TXN · 10-Q · 2026Q2 · Full report

Supply Chain and Inventory

TEXAS INSTRUMENTS INC · 2026-07-24 · Importance 44 · Surprise 24

TI uses owned manufacturing and selective external foundries and subcontractors to increase control over supply and provide dependable lead times. Its inventory strategy builds ahead of demand for broad-based products used across diverse applications and customers, emphasizing high service levels and low obsolescence risk. Inventory declined $199 million from year-end to $4.61 billion, while days of inventory fell from 222 to 196, reflecting continued execution of that strategy.

Key facts

• Inventory as of end of Q2 2026: $4.61 billion, a decrease of $199 million from end of 2025; days of inventory were 196 compared with 222 at end of 2025. source
• Inventory strategy: build ahead of demand broad-based products used across diverse applications to maintain customer service and lead times and minimize obsolescence. source