{
  "url": "https://struct.news/briefs/mobileyes-supplier-map-has-intel-in-three-different-seats",
  "title": "Mobileye’s Supplier Map Has Intel in Three Different Seats",
  "summary": "Mobileye discloses a network where its owner is also a partner, its former chip supplier was once its sole source, and three Tier 1 customers accounted for 62% of revenue.",
  "published_at": "2026-08-03T23:51:09.889762+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "Mobileye Global Inc.",
    "ticker": "MBLY",
    "cik": null,
    "sector": "Consumer Cyclical",
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
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      "group": "Mobileye’s disclosed relationship map",
      "label": "TSM",
      "value": "TSM",
      "display": "TSM",
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      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-03"
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      "group": "Mobileye’s disclosed relationship map",
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      "group": "Mobileye’s disclosed relationship map",
      "label": "INTC",
      "value": "INTC",
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    {
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      "label": "INTC",
      "value": "INTC",
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        "as_of": "2026-08-03"
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      "group": "Mobileye’s disclosed relationship map",
      "label": "INTC",
      "value": "INTC",
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        "as_of": "2026-08-03"
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    }
  ],
  "watch_next": [
    {
      "type": "filing_language",
      "statement": "Interim goodwill impairment analysis was performed for the Mobileye reporting unit due to a 35% decline in Class A share price and corresponding market-cap decline; impairment was recognized.",
      "importance": "medium",
      "evidence": "During the first quarter of 2026, we performed an interim quantitative goodwill impairment analysis for the “Mobileye” reporting unit due to a 35% decline in the share price of the Company’s Class A common stock and the corresponding decline in market capitalization since the most recent assessment date, as well as increased uncertainty in the macroeconomic and geopolitical environment.",
      "source_date": "2026-07-23"
    },
    {
      "type": "demand",
      "statement": "Monitor the reported share of revenue attributable to higher‑ASP AI inference processors and shipments tied to edge AI demand.",
      "importance": "medium",
      "evidence": "primarily due to higher product unit shipments and an increased percentage of sales from higher average selling price AI inference processors as a result of high demand for our edge AI solutions, partially offset by lower NRE project service revenue.",
      "source_date": "2026-06-02"
    },
    {
      "type": "liquidity_financing",
      "statement": "Total available liquidity of $6,539 million as of March 31, 2026 (cash plus unutilized committed credit facilities).",
      "importance": "medium",
      "evidence": "March 31, 2026 (in millions) Cash and cash equivalents $ 3,173 Revolving Credit Facility, unutilized portion (1) 1,998 Spin-Off Revolving Credit Facility, unutilized portion 850 Committed European accounts receivable factoring facility, unutilized portion (2) 518 Total available liquidity $ 6,539",
      "source_date": "2026-05-05"
    },
    {
      "type": "input_costs",
      "statement": "Labor costs in Mexico have increased significantly, prompting a strategic review of more cost-competitive jurisdictions and acceleration of manufacturing automation.",
      "importance": "medium",
      "evidence": "Labor costs have increased significantly in Mexico as a result of this and other labor reform initiatives, necessitating a strategic review of more cost-competitive jurisdictions and a greater acceleration in manufacturing automation.",
      "source_date": "2026-05-05"
    }
  ],
  "related_tickers": [
    "AMBA",
    "AMD",
    "AMZN",
    "APTV",
    "INTC",
    "LYFT",
    "MBLY",
    "QCOM",
    "SONY",
    "STM",
    "TSLA",
    "TSM"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}