Semiconductor Industry: 100% of revenue
Top 3 Markets:

1. Industrial Electronics: approx. 40%
2. Automotive Industry: approx. 25%
3. Personal Electronics: approx. 20%

Texas Instruments Incorporated generates its revenue entirely from the semiconductor industry. Within this sector, industrial electronics is the largest market, accounting for about 40% of the total revenue. This includes applications such as automation and control systems.

The automotive industry follows with approximately 25% of revenue, as the demand for semiconductors in vehicles for functions like driver assistance systems and infotainment increases.

The market for personal electronics, which makes up about 20% of revenue, includes products such as smartphones and tablets, which continue to play an important role in Texas Instruments' revenue mix.

Production sites of Texas Instruments:

1. USA - Headquarters in Dallas, Texas, with several production facilities in the country.
2. Germany - Production facilities in Freising.
3. China - Manufacturing facilities to support the Asian market.
4. Malaysia - Important production site for global supply.
5. Philippines - Additional manufacturing capacities.

Texas Instruments operates several production sites worldwide to manufacture its semiconductor products. The strategic placement of these sites enables the company to efficiently respond to demand in different markets and optimize the supply chain. The presence in the USA, Europe, and Asia ensures that TI can effectively serve both Western and Asian markets.

Revenue growth (estimated): 5-7% annually (2025-2027) Investments in R&D: Over 1.5 billion USD annually

Texas Instruments Incorporated (TI) pursues a strategy that strongly focuses on innovation and technological leadership. The company continuously invests in research and development to expand its product range in the field of analog and embedded processors. These investments are intended to strengthen competitiveness in key markets such as automotive, industrial, and communication technology.

Another focus is on optimizing production efficiency. TI has invested in expanding its production capacities, particularly in 300mm wafer fabs, to reduce manufacturing costs and improve margins. These strategic investments are aimed at helping TI benefit from the increasing demand for semiconductors in various industries.

In addition, TI is pursuing a strategy of geographical expansion to strengthen its global presence. By tapping into new markets and expanding existing customer relationships, the company aims to increase its market share worldwide.

Main raw materials: Silicon, copper, gold, aluminum, rare earths
Countries of origin: China, Japan, South Korea, Taiwan, USA

Texas Instruments Incorporated (TI) is a leading company in the semiconductor industry and requires various raw materials for the production of its products. Silicon is the most important raw material for the production of semiconductor chips. Copper and gold are used for wiring and connections within the chips, while aluminum is needed for housings and heat sinks.

China and Taiwan are significant suppliers of rare earths and silicon. Japan and South Korea supply high-quality semiconductor materials and technologies. The USA is also an important supplier, especially for high-purity materials and technologies.

TI diversifies its supply chains to minimize risks and ensure supply security. This is particularly important in an industry influenced by technological advancements and geopolitical factors.

Market share in the semiconductor industry: Approx. 5% (2023)
Research & Development expenses: 1.5 billion USD (2023)
Gross margin: 67.5% (2023)

Texas Instruments Incorporated (TI) has a significant competitive advantage in the semiconductor industry, especially in the area of analog chips and embedded processors. The company benefits from a strong market position and a diversified product portfolio that covers a wide range of applications in various industries.

An essential factor for TI's competitive advantage is its high gross margin, which indicates efficient production processes and strong pricing power. Furthermore, TI continuously invests in research and development to develop innovative products and secure its technological leadership position.

In addition, TI has benefited from its vertically integrated production strategy, which allows the company to control costs and efficiently manage the supply chain. These strategic advantages position TI well in competition with other major players in the semiconductor industry.

Institutional investor share: approx. 85% (estimated for 2025)
Insider purchases/sales: No significant insider transactions in the last 12 months (estimated for 2025)

The institutional investor share at Texas Instruments Incorporated is traditionally high, as the company is considered a stable and reliable player in the semiconductor market. Institutional investors such as pension funds, investment funds, and other large financial institutions hold a significant portion of the shares, reflecting confidence in the company's long-term performance.

Regarding insider transactions, there have been no significant purchases or sales in the last 12 months that could indicate a change in the management's confidence in the company's future development. Insider transactions are often seen as an indicator of management's expectations regarding the future business performance.

Market share of Texas Instruments: Approximately 20% in the area of analog semiconductors (2025, estimation)

Top competitors in the analog semiconductor market:

1. Texas Instruments: ~20%
2. Analog Devices: ~15%
3. Infineon Technologies: ~10%
4. STMicroelectronics: ~8%
5. NXP Semiconductors: ~7%
6. ON Semiconductor: ~5%
7. Renesas Electronics: ~4%
8. Microchip Technology: ~3%
9. Maxim Integrated (part of Analog Devices): ~3%
10. Rohm Semiconductor: ~2%

Moat of Texas Instruments:

Texas Instruments (TI) possesses a significant moat, mainly supported by its strong market position in the field of analog semiconductors and its comprehensive product range. The company benefits from high vertical integration, enabling cost-effective production. Additionally, TI has an extensive distribution network and long-standing customer relationships that facilitate access to various markets.

Compared to competitors, TI has the advantage of having one of the largest production capacities in the industry. This allows the company to quickly respond to market changes and ensure high delivery reliability.

However, other companies such as Analog Devices and Infineon Technologies also have strong moats, particularly through technological innovations and specialized product offerings. Analog Devices has strengthened its position further through the acquisition of Maxim Integrated and offers a wide range of advanced analog and mixed-signal products.

Overall, Texas Instruments remains a leading player in the analog semiconductor market due to its size, efficiency, and market presence, although the competition is intense and other companies also have significant strengths.

Revenue growth: 8% (estimated for 2024)
Profit growth: 5% (estimated for 2024)
Dividend yield: 2.5% (estimated for 2024)

Texas Instruments Incorporated (TI) is known for its strong market position in the field of analog semiconductors and embedded processors. The company has been continuously investing in research and development in recent years to expand its product range and improve its technology.

The forecasts for 2024 point to solid revenue growth of 8%, driven by sustained high demand for semiconductor solutions in various industries such as automotive and industrial electronics. Profit growth is estimated at 5%, which could be attributed to rising operating costs and investments in new technologies.

Texas Instruments has a long tradition of paying dividends and offers an estimated dividend yield of 2.5% for 2024. This makes the stock attractive to investors seeking regular income in addition to capital growth.

Overall, Texas Instruments' stock could be a good investment for investors interested in a stable company with growth potential and regular dividends. The long-term prospects in the semiconductor market and the company's strategic investments support this assessment.

Dividend yield: 2.8% (2025, estimated)
Dividend growth: 5% annually (average over the last 5 years)
Payout ratio: 60% (2025, estimated)

Texas Instruments Incorporated is known for its reliable dividend policy. The company has been paying a steady dividend for many years and has regularly increased it. The current dividend yield is around 2.8%, which is attractive compared to other technology companies.

The payout ratio of 60% indicates that the company distributes a significant portion of its profits to shareholders, while still retaining enough funds for investments and growth. This suggests a sustainable dividend policy that is likely to continue in the future.