📈 #TexasInstruments# has flagged July price hikes, with industry pointing to 5–15% increases in select products. Beyond auto and industrial recovery, AI—driven by 800V HVDC, GPU clusters, and liquid cooling—is rapidly lifting power demand.💡More: 🔗

📈 The chip price hike wave is gaining steam in 2H26. After #TexasInstruments# raised prices in July, #AnalogDevices# is reportedly gearing up for its second 2026 increase, set to take effect in mid-September.💡More: 🔗

Texas Instruments $TXN sees $500 to $1,000 worth of chip content per humanoid robot and expects robotics production to ramp in 2027. CEO Haviv Ilan said: “I don't know how many they'll build next year, but definitely the demand is they want to grow.”

Texas Instruments reported quarterly earnings of $2.62 per share, which beat the analyst consensus estimate of $2.41. The company advised that EPS included a one-cent reduction that was not in its original guidance. Quarterly revenue of $6.06 billion beat the Street estimate of $5.92 billion and was up from $4.74 billion in the same period last year. Texas Instruments’ CEO Haviv Ilan gave the following comments: “Revenue increased 11% sequentially and 28% from the same quarter a year ago, with continued broad growth in industrial, automotive and data center.” “Our cash flow from operations of $9.9 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production. Free cash flow for the same period was $8.4 billion.” “Over the past 12 months, we invested $4.0 billion in R&D and SG&A, invested $2.6 billion in capital expenditures and returned $5.8 billion to owners.” “TI’s fourth quarter outlook is for revenue in the range of $5.80 billion to $6.30 billion and earnings per share between $2.45 and $2.79.” $TXN

Texas Instruments reported quarterly earnings of $2.62 per share, which beat the analyst consensus estimate of $2.41. The company advised that EPS included a one-cent reduction that was not in its original guidance. Quarterly revenue of $6.06 billion beat the Street estimate of $5.92 billion and was up from $4.74 billion in the same period last year. Texas Instruments’ CEO Haviv Ilan gave the following comments: “Revenue increased 11% sequentially and 28% from the same quarter a year ago, with continued broad growth in industrial, automotive and data center.” “Our cash flow from operations of $9.9 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production. Free cash flow for the same period was $8.4 billion.” “Over the past 12 months, we invested $4.0 billion in R&D and SG&A, invested $2.6 billion in capital expenditures and returned $5.8 billion to owners.” “TI’s fourth quarter outlook is for revenue in the range of $5.80 billion to $6.30 billion and earnings per share between $2.45 and $2.79.”

Texas Instruments $TXN reported $6.06B in Q3 revenue, up 28% year over year and 11% sequentially, ahead of the $5.94B FactSet estimate reported by IBD. Analog revenue grew 32% to $4.91B, while embedded processing increased 21% to $858M. CEO Haviv Ilan described “continued broad growth in industrial, automotive and data center.” The live call adds a useful detail: management says data-center revenue grew approximately 95% year over year and 20% sequentially. Industrial grew more than 40% annually, while automotive grew in the mid-teens. GAAP EPS was $2.62. Q4 guidance is $5.80–6.30B revenue and $2.45–2.79 EPS. The $6.05B revenue midpoint is above the $5.76B FactSet estimate reported by IBD, but roughly flat with Q3. So this isn’t only an AI data-center story. TI is reporting growth across analog, embedded, industrial and automotive, with data centers growing particularly quickly.

TEXAS INSTRUMENTS CEO SAYS Q3 DATA CENTER REVENUE WAS UP ABOUT 95% YOY AND GREW ABOUT 20% SEQUENTIALLY, WITH THE CFO SAYING Q3 EPS INCLUDED A 1-CENT REDUCTION NOT IN ORIGINAL GUIDANCE DUE TO DISCRETE TAX ITEMS AND THAT END-OF-Q3 INVENTORY WAS $4.7 BLN, UP $67 MLN FROM THE PRIOR QUARTER - CONF CALL

TEXAS INSTRUMENTS CEO SAYS Q3 DATA CENTER REVENUE WAS UP ABOUT 95% YOY AND GREW ABOUT 20% SEQUENTIALLY, WITH THE CFO SAYING Q3 EPS INCLUDED A 1-CENT REDUCTION NOT IN ORIGINAL GUIDANCE DUE TO DISCRETE TAX ITEMS AND THAT END-OF-Q3 INVENTORY WAS $4.7 BLN, UP $67 MLN FROM THE PRIOR QUARTER - CONF CALL

Texas Instruments the biggest maker of analog and embedded processing chips, gave a strong revenue forecast for the current period, lifted by demand from automotive and industrial customers.