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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产品与营收

产品营收占比

营收构成 ($17.5B)

静态数据（加载实时财务…）

Analog (75%)

Embedded Processing (17%)

Other (8%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要客户

Tesla, Inc.

Automotive analog/power ICs

影响: Significant automotive customer

Samsung Electronics

Display and power management ICs

影响: Key consumer electronics customer

合作伙伴

NVIDIA Corporation

Power management for GPU boards

影响: Indirect supply relationship

宏观与市场背景

반도체行业新闻

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

近期催化剂

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

AI 分析

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企业信息

总部

Dallas, Texas, USA

成立时间

1951

员工人数

34,000+

官网

ti.com

行业概况 — 반도체

行业新闻