Form 8-K
8-K — Ambiq Micro, Inc.
Accession: 0001193125-26-325025
Filed: 2026-07-30
Period: 2026-07-30
CIK: 0001500412
SIC: 3674 (SEMICONDUCTORS & RELATED DEVICES)
Item: Regulation FD Disclosure
Item: Financial Statements and Exhibits
Documents
8-K — d88803d8k.htm (Primary)
EX-99.1 (d88803dex991.htm)
XML — IDEA: XBRL DOCUMENT (R1.htm)
8-K
8-K (Primary)
Filename: d88803d8k.htm · Sequence: 1
8-K
false 0001500412 0001500412 2026-07-30 2026-07-30
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): July 30, 2026
Ambiq Micro, Inc.
(Exact name of Registrant as Specified in Its Charter)
Delaware
001-42766
27-1911389
(State or Other Jurisdiction
of Incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
6500 River Place Blvd.
Building 7
Austin, Texas
78730
(Address of Principal Executive Offices)
(Zip Code)
Registrant’s Telephone Number, Including Area Code: 512 879-2850
(Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol(s)
Name of each exchange
on which registered
Common Stock, $0.000001 par value per share
AMBQ
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).
Emerging growth company ☒
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 7.01
Regulation FD Disclosure.
On July 30, 2026, Ambiq Micro, Inc. (the “Company”) made available on its investor relations page a letter from its Chief Executive Officer, which is furnished herewith as Exhibit 99.1 and is incorporated herein by reference.
The information set forth in this Item 7.01, including Exhibit 99.1 hereto, shall be deemed “furnished” and not “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Item 9.01
Financial Statements and Exhibits.
Exhibit
Number
Description
99.1
CEO Letter, dated July 30, 2026
104
Cover Page Interactive Data File (formatted as Inline XBRL)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Ambiq Micro, Inc.
Date: July 30, 2026
By:
/s/ Jeffrey G. Winzeler
Name:
Jeffrey G. Winzeler
Title:
Chief Financial Officer
EX-99.1
EX-99.1
Filename: d88803dex991.htm · Sequence: 2
EX-99.1
Exhibit 99.1
A Reflection of Ambiq’s First Year as a Public Company
By Fumihide “Humi” Esaka, CEO, Ambiq
One year ago, Ambiq entered a new chapter. On July 30, 2025, we rang the opening bell at the New York Stock Exchange and began trading as a public company
under the ticker AMBQ. During our first year as a public company, we successfully completed our initial public offering and two follow-on public offerings, raising approximately $372 million in gross
proceeds. More importantly, we strengthened our ability to invest for long-term growth while earning the continued confidence of the investment community.
This milestone marked the culmination of more than 15 years of innovation, from pioneering our
SPOT® platform and developing five generations of Apollo® SoCs to building a global team, expanding our AI software ecosystem,
and partnering with customers who share our vision for enabling intelligence everywhere through energy-efficient edge AI.
The capital we raised during
our first year has enabled us to accelerate investments in the areas that matter most: advancing our technology platform, expanding our software ecosystem, growing our customer relationships, strengthening our global team, and preparing for the next
generation of edge AI. Every investment has been guided by a long-term objective—to build durable technology leadership and create lasting value for our customers and stockholders.
Looking back now, what stands out most to me isn’t the ticker symbol or the opening bell, but what we’ve accomplished in the past year and what
lies ahead.
Building the Platform for the Next Generation of Edge AI
Over the past year, we continued to evolve our industry-leading SPOT platform with new Apollo
system-on-chip families designed to address a broad range of edge AI applications. Whether enabling more sophisticated healthcare wearables, intelligent hearables,
industrial monitoring systems, or next-generation smart devices, each product is purpose-built to deliver higher performance while maintaining exceptional energy efficiency. Today, approximately 80% of our customers are integrating AI into their
product designs. This is a powerful reflection of where the market is headed and the opportunity that lies ahead.
At the same time, we recognized that
silicon alone is no longer enough.
As edge AI becomes more sophisticated, developers need software that is just as optimized as the hardware it
runs on. That understanding led us to significantly expand our AI software ecosystem. Our neuralSPOT® AI Development Kit continues to simplify AI development while delivering highly optimized
performance across real-world applications. Building on that foundation, we introduced the HELIA™ AI ecosystem, including heliaRT™,
heliaAOT™, and heliaCORE™, to help developers optimize, compile, validate, and deploy AI models more efficiently than ever before.
Together, our hardware and software platforms provide developers with a more complete foundation for building practical, scalable edge AI solutions. We
believe this integrated approach will become an increasingly important differentiator as edge AI continues to mature.
