Ambiq Micro, Inc. filings document the public-company record for a fabless semiconductor issuer focused on ultra-low-power edge AI chips and software. Its SEC disclosures include S-1 registration materials for common stock offerings, 8-K reports on quarterly and annual financial results, and exchange-listing details for AMBQ common stock on the New York Stock Exchange.
Proxy and current-report filings cover shareholder voting matters, director elections, audit-firm ratification, board composition, executive compensation, equity awards, and other governance subjects. Capital-structure disclosures identify common stock terms and offering-related updates.
Ambiq Micro, Inc. (AMBQ) reported that Chief Technology Officer Hanson Scott McLean exercised stock options for 7,000 shares of common stock at an exercise price of $8.12 per share and then sold 7,000 shares of common stock in three open-market transactions on August 14, 2026, at weighted average prices of $63.2562, $64.4061, and $65.3013 per share. Following the option exercise, McLean held 62,279 stock options directly. All transactions occurred under a Rule 10b5-1 trading plan adopted on May 15, 2026.
Ambiq Micro, Inc. (AMBQ) reported that Chief Executive Officer Fumihide Esaka exercised stock options for 13,500 shares of common stock at an exercise price of $8.12 per share and on the same date sold 13,500 shares in multiple open-market transactions at weighted average prices between approximately $62.66 and $65.56 per share. After the option exercise, Esaka held 85,507 stock options directly. All transactions occurred on August 14, 2026 under a Rule 10b5-1 plan adopted on May 15, 2026.
T. Rowe Price Investment Management, Inc. filed an amended ownership report for Ambiq Micro Inc. common stock. The firm reported beneficial ownership of 1,006,359 shares, representing 4.3% of the class as of June 30, 2026. It reported sole voting power over 1,004,291 shares and sole dispositive power over 1,006,359 shares, with no shared voting or dispositive power. The filer states this position represents ownership of 5 percent or less of the class and expressly denies that the filing should be construed as an admission that it is the beneficial owner of these securities.
Ambiq Micro, Inc. reported strong top-line growth while remaining unprofitable for the quarter ended June 30, 2026. Net sales rose 89.7% to $33.9 million for the quarter and 75.5% to $59.0 million for the first half of 2026, driven by broad-based demand and new product launches. Quarterly gross margin improved to 45.0%, up from 40.1%, as customers shifted to newer, higher-priced products.
The company still posted a net loss of $7.1 million for the quarter and $17.3 million year‑to‑date, but non‑GAAP net loss narrowed meaningfully. Operating expenses increased, with first‑half research and development at $27.0 million and selling, general and administrative at $19.6 million, reflecting heavy investment in engineering, stock-based compensation and public company costs.
Ambiq significantly strengthened its balance sheet through two follow-on offerings, generating $243.2 million in net proceeds and ending the period with $366.8 million in cash and cash equivalents. Operating cash outflow was $20.7 million, partly due to inventory build. Customer concentration remains high, with the top three end customers contributing about 78% of Q2 net sales, and the company continues to rely on TSMC in Taiwan as its sole wafer supplier.
Ambiq Micro, Inc. reported strong second quarter 2026 results driven by demand for its ultra-low-power edge AI semiconductor solutions. Net sales were $33.9 million, up 89.7% year-over-year, marking the fifth consecutive quarter of sequential growth. GAAP gross profit was $15.3 million, up 112.9%, with GAAP gross margin expanding 4.9 percentage points to 45.0%. Non-GAAP gross margin rose to 47.2%. The company remained unprofitable, with a GAAP net loss of $7.1 million and non-GAAP net loss of $1.8 million, both improved versus the prior year.
Ambiq substantially strengthened its balance sheet, ending June 30, 2026 with $366.8 million in cash and cash equivalents, aided by an upsized June follow-on offering that generated approximately $168 million in net proceeds and total financing cash inflows of $253.0 million year-to-date. Shares outstanding increased to 24.1 million. For the third quarter 2026, Ambiq guides net sales to $36.0–$37.0 million, non-GAAP gross margin of 46.5%–47.5%, non-GAAP operating expenses of $24.0–$25.0 million, and non-GAAP net loss per share of ($0.20)–($0.12) on 24.17 million weighted-average shares.
Ambiq Micro, Inc. furnished a letter from its CEO reflecting on the company’s first year as a public company and outlining its strategy in ultra‑low‑power edge AI.
The CEO notes that Ambiq completed an IPO and two follow‑on equity offerings during that first year, raising approximately $372 million in gross proceeds to support long‑term growth. He highlights more than 15 years of innovation behind the SPOT platform and Apollo system‑on‑chips and reports that about 80% of customers are now integrating AI into their product designs.
Ambiq describes expanding its software ecosystem through the neuralSPOT AI Development Kit and the HELIA AI tools, and previews the Atomiq family, its first SPOT‑based products with an integrated neural processing unit aimed at more compute‑intensive, ultra‑low‑power edge AI workloads across healthcare, industrial, and consumer devices.
BlackRock, Inc. reports beneficial ownership of 1,264,792 shares of AMBIQ MICRO INC common stock, representing 5.3% of the class as disclosed on June 30, 2026. BlackRock has sole voting power over 1,244,288 shares and sole dispositive power over all 1,264,792 shares, with no shared voting or dispositive power.
The filing notes that various underlying clients and investors have rights to receive dividends or sale proceeds from these shares, but no single client has an interest exceeding five percent of AMBIQ MICRO INC’s total outstanding common shares. The position is reported on a consolidated basis for specified BlackRock business units.
Ambiq Micro is offering 2,000,000 shares of its common stock. The prospectus prices the offering at $78.00 per share for an aggregate public offering price of $156,000,000, with proceeds to Ambiq of $146,640,000 before expenses. The underwriters may purchase up to an additional 300,000 shares and expect to deliver the shares on or about June 25, 2026.
Shares outstanding were 21,359,204 as of March 31, 2026, as stated in the prospectus. The offering is described on the prospectus cover filed pursuant to Rule 424(b)(4).