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Texas Instruments' analog recovery broadens as 12-inch investment turns into margin
What happened
Texas Instruments' third quarter suggested the analog chip upturn has moved beyond restocking into a broad-based recovery, and the company's multi-year build-out of 12-inch wafer capacity is now lifting margins rather than absorbing cash. Revenue rose 28% year on year and 11% sequentially to US$6.06 billion for the quarter ended September 30, 2026.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
analog chips
Texas Instrumentsanalog12-inch wafer capacitymarginsQ3 revenue
Source and time
Source: DigiTimes Asia · 10/21/2026 · View original source
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