Automotive Semiconductors Bi-Weekly Industry Events & M&A Update — September 11–25, 2026

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BI-WEEKLY INDUSTRY EVENTS & M&A UPDATE

INFORMATION TECHNOLOGY › SEMICONDUCTORS AND SEMICONDUCTOR EQUIPMENT › AUTOMOTIVE SEMICONDUCTORS

Collaboration News Carries the Period While Buyers Stay on the Sidelines

This update covers sector movers, company news and transaction activity for September 11–25, 2026.

September 11–25, 2026

Prepared by NeuraCap AI · Confidential

Market data through 2026-09-25 · events and transactions from the two-week period 2026-09-11 → 2026-09-25

Automotive Semiconductors Bi-Weekly Update | September 11–25, 2026 | Confidential | Not investment advice

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1. 01
   BI-WEEKLY INDUSTRY EVENTS & M&A UPDATE

   INFORMATION TECHNOLOGY › SEMICONDUCTORS AND SEMICONDUCTOR EQUIPMENT › AUTOMOTIVE SEMICONDUCTORS

   Cover page introducing the bi-weekly Automotive Semiconductors industry events and M&A update for September 11–25, 2026.

   We open with the two-week window for Automotive Semiconductors, covering what changed, who moved, what transacted and what it means. This report sets the frame for the price action and deal record we walk through next.

   Everything on this page

   BI-WEEKLY INDUSTRY EVENTS & M&A UPDATE INFORMATION TECHNOLOGY › SEMICONDUCTORS AND SEMICONDUCTOR EQUIPMENT › AUTOMOTIVE SEMICONDUCTORS Collaboration News Carries the Period While Buyers Stay on the Sidelines This update covers sector movers, company news and transaction activity for September 11–25, 2026. September 11–25, 2026 Prepared by NeuraCap AI · Confidential Market data through 2026-09-25 · events and transactions from the two-week period 2026-09-11 → 2026-09-25 Automotive Semiconductors Bi-Weekly Update | September 11–25, 2026 | Confidential | Not investment advice Sources & methodology 1

2. 02
   THE BI-WEEKLY BOTTOM LINE

   Product and Partnership Announcements Did the Work; The Transaction Record Stayed Still

   Summarises the two-week period: covered-name price moves and the absence of new transaction activity.

   Across the ten names we track, six rose and the median move was +0.4%, trailing the S&P 500's +1.0% gain. Intel Corporation (INTC) led the group with a +23.8% two-week return, including a +12.1% single-day move on September 21 tied to reported memory-production talks and a broader CPU demand repricing. Valens Semiconductor Ltd. (VLN) added +11.4%, with +8.5% coming the day it announced a sensor collaboration built to the MIPI A-PHY standard. No transactions printed in the window, so the standing EV / Revenue frame of 4.5x median, 12.1x premium and 1.9x discount carries forward unchanged. The period's price action was set by roadmap news rather than quarterly results.

   Everything on this page

   THE BI-WEEKLY BOTTOM LINE Product and Partnership Announcements Did the Work; The Transaction Record Stayed Still The two-week period in one page · 10 covered names, close-to-close · September 11–25, 2026 Source: NeuraCap analytics platform (universe, prices, filings, transaction records); publisher-sourced news where linked; market data through 2026-09-25. Driver attributions use calibrated language and are NeuraCap reads of the recorded evidence. Automotive Semiconductors Bi-Weekly Update | September 11–25, 2026 | Confidential | Not investment advice Sources & methodology 2 1 6 of 10 Covered Names Rose; The Median Move Was +0.4% The covered set drifted up while the S&P 500 returned +1.0%. Direction came from a handful of names with concrete roadmap news rather than a broad lift across the group. 2 Compute and Capacity Headlines Moved the Largest Name in the Set Intel Corporation (INTC) returned +23.8% over the two-week period, with +12.1% on September 21 alone. The move followed a September 17 report of early talks on joint memory production in Ohio and a September 21 repricing of CPU demand across chip names. 3 A Sensor Collaboration Repriced a Smaller Connectivity Supplier Valens Semiconductor Ltd. (VLN) returned +11.4%, with +8.5% on September 22, the day it announced a collaboration on a cost-optimised integrated sensor built to the MIPI A-PHY standard for high-volume automotive camera applications. 4 No Transactions Printed, so the Valuation Frame Is Unchanged Nothing was announced in the window. The standing lens for the sector remains EV / Revenue at a 4.5x median, with the Premium tier at 12.1x and the Discount tier at 1.9x. +23.8% Best mover — Intel Corporation (INTC) worst: INDI -9.0% · 6 up / 4 down of 10 covered +0.4% Sector median two-week return vs S&P 500 +1.0% 1 Company filings in the window 8-K events read for driver attribution

3. 03
   PUBLIC MARKET MOVERS

   Two Names Were Paid for Roadmap News; One Drifted Without a Record

   Shows individual bi-weekly stock price moves against sector and index benchmarks.

