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Cirrus Logic

Cirrus Logic, Inc. is a fabless semiconductor company founded in 1984 in Silicon Valley and headquartered in Austin, Texas, specializing in the design and supply of low-power, high-precision mixed-signal processing solutions for audio and voice applications in mobile and consumer devices. The company's products include smart codecs, audio digital signal processors (DSPs), amplifiers, haptic and sensing integrated circuits (ICs), camera controllers, battery and power ICs, analog-to-digital converters (ADCs), digital-to-analog converters (DACs), and digital interface ICs, which are integrated into smartphones, tablets, laptops, wearables, and augmented/virtual reality (AR/VR) devices. Pioneering the fabless model, Cirrus Logic has grown through strategic acquisitions, including Crystal Semiconductor in the early to bolster its audio technology portfolio and in August 2014 to expand its voice and audio capabilities, along with Microtechnology in 2019 for high-voltage mixed-signal solutions. As of fiscal year 2025, the company employed 1,660 people worldwide, generated $1.90 billion in revenue, and held approximately 4,130 issued or pending patents, positioning it as a leader in innovative user experiences for high-performance audio and sensing technologies. In recent quarters, such as Q2 FY2026, Cirrus Logic reported record revenue of $561.0 million, driven by demand for components and new product launches in AI-enabled devices.

History

Founding and Early Development

Cirrus Logic traces its origins to 1981, when established Patil Systems Inc. in , , with an initial focus on developing design automation tools for and systems-on-chip applications, drawing from Patil's research in silicon compilers and clockless circuit methodologies. The company began by creating microchip-level software and early prototypes, including a chip for that entered field trials with 20,000 units by 1983. This foundational work positioned Patil Systems at the intersection of software tools and hardware design, aiming to streamline complex development processes. In 1984, the company reincorporated as Cirrus Logic Inc. and relocated its headquarters to , in , to better access and talent in the burgeoning . This move marked a strategic shift toward full-scale semiconductor design and fabrication, with early successes in mixed-signal integrated circuits (ICs), such as a controller chip that achieved rapid market adoption. By the late 1980s, Cirrus Logic expanded into graphics controllers, releasing its first (VGA) controller chips in 1987–1989, which provided enhanced compatibility and performance for emerging PC displays, including flat-panel LCD variants. These innovations, including the CL-GD410/420 developed in partnership with Video Seven, helped establish the company as a key player in PC component solutions. To fuel further expansion, Cirrus Logic went public in 1989 through an on the under the CRUS, raising capital for in graphics and mixed-signal technologies. The IPO provided essential funding amid growing demand for advanced ICs in computing applications. In 2000, the company relocated its headquarters to , to improve operational efficiency, leverage regional talent, and reduce costs associated with operations. This transition supported sustained growth while maintaining focus on core expertise.

Graphics Era

During the early , Cirrus Logic established dominance in the low-cost PC market by developing the GD542x series of chipsets, designed specifically for VGA and SVGA support in budget-oriented personal computers. The GD5422, released in , was a key entry in this lineup, offering 1MB of video and compatibility with 16-bit buses, enabling affordable capabilities such as 1024x768 resolution at 256 colors for entry-level systems. This series connected directly to or local buses, ensuring 100% hardware and compatibility with VGA standards, which facilitated widespread adoption in cost-sensitive consumer PCs. Cirrus Logic expanded into 3D graphics with the introduction of the Laguna series in the mid-1990s, marking a shift toward more advanced visual processing. The CL-GD5464, launched in , was among the first in this family, providing and interfaces with 3D acceleration features compatible with standards, and notably utilizing Rambus DRAM for higher bandwidth in real-time rendering. Partnerships with major OEMs, including and , integrated these into desktop systems; for instance, fiscal 1997 reports listed and among Cirrus's primary customers for graphics solutions, supporting Windows GUI acceleration through hardware-accelerated bit block transfers and line drawing optimized for the bus. This focus on desktop graphics emphasized efficient 2D/3D performance for emerging multimedia applications, with the Laguna chips delivering up to 64-bit data paths for enhanced Windows environments. To address the growing market, Cirrus Logic adapted its technology for mobile use with the CL-GD754x series, prioritizing efficiency and support. The CL-GD7541 and CL-GD7543, introduced around , featured interfaces for dual-scan STN LCDs and color TFT panels with 9- to 24-bit color depths, enabling low- SVGA operation in portable systems while maintaining compatibility with external VGA monitors. These chipsets included motion video acceleration for efficient display scaling, making them suitable for early integrations. Intensifying competition from and eroded Cirrus Logic's market position by the late 1990s, culminating in the company's announcement to exit the PC graphics business in 1998. Intel's i740 chip, released that year under license from Real3D, further commoditized the low-end 3D graphics segment by offering integrated solutions at lower costs, squeezing margins for standalone vendors like Cirrus. This decline was exacerbated by delays in Cirrus's own GD5470 "" chip, which failed to launch as planned. Earlier, in 1991, Cirrus had acquired Crystal Semiconductor for approximately $59 million to enhance its capabilities, integrating analog and mixed-signal expertise that supported graphics with audio processing and laid the foundation for future diversification beyond pure graphics.

