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

Content Announcements Move Prices Ahead of Any Revenue

This update covers the movers, company announcements and transaction record in automotive semiconductors 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

   This is the cover for the September 11–25, 2026 bi-weekly update on Automotive Semiconductors industry events and M&A.

   We open this bi-weekly update on Automotive Semiconductors, covering what changed, who moved and why, what transacted, and what it means for the two weeks of September 11–25, 2026. Let's walk through the record together.

   Everything on this page

   BI-WEEKLY INDUSTRY EVENTS & M&A UPDATE INFORMATION TECHNOLOGY › SEMICONDUCTORS AND SEMICONDUCTOR EQUIPMENT › AUTOMOTIVE SEMICONDUCTORS Content Announcements Move Prices Ahead of Any Revenue This update covers the movers, company announcements and transaction record in automotive semiconductors 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

   Announced Content Set the Direction; The Transaction Record Stayed Still

   This slide summarizes the two-week period: 10 covered names, price moves, and the state of the transaction record.

   We start with the two-week bottom line: 6 of 10 covered names rose, with the median move at +0.4% against the S&P 500's +1.0%. Intel led the set at +23.8%, a move consistent with in-window reporting on memory production talks and a broad repricing of CPU demand. Valens Semiconductor gained +11.4% on an announced automotive camera sensor collaboration, while indie Semiconductor fell -9.0% alongside reported insider sales. No sector transactions were announced in the window, so the period's signal sits in content and partnership news rather than in deal pricing — that's what we unpack next.

   Everything on this page

   THE BI-WEEKLY BOTTOM LINE Announced Content Set the Direction; 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 set moved with the broad market rather than against it: the median covered name returned +0.4% while the S&P 500 returned +1.0% over the two-week period. 2 Intel Led the Set on Compute and Memory Headlines Intel Corporation (INTC) gained +23.8% across the window, with +12.1% on Sep 21 alone. The reaction was consistent with in-window reporting on memory production talks and a broad repricing of CPU demand. 3 Valens Was Paid for an Automotive Design Collaboration Valens Semiconductor Ltd. (VLN) rose +11.4%, including +8.5% on Sep 22, the day it announced a collaboration on a cost-optimised automotive camera sensor. Our study places it in the Discount tier against a sector median of 4.5x EV / Revenue. 4 Indie Semiconductor Gave Ground as Insider Sales Were Reported indie Semiconductor, Inc. (INDI) fell -9.0%, with its largest single day at -6.6% on Sep 14. Reported sales by the chief executive at $3.11 and the finance chief at $3.18 followed. +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 What They Announced; One Drifted on Flow

   This slide details the two-week price moves for the covered set, highlighting the names that moved on announced news versus general flow.

   Two names were paid directly for what they announced: Intel gained +23.8%, including +12.1% on Sep 21, and Valens Semiconductor rose +11.4%, including +8.5% on Sep 22 when it announced its automotive camera sensor collaboration. indie Semiconductor moved the other way, down -9.0% with a -6.6% single-day drop on Sep 14, following reported executive stock sales. The sector median move was +0.4%, against the S&P 500's +1.0%, so most of the set simply tracked the broader market. The materiality bar for this window sits at 4.3%, sector-relative — which is why these three names stand out.

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   PUBLIC MARKET MOVERS Two Names Were Paid for What They Announced; One Drifted on Flow 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% The move appears to reflect two in-window reports: early talks on Sep 17 about producing memory chips on U.S. soil, and a Sep 21 repricing of CPU demand across chip names, the day the shares gained +12.1%. Compute and memory headlines still set the direction for the largest device makers. COMPANY-SPECIFIC Valens Semiconductor Ltd. (VLN) +11.4% Shares moved following the Sep 22 collaboration agreement to develop a cost-optimised integrated sensor on the MIPI A-PHY standard for high-volume automotive camera applications; the +8.5% day landed with that news. A named design collaboration can reprice a Discount-tier name well before a socket ships. COMPANY-SPECIFIC indie Semiconductor, Inc. (INDI) -9.0% The largest single-day fall came Sep 14, at -6.6%. Reported insider sales followed — the chief executive sold $155,500.00 of stock at $3.11 and the finance chief sold at $3.18 — and the drift lower was consistent with that flow. In thinly traded fabless names, reported flow can set the period without any change in the design-win book. COMPANY-SPECIFIC

4. 04
   MAJOR NEWS & INDUSTRY CATALYSTS

   Launches, Partnerships and Board Hires Carried the Period's News

   This slide lists the period's highest-impact news events — launches, partnerships and board hires — each linked to its source.

   The period's biggest moves in the news column were operational, not transactional: product launches, partnership announcements and board-level hires carried the coverage. Each entry on this page links back to the underlying filing or article, and every 'why it matters' line is a NeuraCap read of that recorded evidence. Sourcing follows a fixed reliability order — SEC filings, press releases, then established outlets — so what's shown here is verifiable, not aggregated chatter. That discipline matters because it lets us separate durable content signals from short-lived headlines.