   Two names in the set were paid for concrete roadmap news: Intel Corporation (INTC) returned +23.8% and Valens Semiconductor Ltd. (VLN) returned +11.4% over the window. Both moves cluster on the day the underlying news broke — +12.1% for Intel on September 21 and +8.5% for Valens on September 22 — against a sector median of +0.4% and the S&P 500's +1.0%. The materiality bar for the period sits at +4.3% on a sector-relative basis, and both moves clear it comfortably. That contrast tells us the market is still discriminating on specific product and partnership evidence rather than re-rating the group broadly.

   Everything on this page

   PUBLIC MARKET MOVERS Two Names Were Paid for Roadmap News; One Drifted Without a Record Bi-Weekly moves, close-to-close · September 11–25, 2026 · sector median +0.4% · S&P 500 +1.0% · materiality bar ±4.3% (sector-relative) Source: NeuraCap analytics platform (universe, prices, filings, transaction records); publisher-sourced news where linked; market data through 2026-09-25. Attribution links each move only to filings and headlines recorded in the window; where no driver is recorded, the page says so. Calibrated language throughout — NeuraCap reads, not asserted causation. Automotive Semiconductors Bi-Weekly Update | September 11–25, 2026 | Confidential | Not investment advice Sources & methodology 3 Bi-Weekly return per company · teal above zero, amber below · sector median +0.4% Intel Corporation (INTC) +23.8% Intel Corporation (INTC) shares moved following a September 17 report of early talks to produce memory chips at its Ohio complex, and again on September 21 as investors repriced CPU demand. The biggest day, +12.1%, fell on September 21. Capacity and demand headlines still reprice the largest names long before anything is signed or built. COMPANY-SPECIFIC Valens Semiconductor Ltd. (VLN) +11.4% The move appears to reflect the September 22 collaboration on a cost-optimised integrated sensor built to the MIPI A-PHY standard for high-volume automotive camera applications. That day was +8.5%; the period move was +11.4%. A Discount-tier name can be repriced on a socket-level collaboration well before the revenue arrives. COMPANY-SPECIFIC indie Semiconductor, Inc. (INDI) -9.0% No notable in-window news was identified that clearly explains the move. The -9.0% return sat below the +0.4% median for the covered set. Pricing across the Core tier this period tracked visible programme and product news. UNEXPLAINED

4. 04
   MAJOR NEWS & INDUSTRY CATALYSTS

   Edge Compute Toolchains and Automotive Catalogue Parts Filled the News Flow

   Lists the two-week period's highest-impact news events with sourced 'why it matters' context.

   The news flow this period centered on edge compute toolchains and automotive catalogue parts, the kind of socket-level evidence that moved Intel Corporation (INTC) and Valens Semiconductor Ltd. (VLN) share prices. Each item on this page links back to its filing or article, and our 'why it matters' read is kept separate from the sourced fact. For anyone tracking design wins, this is the page that shows where the real activity concentrated in the window. It reinforces the report's core read: announcements, not quarterly numbers, carried the period.

