ab Global Research 27 August 2025 UBS Global I/O Semiconductors Automotive semis: cycle momentum continues We reiterate our positive stance on analog Post Q2, we review the latest leading indicators and provide an update on the auto semis market for 2025E and 2026E. Data indicates that the inflection point expected in Q2'25 has now been achieved, with 1% y-o-y revenue growth after 7 consecutive quarters of decline. Looking ahead, estimates suggest the positive momentum will persist into H2'25E and 2026E, th ...

芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | KINGBRIGHT/今台 | APA2106SURCK | 60K | | KINGBRIGHT/今台 | APA2106SYCK | 60K | | KINGBRIGHT/今台 | APA2106CGCK | 60K | | SKYWORKS | SE5004L-R | 20K | | Diodes | AP63356QZV-7 | 60K | | EPSON | FA-128 40.0000MF10Z-K3 | 35K | 优势物料，特价出售 | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | nichocn | GYC1E331MCWZNHGS | 94Kpcs | 24+ | | 美光 | MTFC64GBCAQTC-AAT | ...

Key Takeaways Texas Instruments stock rose 8.9% in a month, outpacing semiconductor industry growth of 1.4%.Data center demand, AI growth and CHIPS Act funding are driving TXN's strong market position.Exposure to China, slow auto recovery and fierce competition weigh on TXN's prospects.Texas Instruments (TXN) stock climbed 8.9% in the past month, outperforming the Zacks Semiconductor - General industry’s growth of 1.4% in the same time frame. This outperformance raises the question: Should investors accumul ...

Group 1 - Texas Instruments (NASDAQ: TXN) stock is rated as a Buy for risk takers with a systematic dollar average mindset [1] - The stock is deeply undervalued relative to its long-term outlook [1] - The company's strategic U.S. manufacturing footprint supports its valuation [1]

DALLAS, Aug. 25, 2025 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) President and Chief Executive Officer Haviv Ilan will speak at the Goldman Sachs 2025 Communacopia + Technology Conference in San Francisco on Wednesday, Sept. 10, at 10:50 a.m. Pacific time. Ilan will field questions from analysts and investors, as well as discuss TI's business outlook and its strategy to address key markets for its analog and embedded processing technologies and how these capabilities position the comp ...

丨证券研究报告丨 行业研究丨行业周报丨建筑与工程 [Table_Title] 下游资本开支扩张，关注洁净室市场机会 报告要点 [Table_Summary] [Table_Summary] 近日，芯片等板块盈利能力显著，产业链情绪共振带动洁净室板块。8 月 22 日，芯片产业 链涨幅明显，海光信息、寒武纪-U 涨幅达 20%，产业链情绪共振带动洁净室板块，圣晖集 成涨 7.23%。 分析师及联系人 [Table_Author] SAC：S0490520080022 SAC：S0490522060005 SFC：BUT917 张弛 张智杰 袁志芃 龚子逸 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 近日，芯片等板块盈利能力显著，产业链情绪共振带动洁净室板块。8 月 22 日，芯片产业链 涨幅明显，海光信息、寒武纪-U 涨幅达 20%，产业链情绪共振带动洁净室板块，圣晖集成涨 7.23%。催化上来看，DeepSeek-V3.1 携专为下一代国产芯片定制的 UE8M0 FP8 精度亮相， UE8M0 FP8 技术助力国产芯片加速追赶；财政端 5000 亿元新型政策 ...

Core Viewpoint - Texas Instruments (TI) is making a significant $60 billion investment in semiconductor manufacturing in the U.S., indicating a strong commitment to domestic chip production amid geopolitical tensions and tariff uncertainties [2][3]. Group 1: Investment and Expansion - TI announced a $60 billion project to build multiple wafer fabs in Texas and Utah, aiming to increase production capacity fivefold [4][5]. - The new facilities will support major clients like Nvidia, Ford, Medtronic, and SpaceX, with the Sherman, Texas plant expected to be operational by the end of 2025 [2][4]. Group 2: Market Position and Challenges - Despite the investment, TI's stock fell 13% following weak earnings expectations and tariff concerns, highlighting market volatility and uncertainty [3]. - TI's market share in the analog segment has declined from 19.8% in 2020 to a projected 14.7% in 2024, raising questions about the sustainability of demand [3][5]. Group 3: Technological and Operational Advantages - TI's chips are produced using traditional nodes (45 to 130 nm), which are less expensive compared to advanced 2 nm and 3 nm chips produced by competitors like TSMC [5]. - The shift to 300 mm wafers is expected to significantly reduce costs, allowing TI to produce 2.3 times more chips per wafer compared to 200 mm wafers [6][10]. Group 4: Environmental and Resource Considerations - The Sherman facility will utilize approximately 1,700 gallons of water per minute, with plans to recycle at least 50% of it, addressing environmental concerns related to water usage [10]. - TI's new plant will operate entirely on renewable energy, enhancing energy efficiency in chip production [10][11]. Group 5: Workforce and Economic Impact - The $60 billion project is projected to create 60,000 jobs in the U.S., although specific timelines for completion remain uncertain [11]. - TI has partnered with universities and community colleges to address the talent shortage in semiconductor manufacturing, reflecting a proactive approach to workforce development [11].

Rising up out of sprawling ranch land in North Texas, there's two giant new buildings. The first one in the distance, is an operating clean room. The one closer to us is the second factory that today is a shell.And they're just the start of Texas Instruments' $60 billion seven-plant project officially announced in July. Yeah, this site long term will produce hundreds of millions of chips every day. Texas Instruments is making a big bet that companies will want to make a lot of chips on U.S. soil. And in Aug ...

格隆汇8月22日｜英伟达、AMD涨超1%，博通、台积电涨超2%，德州仪器、高通、美光科技涨超3%， ARM、英特尔涨超4%，恩智浦涨超5%。 ...

In this article TXN When Texas Instruments announced a $60 billion manufacturing megaproject in July, it was a bold bet that companies would want to mass produce foundational microchips on U.S. soil. In August, Apple vowed to do just that. During the same Oval Office press conference where President Donald Trump announced a 100% tariff on chips from companies not manufacturing in the U.S., Apple CEO Tim Cook upped his companies' U.S. spending commitment to $600 billion over the next four years, up from an o ...