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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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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($17.5B)

Datos estáticos (cargando finanzas en tiempo real…)

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

Composición de segmentos y clientes principales

Detalles del producto

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

Contexto macro y de mercado

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

Próximos catalizadores

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

Últimas noticias

Cargando noticias...

Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Texas Instruments Incorporated impulsado por IA.

Información de la Empresa

Sede Central

Dallas, Texas, USA

Fundación

1951

Empleados

34,000+

Sitio Web

ti.com

Estado del sector반도체

Noticias del sector

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

Temas clave

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

Próximos catalizadores

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