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Mobileye10-K: Supply chain disruption

Solely dependent on STMicroelectronics and its subcontractor TSMC for critical EyeQ™ SoCs

Read at SEC EDGAR

What happened

Mobileye has a critical single-source dependency on STMicroelectronics for all EyeQ™ SoCs and TSMC for advanced chip manufacturing, creating significant vulnerability to manufacturing interruptions, capacity constraints, or geopolitical issues in Taiwan.

Source

SEC EDGARFeb 12, 2026

Annual report (Form 10-K)

Mobileye 10-K

Filing excerpt

We currently purchase all of our EyeQ™ SoCs from STMicroelectronics.

sec.gov/Archives/edgar/data/1910139/000110465926014300/mbly-20251227x...Read the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Feb 12, 2026

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The full record

From the Signal API record

Details

CIK
1910139
Accession number
0001104659-26-014300
Timeframe
Current year
Filing year
2026
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Technologies

  • EyeQ SoC

Vendors

  • STMicroelectronics
  • TSMC

Regions named

  • Taiwan
  • China

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
supplyChainDisruption

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/d0776ef3-3ac2-4eed-8cf9-c2fb57945ed9 returns this record as JSON. POST /v1/companies/enrich returns every signal for mobileye.com.

{
  "signal_id": "d0776ef3-3ac2-4eed-8cf9-c2fb57945ed9",
  "signal_type": "sec-10k",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-02-17T06:37:09.964+00:00",
  "company": {
    "name": "Mobileye",
    "domain": "mobileye.com"
  },
  "data": {
    "detail": "Mobileye has a critical single-source dependency on STMicroelectronics for all EyeQ™ SoCs and TSMC for advanced chip manufacturing, creating significant vulnerability to manufacturing interruptions, capacity constraints, or geopolitical issues in Taiwan.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Solely dependent on STMicroelectronics and its subcontractor TSMC for critical EyeQ™ SoCs",
    "excerpts": "We currently purchase all of our EyeQ™ SoCs from STMicroelectronics.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1910139/000110465926014300/mbly-20251227x10k.htm",
    "filing_date": "2026-02-12",
    "filing_year": 2026,
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "Taiwan",
      "China"
    ],
    "vendors_mentioned": [
      "STMicroelectronics",
      "TSMC"
    ],
    "technologies_mentioned": [
      "EyeQ SoC"
    ]
  }
}

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