$SLAB

Singapore’s Competition and Consumer Commission (CCS) cleared Texas Instruments’ proposed acquisition of Silicon Labs, saying the deal will not substantially lessen competition in relevant global semiconductor markets. CCS reviewed market submissions and third-party feedback across five product categories and found pricing, quality, and choice would likely remain competitive post-transaction.

Silicon Labs (NASDAQ: SLAB) announced the BG2B Bluetooth Low Energy SoC, its lowest-power Series 2 device, targeting battery-powered IoT. The company says it offers 14% to 15% lower MCU active current, 1.1 µA EM2 sleep current, integrated CAN-FD and peripherals, and Secure Vault security with PSA Level 3 support. Early access is available now, with initial production in 2027.

BNN Bloomberg interview with Partners Group strategist Anastasia Amoroso links a recent chip sell-off to profit-taking after a sharp SOX index rise and Samsung’s profit surge. She argues AI infrastructure is shifting toward memory for inference, with a potential 18 to 24 month memory shortage. The article then lists 12 semiconductors, including SLAB and AOSL, citing 6-month share gains.

Singapore’s Competition and Consumer Commission (CCS) opened a public consultation on Texas Instruments’ proposed acquisition of Silicon Laboratories, after accepting a joint application on Jul 3. CCS is assessing whether the deal could substantially lessen competition in Singapore. TI and Silicon Labs argue the transaction would not create competitive effects and that customers can switch suppliers. Feedback is due by Jul 22.

Singapore’s Competition and Consumer Commission (CCS) is reviewing Texas Instruments’ proposed acquisition of Silicon Laboratories to assess whether it could reduce competition in Singapore. CCS accepted a joint application on 3 July and opened a public consultation, with feedback due 22 July. The filing cites fragmented markets and limited product overlap, with customers able to switch suppliers.

Silicon Labs (NASDAQ: SLAB) and Signify (Euronext: LIGHT) said they are collaborating to add concurrent multiprotocol support to select Philips Hue smart bulbs. Using Silicon Labs MG26 and SiMG301 SoCs, the bulbs will support Zigbee and Matter over Thread simultaneously. A software update to enable concurrent operation is planned for later this year.

Texas Instruments (TXN) is outperforming NVIDIA (NVDA) in 2026, with TXN up 76% year to date versus NVDA up 19%. After TXN reported Q1 2026 revenue of $4.825B (+19% YoY), EPS $1.68, and data center revenue up 90% YoY, shares rose. The article also cites TXN’s pending $7.6B Silicon Labs acquisition and NVIDIA’s Q1 FY2027 revenue of $81.6B.

Vanguard Capital Management has reported beneficial ownership of 1,725,524 shares of Silicon Laboratories Inc. (NASDAQ: SLAB), representing a 5.23% stake in the company as of March 31, 2026. This disclosure was made via a Schedule 13G filing, which indicates a passive institutional investment rather than an intent to influence management. The filing details Vanguard's sole voting power for 252,194 shares and sole dispositive power for all 1,725,524 beneficially owned shares.

Granahan Investment Management LLC significantly reduced its holdings in Silicon Laboratories, Inc. (NASDAQ:SLAB) by 43.8% in the third quarter. Despite this, other hedge funds increased their stakes in the semiconductor company. Silicon Laboratories has experienced a notable price performance with recent earnings surpassing analyst expectations, although the company faces a negative P/E ratio and net margin.

Silicon Laboratories (SLAB) is gaining attention due to new analyst coverage and a Bluetooth beacon partnership, highlighting its wireless and IoT focus. Despite mixed past returns, the stock is currently trading around US$145, considered moderately undervalued with a narrative fair value near $150 based on growth and margin improvements from new wireless platforms. However, its P/S ratio is slightly above industry averages, suggesting potential risk if growth falters.