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   MAJOR NEWS & INDUSTRY CATALYSTS Launches, Partnerships and Board Hires Carried the Period's News 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 director appointment and corporate update were announced under the Intel name on Sep 21 The item sits in the same feed as the period's chip rally. NeuraCap reads it as governance news rather than anything that changes content per vehicle. Board composition is part of how large device makers present their roadmap to holders. Sep 15 · NEWS · GlobeNewsWire Ambarella launches the X7, its first standalone AI accelerator to add AI to any host processor A standalone accelerator lets Ambarella, Inc. (AMBA) attach to compute platforms it does not own, widening the number of sockets it can chase per design. Attach strategies widen the catalogue without waiting to win a whole domain controller. Sep 15 · NEWS · GlobeNewsWire Ambarella partners to run a cloud-orchestrated edge AI platform on its own edge AI SoCs Software and toolchain lock-in is a value driver in this sector. Making deployment and security manageable from one control plane raises the cost of moving off the silicon later. Toolchain reach is increasingly part of which compute part wins the socket. Sep 15 · NEWS · GlobeNewsWire Ambarella opens remote access to live silicon and a cloud-hosted development environment Time from design win to start of production is already long here. Easier access to live parts shortens the distance from evaluation to a committed design. Developer tooling belongs in the qualification conversation, not the marketing budget. Sep 15 · NEWS · GlobeNewsWire Ambarella collaborates to bring widely used vision models to its CVflow-powered edge devices Pre-optimised models cut the integration work a customer has to fund before committing a programme to the silicon. Model support is becoming a standing item in the design-win checklist. Sep 14 · 8-K · SEC EDGAR Valens Semiconductor appoints a semiconductor industry operator as a Class II director The appointment landed in the same two-week period as the company's automotive sensor collaboration. NeuraCap reads the pairing as a company putting weight behind its automotive push. Board hires from operating roles often track where a company says its growth will come from.

5. 05
   M&A & STRATEGIC ACTIVITY

   Collaboration Agreements Did the Work That Transactions Usually Do

   This slide covers the M&A and strategic activity for the period, noting that collaboration agreements substituted for new transactions.

   No new sector transactions were announced in this window; the trailing record holds 2 precedent deals. In their place, collaboration agreements did the work transactions usually do — chief among them Valens Semiconductor's announced automotive camera sensor partnership. Deal multiples we carry are LTM at announcement where disclosed, and our 'why the deal happened' framing is a read of the recorded evidence, not a restatement of it. For buyers and advisers, this means the reference set has to be priced off product news this period, not off closed deals.

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   M&A & STRATEGIC ACTIVITY Collaboration Agreements Did the Work That Transactions Usually Do 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. The trailing record carries 2 precedent transactions, and the window's roadmap information arrived through collaboration agreements and product launches rather than change of ownership. 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 the Period Changes for Operators, Buyers and Advisers

   This slide translates the two-week period into implications for operators, acquirers and advisers.

   For owners and operators, the market paid for announced content rather than reported revenue, so the announcements that travelled — design collaborations and product launches — are the ones worth planning around. For acquirers, with no transactions recorded this period, the comparable set has to be read off operating news: a standalone accelerator launch, three developer and partner announcements, an automotive sensor collaboration and an automotive rectifier family. For advisers, the period reinforces our standing view that this screen prices as one product group, with a Discount-tier name like Valens rising +11.4% on an announced collaboration against a sector median of 4.5x EV/Revenue. Together these point to the same conclusion: content announced this period is the revenue argued over at the next negotiation.

   Everything on this page

   WHAT IT MEANS What the 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 The Market Paid for Announced Content, Not for Reported Revenue Companies in the space traded higher on balance, and the announcements that travelled were design collaborations and product launches. FOR ACQUIRERS The Reference Set Gained Product Evidence, Not Pricing Evidence With no transactions recorded in the window, the comparable set has to be read off operating news: a standalone accelerator launch, three developer and partner announcements, an automotive sensor collaboration and an automotive rectifier family. FOR ADVISORS Lead with the Content Story and the Tier It Sits In The period extends our standing view that this screen prices as one product group with the differences sitting inside it: a Discount-tier name rose +11.4% on an announced automotive collaboration, against a sector median of 4.5x EV / Revenue.

7. 07
   SOURCES & METHODOLOGY

   Sources, Methodology and Important Notice

   This slide explains the sources and methodology behind the update and states the report's important notice.

   Every figure in this update links back to the record it was taken from — SEC filings, press releases and established outlets recorded through September 25, 2026. We built the price and multiple work from that same verified base, so nothing here is estimated beyond what's disclosed. This transparency is what lets clients act on the read with confidence rather than second-guessing the source. We close the deck here so the points made earlier can be checked line by line.

   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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