What smart money is saying about NXP Semiconductors N.V.
1 fund in our archive has pitched NXP Semiconductors N.V. — most recently Guinness Sustainable Energy Fund in June 2026.
NXP Semiconductors N.V. specializes in the design and production of a broad array of semiconductor solutions. Its extensive portfolio encompasses various processing units, such as microcontrollers, application processors (including the popular i.MX series and its 8 and 9 families), and communication processors. NXP also provides advanced wireless connectivity solutions, featuring technologies like near-field communication (NFC), ultra-wideband (UWB), Bluetooth Low Energy (BLE), Zigbee, and integrated Wi-Fi and Wi-Fi/Bluetooth Systems-on-Chip (SoCs). Furthermore, its offerings extend to analog and interface devices, radio frequency power amplifiers, and robust security controllers. The company also develops semiconductor-based environmental and inertial sensors, including components for pressure, motion (inertial), magnetic fields, and gyroscopic measurements. These solutions find critical applications across diverse sectors, including the automotive industry, industrial automation, the Internet of Things (IoT), mobile computing, and communication infrastructure. NXP distributes its products globally, serving original equipment manufacturers (OEMs), contract manufacturers, and a network of distributors. Its operational footprint spans key global regions, including China, the Netherlands, the United States, Singapore, Germany, Japan, South Korea, and Malaysia, in addition to its broader international reach. Founded in 2006, the company initially operated as KASLION Acquisition B.V. before adopting its current name, NXP Semiconductors N.V., in May 2010. Its corporate headquarters are situated in Eindhoven, the Netherlands.
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Position history
Between Q2 2026 and Q3 2026, 5 fund letters reported a position in NXP Semiconductors N.V., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 3 | 0 | 0 | 1 |
Fund activity · 5 positions
- August 2026
“The fund’s top performers were China Longyuan and Itron, the former benefitting from new Chinese mandatory minimum renewable consumption targets and the latter delivering strong margin progression at recent results. Infineon and NXP were among the weakest performers as they suffered from a broader sell-off in AI and semiconductor names.”
NXP Semiconductors N.V. - July 2026
“Our power electronics names (Infineon, NXP, Amphenol, Sensata) performed well on account of substantial growth in their AI data centre offerings and order intake, supplemented by recovering automotive and industrial end markets.”
NXP Semiconductors N.V. - June 2026
“Our top five contributors to return in Q2 were Texas Instruments, NXP Semiconductors, Lamar Advertising, nVent Electric and Masco.”
NXP Semiconductors N.V. - June 2026
“Infineon and NXP Semi are providers of power semiconductors and microcontrollers that are a necessity for higher-voltage electric vehicles to become competitive with ICE (internal combustion engine) vehicles, while Aptiv and Sensata are component manufacturers and service providers that should benefit from the ever-increasing amount of electronics present in electric vehicles.”
NXP Semiconductors N.V. “Infineon and NXP Semi are providers of power semiconductors and microcontrollers that are a necessity for higher-voltage electric vehicles to become competitive with ICE (internal combustion engine) vehicles, while Aptiv and Sensata are component manufacturers and service providers that should benefit from the ever-increasing amount of electronics present in electric vehicles.”
NXP Semiconductors N.V.
Also mentioned · 1
These funds discuss NXP Semiconductors N.V. — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“Our top five contributors to return in Q2 were Texas Instruments, Lam Research, NXP Semiconductors, Elevance Health and Alphabet.”
NXP Semiconductors N.V.
Fund coverage · 1 thesis
- Guinness Sustainable Energy FundJune 2026
NXP Semiconductors provides microcontrollers and power semiconductors for the EV transition.
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