Texas Instruments

Analog and embedded processing chips made in its own 300mm fabs

Overview

Texas Instruments designs and manufactures analog and embedded processing semiconductors that it sells to electronics designers and manufacturers[30]. Its operations began in 1930; it is incorporated in Delaware and headquartered in Dallas, Texas, with design, manufacturing or sales operations in more than 30 countries[30]. Revenue for 2025 was US$17,682 million, up 13%; the Analog segment contributed US$14,006 million[30]. The company is investing heavily in 300mm wafer fabs and in 2025 continued ramping production at new fabs in Richardson and Sherman, Texas, and Lehi, Utah[30]. TI is listed on Nasdaq and had about 33,000 employees at the end of 2025[30].

Texas Instruments strengths and limitations

Strengths

  • Largest analog-chip maker in the list
  • Profit margin of 29%
  • Sales growth of 14.9%

Limitations

  • Exposure to industrial and automotive cycles
  • Smaller than AI-focused peers
  • Market value below Qualcomm despite higher margin

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