德州仪器：（美国总统特朗普挑起的）关税干扰到全球供应链。工业需求继续复苏。汽车芯片销售继续（季环比）下滑。

Group 1 - The core viewpoint is that tariffs initiated by President Trump are disrupting global supply chains [1] - Industrial demand continues to recover [1] - Sales of automotive chips are experiencing a quarter-over-quarter decline [1]