Texas Instruments Incorporated (TXN): Business Model Canvas

In der dynamischen Welt der Halbleitertechnologie gilt Texas Instruments (TXN) als technologisches Kraftpaket, das komplexe elektronische Herausforderungen in innovative Lösungen umwandelt, die die Industrie voranbringen. Von der Automobilelektronik bis hin zu hochmodernen Verbrauchergeräten stellt das Geschäftsmodell von TXN einen ausgefeilten Entwurf strategischer Innovationen dar, bei dem fundiertes technologisches Fachwissen und globale Partnerschaften genutzt werden, um leistungsstarke Halbleiterlösungen zu liefern, die das moderne technologische Ökosystem antreiben. Durch die sorgfältige Ausarbeitung eines umfassenden Ansatzes, der Forschung, Fertigung und kundenorientierte Strategien in Einklang bringt, hat sich Texas Instruments als entscheidender Wegbereiter des technologischen Fortschritts in mehreren Sektoren positioniert.

Texas Instruments Incorporated (TXN) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen für die Halbleiterfertigung

Texas Instruments unterhält wichtige Partnerschaften in der Halbleiterfertigung mit:

Partner	Details zur Fertigungszusammenarbeit	Geschätzte jährliche Investition
GlobalFoundries	Herstellung von 300-mm-Halbleiterwafern	1,2 Milliarden US-Dollar
TSMC (Taiwan Semiconductor Manufacturing Company)	Fortschrittliche Prozessknotenfertigung	2,5 Milliarden US-Dollar

Forschungskooperationen

TI geht strategische Forschungspartnerschaften mit akademischen Institutionen ein:

• Massachusetts Institute of Technology (MIT)
• Stanford-Universität
• Universität von Texas in Dallas
• Georgia Institute of Technology

Institution	Forschungsschwerpunkt	Jährliche Forschungsförderung
MIT	Forschung zu Halbleitermaterialien	3,5 Millionen Dollar
Stanford-Universität	Entwicklung eingebetteter Systeme	2,8 Millionen US-Dollar

Lieferkettenpartnerschaften

TI unterhält umfangreiche Lieferantenbeziehungen für elektronische Komponenten:

• Mouser Electronics
• Pfeilelektronik
• Digi-Key-Elektronik

Lieferant	Dauer der Partnerschaft	Jährlicher Beschaffungswert
Mouser Electronics	15 Jahre	450 Millionen Dollar
Pfeilelektronik	20 Jahre	680 Millionen Dollar

Partnerschaften im Bereich Automobil- und Industrietechnologie

Zu den wichtigsten gemeinsamen Entwicklungsvereinbarungen gehören:

• Bosch
• Continental AG
• Siemens

Partner	Technologieentwicklungsbereich	Jährliche Gemeinschaftsinvestition
Bosch	Automotive-Sensortechnologien	220 Millionen Dollar
Continental AG	Autonome Fahrsysteme	310 Millionen Dollar

Texas Instruments Incorporated (TXN) – Geschäftsmodell: Hauptaktivitäten

Design und Engineering von Halbleiterchips

Texas Instruments investierte im Jahr 2022 1,9 Milliarden US-Dollar in Forschung und Entwicklung. Das Unternehmen produziert etwa 45.000 verschiedene analoge und eingebettete Verarbeitungsprodukte.

Produktkategorie	Jährliches Produktionsvolumen
Analoge Chips	Über 25.000 einzigartige Designs
Eingebettete Prozessoren	Über 20.000 einzigartige Designs

Fortschrittliche Entwicklung analoger und eingebetteter Verarbeitungstechnologie

TI konzentriert sich auf die Entwicklung modernster Halbleitertechnologien in mehreren Marktsegmenten.

• Automobilelektronik
• Industrielle Automatisierung
• Persönliche Elektronik
• Enterprise-Computing

Herstellung und Qualitätskontrolle integrierter Schaltkreise

Texas Instruments betreibt weltweit acht Produktionsstätten mit einer Gesamtproduktionskapazität von über 300.000 Wafern pro Monat.

Produktionsstandort	Einrichtungstyp
Dallas, Texas	Waferherstellung
Richardson, Texas	Design und Herstellung
Singapur	Waferherstellung

Forschung und Entwicklung innovativer Halbleiterlösungen

Im Jahr 2022 investierte TI 17,1 % des Umsatzes in Forschung und Entwicklung, was insgesamt 1,9 Milliarden US-Dollar an F&E-Ausgaben entspricht.