Expanding Our Reach
Innovation only matters if it solves meaningful problems. That’s why we were thrilled that our SPOT platform was recognized as one of
TIME’s Best Inventions of 2025 for Artificial Intelligence. It reinforced our belief that energy-efficient AI has become a defining industry priority.
Over the past year, we’ve continued expanding our customer base across healthcare, wearables, hearables, industrial automation, and smart environments,
while broadening our geographic footprint. Our customers are developing devices that help detect heart arrhythmias earlier, enable intelligent industrial monitoring that can run for years without maintenance, and deliver increasingly capable AI
experiences to emerging categories such as smart glasses and other always-on devices.
These innovations reinforce
what we’ve believed from the beginning: intelligence is moving beyond the data center and into the physical world. As AI becomes embedded in everyday products, power efficiency becomes a fundamental design requirement, not simply an
engineering advantage.
Looking Ahead
The
opportunity ahead is significant.
Our first year as a public company strengthened our foundation. The years ahead will be defined by two things: how
broadly edge AI transforms industries and how effectively we help our customers bring that transformation to life.
We will continue advancing the Apollo
family to support the broad spectrum of edge AI applications that demand industry-leading energy efficiency. At the same time, we are preparing for the next generation of intelligent computing with the Atomiq™ family, our first SPOT-based products featuring an integrated neural processing unit (NPU). Atomiq is designed to enable more compute-intensive AI workloads, including computer vision, advanced
audio processing, and emerging reasoning applications, while maintaining the ultra-low-power leadership that defines Ambiq.
Our investments extend well beyond silicon. We remain equally committed to advancing the software tools, AI
frameworks, and developer ecosystem that enable our customers to move from prototype to production faster and with greater confidence. Together, our hardware and software platforms will continue pushing the boundaries of what edge AI can achieve.
Just as importantly, we continue to invest in our people. Across the United States, Taiwan, Singapore, and China, we continue to attract exceptional
talent who share our passion for solving some of the industry’s most difficult engineering challenges. Their expertise, creativity, and dedication are the foundation of everything we accomplish.
Closing Thoughts
Becoming a public company has not
changed who we are.
The discipline, transparency, and accountability required in public markets reinforce our dedication to sustained innovation,
operational excellence, and responsible growth. We continue to focus on establishing lasting leadership in ultra-low power Edge AI technology.
The world is entering a new era where intelligence will be everywhere, not just in the cloud, but in billions of connected devices that improve healthcare,
enhance productivity, enable safer industries, and enrich everyday life. We believe Ambiq is uniquely positioned to help enable that future by combining breakthrough
ultra-low-power semiconductor technology with an increasingly differentiated AI software platform.
To our customers, partners, employees, and stockholders: thank you for your trust and continued support throughout our first year as a public company.
Together, we have built a strong foundation for the future.
Our first year on the NYSE was an important milestone. Our second year begins the next
chapter.
As I look ahead, I have never been more optimistic about Ambiq’s future.
-
Humi
Forward-Looking Statements
The statements contained in this letter that are not historical facts are forward-looking statements. You can identify forward-looking statements because they
contain words such as “believes,” “expects,” “may,” “will,” “should,” “seeks,” “intends,” “plans,” “estimates,” or “anticipates,”
or similar expressions which concern our strategy, plans, projections or intentions. These forward-looking statements may be included throughout this letter, and include, but are not limited to, statements relating to Ambiq’s expectations
around its strategic initiatives, growth trajectory and demand for its products. By their nature, forward-looking statements are not statements of historical fact or guarantees of future performance and are subject to risks, uncertainties,
assumptions or changes in circumstances that are difficult to predict or quantify including those described in the section titled “Risk Factors” in Ambiq’s Annual Report on Form 10-K for the
year ended December 31, 2025, as well as in other filings Ambiq may make with the SEC from time to time. Ambiq’s expectations, beliefs and projections are expressed in good faith and Ambiq believes there is a reasonable basis for them.
However, there can be no assurance that management’s expectations, beliefs and projections will result or be achieved and actual results may vary materially from what is expressed in or indicated by the forward-looking statements. Any
forward-looking statement in this letter speaks only as of the date of this letter. Ambiq undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise,
except as may be required by any applicable securities laws.
XML — IDEA: XBRL DOCUMENT
XML
Filename: R1.htm · Sequence: 7
v3.26.1
Document and Entity Information
Jul. 30, 2026
Cover [Abstract]
Amendment Flag
false
Entity Central Index Key
0001500412
Document Type
8-K
Document Period End Date
Jul. 30, 2026
Entity Registrant Name
Ambiq Micro, Inc.
