TI(US:TXN) Zheng Quan Shi Bao Wang·2025-06-19 07:13Group 1 - Texas Instruments (TI) plans to invest over $60 billion to build seven semiconductor manufacturing plants in Texas and Utah, marking the largest investment in foundational semiconductor manufacturing in U.S. history [1] - The investment will create approximately 60,000 jobs and includes the construction of two new plants in Sherman, Texas [1] - TI's previous announcement in August 2024 indicated a potential investment of up to $40 billion in Sherman and $21 billion in other facilities in Texas and Utah [1] Group 2 - In December 2024, TI announced a plan to invest at least $18 billion under the CHIPS and Science Act, receiving $1.61 billion in government subsidies to support the construction of three new facilities [2] - The new wafer fabs in Texas and Utah are expected to produce millions of American-made chips daily, with specific locations including Sherman, Richardson, and Lehi [2] - The Sherman site will see initial production from SM1 starting this year, with plans for additional wafer fabs SM3 and SM4 to meet future demand [2] Group 3 - The Richardson site will see the full production of RFAB2, following the establishment of the first 300mm analog wafer fab, RFAB1, in 2011 [3] - The Lehi site is undergoing expansion of LFAB1, with construction of LFAB2 progressing smoothly [4] - TI's CEO emphasized the importance of building reliable, low-cost large-scale 300mm wafer capacity to support critical analog and embedded processing chips for major U.S. companies [4] Group 4 - TI reported a revenue of $4.07 billion for Q1 2025, a 2% increase quarter-over-quarter and an 11% increase year-over-year, marking the first year-over-year revenue growth since Q4 2022 [4]