TXN · 10-Q · 2026Q3 · Full report

Market Demand Trends

TEXAS INSTRUMENTS INC · 2026-10-23 · Importance 59 · Surprise 48

In the third quarter of 2026, Texas Instruments reported broad demand growth across all end markets and regions, alongside a strong cyclical recovery and continued secular growth in semiconductor content. Revenue increased 28% year over year, driven by higher demand in Analog and, to a lesser extent, Embedded Processing, with continued broad growth in industrial, automotive, and data center. Analog growth was led by Signal Chain, while Embedded Processing also increased on higher demand. The filing does not provide order, backlog, or book-to-bill data.

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