Texas Instruments Incorporated

TXNsupplier

Texas Instruments is the world's largest analog semiconductor company, producing tens of thousands of chip variants that serve as the essential building blocks in virtually every electronic device. Its focus on industrial and automotive end-markets provides long product life cycles and resilient demand.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($17.5B)

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Analog (75%)

Embedded Processing (17%)

Other (8%)

Segment Breakdown & Key Customers

Product Details

Analog ICs55%

Power management, signal chain, and high-voltage analog chips for industrial and automotive

Embedded Processing25%

Microcontrollers and processors for real-time control in cars, factories, and appliances

Other (DLP, Calculators)20%

Digital Light Processing chips, scientific calculators, and custom ASICs

Supply Chain Relationships

Key Customers

Tesla, Inc.

Automotive analog/power ICs

Impact: Significant automotive customer

Samsung Electronics

Display and power management ICs

Impact: Key consumer electronics customer

Partners

NVIDIA Corporation

Power management for GPU boards

Impact: Indirect supply relationship

Macro & Market Context

반도체Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Upcoming Catalysts

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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AI Analysis

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Company Info

Headquarters

Dallas, Texas, USA

Founded

1951

Employees

34,000+

Website

ti.com

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