Strategic Intelligence Report
Generated July 29, 2026
Semiconductors
Texas Instruments
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
2
Chokepoint Score
2 other entities structurally depend on this one
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Dallas, Texas, USA
Website
Employees
33,000 (as of Dec 31, 2025, 10-K)
Founded
1930
Listing
TXN · NASDAQ
Market Cap
$255.17B
Revenue (TTM)
$19.45B
Price
USD279.41 (-1.64%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
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.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Supply Chain
- Apple: Texas Instruments counts Apple among its broad customer base for analog and embedded chips.
- SpaceX: Texas Instruments counts SpaceX among its broad customer base for analog and embedded chips.
- AI Data Centers: Texas Instruments supplies power management and analog semiconductors used in AI data center server and power infrastructure.
Competition / Other
- NVIDIA: Texas Instruments' embedded and analog chips serve adjacent markets to NVIDIA's AI accelerators, with limited direct overlap outside select edge-AI and industrial use cases.
Strategic Risks
- Cyclical demand in industrial and automotive semiconductor markets
- Limited direct exposure to AI accelerator growth
Future Outlook
- Continued investment in US manufacturing capacity
- Steady demand from industrial and automotive electrification
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Feb 2026) — Texas Instruments Incorporated FY2025 Annual Report (Form 10-K), filed with the SEC
- TI investor relations / Q1 2026 earnings release (Apr 2026) — Texas Instruments Q1 2026 revenue up 19% to $4.83B on industrial and data center strength
- Trefis (Jul 2026) — TI's AI-related data center revenue surpassed $1.5B in 2025, now 9% of total sales
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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