• Fokus auf 300-mm-Wafer-Technologie
• Fortschrittliches analoges Halbleiterdesign
• Innovationen bei der eingebetteten Verarbeitung

Verwaltung geistigen Eigentums und Technologielizenzierung

Texas Instruments hält im Jahr 2022 weltweit über 45.000 aktive Patente.

Patentkategorie	Anzahl aktiver Patente
Analoge Technologien	Über 22.000 Patente
Eingebettete Verarbeitung	Über 15.000 Patente
Andere Halbleitertechnologien	Über 8.000 Patente

Texas Instruments Incorporated (TXN) – Geschäftsmodell: Schlüsselressourcen

Infrastruktur für Halbleiterforschung und -entwicklung

F&E-Ausgaben für 2023: 2,02 Milliarden US-Dollar

F&E-Standort	Anzahl der Forschungszentren
Vereinigte Staaten	5 große Forschungseinrichtungen
Internationale Standorte	3 globale Forschungszentren

Patentportfolio

Gesamtzahl der aktiven Patente im Jahr 2023: 47.300

• Patente für analoge Technologien: 18.500
• Patente für eingebettete Verarbeitung: 12.800
• Patente für digitale Signalverarbeitung: 16.000

Fähigkeiten der Belegschaft

Gesamtbeschäftigte im Jahr 2023: 37.400

Mitarbeiterkategorie	Anzahl der Mitarbeiter
Ingenieursprofis	22,440
Mitarbeiter des technischen Supports	8,880

Produktionsanlagen

Gesamte Produktionsstandorte: 12 Einrichtungen

• Produktionsstandorte in den Vereinigten Staaten: 4
• Internationale Produktionsstandorte: 8

Technologische Innovationsfähigkeiten

Jährliche Technologieinvestitionen: 2,4 Milliarden US-Dollar

Innovationsschwerpunktbereich	Investitionsallokation
Analoge Halbleitertechnologien	980 Millionen Dollar
Eingebettete Verarbeitung	740 Millionen Dollar
Digitale Signalverarbeitung	680 Millionen Dollar

Texas Instruments Incorporated (TXN) – Geschäftsmodell: Wertversprechen

Hochleistungsfähige Halbleiterlösungen für die analoge und eingebettete Verarbeitung

Texas Instruments bietet ab 2024 mehr als 48.900 analoge und eingebettete Verarbeitungsproduktvarianten an. Das Unternehmen erwirtschaftete im Jahr 2023 einen Umsatz von 18,34 Milliarden US-Dollar, wobei analoge Halbleiter etwa 69 % des Gesamtumsatzes ausmachten.

Produktkategorie	Gesamtzahl der Produktvarianten	Marktanteil
Analoge Halbleiter	34,600	26.5%
Eingebettete Verarbeitung	14,300	18.3%

Kostengünstige und energieeffiziente Mikrochip-Technologien

Die Mikrochip-Technologien von TI weisen im Vergleich zu Produkten der Vorgängergeneration eine durchschnittliche Verbesserung der Energieeffizienz um 35 % auf.

• Durchschnittliche Reduzierung des Stromverbrauchs: 0,5–2,5 Watt pro Chip
• Herstellungskosteneffizienz: 12–18 % niedriger als bei der Konkurrenz
• Energieeinsparpotenzial: Bis zu 40 % bei industriellen Anwendungen

Zuverlässige und innovative Halbleiterprodukte für verschiedene Branchen

Texas Instruments bedient im Jahr 2024 mehrere Branchen mit mehr als 96.000 aktiven Kunden weltweit.

Branchensegment	Umsatzbeitrag	Anzahl der Kunden
Automobil	5,2 Milliarden US-Dollar	22,500
Industriell	4,8 Milliarden US-Dollar	35,000
Persönliche Elektronik	3,6 Milliarden US-Dollar	38,500

Modernste technologische Lösungen für die Automobil-, Industrie- und Unterhaltungselektronik

TI investiert Jährlich fließen 1,8 Milliarden US-Dollar in Forschung und Entwicklung, mit Schwerpunkt auf fortschrittlichen Halbleitertechnologien.

