TXN · News · 20261001N

Competition and Market Position

TEXAS INSTRUMENTS INC · 2026-10-01 · Importance 14 · Surprise 24

Microchip Technology expanded its 10BASE-T1S Single Pair Ethernet portfolio with new transceivers and endpoint families. The products target automotive, industrial, robotics, and aerospace applications and are intended to extend Ethernet connectivity to edge nodes while reducing wiring. Microchip is positioning the portfolio against Texas Instruments and Analog Devices, with the competitive opportunity tied to replacing legacy network nodes and improving industrial and automotive demand.

Key facts

• Texas Instruments will webcast its third-quarter 2026 earnings conference call on October 21, 2026, at 3:30 p.m. Central time. source
• The Q3 2026 earnings call will feature CEO Haviv Ilan, CFO Julie Knecht, and Head of Investor Relations Mike Beckman. source
• The audio webcast of Texas Instruments's Q3 2026 earnings conference call will be accessible on the Investor Relations section of the company's website with an archived copy available afterwards. source
• Some analysts see Texas Instruments as 36% undervalued based on a discounted cash flow model pointing to a fair value of $435.69. source
• Texas Instruments's P/E ratio is 42.5x, compared to its historical fair ratio of 34x. source