TXN · 10-Q · 2026Q2 · Full report

Market Demand Trends

TEXAS INSTRUMENTS INC · 2026-07-24 · Importance 59 · Surprise 48

Second-quarter revenue increased 23% year over year and 13% sequentially, with broad growth led by industrial, data center and automotive markets. Demand increased in both the Analog and Embedded Processing segments, with Analog growth led by the Signal Chain product line. First-half revenue increased 21% year over year, primarily due to higher demand for Analog products and, to a lesser extent, Embedded Processing products.

Key facts

• Embedded Processing revenue increased due to higher demand; operating profit increased primarily due to higher revenue and associated gross profit. source
• Seasonality: sequential revenue growth tends to be weaker in first and fourth quarters compared with second and third quarters. source