Texas Instruments to acquire Silicon Labs

Texas Instruments will acquire Silicon Labs for $231.00 per share, representing a total enterprise value of approximately $7.5 billion. The transaction is expected to complete in the first half of 2027, subject to receipt of regulatory approvals and other conditions.

Silicon Labs wireless chips are fairly popular in Smart Home applications with Zigbee, Thread, and Matter connectivity, as well as low-power Bluetooth LE wearables and industrial Sub-GHz or 2.4 GHz IoT applications. I can still remember when Silicon Labs purchased Energy Micro in 2013, taking over the EFM32 Gecko MCU family, and about 13 years later, the company is changing hands again.

Texas Instruments acquires Silicon LabsTexas Instruments explains the rationale behind the solution as follows:

The acquisition will create a global leader in embedded wireless connectivity solutions by combining Silicon Labs’ strong portfolio and expertise in mixed signal solutions with Texas Instruments’ leading analog and embedded processing portfolio and internally owned technology and manufacturing capabilities. The combined company will accelerate growth by better serving existing and new customers through enhanced innovation and market access

One change will be that the wireless microcontrollers will be manufactured by Texas Instruments itself, instead of external foundries. The transaction will also expand Texas Instruments’ portfolio with approximately 1,200 products with a range of wireless connectivity standards and protocols.

Texas Instruments already manufactures its own wireless microcontroller families, which support Amazon Sidewalk, Bluetooth Low Energy, Matter, Wi-Fi 6, Wi-SUN, multiprotocol, Wireless M-Bus, mioty, Thread, and/or Zigbee. That means there’s some overlap with Silicon Labs’ wireless chips, and we’ll have to see if there’s any consolidation with some products being phased out, or whether TI plans to keep maintaining two separate wireless families and development tools.

A few more details may be found in the announcement on the Texas Instruments website, and if you’re interested in Silicon Labs financials, the company reported its fourth quarter and full year 2025 results on the same date as the acquisition announcement.

Thanks to TLS for the tip.

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