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Texas Instruments reports industrial, automotive, and data center sectors now comprise 75% of revenue
Saturday, March 7, 2026 at 12:00 AM
Texas Instruments has significantly shifted its revenue mix, with the industrial, automotive, and data center markets now accounting for approximately 75% of total sales, a substantial increase from 43% in 2013.
Context
In its fiscal 2025 annual report, Texas Instruments revealed a significant structural shift in its revenue mix, with the industrial, automotive, and data center sectors now accounting for approximately 75% of total business. This represents a major strategic pivot from 2013, when these high-growth markets comprised only 43% of the company's revenue. The transition highlights the chipmaker's successful move away from volatile consumer electronics toward secular growth trends in AI infrastructure and vehicle electrification.
Financially, the company reported $4.42 billion in revenue for Q4 2025, a 10% year-over-year increase fueled specifically by a surge in data center demand that offset broader macroeconomic weakness. This momentum is supported by a massive shift in distribution; over 80% of Texas Instruments' revenue now transacts through direct customer relationships, up from just one-third in 2019. To cement this lead, the company recently announced a $7.5 billion acquisition of Silicon Labs to utilize its expanding 300mm manufacturing capacity.
Sources (8)
[PDF] TEXAS INSTRUMENTS - 2025 Annual Report - Investor relationsTI reports Q4 2025 and 2025 financial results and shareholder returns | TI.comTXN - 12.31.2013 - 10-K - SEC.govTexas Instruments posts mixed fourth-quarter 2025 results as data center strength offsets consumer weaknessChipmaker shares gain as AI data center demand wave widens beyond Nvidia | ReutersTexas Instruments Executes a $7.5B Deal and an AI Strategy Pivot - The Globe and MailTexas Instruments Sees Semiconductor Market Recovery in Data CentersShifting Sands: The Future for Semiconductor Foundries
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