Mobix Labs Announces $12M Facility Expansion and Appoints New General Manager

Mobix Labs (MOBX) has announced a strategic expansion of its primary semiconductor fabrication facility in Austin, Texas, with a $12 million capital investment aimed at increasing production output by 40% over the next 18 months. The upgrade will include the installation of advanced photolithography equipment and enhanced cleanroom infrastructure to support next-generation chip development. The expansion is expected to be completed in phases, with the first phase targeting full operational status by Q3 2026. The company also disclosed the appointment of Sarah Chen as General Manager, replacing outgoing executive James Tran. Chen brings over 15 years of experience in semiconductor operations, most recently serving as Director of Manufacturing at a Tier-2 specialty chip supplier. Her appointment underscores Mobix Labs’ focus on operational excellence and scalability as it prepares for increased demand in industrial and automotive sectors. The facility expansion aligns with a broader trend in U.S.-based semiconductor manufacturing, driven by federal incentives under the CHIPS and Science Act. Mobix Labs is positioning itself to capture share in high-margin, low-volume specialty chips used in smart sensors and edge computing devices. The company has reported a 22% year-over-year increase in bookings since Q1 2025, which supports the decision to scale infrastructure ahead of demand. The move is expected to impact investor sentiment positively, particularly among small-cap technology investors tracking operational milestones. While MOBX remains a non-liquid, small-cap stock, the leadership change and capital commitment may attract interest from growth-focused funds. The expansion could also influence supply chain dynamics, as Mobix Labs begins to reduce reliance on third-party foundries for key product lines.