Pivot to Audio and Acquisitions

In 1998, Cirrus Logic announced a strategic to exit the market and refocus on precision linear and mixed-signal integrated circuits, particularly in audio (DSP) and related technologies, building on its earlier acquisition of Crystal Semiconductor in 1991, which had established a foundation in analog and mixed-signal audio converters. This pivot coincided with key leadership transitions that guided the company's audio-centric growth. Michael Hackworth served as CEO from 1985 to 1999, overseeing the initial diversification into audio following the Crystal acquisition. David D. took over as CEO from 1999 to 2007, stabilizing operations during the post-graphics recovery. Jason Rhode, who joined in 1995 and led the mixed-signal audio division, became CEO in 2007 and held the position until stepping down effective January 1, 2021, succeeded by John Forsyth, who became CEO effective January 1, 2021. To accelerate its audio expertise, Cirrus Logic pursued targeted acquisitions. In July 2007, Cirrus Logic acquired Apex Microtechnology for $42 million, adding expertise in high-voltage mixed-signal solutions. In October 2013, it acquired Acoustic Technologies, a Mesa, Arizona-based firm specializing in embedded firmware for audio signal processing, adding advanced voice enhancement algorithms to its portfolio. This was followed in August 2014 by the $467 million acquisition of Wolfson Microelectronics, a UK-based designer of audio codecs and mixed-signal semiconductors, which bolstered Cirrus Logic's capabilities in high-fidelity audio for mobile devices. In July 2021, Cirrus Logic completed the $335 million purchase of Lion Semiconductor, a California company focused on power management integrated circuits, enhancing efficiency in battery-powered audio applications. The integration of these acquisitions strengthened Cirrus Logic's audio platforms by incorporating proprietary technologies such as Acoustic's , Wolfson's designs, and Lion's power optimization , resulting in an expanded portfolio of approximately 4,260 pending and issued patents worldwide by 2025. As part of broader diversification efforts, Cirrus Logic entered a three-year in 2023 with the School for Young Women Leaders in , committing $10,000 annually to support its club and initiatives, which enabled the team to compete in regional events by .

