Texas Instruments releases transcript from Bernstein Strategic Decisions conference

Texas Instruments

Texas Instruments

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  • At Bernstein Strategic Decisions Conference, Texas Instruments CEO Haviv Ilan discussed the company’s strategy in a session with Bernstein analyst Stacy Rasgon.
  • Ilan said a 2021–2026 investment cycle topped USD 20 billion; CapEx is set to fall, lifting free cash flow as demand rises.
  • He outlined 300mm expansion: RFAB2 near full utilization; Sherman, Texas built two fab shells with the first in production; Lehi 2 planned.
  • Embedded processing internalization reached roughly 50%-50%; 45nm transfers start this year; more than 90% internal targeted by decade-end.
  • Data center rose to 12% of Q1 revenue from 9% in 2025; Ilan sized the analog/embedded data center TAM at USD 7.5 billion in 2025, USD 12.5 billion in 2026.


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