   Everything on this page

   MAJOR NEWS & INDUSTRY CATALYSTS Edge Compute Toolchains and Automotive Catalogue Parts Filled the News Flow The two-week period's highest-impact events · titles link to the underlying filing or article · September 11–25, 2026 Source: NeuraCap analytics platform (universe, prices, filings, transaction records); publisher-sourced news where linked; market data through 2026-09-25. "Why it matters" lines are NeuraCap reads; each event links to its source. Sources are admitted in a fixed reliability order (SEC filings, press releases, established outlets); video and social platforms are never used. Automotive Semiconductors Bi-Weekly Update | September 11–25, 2026 | Confidential | Not investment advice Sources & methodology 4 Sep 21 · NEWS · Accesswire A board appointment and corporate update reached the INTC news feed from a separate OTC issuer The item carries the INTC symbol tag but was issued by an unrelated over-the-counter company. Symbol tagging is not the same as issuer identity when reading a sector news feed. Confirm the issuer behind a symbol-tagged headline before treating it as sector evidence. Sep 15 · NEWS · GlobeNewsWire Ambarella launched X7, its first standalone AI accelerator for use alongside third-party host processors Selling an accelerator that sits next to someone else's host processor widens attach beyond Ambarella's own SoCs. The announcement says leading OEMs are already creating designs with X7. Attach across a domain, not a single socket, is how compute vendors grow content per vehicle. Sep 15 · NEWS · GlobeNewsWire Ambarella partnered to run a cloud-orchestrated edge intelligence platform on its edge AI SoCs Deployment and management software makes the silicon easier to adopt and costlier to swap out. It is toolchain lock-in built around the compute platform rather than around the part itself. Software wrapped around the silicon is doing more of the defending than the silicon alone. Sep 15 · NEWS · GlobeNewsWire Ambarella expanded its Developer Zone with remote access to live silicon and cloud-hosted development Shortening the path from evaluation to working design compresses the front end of the design-win cycle, which matters where time from design win to start of production is already long. Developer access is becoming a competitive lever in compute-side design wins. Sep 15 · NEWS · GlobeNewsWire Ambarella brought a widely used open-source vision model family to its CVflow-powered edge devices Supporting models customers already run lowers the porting cost of choosing Ambarella silicon and widens the pool of engineers able to build on it. Model compatibility is now part of the sales case for edge compute silicon. Sep 14 · 8-K · SEC EDGAR Valens Semiconductor appointed a semiconductor industry operator to its board as a Class II director The appointment adds scaling experience at board level at a company whose commercial news this period was collaboration-led, and signals where it wants governance depth. Governance depth is part of how smaller suppliers present themselves to OEM customers.

5. 05
   M&A & STRATEGIC ACTIVITY

   The Reference Set Gained News This Period, Not New Precedent Transactions

   Confirms that no new precedent transactions were recorded in the window, with the reference set at two deals.

   The precedent transaction set stands at 2 recorded deals, and no new transaction was announced in this window. That means the valuation reference we use for the sector — EV / Revenue at a 4.5x median, 12.1x at the Premium tier and 1.9x at the Discount tier — holds without revision. For buyers and advisers, this is a signal to keep working the operating evidence rather than waiting on a fresh deal print to reset multiples. The absence of a transaction is itself information: the two-week period's story was written in product news, not in deal terms.

   Everything on this page

   M&A & STRATEGIC ACTIVITY The Reference Set Gained News This Period, Not New Precedent Transactions September 11–25, 2026 · precedent transactions: 2 recorded deals Source: NeuraCap analytics platform (universe, prices, filings, transaction records); publisher-sourced news where linked; market data through 2026-09-25. Deal multiples are LTM at announcement where disclosed; "why the deal happened" is a NeuraCap read of the recorded evidence. No old transactions are re-presented as news. Automotive Semiconductors Bi-Weekly Update | September 11–25, 2026 | Confidential | Not investment advice Sources & methodology 5 No Material Transactions Announced No material sector transactions were announced during the period. Two transactions sit in the trailing record, and the standing sector lens is still framed on EV / Revenue at a 4.5x median. A quiet two-week period is information: buyer appetite, financing conditions and seller expectations all read through a period with no new deals. The precedent transactions alongside still frame what buyers have paid. 2 Recorded precedent transactions the reference set buyers and sellers price against

6. 06
   WHAT IT MEANS

   What a News-Led Period Changes for Operators, Buyers and Advisers

   Translates the period's news-led pattern into implications for operators, acquirers and advisers.

   For owners and operators, the lesson is that programme evidence moved prices more than the quarter did — six of ten covered names rose and the median move was +0.4%. For acquirers, nothing printed in the window, so the reference set stays at two transactions against the standing 4.5x EV / Revenue median. For advisers, the playbook this period is to lead with the socket: an accelerator launch and three developer and partner announcements at Ambarella, Inc. are the kind of evidence that is repricing names ahead of any transaction. Taken together, the period argues for watching product and partnership signals as the earlier read on value.

