Texas Instruments agreed to acquire Silicon Labs in a deal with an enterprise value of about $7.5 billion, including cash and debt. ...

Group 1 - Texas Instruments has agreed to acquire Silicon Laboratories for $7.5 billion, enhancing its presence in wireless connectivity chips for industrial and consumer applications [1] - This acquisition is Texas Instruments' largest since the $6.5 billion purchase of National Semiconductor in 2011 [1] - The deal values Silicon Labs at $231 per share, representing a 69% premium over its last unaffected closing price [2] Group 2 - Silicon Laboratories previously divested some automotive chip assets to Skyworks Solutions for $2.75 billion in 2021, focusing on connected devices [3] - The acquisition agreement includes a termination fee of $259 million for Silicon if it withdraws from the deal, and $499 million for Texas if it cancels the transaction [4]

Core Viewpoint - Texas Instruments has agreed to acquire Silicon Laboratories for $7.5 billion, aiming to enhance its presence in the wireless connectivity chip market for both industrial and consumer applications [1] Company Summary - The acquisition of Silicon Laboratories will allow Texas Instruments to expand its portfolio in wireless connectivity chips, which are essential for various applications in both industrial and consumer sectors [1] Industry Summary - The deal signifies a strategic move within the semiconductor industry, particularly in the wireless connectivity segment, which is experiencing growth due to increasing demand for connected devices [1]

This story was originally published on Manufacturing Dive. To receive daily news and insights, subscribe to our free daily Manufacturing Dive newsletter. Dive Brief: Texas Instruments has entered into an agreement to acquire integrated circuit maker Silicon Labs in an all-cash transaction valued at approximately $7.5 billion, according to a Feb. 4 press release. The deal would reshore Silicon Labs’ manufacturing from external foundries, providing the company with low-cost capacity in Texas Instruments’ ...

Texas Instruments to acquire Silicon Labs [Accessibility Statement] Skip NavigationEnhances global leadership in embedded wireless connectivity solutionsLeverages Texas Instruments' industry-leading, dependable, low-cost manufacturing capacity to better serve customersDeepens customer engagement through Texas Instruments' reach of market channels and cross-sell opportunitiesExpected to generate ~$450 million of annual manufacturing and operational synergies within three years post-closeDALLAS and AUSTIN, Te ...

格隆汇2月4日｜芯科实验室(Silicon Laboratories)盘前涨33.7%，消息称德州仪器(TXN.US)正就以约70亿 美元收购该公司展开深入谈判。德州仪器(TXN.O)股价跌3.2%。 ...

Core Viewpoint - Semtech Corporation (SLAB.US) shares surged over 28% in pre-market trading, reaching $175.1, following reports that Texas Instruments is in advanced negotiations to acquire the company for approximately $7 billion [1] Company Summary - Semtech Corporation has focused on the development of Internet of Things (IoT) wireless chips after divesting its infrastructure and automotive divisions in 2021 [1] - The company is recognized as a core player in the wireless protocol field, particularly in Zigbee and other wireless technologies, with a strong technological foundation and a broad customer base [1]

总部位于德国的全球最大规模模拟芯片厂商之一英飞凌(Infineon Technologies AG)在周三公布强劲的季 度业绩数据以及未来业绩展望，英飞凌管理层在展望声明中表示，未来将加大其面向超大规模AI数据 中心的技术与产能投入，旨在随着全球企业对于人工智能算力解决方案的需求指数级加速而实现营收增 长。目前英飞凌计划整体投资约27亿欧元(约合32亿美元)，高于该机构此前预期以及之前分析师们一致 预测的约22亿欧元。 英飞凌周三在声明中表示，预计数据中心领域的整体营收可能将从当前财年约15亿欧元——约占总营收 的约10%，增长至2027年的至少25亿欧元。 英飞凌预计本季度经调整后的营业利润率将处于15%至20%中高增长区间，与分析师平均预估的17.5% 基本一致。公司重申了其在去年11月给出的展望：在截至2026年9月的财年实现"适度的营收增长速 度"。 "这将相当于在短短三年内使我们的AI数据中心相关销售额增长足足十倍。"英飞凌首席执行官约亨.哈 内贝克(Jochen Hanebeck)在周三的业绩电话会议上对分析师们表示。受益于强劲业绩与未来展望，英飞 凌股票价格在法兰克福股市开盘时一度上涨4.2%。 ...

Silicon Laboratories Inc. (NASDAQ:SLAB) shares jumped 33.27% to $182.08 in after-hours trading on Tuesday after Dallas-based Texas Instruments Inc. (NASDAQ:TXN) reportedly entered advanced talks to acquire the chip designer for approximately $7 billion.Deal Talks In Advanced StageReuters reported citing source that a deal could be announced in coming days. According to Reuters, The Financial Times was the first to report the negotiations. The potential deal comes as chipmakers see increased demand from tech ...

Core Thesis - Texas Instruments Incorporated (TXN) is experiencing a bullish outlook due to strong Q4 results and robust guidance, leading to a notable increase in stock price post-earnings [3][8] Financial Performance - TXN's share price was $225.01 as of February 2nd, with trailing and forward P/E ratios of 41.29 and 33.56 respectively [1] - Free cash flow (FCF) surged 94% in 2025, achieving a 17% margin, with projections for 2026 FCF to reach approximately $6.4–7.0 billion, or $7 per share [7] Market Growth - TXN highlighted growth across all end markets for 2025: industrial ($5.8 billion, +12%), automotive ($5.8 billion, +6%), personal electronics ($3.7 billion, +7%), communications ($0.5 billion, +20%), and data center ($1.5 billion, +64%), with data center emerging as a key growth driver [4][5] - Core segments—industrial, automotive, and data center—now comprise 75% of revenue, indicating a shift towards higher-margin, growth-oriented markets [5] Strategic Positioning - Management began reporting data center as an independent segment earlier than expected, reflecting its strategic importance and increasing exposure to AI-related investments [5] - Despite strong guidance, management noted that pricing assumptions remain largely unchanged, and orders could fluctuate due to short lead times and customer-friendly policies [6] Investment Case - TXN's performance indicates a gradual recovery supported by secular growth in semiconductors, accelerating data center adoption, and strong FCF generation, creating a compelling investment case with substantial upside potential [8] - Previous coverage indicated early signs of analog revenue stabilization and strategic manufacturing investments, with TXN's stock appreciating approximately 21.44% since then [9]