Did BMW’s Ultra-Wideband Deal and CELUS Partnership Just Shift NXP’s (NXPI) Auto Investment Narrative?

In early August 2026, CELUS announced a partnership with Variscite that embeds Variscite’s NXP-based system-on-module portfolio into the CELUS Design Platform and NXP Block Diagram Designer, aiming to streamline embedded system development for industrial, medical, and IoT applications. A separate August 2026 announcement revealed that NXP’s Trimension NCJ29D6 ultra-wideband chips will be used across BMW’s future vehicle fleet for digital keys and in-cabin presence detection, underlining...