Analog semiconductors
Largest business: Q2 2026 Analog revenue rose 26% year over year to $4.37 billion.
The numbers
What it is
Power-management and signal-chain chips sold into industrial, automotive, data-center and personal electronics designs. Most of TI's revenue and its main earnings driver.
Why it matters to the stock. Analog is about 79% of revenue in 2025, so its growth and margins set most of TI's results and its guidance.
News
TI unveils 3 GSPS ADC and 800V isolated hot-swap controller for AI data centers
On October 12, at the Open Compute Project Global Summit, Texas Instruments introduced three data-center power products.
TI launches TCAN6062, which it calls the first commercial CAN XL transceiver
Texas Instruments announced the TCAN6062 on August 12, 2026 and said it is the industry's first commercially available CAN XL transceiver.
TI guides Q3 2026 revenue to $5.65B-$6.15B and EPS to $2.23-$2.57
Texas Instruments guided third-quarter 2026 revenue to between $5.65 billion and $6.15 billion and EPS to between $2.23 and $2.57.
TI launches BQ79826Z-Q1 battery monitor with built-in impedance sensing for EVs and storage
TI introduced the BQ79826Z-Q1, a battery monitor that tracks up to 26 cells per device and includes an electrochemical impedance spectroscopy engine for detecting faults inside cells.
TI returns $1.45 billion in Q1 2026 with buybacks cut to $158 million
TI returned $1,449 million to shareholders in the first quarter of 2026, made up of $1,291 million of dividends and $158 million of stock repurchases.
TI Q4 2025 revenue rises 10% to $4.42 billion and Q1 2026 guidance is set
TI reported fourth-quarter 2025 revenue of $4.42 billion, up 10% from a year earlier, and EPS of $1.27.
TI launches TDA5 automotive compute SoC, 8x8 imaging radar and 10BASE-T1S Ethernet PHY at CES
At CES 2026, TI introduced the TDA54-Q1 system-on-chip for automotive AI and sensor fusion, the AWR2188 single-chip 4D imaging radar transceiver and the DP83TD555J-Q1 Ethernet PHY.