Texas Instruments Shares Jump 19% on AI Chip Demand
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- Texas Instruments posted Q1 revenue $4.83 bn (+19% YoY) and EPS $1.68, beating the $4.53 bn and $1.27 consensus.
- Haviv Ilan reported a ~90% YoY jump in data‑center revenue and a 30% rise in the industrial unit.
- Apple will source “critical foundation semiconductors” from TI’s new U.S. fabs in Utah and Texas.
- Silicon Laboratories is being acquired for $7.5 bn, expanding TI’s wireless and connectivity portfolio.
- Meta and Amazon are expanding data‑center capacity, underpinning TI’s Q2 revenue target of $5‑$5.4 bn.
Why it matters: TI shareholders gain as the stock jumps 19% and the company secures $5‑$5.4 bn Q2 revenue, while rivals risk losing market share in AI‑chip demand; the surge fuels U.S. fab investment and accelerates AI data‑center rollouts.
