The analog chip company's latest results suggest a more subdued path to recovery. ...

By Akriti Shah (Reuters) -Shares of Texas Instruments sank more than 8% on Wednesday in premarket trading, after the chipmaker's downbeat fourth-quarter profit and revenue outlook deepened worries over a drawn-out recovery in the analog chip market as tariff uncertainty plagues the wider industry. While TI has reduced some of its business exposure to the Trump administration's tariffs through trade deals, uncertainty over additional levies and trade negotiations has weighed on investor sentiment and dela ...

Hi Christina. >> Hi. So this is an analog chip company and we are seeing a mixed report.EPS of a$148. So that's a penny light of what the street anticipated. Revenues was a beat $4.74% billion.Uh that was 7% sequential growth. The company in their press release saying they're seeing growth across all markets. So that would include auto.But you're seeing shares down almost 5%. Why guidance. Q4 EPS guidance uh came in light.Huge range $1.13% to $149. So really, you know, hedging all bets over there. Big range ...

Group 1: Autonomous Vehicle Market Overview - The global driverless vehicle market was approximately $106 billion in 2021 and is projected to exceed $2.3 trillion by the end of the decade [2] - Investors are exploring ways to capitalize on the growth of the driverless vehicle sector [2] Group 2: Nvidia's Position - Nvidia is recognized for its significant gains and holds a strong position in graphics processing units (GPUs), hardware, software, and networking tools, particularly in the AI sector [3] - The company's automotive business is anticipated to grow at a 20% compound annual growth rate, reaching nearly $11 billion by fiscal 2035 [4] - Nvidia is positioned as a key player in the driverless vehicle market due to its advanced processing power requirements [5] Group 3: Texas Instruments' Role - Texas Instruments generates about 95% of its revenue from semiconductors and is the largest manufacturer of analog chips [6] - The demand for high-quality analog chips and microcontrollers in the automotive sector is expected to remain strong, particularly for driverless vehicles [7] - Texas Instruments' products are seen as a long-term choice for automakers due to the longevity of driverless vehicles compared to other products [7] Group 4: Future Technologies - QuantumScape is mentioned for its next-generation solid-state batteries, which could be essential for powering future driverless electric vehicles [8]

Key Takeaways Analog Devices Q3 2025 revenues rose 25% year over year to $2.88 billion.ADI benefits from EV-driven demand and a strong high-performance analog portfolio.NXPI faces weakness in Industrial & IoT and legacy networking products.Analog Devices (ADI) and NXP Semiconductors (NXPI) are two of the largest semiconductor players in the analog signal processing space. Both Analog Devices and NXP Semiconductors develop analog chips for industrial, automotive and consumer electronic applications.With the ...

Group 1 - Texas Instruments Incorporated (NASDAQ:TXN) reported Q2 2025 financial results with revenue of $4.45 billion, reflecting a 16% year-over-year increase [2] - The company announced a quarterly cash dividend increase of 4.4%, raising it from $1.36 to $1.42 per share [2] - The stock has a dividend yield of 3.06%, indicating a commitment to returning value to shareholders [4] Group 2 - Analyst opinions on Texas Instruments are mixed, with ratings split between Buy and Hold, and a consensus average upside potential of 18.47% [3] - Texas Instruments is recognized as one of the best Fortune 500 dividend stocks to invest in [1] - The company is a global leader in the design and manufacture of analog chips and embedded processors, with a history of significant innovations [4]

Key Takeaways What happened? On September 13th, the Chinese Ministry of Commerce (MOFCOM) launched an anti-dumping investigation into U.S.-made analog chips. The application was submitted by the Jiangsu Semiconductor Industry Association (JSSIA) on behalf of China's domestic analog chip industry, alleging that U.S. suppliers such as TXN deliberately lowered prices, which yielded dumping margins of 300%+ and thus caused material injury to local analog producers. What's in scope? Analog chips using 40nm or la ...

September 12, 2025 06:42 AM GMT Semiconductors | North America Trough in the Rearview – Reflecting on Analog Earnings With high expectations into earnings, global analog stocks mostly fell short. That said, the JunQ solidified passing the trough for our coverage, and we come away incrementally more optimistic that the recovery is moving in the right direction. Key Takeaways Analog stocks were bruised during earnings, with few exiting unscathed. Following positive cyclical commentary from a broad group of an ...

Core Viewpoint - China has initiated an anti-dumping investigation against specific U.S. analog chip manufacturers, indicating potential trade tensions and regulatory scrutiny in the semiconductor industry [1] Group 1: Industry Impact - The investigation may lead to increased costs for U.S. analog chip makers, affecting their pricing strategies and market competitiveness [1] - This action could disrupt supply chains and impact the availability of analog chips in the global market, particularly for industries reliant on these components [1] Group 2: Company Implications - U.S. companies involved in analog chip production may face financial repercussions, including potential tariffs or penalties if found guilty of dumping practices [1] - The investigation could prompt U.S. companies to adjust their operational strategies, including pricing and production levels, to mitigate risks associated with the investigation [1]

China’s commerce ministry announced an anti-dumping probe against certain US analog chips, according to a statement Saturday https://t.co/alkmkdGVvv ...