Jing Ji Guan Cha Wang·2026-02-11 14:38Group 1: Acquisition Announcement - Texas Instruments announced a $7.5 billion all-cash acquisition of Silicon Labs, expected to be completed in the first half of 2027, aimed at enhancing its leadership in embedded solutions, particularly in industrial automation and automotive electronics [1] - Following the acquisition announcement, Silicon Labs' stock surged by 48.89%, while Texas Instruments' stock faced short-term pressure but is expected to benefit from synergies in the long run [1] Group 2: Stock Performance - From February 5 to February 10, Texas Instruments' stock exhibited volatility, closing at $220.92 on February 10, with a daily increase of 0.98% but a cumulative decline of 0.90% over the period, reflecting a trading range of 4.77% [2] - The trading volume on February 10 was $1.124 billion, indicating a market shift towards a wait-and-see approach following the acquisition news, while the stock has risen by 28.17% year-to-date, suggesting a positive long-term trend [2] Group 3: Financial Performance - Texas Instruments reported Q4 2025 revenue of $4.42 billion, a 10% year-over-year increase, slightly below market expectations, but the Q1 2026 revenue guidance midpoint (between $4.32 billion and $4.68 billion) exceeded analyst forecasts, marking the first quarter-over-quarter growth in 16 years [3] - The data center business experienced a significant year-over-year growth of 70%, serving as a major driver for the positive market sentiment regarding the recovery of demand for analog chips [3]