TI(US:TXN) Xin Lang Cai Jing·2026-02-14 17:41Company Developments - Texas Instruments announced a $7.5 billion all-cash acquisition of Silicon Labs on February 4, 2026, aimed at integrating IoT wireless connectivity technology to strengthen its position in industrial automation and automotive electronics. The deal is expected to close in the first half of 2027, with market attention on its long-term synergistic effects on the company's embedded solutions market position [1] Recent Events - A capital management conference call is scheduled for February 24, 2026, at 10:00 AM Central Time, where the company will discuss financial updates, future outlook, and capital allocation strategies. Investors are encouraged to pay attention to management's comments on demand recovery and capacity planning [2] Performance and Business Situation - The company has provided revenue guidance for Q1 2026 in the range of $4.32 billion to $4.68 billion, exceeding market expectations and indicating the potential for the first quarter-on-quarter growth in 16 years. The data center business is a key driver, with a 64% year-over-year revenue increase in 2025. Actual performance will be validated after the earnings release, typically in April or May [3] - Morgan Stanley and other institutions have noted that the data center business has become a new growth engine for Texas Instruments, with revenue reaching $1.5 billion in 2025, a 70% year-over-year increase. The demand for analog chips is expected to support performance in 2026 due to the expansion of AI infrastructure [4] Company Status - The company anticipates capital expenditures of $2 billion to $3 billion in 2026, focusing on expanding manufacturing capacity to support strategic areas such as industrial, automotive, and data centers [5] Stock Performance - On February 11, 2026, the stock price increased by 2.54%, closing at $226.54, driven by acquisition news and optimistic earnings guidance [6]