   Everything on this page

   WHAT IT MEANS What a News-Led Period Changes for Operators, Buyers and Advisers The two-week period translated for the people who act on it · NeuraCap view · observations, not recommendations Source: NeuraCap analytics platform (universe, prices, filings, transaction records); publisher-sourced news where linked; market data through 2026-09-25. This page is analytical interpretation drawn from the two-week period's recorded evidence. It is not investment advice. Automotive Semiconductors Bi-Weekly Update | September 11–25, 2026 | Confidential | Not investment advice Sources & methodology 6 Sector study 2026-09-25 EV / Revenue (CY2027E) median 4.5x 8 companies in the study 3 valuation tiers Standing thesis: Automotive Semiconductors Screens as One Product Group, and the Pricing Differences Sit Inside It FOR OWNERS & OPERATORS Programme Evidence Moved Prices More than the Quarter Did Companies in the space traded higher on balance: 6 of 10 covered names rose and the median move was +0.4%. The names that moved most had something concrete to show at the socket level. FOR ACQUIRERS No New Precedent; The Operating Record Underneath Moved Instead Nothing printed in the window, so the reference set is unchanged: two transactions in the trailing record against a standing EV / Revenue median of 4.5x, Premium at 12.1x and Discount at 1.9x. FOR ADVISORS Lead with the Socket, Not the Quarter The period's evidence is product and partnership news: an accelerator launch plus three developer and partner announcements at Ambarella, Inc.

7. 07
   SOURCES & METHODOLOGY

   Sources, Methodology and Important Notice

   Explains the data sources, calibration language and methodology used to build the update.

   Every figure in this update traces back to a filing, price record or published article, and the sources drawn on for the period are listed on this page. We use calibrated language throughout — a driver read is offered only when a filing or article in the window actually supports it. This transparency lets a client verify any number in the deck rather than take our read on faith. It is the discipline that keeps this report decision-useful across periods, not just this one.

   Everything on this page

   SOURCES & METHODOLOGY Sources, Methodology and Important Notice How this bi-weekly update is built and what each kind of statement rests on · September 11–25, 2026 · market data through 2026-09-25 Every figure in this update links to the record it was taken from; the publishers and filings drawn on for the period are listed above. Automotive Semiconductors Bi-Weekly Update | September 11–25, 2026 | Confidential | Not investment advice 7 OBSERVED DATA Bi-Weekly stock moves are computed close-to-close over the stated window from the platform’s price series. Deal records, values and multiples come from the platform’s transaction record (SEC 8-K extractions) exactly as recorded; each figure links to its citation. Treasury rates come from the platform’s Treasury series and are shown only when the 10-year moved at least ten basis points over the window (it did not in this window, so no rate figures appear). UNIVERSE QUALITY The update universe is the platform’s approved company set for this sector, subject to a $100M market-cap floor so small, loosely related names cannot dominate the statistics. 1 name below the floor was excluded from movers and statistics for this window. EVENTS & NEWS Company events are in-window 8-K filings; news items are publisher-sourced headlines fetched for the window (and any externally supplied items, marked as such). Operational and strategic developments (deals, partnerships, launches, expansion, guidance, leadership, regulatory outcomes) are shown first; capital-return mechanics and conference appearances are limited to one each. Every event links to its source. The deck never asserts an event that has no linked record. SOURCE HIERARCHY News is admitted in a fixed order of reliability: SEC filings first, then company press releases and investor-relations communications, then transaction documents, then established outlets (Reuters, CNBC, The Wall Street Journal, Barron’s and peers). Video and social platforms — including YouTube — are never used as sources. DRIVER ATTRIBUTION A stock move is linked to an event only when the event falls inside the window, and only in calibrated language ("the move appears to reflect…", "shares moved following…"). Where no driver is recorded, the page says so and compares the move to the sector median instead. ANALYTICAL INTERPRETATION "Why it matters", "why the deal happened" and the what-it-means page are NeuraCap analytical views drawn from the recorded evidence, and are labeled as such. INHERITED CONTEXT The standing sector view (thesis, valuation lens, sector median and tiering) is inherited from the NeuraCap sector study run_20260925T150242Z_708_prod (market data as of 2026-09-25) — distilled, never re-derived. That report’s own sources page governs its content; this update reads the period against it. IMPORTANT NOTICE This report is informational only. It is not investment advice, not a recommendation to buy or sell any security, and not an offer of any kind. Readers should perform their own diligence before acting on anything described here. Linked sources this two-week period: accessnewswire.com · globenewswire.com · sec.gov · businesswire.com · 247wallst.com

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