Products and Technologies

Audio Solutions

Cirrus Logic's audio solutions encompass a range of integrated circuits and software designed for high-performance sound processing in , emphasizing low-power consumption and enhanced user experiences. These solutions include smart codecs, digital-to-analog converters (DACs), analog-to-digital converters (ADCs), amplifiers, and haptic drivers, all leveraging proprietary () to deliver clear voice capture and immersive playback. The CS47Lx series represents Cirrus Logic's smart audio codecs tailored for smartphones and portable devices, featuring advanced capabilities for and voice enhancement. For instance, the CS47L35 integrates low-power cores that support multimic wideband and high-performance acoustic echo cancellation (), enabling clear voice interactions in noisy environments while minimizing drain. Similarly, the CS47L63 provides ambient , voice-trigger detection, and concurrent audio processing for earbuds and wearables, ensuring robust performance in compact form factors. These codecs process multiple microphone inputs to suppress and enhance speech clarity, making them suitable for mid-tier smartphones. In applications, Cirrus Logic has introduced high-fidelity DACs and ADCs, with notable 2025 releases expanding their portfolio for studio and equipment. On June 24, 2025, the company launched two ADCs and two DACs featuring hybrid control (HGC), which coordinates analog and stages to eliminate in microphone preamps and provide precise adjustments for optimal capture and playback. These converters also incorporate differentiated filters for customizable audio , supporting sample rates up to 768 kHz and delivering exceptional power efficiency. The HGC reduces pop during changes, enhancing transparency in interfaces. Cirrus Logic's boosted amplifiers and haptic drivers further integrate audio with tactile , enabling synchronized sensory experiences in devices like smartphones and automotive interfaces. The boosted amplifiers employ advanced boost technology and speaker protection algorithms to achieve up to three times the sound pressure level (SPL) and enhanced response compared to standard drivers, while maintaining low power usage. Complementing this, the CS40L25 family of haptic drivers supports customized vibrations for virtual buttons and scrolling effects, allowing concurrent audio and from a single for immersive, low-latency . These solutions facilitate buttonless designs that combine rich sound with precise tactile cues. Supporting these hardware components, Cirrus Logic's SoundClear software algorithms optimize voice processing for smart speakers and wearables, including for directional audio capture and echo cancellation to improve far-field interactions. These algorithms enable multi-mic and non-linear echo suppression, allowing devices to handle voice in challenging acoustic environments, such as during playback or in reverberant spaces. For wearables, low-power always-on processing supports voice-trigger detection without compromising battery life, while implementations provide HD voice support across narrow- and modes. Cirrus Logic's innovations in these areas are underpinned by over 4,000 issued and pending patents worldwide, with a significant portion dedicated to audio-related advancements in low-power processing. These patents cover techniques for efficient , noise management, and integrated haptic-audio systems, enabling the company's leadership in energy-efficient sound technologies.

Mixed-Signal Processing

Cirrus Logic specializes in high-performance mixed-signal integrated circuits (ICs) that integrate analog and digital components to enable precise signal processing and conversion, with a focus on low-power consumption and efficiency for non-audio applications. These ICs are designed to handle complex interfacing tasks, supporting features like haptic feedback and sensing in mobile devices through ultra-low-latency circuits that facilitate responsive human-machine interactions. For sensor interfacing and data conversion, Cirrus Logic's solutions provide high-precision analog-to-digital conversion tailored for mobile environments, ensuring reliable data handling in battery-constrained systems. In , Cirrus Logic offers advanced solutions including fast-charging and DC-DC converters, which leverage switched-capacitor architectures to achieve higher and reduced heat dissipation compared to traditional methods. These technologies enable shorter charging times for smartphones and laptops while optimizing power delivery. The 2021 acquisition of Lion Semiconductor for $335 million significantly enhanced this portfolio by integrating Lion's expertise in battery management , adding proprietary switched-capacitor designs that support dynamic power demands in portable devices. Battery management systems from Cirrus Logic incorporate custom mixed-signal technology for real-time monitoring and , allowing systems to adapt to varying power needs and extend operational life in laptops and tablets. Cirrus Logic's camera controllers utilize high-precision, low-latency mixed-signal circuits to improve image focus and stabilization in laptops and tablets, enabling faster processing for enhanced user experiences in imaging applications. For low-power analog technologies, the company's sigma-delta analog-to-digital converters (ADCs) deliver high-precision measurements using proprietary , ideal for and automotive sensing where accuracy is critical. These ADCs support applications in analytical instruments and vehicle systems, providing low-power operation without compromising resolution for demanding environments. Recent collaborations, such as the 2024 reference design with and for Lunar Lake processors, integrate Cirrus Logic's mixed-signal power converters—like the CP9314—to enhance battery efficiency and support edge computing in PCs by generating less heat and enabling thinner designs. This partnership demonstrates how Cirrus Logic's mixed-signal expertise contributes to power-optimized platforms for -driven edge applications.

