# Texas Instruments The world's largest analog [[Semiconductor]] company, Texas Instruments makes the chips that most people never think about — power management ICs, signal processors, data converters, and embedded controllers — that quietly make every electronic system on earth function. While [[NVIDIA]] designs the GPUs that grab AI headlines and [[Intel]] builds the processors that power PCs, TI manufactures the dozens of "boring but essential" analog and embedded chips that sit alongside those headline parts in every device, from industrial robots to electric vehicles to AI servers. Analog chips accounted for 79% of TI's 2025 revenue. Founded in 1951 and headquartered in Dallas, Texas, the company holds a place of singular historical importance in the [[Semiconductor]] industry: TI engineer Jack Kilby invented the integrated circuit in 1958, the foundational technology underlying every chip made since. Today, under CEO Haviv Ilan, the company reported Q1 2026 revenue of $4.8 billion (up 19% YoY), with Q2 2026 guided at $5.0 to $5.4 billion. Analog revenue alone reached $3.9 billion in Q1 2026, up 22% year-over-year. ## The analog advantage in the AI era The AI boom is not just about GPUs. Every AI server in every data center requires dozens of TI's analog and power management chips to regulate voltage, manage thermals, convert signals, and distribute power efficiently across the system. As AI data center construction accelerates — a trend driven by demand for chips from [[NVIDIA]] and fabricated by [[TSMC]] and [[Samsung]] — TI's data center segment is growing in tandem. The company's strategic acquisition of Silicon Labs is enhancing its embedded wireless connectivity portfolio, positioning TI to capture additional value in the [[Internet of Things]] and industrial automation markets that AI is increasingly penetrating. ## An integrated manufacturer Texas Instruments is one of the few semiconductor companies that both designs and manufactures its own chips — the integrated device manufacturer (IDM) model shared with [[Intel]]. While most chip designers outsource fabrication to foundries like [[TSMC]], TI operates its own fabs, giving it direct control over its supply chain and manufacturing costs. This vertical integration is a strategic advantage during supply crunches and aligns with the domestic manufacturing incentives created by the [[CHIPS and Science Act]]. TI operates across 30+ countries, but its manufacturing core remains in the United States. ## KB relevance Texas Instruments connects to the vault primarily through the [[Semiconductor]] supply chain and the [[CHIPS and Science Act]] industrial policy threads. While TI is not directly at the center of the AI chip or export control narratives that dominate vault coverage, its analog chips are physically present in every system those narratives concern — every [[NVIDIA]] GPU server, every [[5G]] base station, every defense system in the [[Defense Tech Ecosystem]]. The company's IDM manufacturing model makes it a beneficiary of US reshoring policy, and its massive scale in analog chips (a market segment with less geopolitical friction than leading-edge logic) provides a counterpoint to the high-drama export control stories around companies like [[ASML]] and Applied Materials. TI represents the broad, unglamorous foundation of the semiconductor industry that makes the headline-grabbing AI and defense applications possible. ## See Also - [[Semiconductor]] — the industry TI helped create with the integrated circuit - [[Intel]] — fellow IDM manufacturer - [[CHIPS and Science Act]] — the reshoring policy benefiting TI's US fabs - [[NVIDIA]] — the AI chip designer whose servers depend on TI's analog chips - [[Chipmakers Sector]] — the broader industry TI anchors - [[5G]] — infrastructure requiring TI's analog and embedded chips - [[Defense Tech Ecosystem]] — military systems using TI components