semiconductor brings more than 30 years of semiconductor innovation and over 300 custom mixed-signal IC designs. According to MicroVision, this experience spans automotive, industrial, defense, aerospace, scientific, and commercial markets, supporting both existing custom-design customers and the company’s internal lidar and photonics roadmap.

How does MicroVision Semiconductor support MVIS Lidar 2.0 and FMCW lidar strategy?

MicroVision Semiconductor underpins the Lidar 2.0 strategy by enabling integrated hardware, semiconductors, photonics, and software. According to MicroVision, the team contributes to next-generation photonic integrated circuits (PICs) for FMCW lidar, aiming to advance tightly integrated perception systems for autonomous and intelligent sensing applications.

Which markets and applications will MicroVision Semiconductor target for MVIS?

MicroVision Semiconductor supports lidar, machine vision, autonomous systems, advanced sensing, photonics, and scientific imaging. According to MicroVision, the broader portfolio now addresses industrial automation, security and defense, commercial transportation, ADAS, smart infrastructure, digital mapping, and autonomous aerial and ground-based platforms.

What manufacturing and foundry partnerships does MicroVision Semiconductor use for ASIC production?

MicroVision Semiconductor provides manufacturing support across leading foundries, including Tower Semiconductor, TSMC, and X-FAB. According to MicroVision, this ecosystem, combined with in-house labs and validation capabilities in Colorado Springs, helps customers move efficiently from concept to production while managing development risk.