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 and 13% sequentially in 2Q’26.

Let me dig into 2Q’26 earnings of TI behind the paywall.

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