NuAxiSemiconductor trade intelligence

TI looks for 95% in-house fab by 2030

What happened

Texas Instruments plans to fab 95% of its ICs in-house by 2030, investing $60 billion in seven new fabs. This vertical integration strategy aims to secure supply amidst booming demand from data centers and industrial markets, which saw 90% and 30% YoY revenue growth respectively.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

GaNIndustrial ICsDatacenter ICs

Texas Instruments

capacity_expansionvertical_integrationdemand_growth

Source and time

Source: Electronics Weekly · 5/12/2026 · View original source

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TI looks for 95% in-house fab by 2030

What happened

Impact and signal

Affected components and suppliers

Source and time

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