Corporate Update on Texas Instruments Incorporated

Texas Instruments Incorporated (TI) reported a notable increase in data center revenue for 2025, rising more than 50 % year‑to‑date. This growth offsets the decline in the company’s stock price over the same period. Chief Executive Officer Haviv Ilan indicated that the data center segment could soon represent approximately 20 % of TI’s total sales.

Expansion Investment

TI plans to invest $60 billion in United States chip‑manufacturing capacity to meet the growing demand for artificial intelligence workloads. The company expects the additional production capability to support both its existing analog semiconductor portfolio and emerging data‑center power needs.

Trade Investigation

The Chinese government has launched a trade investigation into the importation of certain analog chips produced by TI. Officials allege that these imports have been sold at prices 300 % above fair market value, which they claim harms domestic industry competitiveness. The investigation remains in progress and its potential impact on TI’s operations has not yet been quantified.

Market Performance

TI’s share price has shown relative stability following the announcement of its growth figures and expansion plans. The recent price movement has not been significantly influenced by the trade investigation. Analyst coverage remains largely unchanged, aside from Bank of America’s reduction of its price target to $208. The bank’s adjustment is not expected to materially affect the stock’s performance.

Outlook

TI continues to position itself as a key supplier in the semiconductor sector, with a positive outlook driven by robust data‑center revenue and substantial investment in chip production. The company’s strategic focus on analog solutions and AI‑related power requirements supports expectations of continued growth and shareholder value creation.