Texas Instruments INC: management transactions · United States · SEC (Form 4)

About Texas Instruments INC

Texas Instruments Incorporated (NYSE/NASDAQ: TXN, United States) is one of the most established global semiconductor companies, with a strong focus on analog chips and embedded processing. Founded in 1930 and headquartered in Dallas, Texas, TI has built a reputation around so-called foundational semiconductors: essential components that are embedded inside industrial systems, automobiles, personal electronics, communications equipment, and data infrastructure. Rather than relying on highly visible consumer devices, TI supplies critical building blocks that tend to be designed into customers’ products for long periods of time, which supports long product lifecycles and recurring demand across a broad installed base. The company operates through two main reportable segments: Analog and Embedded Processing. Analog is TI’s largest business and includes power management, signal chain products, interfaces, data converters, sensors, and related solutions. Embedded Processing covers microcontrollers and processors that provide control, connectivity, and automation inside electronic systems. TI also offers development tools and supporting software ecosystems that help customers design and integrate its components more efficiently. From a competitive standpoint, Texas Instruments stands out for its scale, breadth of catalog, manufacturing discipline, and deep customer relationships. Its model is built around high-volume, highly diversified semiconductors rather than a narrow set of headline products. That gives the company exposure to many end markets, including industrial, automotive, data center, personal electronics, and communications equipment. TI’s geographic footprint is global, with sales and operational presence across major industrial regions, while its U.S. base remains strategically important. In 2025, the company announced plans to invest more than $60 billion across seven U.S. semiconductor fabs, underscoring a long-term commitment to domestic manufacturing capacity. Recent highlights show TI leaning into secular growth themes such as AI infrastructure, electrification, robotics, and edge intelligence. In 2026, the company unveiled an 800VDC power architecture for next-generation AI data centers with NVIDIA, introduced new isolated power modules, and expanded its microcontroller portfolio and software ecosystem to support edge AI. TI also highlighted automotive innovations and collaboration on humanoid robotics applications. For investors, Texas Instruments remains a high-quality semiconductor name with structural exposure to embedded electronics, strong industrial positioning, and a long-duration manufacturing and capital investment strategy.