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Texas Instruments Incorporated

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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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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($17.5B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Analog (75%)
Embedded Processing (17%)
Other (8%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

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

Makro- und Marktkontext

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

Nächste Katalysatoren

TSMC Q2 실적 (2026.04.17)NVIDIA GB300 양산 착수 발표AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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KI-Analyse

Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von Texas Instruments Incorporated.

Unternehmensinformationen

Hauptsitz

Dallas, Texas, USA

Gegründet

1951

Mitarbeiter

34,000+

Website

ti.com

Sektorübersicht반도체

Sektornachrichten

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

Hauptthemen

  • AI 가속기(H100/B200) 수요 공급 불균형 지속
  • Gate-All-Around 공정 전환 → 장비 교체 사이클
  • HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Nächste Katalysatoren

  • TSMC Q2 실적 (2026.04.17)
  • NVIDIA GB300 양산 착수 발표