Texas Instruments

2025.04.11

17:34

New rules for chip origin identification are released, and channel dealers say many US chip companies have suspended quotations for new orders

On April 11, the China Semiconductor Industry Association issued an urgent notice on the rules for determining the "origin" of semiconductor products. The origin of "integrated circuits" is determined according to the principle of changing the four-digit tariff number, that is, the place of tape-out is determined as the origin. This means that some semiconductor products produced in the United States may increase in price due to tariffs. A chip channel dealer told reporters, "In the past, people may have determined the origin by looking at the product label, but the definition is not that strict. In addition, because most of the packaging and testing capacity is in Southeast Asia, the industry originally believed that the impact of tariffs would not be very large. However, if it is determined to be the tape-out link, it means that chips manufactured by American wafer fabs will be subject to high tariffs, such as TI Texas Instruments, Intel, etc. In the short term, the demand for analog chips of related companies will shift to China." A chip channel dealer told reporters, "Many American chip companies have suspended quotations for new orders, and everyone is also evaluating the impact."

2025.04.03

04:30

Navitas Semiconductor's US stocks rose more than 2.6% after the market

Navitas Semiconductor's US stocks rose more than 2.6% after the market, Arm rose 2.18%, Texas Instruments, ASML ADR, Lam Research, and GlobalFoundries rose at least 1.1%. US President Trump claimed that the United States imported too many electronic products.

2025.02.05

00:46

Texas Instruments (TXN.O): We are optimistic that Boeing will return to a production rate of 38 aircraft per month, and today we may only see half of that goal.

00:27

Texas Instruments (TXN.O): By 2030, the company expects more than 95% of its wafers to be sourced internally.

00:15

Texas Instruments (TXN.O): As Boeing recovers from the strike, uncertainty remains about production rate progress for commercial OEMs and supply chain impacts remain significant, although shipments are beginning to trend upward, although the market remains weak.

2025.01.24

05:12

Texas Instruments (TXN.O) had revenue of US$4.007 billion in the fourth quarter of 2024, compared with US$4.077 billion in the same period last year, and the market expected US$3.85 billion.

2024.12.21

12:41

Texas Instruments receives $1.6 billion in U.S. chip subsidies

Texas Instruments and the U.S. Department of Commerce announced on December 20 that they will reach a direct funding agreement of up to $1.6 billion through the U.S. Chips and Science Act. The funds will help support the three wafer fabs currently being built by Texas Instruments in Texas and Utah.

02:15

Texas Instruments signs deal to finally receive $1.6 billion in funding from Biden administration's chip bill

Texas Instruments signs agreement to ultimately receive $1.6 billion in funding from the Biden administration's chip bill.

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