作者：情报员 国家知识产权局信息显示，德州仪器公司取得一项名为"具有向量变换执行的处理装置"的专利，授权公 告号CN113841134B，申请日期为2020年5月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

DALLAS, Jan. 15, 2026 /PRNewswire/ -- The board of directors of Texas Instruments Incorporated (Nasdaq: TXN) today declared a quarterly cash dividend of $1.42 per share of common stock, payable Feb. 10, 2026, to stockholders of record on Jan. 30, 2026.     About Texas Instruments Texas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures and sells analog and embedded processing chips for markets such as industrial, automotive, personal electronics, enterprise ...

Summary of U.S. Semiconductors and Semiconductor Capital Equipment Conference Call Industry Overview - The focus is on the U.S. semiconductor and semiconductor capital equipment sector, with a particular emphasis on AI-related technologies and market dynamics for 2026 [1][2][3]. Core Companies and Their Performance Preferred Companies 1. **NVIDIA (NVDA)** - Rated Outperform with a target price of $275 - Strong performance in 2025, with forward EPS estimates doubling due to generative AI surge, despite concerns about AI sustainability [23][24]. - Datacenter opportunity is significant, with expected growth of over 60% in CY26 and CY27 [24]. - Currently trading at approximately 26x P/E, which is attractive compared to historical averages [25]. 2. **Broadcom (AVGO)** - Rated Outperform with a target price of $475 - AI revenues expected to exceed $50 billion in FY26, with strong growth anticipated in FY27 [33]. - Despite some dilution in gross margins due to AI ASIC business, the overall outlook remains positive [34]. 3. **Qualcomm (QCOM)** - Rated Outperform with a target price of $215 - Anticipated easing of AAPL revenue overhang, with strong product portfolio and adjacency opportunities in automotive and IoT [40][46]. - Current valuation is attractive at around 15x reported P/E [42]. 4. **Applied Materials (AMAT)** - Rated Outperform with a target price of $325 - Positive outlook on wafer fabrication equipment (WFE) growth, with expected YoY growth driven by DRAM and foundry/logic sectors [97][98]. - Stock is among the cheapest in the top-5 semiconductor capital equipment companies [98]. 5. **Lam Research (LRCX)** - Rated Outperform with a target price of $225 - Benefiting from the NAND upgrade cycle, with expected revenue growth in CY26 [99][100]. Other Companies 1. **Texas Instruments (TXN)** - Rated Market Perform with a target price of $160 - Growth has been double digits YoY, but the pace of recovery is slower than expected [67][69]. - Valuation remains elevated at ~30x P/E, raising concerns about future performance [70]. 2. **Analog Devices (ADI)** - Rated Market Perform with a target price of $270 - High-quality company but shares are considered expensive despite strong growth [77][80]. 3. **Advanced Micro Devices (AMD)** - Rated Market Perform with a target price of $200 - Strong stock performance in 2025 due to AI partnerships, but future growth heavily relies on the success of the OpenAI deal [59][61]. 4. **Intel (INTC)** - Rated Market Perform with a target price of $35 - Facing significant challenges with market share loss and unattractive fundamentals [51][54]. 5. **NXP Semiconductors (NXPI)** - Rated Market Perform with a target price of $220 - Automotive recovery appears shallow, with limited catalysts for growth [87][89]. Market Dynamics - The semiconductor sector overall outperformed the S&P 500, with the SOX index up 42% in 2025 compared to the S&P's 16% [3][16]. - AI spending is expected to continue driving growth, particularly in datacenter and semiconductor capital equipment sectors [4][24][33]. - Concerns about high valuations across the sector, but the outlook remains positive for key players involved in AI and semiconductor manufacturing [100]. Investment Implications - Continued investment in preferred companies like NVDA, AVGO, AMAT, and LRCX is recommended due to strong growth prospects and attractive valuations [6][10][13][100]. - Caution is advised for companies like TXN and ADI, where high valuations may not justify the growth potential [67][77]. - The semiconductor sector is viewed as a favorable investment opportunity, particularly for those companies aligned with AI advancements and semiconductor manufacturing [100].

On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended to hold Texas Instruments Incorporated (NASDAQ:TXN).Supporting his view, Truist Securities analyst William Stein, on Dec. 19, maintained a Hold rating on Texas Instruments and raised the price target from $175 to $195.Crane Company (NYSE:CR) is a “good” company, Cramer said.According to recent news, Crane, on Jan. 5, announced it has closed the previously announced acquisition of Precision Sensors & Instrumentation from Baker Hughes (NASDAQ:BKR). ...

