NuAxiSemiconductor trade intelligence
Texas Instruments, NXP point to data centers and robots as industrial chips rebound
What happened
Texas Instruments (TI) and NXP Semiconductors both reported 40% to 50% year-over-year growth in their industrial businesses during their latest earnings calls for the third quarter of 2026, citing AI data-center construction and robotics as key growth drivers. TI's industrial revenue reached its highest level in four years, while NXP's industrial and IoT business grew 39% year-over-year.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
industrial chipsindustrial and IoT chips
industrial chipsQ3 2026 earningsAI data centerroboticsyear-over-year growth
Source and time
Source: DigiTimes Asia · 10/29/2026 · View original source
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