Entity Incorporation State Country Code
DE
Entity File Number
001-42766
Entity Tax Identification Number
27-1911389
Entity Address, Address Line One
6500 River Place Blvd.
Entity Address, Address Line Two
Building 7
Entity Address, City or Town
Austin
Entity Address, State or Province
TX
Entity Address, Postal Zip Code
78730
City Area Code
512
Local Phone Number
879-2850
Written Communications
false
Soliciting Material
false
Pre Commencement Tender Offer
false
Pre Commencement Issuer Tender Offer
false
Security 12b Title
Common Stock, $0.000001 par value per share
Trading Symbol
AMBQ
Security Exchange Name
NYSE
Entity Emerging Growth Company
true
Entity Ex Transition Period
false
X
- Definition
Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.
+ References
No definition available.
+ Details
Name:
dei_AmendmentFlag
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Area code of city
+ References
No definition available.
+ Details
Name:
dei_CityAreaCode
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Cover page.
+ References
No definition available.
+ Details
Name:
dei_CoverAbstract
Namespace Prefix:
dei_
Data Type:
xbrli:stringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.
+ References
No definition available.
+ Details
Name:
dei_DocumentPeriodEndDate
Namespace Prefix:
dei_
Data Type:
xbrli:dateItemType
Balance Type:
na
Period Type:
duration
X
- Definition
The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.
+ References
No definition available.
+ Details
Name:
dei_DocumentType
Namespace Prefix:
dei_
Data Type:
dei:submissionTypeItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Address Line 1 such as Attn, Building Name, Street Name
+ References
No definition available.
+ Details
Name:
dei_EntityAddressAddressLine1
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Address Line 2 such as Street or Suite number
+ References
No definition available.
+ Details
Name:
dei_EntityAddressAddressLine2
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Name of the City or Town
+ References
No definition available.
+ Details
Name:
dei_EntityAddressCityOrTown
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Code for the postal or zip code
+ References
No definition available.
+ Details
Name:
dei_EntityAddressPostalZipCode
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Name of the state or province.
+ References
No definition available.
+ Details
Name:
dei_EntityAddressStateOrProvince
Namespace Prefix:
dei_
Data Type:
dei:stateOrProvinceItemType
Balance Type:
na
Period Type:
duration
X
- Definition
A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b-2
+ Details
Name:
dei_EntityCentralIndexKey
Namespace Prefix:
dei_
Data Type:
dei:centralIndexKeyItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Indicate if registrant meets the emerging growth company criteria.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b-2
+ Details
Name:
dei_EntityEmergingGrowthCompany
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Indicate if an emerging growth company has elected not to use the extended transition period for complying with any new or revised financial accounting standards.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Securities Act
-Number 7A
-Section B
-Subsection 2
+ Details
Name:
dei_EntityExTransitionPeriod
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.
+ References
No definition available.
+ Details
Name:
dei_EntityFileNumber
Namespace Prefix:
dei_
Data Type:
dei:fileNumberItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Two-character EDGAR code representing the state or country of incorporation.
+ References
No definition available.
+ Details
Name:
dei_EntityIncorporationStateCountryCode
Namespace Prefix:
dei_
Data Type:
dei:edgarStateCountryItemType
Balance Type:
na
Period Type:
duration
X
- Definition
The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b-2
+ Details
Name:
dei_EntityRegistrantName
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b-2
+ Details
Name:
dei_EntityTaxIdentificationNumber
Namespace Prefix:
dei_
Data Type:
dei:employerIdItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Local phone number for entity.
+ References
No definition available.
+ Details
Name:
dei_LocalPhoneNumber
Namespace Prefix:
dei_
Data Type:
xbrli:normalizedStringItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 13e
-Subsection 4c
+ Details
Name:
dei_PreCommencementIssuerTenderOffer
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 14d
-Subsection 2b
+ Details
Name:
dei_PreCommencementTenderOffer
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Title of a 12(b) registered security.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection b
+ Details
Name:
dei_Security12bTitle
Namespace Prefix:
dei_
Data Type:
dei:securityTitleItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Name of the Exchange on which a security is registered.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 12
-Subsection d1-1
+ Details
Name:
dei_SecurityExchangeName
Namespace Prefix:
dei_
Data Type:
dei:edgarExchangeCodeItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Exchange Act
-Number 240
-Section 14a
-Subsection 12
+ Details
Name:
dei_SolicitingMaterial
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Trading symbol of an instrument as listed on an exchange.
+ References
No definition available.
+ Details
Name:
dei_TradingSymbol
Namespace Prefix:
dei_
Data Type:
dei:tradingSymbolItemType
Balance Type:
na
Period Type:
duration
X
- Definition
Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.
+ References
Reference 1: http://www.xbrl.org/2003/role/presentationRef
-Publisher SEC
-Name Securities Act
-Number 230
-Section 425
+ Details
Name:
dei_WrittenCommunications
Namespace Prefix:
dei_
Data Type:
xbrli:booleanItemType
Balance Type:
na
Period Type:
duration