Business
Ceva Highlights Breakthrough Year for AI Licensing and Physical AI Adoption in 2025
ROCKVILLE, Md., Feb. 17, 2026 /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the smart edge, today announced
About this update from Ceva, Inc.
[{"type":"text","content":"ROCKVILLE, Md., Feb. 17, 2026 /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the smart edge, today announced that 2025 marked a breakthrough year for its artificial intelligence (\"AI\") licensing business, with 10 NeuPro™ neural processing unit (\"NPU\") agreements signed and with AI contributing more than 20% of annual licensing revenue in 2025.\nAs AI expands beyond the cloud into real-world devices, demand is accelerating for optimized, power-efficient neural processing architectures supporting both edge and hybrid AI models. This shift is driving broader adoption of on-device AI inference across diversified smart edge markets and further positions Ceva as a foundational enabler of Physical AI -- where connectivity, sensing and inference converge inside intelligent devices.A key highlight of the year was a strategic NPU licensing agreement with one of the world's leading PC original equipment manufacturers, which selected Ceva's high-performance NeuPro NPUs as foundational IP for its next-generation on-device AI compute architecture. This design win validates Ceva's scalable NPU strategy, spanning high-performance architectures deployable across PC, automotive, advanced consumer and other compute-intensive platforms. It also underscores the rising importance of dedicated NPUs as AI capabilities become native to operating systems and applications across devices.Earlier in the year Ceva achieved another notable highlight, signing a comprehensive NeuPro™ NPU portfolio license with Microchip Technology, one of the world's leading microcontroller and connectivity providers. Under the agreement, Microchip adopted Ceva's NPUs to embed AI capabilities broadly across its product families, reflecting a broader industry trend toward standardizing on proven NPU architectures as AI becomes a core feature across semiconductor platforms. Additional NPU engagements announced during the year included wins with ALi Corp and Nextchip, expanding Ceva's AI footprint across consumer electronics, video platforms, and automotive Advanced Driver Assistance Systems applications.Throughout 2025, Ceva's NPU licenses spanned both ultra-low-power and high-performance inference, addressing audio, vision, video and multi-sensor AI workloads across consumer, automotive, industrial, PC and infrastructure market...