Topic

TXN

A collection of 8 issues

Texas Instruments 2Q'26: Not Another Head Fake

While covering Texas Instruments (TI)’s 1Q’26 earnings, I wrote that TI had reached an inflection point, and that the fact management was even willing to talk about raising prices made me think this one might not be another "head fake." Indeed, revenue grew by 23% YoY

Pricing "The Compute Theory of Everything", Texas Instruments Hitting Inflection Point

Believe it or not, the iShares Semiconductor ETF (SOXX) was essentially flat on the year as of March 30…less than four weeks ago. Since then, semiconductor stocks appear to have chugged something with serious kick: the sector is up 47% YTD(!!), and given Intel's print last night,

Texas Instruments 4Q'25 Update

I owned Texas Instruments (TXN) for almost 18 months and then managed to sell what appears to be a local bottom in hindsight. Although I did re-allocate my proceeds from TXN sale to Alphabet and Meta equally, Texas Instruments performed better than either of those companies. The chart below

Texas Instruments 3Q'25 Update

“The overall semiconductor market recovery is continuing, though, at a slower pace than prior upturns, likely related to the broader macroeconomic dynamics and overall uncertainty.” That quote from yesterday’s call captures the tone of Texas Instruments (TI) management. Things are chugging along, but just not as well as perhaps

Texas Instruments' data center and robotics opportunity

Texas Instruments (TXN) hardly ever breaks out “data center” or “robotics” opportunity in quarterly calls with hard numbers. “Data center” shows up intermittently under enterprise systems segment, and “robotics” is usually rolled into factory automation during quarterly calls. So, it did catch my attention when TXN CEO Haviv Ilan provided

Texas Instruments and Analog Devices at Citi TMT Conference

Both Texas Instruments (TXN) and Analog Devices (ADI) attended Citi TMT Conference last week. Let me share some of my notes from these calls. TXN stock reacted negatively a bit after management highlighted they are not seeing a “snapback” in the current recovery: …it's not quite happening a

Texas Instruments 2Q'25 Update

You hardly ever see sell-side analysts being livid to management in an earnings call, but TXN’s 2Q’25 call was a bit spicy. After the prepared remarks, Q&A started with a combative tone from an analyst probing management about “change of tone” compared to last quarter.

Texas Instruments: Leading the Analog Chips Industry

Disclosure: I own shares of Texas Instruments You can listen to this Deep Dive here Texas Instruments (TI) is a storied company in the semiconductor industry since it’s been there from almost the very beginning of the industry. But believe it or not, it changed its name not once