SLAB shareholders to receive $231/share in Texas Instruments acquisition; Q1 results improve

Filed May 5, 2026 · Period ending April 4, 2026 · Compared to 10-Q May 13, 2025 · ~1 min read

Key Changes

• high

  Texas Instruments to acquire Silicon Labs for $231/share cash in deal expected to close H1 2027. Stockholder approval obtained April 30, 2026; regulatory approvals pending. Company incurred $11.2M merger costs in Q1.

  MD&A: Proposed Merger verify on EDGAR →
• high

  Q1 2026 revenue grew 20% YoY to $213.5M with gross margin expanding 450 bps to 59.5%. Operating loss narrowed to $17.1M from $32.1M; excluding merger costs, company near breakeven.

  MD&A: Financial Results verify on EDGAR →
• high

  Industry experiencing global shortage of memory components (DRAM, NAND) driven by AI demand. Customers may reduce orders for SLAB products if unable to source memory, even with strong end-product demand.

  Risk Factors: Memory Shortages verify on EDGAR →