TI’s Gamble: Data Centers and Domestic Silicon

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Texas Instruments, ticker TXN, closed Wednesday up almost ten percent. A jump like that doesn’t happen because someone remembered to pay the light bill. They’d reported earnings the night before – a mixed bag, the kind that usually leaves investors reaching for the antacids. But the market, it seems, had other ideas.

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The Numbers Told a Story, But Not the Whole One

Revenue came in at $4.42 billion, a ten percent rise year over year. Close, but not quite the $4.45 billion the analysts were expecting. Earnings per share dipped two percent to $1.27, falling short of the predicted $1.29. They tacked on a six-cent hit for some accounting adjustments, the usual corporate housekeeping. But numbers, like faces, can lie. And the street wasn’t interested in the past, only the direction.

The market shrugged off the minor disappointments like a wet coat. It focused on what TI was building, not what it had already built. That’s a signal, if you know how to read it.

  • Next quarter’s guidance was solid, exceeding current projections. A little optimism goes a long way.
  • Their new chip facility in Sherman, Texas, is ahead of schedule. They’re pumping out voltage regulators – the stuff that keeps data centers humming. That’s where the real money is these days.
  • Data center orders jumped seventy percent. Seventy percent. Last year, they weren’t even reporting that as a separate category. That’s a landslide.

Made in America, for a Digital Future

TI sees manufacturing as a power play, and they’re not wrong. They own the silicon, they control the flow. While Taiwan Semiconductor and Samsung are swamped with AI and memory-chip orders, TI is quietly filling a different niche.

Their factories are in Texas and Utah, not on fault lines or geopolitical hotspots. No tariffs to worry about. It’s a simple equation: domestic production equals predictable supply. A concept lost on many these days.

The fourth quarter numbers were a shade below expectations. But the market doesn’t care about shades. It wants to know where the train is headed. And in this case, it’s heading straight for the data center boom. A gamble, maybe. But a calculated one. And in this game, that’s the only kind worth taking.

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2026-01-29 06:52