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Texas Instruments posts strong Q2 growth, price hikes return amid chip demand recovery

Market News
29 Aug 2026
Seeking Alpha
View Source
Bullish
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Texas Instruments reported strong growth in Q2, with its Analog segment revenue rising 26% year over year, signaling a recovery from a prolonged downturn in industrial and automotive markets. The company has regained pricing power, implementing its first broad price increases in years. Its valuation now aligns with peers like Analog Devices, offering a higher dividend yield and benefiting from secular growth in chip content and data center exposure. The outlook is positive, though investors should watch for risks related to valuation, inventory restocking, and the Silicon Labs acquisition.

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