STMicroelectronics expands sensors capabilities with closing of acquisition of NXP’s MEMS business
Rhea-AI Summary
STMicroelectronics (NYSE: STM) completed the acquisition of NXP’s MEMS sensors business on February 2, 2026, expanding its sensors portfolio for automotive safety and industrial markets.
Regulatory approvals are complete and ST expects the acquired business to contribute in the mid‑forties million dollars to revenue in Q1 2026.
Positive
- Acquisition of NXP MEMS business completed on Feb 2, 2026
- Expected revenue contribution of mid‑forties million dollars in Q1 2026
- Strengthens ST position in automotive safety sensors
- Expands leadership in automotive and industrial sensor markets
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
STM fell 2.55% with key semiconductor peers also down (ASX -1.66%, ON -2.79%, GFS -3.96%, MCHP -3.08%), suggesting a broader sector pullback despite company-specific acquisition news. UMC was a minor outlier at +0.30%.
Previous Acquisition Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jul 24 | Sensors acquisition | Positive | -1.5% | Announced up to $950M purchase of NXP’s MEMS sensors business with accretive margins. |
The prior announcement of this same MEMS acquisition was framed positively but saw a modest negative price reaction, indicating some history of cautious market response to this deal.
Over the last six months, STMicroelectronics reported mixed financial performance with net losses in recent quarters and continued capex investment, while pursuing strategic initiatives. On Jul 24, 2025, the company announced the planned acquisition of NXP’s MEMS sensors business for up to $950 million, highlighting accretive margins and EPS potential. That announcement led to a -1.53% move, showing a cautious reaction. Today’s closing of the same acquisition and initial revenue contribution guidance extends this strategic sensors expansion.
Historical Comparison
In the past year, STM had 1 acquisition-related release on this MEMS deal, averaging a 1.53% move. Today’s negative 2.55% move contrasts with that prior average and coincides with a broader semiconductor pullback.
The acquisition progressed from announcement on Jul 24, 2025 to closing on Feb 2, 2026, with STM now outlining initial Q1 2026 revenue contribution from NXP’s MEMS sensors business.
Market Pulse Summary
This announcement confirms closing of NXP’s MEMS sensors acquisition, transitioning from the July 2025 deal agreement to operational integration and Q1 2026 revenue contribution. It reinforces STMicroelectronics’ strategy to bolster automotive and industrial sensors. Historically, the market reacted cautiously to the original deal disclosure. Investors may track how the acquired business’s $300 million 2024 revenue base scales within STM and how it interacts with existing capex and margin trends.
Key Terms
mems technical
AI-generated analysis. Not financial advice.
PR n°C3384C
STMicroelectronics expands sensors capabilities
with closing of acquisition of NXP’s MEMS business
Acquisition boosts ST’s position in automotive safety and expands leadership in sensors across automotive and industrial end markets
Geneva, February 2, 2026 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, today completed the acquisition of NXP Semiconductors’ (NASDAQ: NXPI) MEMS sensors business. Announced in July 2025 and now fully approved by regulators, this transaction, focused on automotive safety and non-safety products and sensors for industrial applications, expands ST’s global sensors capabilities.
Based on our initial assessment, we expect the acquired business to contribute in the mid-forties million dollars range to ST’s revenues in the first quarter of 2026.
About STMicroelectronics
At ST, we are 48,000 creators and makers of semiconductor technologies mastering the semiconductor supply chain with state-of-the-art manufacturing facilities. An integrated device manufacturer, we work with more than 200,000 customers and thousands of partners to design and build products, solutions, and ecosystems that address their challenges and opportunities, and the need to support a more sustainable world. Our technologies enable smarter mobility, more efficient power and energy management, and the wide-scale deployment of cloud-connected autonomous things. We are on track to be carbon neutral in all direct and indirect emissions (scopes 1 and 2), product transportation, business travel, and employee commuting emissions (our scope 3 focus), and to achieve our
Forward-looking Information
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100% renewable electricity sourcing goal by the end of 2027; - epidemics or pandemics, which may negatively impact the global economy in a significant manner for an extended period of time, and could also materially adversely affect our business and operating results;
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Such forward-looking statements are subject to various risks and uncertainties, which may cause actual results and performance of our business to differ materially and adversely from the forward-looking statements. Certain forward-looking statements can be identified by the use of forward-looking terminology, such as “believes”, “expects”, “may”, “are expected to”, “should”, “would be”, “seeks” or “anticipates” or similar expressions or the negative thereof or other variations thereof or comparable terminology, or by discussions of strategy, plans or intentions.
Some of these risk factors are set forth and are discussed in more detail in “Item 3. Key Information — Risk Factors” included in our Annual Report on Form 20-F for the year ended December 31, 2024 as filed with the Securities and Exchange Commission (“SEC”) on February 27, 2025. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in this press release as anticipated, believed or expected. We do not intend, and do not assume any obligation, to update any industry information or forward-looking statements set forth in this release to reflect subsequent events or circumstances.
Unfavorable changes in the above or other factors listed under “Item 3. Key Information — Risk Factors” from time to time in our SEC filings, could have a material adverse effect on our business and/or financial condition.
For further information, please contact:
INVESTOR RELATIONS
Jérôme Ramel
EVP Corporate Development & Integrated External Communication
Tel: +41 22 929 59 20
jerome.ramel@st.com
MEDIA RELATIONS
Alexis Breton
Group VP Corporate External Communications
Tel: +33 6 59 16 79 08
alexis.breton@st.com
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FAQ
What did STMicroelectronics (STM) announce about the NXP MEMS acquisition on February 2, 2026?
How much revenue will the acquired NXP MEMS business contribute to STM in Q1 2026?
What does the NXP MEMS acquisition mean for STM’s automotive safety position (NYSE: STM)?
Will the acquisition expand STM’s market presence in industrial sensors (STM)?
When was the NXP MEMS sale to STM originally announced and was it regulatorily approved?
