Semiconductors
Texas Instruments
Texas Instruments is one of the world's largest manufacturers of analog and embedded semiconductor chips, used broadly across automotive, industrial and consumer electronics rather than AI accelerators specifically. Texas Instruments reported Q1 2026 revenue of $4.83 billion (up 19% year-over-year), with data center revenue growing about 90% year-on-year; data center revenue tied to AI infrastructure exceeded $1.5 billion in 2025 (roughly 9% of total company sales), while analog revenue grew 22% to $3.92 billion.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 86% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Texas Instruments Incorporated FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- TI investor relations / Q1 2026 earnings release — Texas Instruments Q1 2026 revenue up 19% to $4.83B on industrial and data center strength88% source confidence
- Trefis — TI's AI-related data center revenue surpassed $1.5B in 2025, now 9% of total sales74% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Texas Instruments depends on below, and who depends on Texas Instruments above — click any node to make it the new center, 2 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.