Impinj tag chip revenue hits record $97m as demand outpaces supply

News wire · Source based brief

Impinj reported record RAIN RFID tag chip sales that took endpoint IC revenue to $97.3 million during the quarter ending on 30 September 2026. The practical implication is that meeting this level of demand remains constrained by limited back-end post-processing capacity obtained from third parties, a constraint expected to persist for at least three quarters.

This is a short brief, not a full RFIDWire article. Claims and outcomes remain attributable to the cited publisher.