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TI投资600亿美元,大力扩产12英寸产能

Core Viewpoint - Texas Instruments (TI) plans to invest over $60 billion to expand its manufacturing capabilities in the United States, marking the largest investment in the U.S. semiconductor manufacturing history [2][4]. Group 1: Investment Details - TI's investment includes the construction of new wafer fabs in Texas and Utah, with a significant portion of the budget allocated to a manufacturing park in Sherman, Texas, costing up to $40 billion [3][5]. - The project aims to create over 60,000 jobs in the U.S. and will produce "billions" of chips for various applications [4][5]. - TI's Sherman facility will have two existing fabs, with plans to build two additional fabs to meet future demand [3][5]. Group 2: Product and Market Focus - TI specializes in analog chips that handle a wider range of electrical signals compared to digital chips, which only represent binary values [2]. - The company produces over 100,000 products across various segments, including power management chips for data centers and specialized chips for applications like ultrasonic cleaning [2][3]. - TI's chips are critical for numerous industries, including automotive, smartphones, and data centers, reinforcing its position as the largest foundational semiconductor manufacturer in the U.S. [4][5]. Group 3: Strategic Partnerships - TI collaborates with NVIDIA to develop more efficient power management hardware for AI clusters, highlighting its commitment to advancing AI infrastructure in the U.S. [2][3]. - The partnership aims to revitalize U.S. manufacturing by building more AI factories [3].