算笔账 一批十万的呆料压在库存 | Silergy | SY8386ARHC | 四年内 | 668 | | --- | --- | --- | --- | | TI | TAS5707PHP | 四年内 | 20000 | | TI | TAS5751MDCA | 四年内 | 2069 | | TI | TPA3138D2PWP | 四年内 | 10000 | | TI | SN005805PWPR | 四年内 | 30000 | | TI | TAS5807MDCP | 四年内 | 40000 | | TI | AFE4403YZPT | 四年内 | 49 | | SGMICRO | SGM7SZ14YC5G/TR | 四年内 | 159 | | ETEK | ET74LCX244 | 四年内 | 33000 | | SGMICRO | SGM48752YTS16G/TR | 四年内 | 176 | | TI | LM2903DR | 四年内 | 10000 | | TI | LM393BIDR | 四年内 | 3000 | | TI | DRV8421BDFUR | 四年内 | 50 | | AKM | ...

on 12-Jan-2026 12 January 2026 U.S. Semiconductors and Semiconductor Capital Equipment U.S. Semiconductors & Semicap Equipment - Ten "cheat sheets" for our sector & stocks in 2026 Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Here's hoping for a happy and healthy 2026! As we begin the new year, as usual we thought it would be useful to provide succinct thesis overviews ...

Key Points AI computing relies on analog chips and other components made by Texas Instruments. The company has lagged the broader market due in part to tariff concerns. AI investment is already juicing revenue, and the stock price has finally begun to rise. 10 stocks we like better than Texas Instruments › I've got a great deal for you: A super-advanced computer equipped with the latest Nvidia  graphics processing unit (GPU), top-of-the-line internal and external components, and all the bells and ...

The tech-heavy Nasdaq Composite index was higher ahead of Friday's closing bell, with stocks of chip makers solidly in the green.U.S.-listed shares of Dutch chipmaking equipment manufacturer ASML Holding were up 7%, while those of Broadcom, Taiwan Semiconductor, and Texas Instruments were up 4%, 1.4%, and 1%, respectively. Each of these companies have also marked gains year-to-date.Nvidia and Advanced Micro Devices, meanwhile, were up 0.5% and less than 0.1%, respectively, on Friday. Despite the gains, both ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：情报员 国家知识产权局信息显示，德州仪器公司取得一项名为"高速缓冲存储器大小改变"的专利，授权公告号 CN113853589B，申请日期为2020年5月。 ...

Core Insights - The automotive chip discussion is shifting towards centralized and domain-controlled architectures as software-defined vehicles (SDVs) enter the engineering phase [1] - Traditional MCU manufacturers are adapting by introducing advanced processes and higher system integration to compete in the core architecture of software-defined vehicles [1][7] - The competition is intensifying as established chipmakers like NXP, Renesas, and TI aim to reclaim control over vehicle core functions against high-performance computing firms like Qualcomm and NVIDIA [8][19] Industry Transition - The traditional automotive electronic architecture was highly distributed, with vehicles using numerous ECUs for specific functions, which worked well in a mechanical-dominated industry [2] - The automotive MCU market was valued at $6 billion in 2020, accounting for 40% of the global MCU market, dominated by traditional automotive electronics manufacturers [3] - The rise of intelligent vehicles has disrupted this balance, with companies like Qualcomm and NVIDIA entering the market with superior computing power and software ecosystems [3][4] Competitive Landscape - Qualcomm has established a stronghold in the cockpit chip market, with a 67% share in the Chinese passenger vehicle cockpit chip market as of 2024 [4] - NVIDIA has dominated the autonomous driving sector, with its Orin chip achieving 254 TOPS of computing power and the upcoming Thor chip expected to reach 2000 TFLOPS [5] - Traditional MCU manufacturers face challenges as they adapt to the new architecture, with their products still important but no longer sufficient [6] Strategic Responses - As SDVs become the industry consensus, traditional MCU giants are launching new products to regain control over vehicle core functions [7][19] - NXP's S32N7 processor focuses on vehicle core functions, while Renesas' R-Car Gen 5 X5H is the first multi-domain automotive SoC built on a 3nm process [9][13] - TI's TDA5 series emphasizes energy efficiency with a maximum of 1200 TOPS computing power while maintaining a competitive power consumption ratio [16][18] Future Outlook - The collective efforts of MCU giants signify a redefinition of the automotive value chain, transitioning from background roles to central players in vehicle core functions [19] - The competition will evolve to encompass full-stack capabilities, from cloud to edge, and from perception to execution, with MCU manufacturers leveraging their expertise in real-time performance and reliability [21]