Key Applications

Cirrus Logic's products are predominantly integrated into mobile devices, where they support audio and haptic feedback functionalities. In fiscal year 2025, approximately 86% of the company's revenue derived from its largest customer, Apple, primarily for components in iPhones. This heavy reliance on the ecosystem was highlighted amid softness in the broader market, as discussed during the second quarter of fiscal 2026 earnings call on November 4, 2025. In , Cirrus Logic's solutions enable voice-activated features in smart speakers, such as those using Amazon's Voice Service, including the series, through low-power voice capture kits that facilitate far-field detection and noise reduction. For laptops, the company has expanded into AI-enhanced audio processing, partnering with manufacturers like in 2025 to develop technologies that improve voice clarity and reduce mechanical distortions in AI-enabled devices. Cirrus Logic supplies analog-to-digital converters () and digital-to-analog converters (DACs) for automotive applications, enhancing in-car audio systems with high-fidelity playback and immersive sound experiences. In , the company advanced its portfolio in 2025 with new ADC and DAC releases tailored for studio equipment, installed systems, and high-end recording setups, featuring hybrid gain control for precise audio fidelity. Emerging applications include AI-enabled wearables, where Cirrus Logic provides low-power voice processors and audio paths for devices like smartwatches, supporting always-on voice interfaces and biometric integration. To support these global applications, Cirrus Logic maintains key facilities in , for headquarters and R&D; , United Kingdom, inherited from the 2014 Wolfson Microelectronics acquisition, focusing on IC design and software; and offices across , including , , , and , to manage and regional operations.

Corporate Profile

Leadership and Governance

Cirrus Logic's leadership is headed by President and Chief Executive Officer John Forsyth, who assumed the CEO role in January 2021 after serving as president since 2020. Forsyth joined the company in 2014 through the acquisition of , where he had served in senior roles, bringing extensive experience in semiconductor operations and strategic growth. The executive team includes Jeff Woolard, appointed in February 2025 and effective February 24, 2025, who oversees the company's , planning, and reporting strategies. Other key executives comprise Principal Officer and Ulf Habermann, responsible for financial controls and . The Board of Directors is chaired by D. David J. Tupman, who has served as a director since 2015 and leads the Governance and Nominating Committee, focusing on board composition, succession planning, and corporate ethics. Tupman, owner of Details Lab Inc., an advisory firm specializing in organizational scaling and technology development, previously held senior engineering roles at Apple Inc. and Psion Computers. Cirrus Logic emphasizes strong governance practices, including a commitment to diversity, inclusion, and environmental, social, and governance (ESG) initiatives, as outlined in its FY25 ESG Report. The company fosters an inclusive workplace through programs like the Women's Leadership Team and has received recognition for these efforts, such as being named one of the 100 Best Places to Work in Austin by Built In in 2025. As of fiscal year 2025, Cirrus Logic employed 1,660 people across global teams in Austin, Texas; Europe; and Asia, supporting its focus on talent retention and ethical operations.

Financial Performance

Cirrus Logic operates on a fiscal year that ends on March 31. For 2025, the company reported revenue of $1.90 billion, representing a 6% increase from $1.79 billion in 2024. In the second quarter of 2026, ended September 27, 2025, Cirrus Logic achieved record quarterly revenue of $561.0 million, a 38% sequential increase from the prior quarter. Of this, audio products contributed $318.2 million, while high-performance mixed-signal products accounted for the remainder of approximately $242.8 million. The company's non-GAAP gross margin for the fourth quarter of fiscal year 2025 reached 53.5%, supported by favorable product mix but tempered by heavy reliance on its largest customer, Apple, which represented 86% of total revenue in that quarter. As of November 2025, Cirrus Logic's stock trades on Nasdaq under the ticker CRUS, with a market capitalization of $6.05 billion and an enterprise value of approximately $6.03 billion. Looking ahead, Cirrus Logic is exploring to drive diversification beyond its core audio business. The company has indicated a strategic pullback from investments in the ecosystem amid market softness, prioritizing high-growth areas like AI-enabled PCs and mixed-signal applications. Cirrus Logic faces ongoing challenges from dependencies, including constraints and the need for geographic diversification among suppliers, as well as intense within the .

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