Core Viewpoint - Texas Instruments (TI) is in advanced negotiations to acquire Silicon Laboratories for approximately $7 billion, with a potential announcement expected soon. This acquisition is driven by the increasing demand for computing infrastructure from tech companies aiming to achieve their artificial intelligence goals [2]. Group 1: Acquisition Rationale - The acquisition aims to address TI's shortcomings in the "wireless connectivity" sector, where TI's market presence does not match its leadership in analog chips and embedded processors. Silicon Labs is recognized as a wireless technology expert in the IoT field, with leading protocols such as Zigbee, Z-Wave, Thread, Bluetooth, and proprietary wireless stacks [2][3]. - TI's existing wireless products, like the SimpleLink series, are robust, but Silicon Labs has deeper technical expertise and a stronger customer base in the fragmented IoT market. Post-acquisition, TI would gain access to a mature and highly integrated wireless SoC platform [3]. Group 2: Strategic Focus - Silicon Labs has transformed into a pure IoT company after selling its infrastructure and automotive business in 2021. The growth trajectory is promising, with increasing demand for low-power wireless nodes driven by the adoption of the Matter protocol and advancements in Industry 4.0, impacting smart homes, smart cities, retail, and industrial asset tracking [4]. - TI can leverage its extensive global sales network, which is significantly larger than that of Silicon Labs, to package Silicon Labs' wireless products into TI's existing industrial and automotive solutions, thereby enhancing customer value [5]. Group 3: Historical Context of TI's Acquisitions - TI's history in the semiconductor industry showcases a series of strategic acquisitions that solidified its position as a leader in analog chips. Key acquisitions include Burr-Brown in 2000, National Semiconductor in 2011, and Unitrode & Power Trends in 1999, which were pivotal in establishing TI's dominance in power management and high-performance analog devices [7][8].

此次收购谈判发生在半导体行业更广泛整合浪潮中。如果完成，这将成为德州仪器十多年来规模最大的一次收购，凸显了该公司扩大产品组合的 战略推进。 周二盘后交易中，硅实验室(Silicon Laboratories, NASDAQ:SLAB)股价飙升超过35%，此前有报道称德州仪器(Texas Instruments, NASDAQ:TXN) 正在进行深入谈判，计划以约70亿美元收购这家芯片设计公司。 虽然潜在协议的具体条款尚未披露，但消息人士表示，谈判已进入后期阶段，交易可能在未来几天内敲定。 据《金融时报》报道，知情人士透露，这笔潜在交易对硅实验室的估值将大幅高于其周二下午44亿美元的市值。与此同时，德州仪器股价因这 一消息下跌1.5%。 ...

德州仪器股价在盘后交易中下跌3.2%。 来源：滚动播报 ...

Texas Instruments is in advanced talks to buy chip designer Silicon Laboratories for about $7 billion, the Financial Times reported on Tuesday. ...

By Milana Vinn Feb 3 (Reuters) - Texas Instruments is in advanced talks ​to buy chip designer Silicon Laboratories ‌for about $7 billion, a source familiar with ‌the matter told Reuters on Tuesday. A deal could be announced in the coming days, the source said. Shares of Silicon ⁠Laboratories, which ‌has a market value of about $4.71 billion, surged about 34% ‍in extended trading after the Financial Times newspaper first reported the news. Texas Instruments ​shares were down 2.4%. Texas Instruments ‌a ...

I’ve been somewhat skeptical of Texas Instruments Incorporated ( TXN ), aka "TI," over the last few quarters, mostly because the “recovery” across its end markets kept getting promised and delayed. On top of that, TI has been leaning hardI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securitie ...

I’ve been somewhat skeptical of Texas Instruments Incorporated ( TXN ) aka "TI" over the last few quarters, mostly because the “recovery” across its end markets kept getting promised and delayed. On top of that, TI has been leaning hardI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities ...

Texas Instruments Incorporated (NASDAQ:TXN) is one of the stocks Jim Cramer shed light on recently. Cramer praised the company’s guidance and discussed the company’s recent earnings, as he commented: Next, we’ve seen big runs in all sorts of semiconductor stocks this week, especially the memory and data storage plays, but those, they get a lot of attention. I’m going to talk about another one that was a little less explosive, but I thought really was one of the most important developments in the industry, ...

Dallas, Texas-based Texas Instruments Incorporated (TXN) designs, manufactures, and sells semiconductors to electronics designers and manufacturers. It is valued at a market cap of $195.9 billion. This semiconductor company has outperformed the broader market over the past 52 weeks. Shares of TXN have rallied 21.9% over this time frame, while the broader S&P 500 Index ($SPX) has gained 15.5%. Moreover, on a YTD basis, the stock is up 29.7%, compared to SPX’s 1.9% uptick. More News from Barchart However ...

作者 C Jessen ，内容为转载编译，仅为呈现不同市场观点与研究视角，并不意味着本公众号 对文中观点结论认可。 德州仪器（TXN）1月27日盘后公布了2025年四季度业绩：营收达44.2亿美元，同比增长 10.2%，较市场预期低2000万美元 ；每股收益（EPS）为1.27美元，较预期低0.04美元。 尽管业绩略不及预期，但其在盘后交易中逆势上涨5%，次日开盘后的涨幅更是超出预期，从 盘后的5%升至6.5%。 虽然从市场预期来看，四季度表现略显疲软，但推动其上涨的核心因素是公司发布的业绩指 引。 管理层预计2026年一季度营收为43.2-46.8亿美元，每股收益为1.22-1.48美元，中点预期 显示营收将环比加速增长。 此外，与去年同期发布的指引相比，本次一季度指引大幅改善——去年同期营收指引上限为 40.6亿美元，每股收益指引上限为1.16美元。 这种同比显著改善，在分析师看来，标志着公司业务情绪和发展势头已出现转变。 自2022财年以来，德州仪器的营收和利润均大幅下滑，管理层曾多次强调，在行业下行周期 叠加公司推进激进资本开支计划的背景下，需要股东保持耐心。如今，公司似乎已走出困境， 或至少已非常接 ...