Increasing global demand for secure microcontrollers and post-quantum cryptography solutions driven by new regulatory requirements (e.g., NSA CNSA 2.0, EU Cyber Resilience Act).

Overall semiconductor industry cycles and demand, particularly from high-growth markets like AI, IoT, and automotive, influencing revenue and profitability.

Geopolitical tensions and supply chain vulnerabilities in the global semiconductor industry, including US-China trade relations, which can impact production and pricing.