Texas Instruments is a global technology company that designs and manufactures a wide range of semiconductors and integrated circuits, which are crucial components in various electronic devices. The company is known for its innovation in analog and digital signal processing technologies, enabling advancements in consumer electronics, automotive systems, industrial applications, and communications equipment. Texas Instruments also provides a comprehensive suite of tools and solutions for embedded processing, empowering engineers to create efficient and high-performance devices. With a strong commitment to research and development, Texas Instruments continues to play a pivotal role in shaping the future of technology across multiple industries. Read More
In a move that signals a massive shift in the semiconductor landscape, Texas Instruments (NASDAQ: TXN) has officially announced a definitive agreement to acquire Silicon Laboratories Inc. (NASDAQ: SLAB) for approximately $7.5 billion in an all-cash transaction. The deal, announced on February 4, 2026, represents Texas Instruments' most aggressive
As of February 9, 2026, Micron Technology (Nasdaq: MU) stands at a defining crossroads in the global semiconductor landscape. Once viewed primarily as a cyclical manufacturer of commodity memory, the Boise-based giant has successfully repositioned itself as an indispensable pillar of the Artificial Intelligence (AI) infrastructure. The explosion of generative AI, spearheaded by titans like [...]
As of February 9, 2026, ON Semiconductor (Nasdaq: ON), now officially rebranded as onsemi, stands as a primary architect of the global energy transition. Once known as a broad-market supplier of commodity components, the Scottsdale, Arizona-based company has undergone one of the most aggressive structural transformations in the semiconductor industry. Today, onsemi is a specialized [...]
Large-cap stocks usually command their industries because they have the scale to drive market trends.
The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
Texas Instruments said that it will acquire Silicon Labs for $231.00 per share in an all-cash transaction, representing a total enterprise value of approximately $7.5 billion.
Texas Instruments delivered year-over-year revenue growth in Q4, driven primarily by a rebound in industrial and continued momentum in data center applications. Management highlighted that industrial revenue rose nearly 20% over the prior year, while the data center segment posted around 70% growth, underscoring a shift toward higher-value markets. CEO Haviv Ilan explained, “The overall semiconductor market recovery is continuing, and we are well-positioned with inventory and capacity to meet immediate customer demand.” The company also noted that its expanded capacity and inventory levels enabled it to respond quickly to real-time customer needs.
In a stark reminder of the cyclical volatility inherent in the semiconductor industry, shares of ON Semiconductor (NASDAQ: ON) tumbled more than 8% on February 10, 2025. The sell-off followed a fourth-quarter earnings report that not only missed analyst expectations but, more critically, offered a somber outlook for the first
As of January 30, 2026, the United States' ambitious effort to repatriate semiconductor manufacturing has officially transitioned from a period of legislative hype and groundbreaking ceremonies to a reality of high-volume manufacturing (HVM). With over $30 billion in federal awards from the CHIPS and Science Act now flowing into the ecosystem, the "Silicon Desert" of [...]
In a landmark moment for the American semiconductor industry, Texas Instruments (NASDAQ: TXN) has officially commenced volume production at its state-of-the-art SM1 fab in Sherman, Texas. The facility, which began shipping its first 300mm wafers to customers in late December 2025, represents the first phase of a massive $60 billion investment strategy aimed at securing [...]
