TXN
텍사스인스트루먼트
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
Texas Instruments
Customers
Competitors
Notes
World's largest analog chipmaker with leading position in industrial and automotive end markets. Vertically integrated 300mm wafer manufacturing strategy (Sherman TX, Lehi UT, Richardson TX fabs) backed by ~$10B annual capex through mid-decade and CHIPS Act funding. Cyclical headwinds from industrial inventory correction have weighed on margins, but in-house 300mm capacity is positioned as a structural cost advantage versus competitors reliant on foundries.
TXN filed an 8-K under Item 7.01 (Regulation FD), indicating the company has disclosed forward-looking guidance or management commentary — likely related to revenue outlook, end-market demand, or inventory trends across industrial and automotive segments. Item 9.01 covers supporting exhibits only. Full filing body not analyzed; description inferred from form + item codes. PMs should monitor for any revision to near-term revenue or margin guidance given TXN's role as a broad analog/embedded bellwether.
TXN has filed its 10-Q for the quarter ended June 30, 2026, covering financial results, balance sheet, and management commentary for Q2. Investors will watch for revenue trends in the analog and embedded processing segments, inventory normalization progress, and any updated guidance signals embedded in MD&A. Full filing body not analyzed; description inferred from form + item codes.
TXN filed an 8-K disclosing its Q2 2026 earnings results under Item 2.02, typically accompanied by a press release with revenue, EPS, and segment detail. Analog and embedded processing trends will be closely watched as a leading indicator for the broader industrial and automotive semiconductor cycle. Full filing body not analyzed; description inferred from form + item codes.
Filing flags an officer or director change at TXN under Item 5.02, which is typically routine unless it involves the CEO, CFO, or a sudden departure signaling governance issues. Full filing body not analyzed; description inferred from form + item codes. PMs should check whether the change touches top executives or signals a strategic shift in analog/embedded leadership.
Texas Instruments filed its quarterly 10-Q for the period ended 2026-03-31, which typically contains updated revenue mix by end-market (industrial, auto, personal electronics), gross margin, capex run-rate under the IRA-funded fab buildout, and inventory/DSI trends relevant to the analog cycle. Full filing body not analyzed; description inferred from form + item codes. PMs covering the analog/MCU cycle should compare industrial and auto segment commentary against the prior quarter to gauge whether the inventory correction is troughing.
8-K filing under Items 2.02 and 9.01 indicates Texas Instruments has released quarterly earnings results with supporting exhibits (likely press release and financial tables). Full filing body not analyzed; description inferred from form + item codes. PMs should focus on analog/embedded revenue trajectory, gross margin recovery from inventory correction, and any forward commentary on industrial/auto end-market demand.
Routine 8-K under Item 5.07 reporting outcomes of shareholder votes (likely director elections, auditor ratification, say-on-pay) from the annual meeting. Full filing body not analyzed; description inferred from form + item codes. Low PM relevance unless a proposal failed or saw unusual dissent.
Filing reports a change in officers or directors under Item 5.02; absent a CEO/CFO departure, succession plan, or compensation event of note, this is typically a low-signal governance update for a mega-cap analog supplier. Full filing body not analyzed; description inferred from form + item codes. PMs should skim only to confirm no top-of-house (CEO/CFO) transition that would affect TXN's capex and analog cycle execution.
TXN amended its corporate bylaws or charter (Item 5.03) and filed supporting exhibits (Item 9.01). Bylaw amendments are typically governance housekeeping — board structure, advance-notice provisions, officer indemnification, or forum-selection clauses — and rarely move the stock, though PMs should scan for any shareholder-rights changes (e.g., supermajority thresholds, proxy access). Full filing body not analyzed; description inferred from form + item codes.
Full filing body not analyzed; description inferred from form + item codes. TXN's annual 10-K for FY ending 2025-12-31 should contain audited financials, segment detail for Analog and Embedded Processing, capex/cash-return commentary, and updated risk factors — PMs will focus on gross margin trajectory through the elevated capex cycle, inventory levels, China/auto/industrial demand commentary, and any guidance shifts vs. the prior 300mm fab build-out plan.
Filing pairs Item 7.01 (Reg FD) with Item 9.01 exhibits, typical of management commentary or revised outlook delivered outside an earnings release. For analog/embedded semi PMs, any incremental color on industrial/auto end-market demand, inventory normalization, or capex pacing is the watch item. Full filing body not analyzed; description inferred from form + item codes.
Filing under Item 2.02 indicates Texas Instruments has released quarterly results, with Item 9.01 supplying the accompanying press release and financial exhibits. PMs should focus on analog/embedded revenue mix, gross margin trajectory amid the capex cycle, and any forward commentary on industrial/auto demand — all key reads for KR/TW semi peers (Samsung, SK Hynix, TSMC). Full filing body not analyzed; description inferred from form + item codes.