Texas Instruments
21 named things its latest annual report says its results depend on, each in the company's own words. 10 of them are also named by other companies we've read.
Customers
Data center market
earns from · 9% of TI revenueThe table below lists the markets for our products in 2025 and the estimated percentage of our 2025 revenue that the market represented.Business (Item 1)
Automotive market
earns from · 33% of TI revenueThe table below lists the markets for our products in 2025 and the estimated percentage of our 2025 revenue that the market represented.Business (Item 1)
Industrial market
earns from · 33% of TI revenueThe table below lists the markets for our products in 2025 and the estimated percentage of our 2025 revenue that the market represented.Business (Item 1)
Also named by APH
Personal electronics market
earns from · 21% of TI revenueThe table below lists the markets for our products in 2025 and the estimated percentage of our 2025 revenue that the market represented.Business (Item 1)
Suppliers
Foundries and subcontractors
depends onnamed as a riskWe do not have long-term contracts with all of these suppliers, and the number of alternate suppliers is limited.Risk factors (Item 1A)
Partners and platforms
Distributors
earns from · less than 20% of our revenuenamed as a riskIn 2025, less than 20% of our revenue was generated from sales of our products through distributors.Risk factors (Item 1A)
Also named by AVGO, DXCM, MCHP, MSA, MTSI, MXL, ON, RMBS and 1 more
TI.com
earns from · more than 80% of our revenue was directIn 2025, more than 80% of our revenue was direct, which includes TI.com.Business (Item 1)
Competitors
China domestic semiconductor industry
competes withnamed as a riskFor example, we may face increased competition as a result of China actively promoting and reshaping its domestic semiconductor industry through policy changes and investment, which could prevent us from competing effectively.Risk factors (Item 1A)
Places
China
earns from · about 50% of our revenuenamed as a riskRevenue from end customers headquartered in China represented about 20% of our revenue in 2025, while revenue from products shipped into China represented about 50% of our revenue in 2025.Risk factors (Item 1A)
Also named by A, AA, AAOI, AAP, AAPL, AB, ADI, AEHR and 261 more
Sherman, Texas
operates inIn 2025, we continued qualifying and ramping production at our newest 300mm wafer fabs in Richardson and Sherman, Texas, and Lehi, Utah.Business (Item 1)
Also named by COHR
Richardson, Texas
operates inIn 2025, we continued qualifying and ramping production at our newest 300mm wafer fabs in Richardson and Sherman, Texas, and Lehi, Utah.Business (Item 1)
Lehi, Utah
operates inIn 2025, we continued qualifying and ramping production at our newest 300mm wafer fabs in Richardson and Sherman, Texas, and Lehi, Utah.Business (Item 1)
Commodities and inputs
British pound
exposed to its price · $107 millionAs of December 31, 2025, we had forward currency exchange contracts outstanding with a notional value of $675 million to hedge net balance sheet exposures (including $174 million to sell Malaysian ringgit, $169 million to buy Indian rupee and $107 million to sell British pounds).Market risk (Item 7A)
Also named by ABBV, ADBE, AJG, AME, AMP, APA, BF/B, BRO and 39 more
Indian rupee
exposed to its price · $169 millionAs of December 31, 2025, we had forward currency exchange contracts outstanding with a notional value of $675 million to hedge net balance sheet exposures (including $174 million to sell Malaysian ringgit, $169 million to buy Indian rupee and $107 million to sell British pounds).Market risk (Item 7A)
Also named by ACN, ADBE, AJG, AVY, BEN, CIEN, CTSH, EEFT and 11 more
Malaysian ringgit
exposed to its price · $174 millionAs of December 31, 2025, we had forward currency exchange contracts outstanding with a notional value of $675 million to hedge net balance sheet exposures (including $174 million to sell Malaysian ringgit, $169 million to buy Indian rupee and $107 million to sell British pounds).Market risk (Item 7A)
Also named by TTMI
Key semiconductor manufacturing materials from limited geographies
depends onnamed as a riskFurther, certain key materials used in semiconductor manufacturing are primarily sourced from limited geographies.Risk factors (Item 1A)
Laws and programs
OECD Base Erosion and Profit Shifting
subject tonamed as a riskIn addition, many countries have enacted or begun the process of enacting laws that align with the Organisation for Economic Cooperation and Development’s Base Erosion and Profit Shifting recommendations; application of these laws to U.S.-based multinational corporations remains uncertain.Risk factors (Item 1A)
U.S.-China trade tensions, tariffs and export controls
subject tonamed as a riskGeopolitical tensions and administrative measures could limit our access to markets or impact our ability to deliver products, support customers, purchase or receive manufacturing equipment or materials, limit our suppliers’ and customers’ access to our products, or cause customers to seek alternate suppliers, which could adversely affect our operations and financial results.Risk factors (Item 1A)
Export controls on minerals, materials and equipment
subject tonamed as a riskGovernments have adopted or proposed measures, including export controls on certain minerals, materials and equipment, that could adversely affect equipment and material availability, cost or movement.Risk factors (Item 1A)
Government incentives (tax incentives)
subject tonamed as a riskSuch incentives could be subject to reduction, modification, clawback or termination, and such changes to these incentives could adversely affect our results of operations, financial condition and reputation.Risk factors (Item 1A)
Technology
300mm wafer manufacturing
depends on · about 40% lessWe have focused on creating a competitive manufacturing structural cost advantage by investing in our 300mm capacity, as an unpackaged chip built on a 300mm wafer costs about 40% less than an unpackaged chip built on a 200mm wafer.Business (Item 1)