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Texas Instruments sees up to $1,000 in chip content per humanoid robot as analog supply tightens
What happened
Texas Instruments (TI) held its latest earnings call this week, projecting fourth-quarter 2026 revenue of US$5.8 billion to US$6.3 billion. The midpoint of its guidance is broadly in line with third-quarter revenue, outperforming the seasonal declines typically seen in the fourth quarter. The company also indicated up to US$1,000 in chip content per humanoid robot, as analog supply tightens.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
analog chips
earnings guidancehumanoid robotchip contentanalog supplyQ4 2026 revenue
Source and time
Source: DigiTimes Asia · 10/24/2026 · View original source
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