Texas Instruments

Texas Instruments is a leader in the IDM segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Applied Materials, Air Liquide, United Microelectronics (UMC). Its key customers include Apple, Tesla, Robert Bosch.

Largest analog chipmaker, manufacturing on its own 300mm fabs.

Ticker
NASDAQ: TXN
Headquarters
United States
Revenue
$17.7B (FY2025) · +13.1% YoY
Net income
$5.0B
Operating margin
34.1%
Market position
leader
Value-chain segment
Integrated Device Manufacturer, Analog & Mixed Signal, Power Semiconductors (incl. SiC, GaN)
Key products
analog ICs, embedded MCUs

About Texas Instruments

Texas Instruments, headquartered in United States, operates in the Integrated Device Manufacturer and Analog & Mixed Signal and Power Semiconductors (incl. SiC, GaN) segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include analog ICs, embedded MCUs. wafergraph maps 4 tracked suppliers and 17 tracked customers for Texas Instruments across the value chain. It has a supply-chain criticality score of 81/100, with 237 companies downstream of it. Texas Instruments is a party to 2 tracked deals, including TI's Sherman, Texas 300mm fabs; TI CHIPS Act grant.

Role in the chain

Texas Instruments is a market leader in IDM (Integrated Device Manufacturer), headquartered in United States. Largest analog chipmaker, manufacturing on its own 300mm fabs.

Diligence questions

  1. The dataset records 4 tracked suppliers for Texas Instruments. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 2 of Texas Instruments's tracked suppliers are a monopoly or leader (including Air Liquide, Applied Materials). Which of those are actually single-source for the process step you care about?
  3. The dataset names 17 tracked customers for Texas Instruments. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Texas Instruments is positioned as a leader in IDM. How replaceable is this vendor on the process step you are buying?
  5. Texas Instruments is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  6. Texas Instruments trades as NASDAQ:TXN. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for Texas Instruments

Key products

  • analog ICs
  • embedded MCUs

Suppliers

Customers

More IDM companies

Compare with

IBM · Analog Devices · Sony Semiconductor Solutions · Infineon Technologies · Mitsubishi Electric · Monolithic Power Systems

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Texas Instruments — supply chain, financials & market position”, https://wafergraph.com/company/ti (data as of 2026-09-05).

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