Illiquid(@illyquid):$nok will acquire a NXP fab in Arizona, initially leasing a portion of the facility starting early 2027 before closing the acquisition of the entire site in Q1 2029. They will convert the site to InP production for optical components. AI & Cloud orders went from EUR 1B in Q1 to EUR 2.8B in Q2 as IP Networks design wins started converting to orders and, we suspect, customers knowing they need to get in the queue quick.

2026.07.23 05:32

$nok will acquire a NXP fab in Arizona, initially leasing a portion of the facility starting early 2027 before closing the acquisition of the entire site in Q1 2029. They will convert the site to InP production for optical components. AI & Cloud orders went from EUR 1B in Q1 to EUR 2.8B in Q2 as IP Networks design wins started converting to orders and, we suspect, customers knowing they need to get in the queue quick.