05/11/2026
Texas Instruments’ strong 3Q26 earnings confirm its 300mm manufacturing advantage, supporting market-share gains and sustained earnings growth.
We remain positive because TI's ability to supply customers during industry constraints creates potential market-share opportunities, while higher semiconductor content in AI infrastructure and industrial equipment supports growth beyond the current analog recovery.
Read the full article: https://fsm.global/sg/article/rcms403340/texas-instruments-3q26-the-300mm-payoff-is-here-maintain-buy