Ambiq

Overview

Ambiq is a fabless semiconductor company that designs ultra-low power hardware and software for AI compute at the edge. Its core SPOT (Sub-threshold Power Optimized Technology) platform enables sub-threshold and near-threshold operation to reduce power consumption. Ambiq offers a full stack of ultra-low power SoCs and supporting software for on-chip AI, general compute, sensing, security, storage, and wireless connectivity. The company sells SoCs through direct and distributor channels and plans to develop SPOT into a licensable technology platform.

Products and technology

• SPOT platform: operates standard transistors in sub-threshold and near-threshold modes combined with low-power architectures to achieve two to five times lower power than conventional designs.
• SoC families:
  • Apollo (examples: Apollo3, Apollo4 for software-based AI; Apollo5 for vector-accelerated AI)
  • Atomiq (in development): targets higher-performance edge AI with an NPU and memory innovations
• Software and ecosystems:
  • AmbiqSuite SDK (firmware and drivers)
  • Feature modules: graphiqSPOT (graphics), blueSPOT (Bluetooth), secureSPOT (security), and others
  • Helia ecosystem and neuralSPOT for AI model development and runtimes

Markets and growth strategy

• Target markets: wearables and body-worn devices, AR/VR glasses, smart rings, digital health monitors, medical/healthcare, industrial edge, smart homes/buildings, livestock and crop sensing, factory automation. Potential expansion into data centers and automotive.
• Strategic priorities:
  • Expand SPOT-based product reach across performance tiers and adjacent verticals
  • Introduce new SPOT products (for example, Apollo6 and Atomiq variants)
  • Develop SPOT as an IP/licensing platform to broaden partnerships and licensing opportunities

Customers and geographic mix

• Served more than 200 end customers through distributors, resellers, and direct sales in 2024 and 2025.
• Customer concentration:
  • Top five end customers represented 91% of net sales in 2025 and 92% in 2024.
  • In 2025 the three largest end customers (identified as Customer E, Customer F, Customer G in filings) accounted for approximately 36%, 29%, and 20% of net sales, respectively.
  • Huawei accounted for about 41% of 2024 net sales and 0.1% of 2025 net sales.
• Geographic mix:
  • Mainland China accounted for 50% of net sales in 2024 and 9% in 2025, reflecting diversification away from lower-margin China sales.

Financial highlights (historical)

• Net sales:
  • 2025: $72.5 million
  • 2024: $76.1 million
• Net income (loss):
  • 2025: net loss of $36.5 million
  • 2024: net loss of $39.7 million
• Accumulated deficit: $356.7 million as of December 31, 2025

People and resources

• Employees (as of December 31, 2025): 202 total; 200 full-time
  • 140 in research and development
  • 41 in sales and marketing
  • 21 in general and administrative
• R&D spend:
  • 2025: $38.5 million (53% of net sales)
  • 2024: $37.2 million (49% of net sales)

Intellectual property

• Patent portfolio (as of January 14, 2026):
  • 57 issued U.S. patents; 11 issued foreign patents
  • 13 pending U.S. patent applications; 6 pending foreign patent applications
• Patents cover SPOT-related sub-threshold/near-threshold techniques, memory, circuits, and system-level optimization.
• IP strategy includes patents, trade secrets, proprietary software, and licensing; the company discloses typical IP and open source-related risks.

Manufacturing and supply chain

• Fabless model relying on third-party foundries and contract manufacturers.
• Primary wafer fabrication partner: TSMC.
• Packaging and testing partners include ASE, KYEC, and Sigurd.
• Process nodes used historically: 180 nm, 90 nm, 40 nm, 22 nm, 12 nm.
• Manufacturing is dependent on third-party suppliers and wafer capacity; there is no in-house fabrication facility.

Governance and public status

• Ambiq is a public company and an emerging growth company (EGC), subject to standard governance, SEC reporting, and regulatory requirements.
• The company identifies risks related to competition, regulatory changes for AI and data privacy, and cybersecurity.

Positioning

Ambiq positions itself as a provider of energy-efficient edge AI compute with a full-stack approach of hardware plus software. The SPOT platform and associated software ecosystems are intended to reduce power consumption and accelerate customers’ time-to-market, with a pathway to expand through product introductions and IP licensing.

Source

Figures and disclosures reflect Ambiq’s audited Form 10-K excerpts for the twelve months ended December 31, 2025 and 2024.