• Marktanteil von Automobilhalbleitern: 15,3 %
• Marktanteil von Industrieelektronik-Halbleitern: 17,6 %
• Marktanteil von Halbleitern für Unterhaltungselektronik: 11,2 %

Umfassende Fachkenntnisse in Halbleiterdesign und -fertigung

Texas Instruments betreibt weltweit 10 Produktionsstätten mit einer Produktionskapazität von 1,2 Millionen Wafern pro Jahr.

Produktionsstandort	Wafer-Produktionskapazität	Technologieknoten
Vereinigte Staaten	450.000 Wafer/Jahr	45nm-180nm
Asien	750.000 Wafer/Jahr	28nm-65nm

Texas Instruments Incorporated (TXN) – Geschäftsmodell: Kundenbeziehungen

Technischer Support und technische Beratungsdienste

Texas Instruments bietet umfassende technische Supportdienste mit den folgenden Schlüsselkennzahlen:

Support-Kanal	Jährliches Supportvolumen	Durchschnittliche Reaktionszeit
Technischer Online-Support	285.000 Kundenanfragen	4,2 Stunden
Direkte technische Beratung	12.500 Fachberatungen	8,7 Stunden
Globale Supportzentren	7 internationale Standorte	Verfügbarkeit rund um die Uhr

Langfristige strategische Partnerschaften

TI unterhält strategische Partnerschaften mit Technologieherstellern:

• Automotive-Halbleiterpartnerschaften: 42 aktive Kooperationen
• Hersteller von Industrieausrüstung: 28 strategische Partnerschaften
• Beziehungen zur Unterhaltungselektronik: 35 wichtige Technologievereinbarungen

Engagierte Kundenerfolgsteams

Kundensegment	Dedizierte Account Manager	Jährliche Engagement-Rate
Kunden im Bereich Unternehmenstechnologie	187 Kundenbetreuer	92 % Retentionsrate
Kunden aus der Halbleiterfertigung	76 spezialisierte Manager	88 % Zufriedenheitsrate

Technische Online-Ressourcen

Statistiken zur digitalen Supportplattform:

• Design-Support-Website: 1,2 Millionen registrierte Benutzer
• Jährliche Dokumentations-Downloads: 4,7 Millionen
• Online-Schulungsmodule: 340 technische Kurse

Produktinnovation und -anpassung

Innovationsmetrik	Jährlicher Wert
F&E-Investitionen	1,84 Milliarden US-Dollar
Einführung neuer Produkte	287 Halbleiterdesigns
Individuelle Designanfragen	1.425 spezialisierte Projekte

Texas Instruments Incorporated (TXN) – Geschäftsmodell: Kanäle

Direktvertriebsteams für Unternehmens- und Industriekunden

Texas Instruments verfügt über ein globales Direktvertriebsteam mit rund 250 Vertriebsprofis, die sich auf die Marktsegmente Unternehmen und Industrie konzentrieren. Das Vertriebsteam deckt Schlüsselregionen ab:

Region	Vertriebsabdeckung	Anzahl der Vertriebsmitarbeiter
Nordamerika	Fertigung, Automobil, Industrie	85
Europa	Automobilindustrie, Industrieelektronik	65
Asien-Pazifik	Unterhaltungselektronik, Halbleiter	100

Digitale Online-Verkaufsplattformen und E-Commerce-Kanäle

Die digitale Vertriebsinfrastruktur von TI umfasst:

• E-Commerce-Plattform mit 2,5 Millionen registrierten Nutzern
• Online-Produktkatalog mit über 100.000 Produktspezifikationen
• Digitales Bestellsystem, das über 50.000 monatliche Transaktionen verarbeitet

Technologie-Vertriebsnetzwerke weltweit

Händlerkategorie	Anzahl der Partner	Globale Abdeckung
Autorisierte Halbleiter-Distributoren	75	45 Länder
Wiederverkäufer elektronischer Komponenten	250	30 Länder

Technische Konferenzen und Branchenmessen

Jährliche Teilnahmekennzahlen:

• Über 30 internationale Technologiekonferenzen
• Über 50 Branchenmessen weltweit
• Direkte Zusammenarbeit mit mehr als 15.000 Ingenieurexperten pro Jahr

Plattformen für digitales Marketing und technische Kommunikation

Digitaler Kanal	Monatliches Engagement	Reichweite
Website des technischen Supports von TI	750.000 einzelne Besucher	Global
TI-Entwicklernetzwerk	1,2 Millionen registrierte Entwickler	180 Länder
Technische Webinare	25.000 durchschnittliche Besucher	Mehrere Sprachen

Texas Instruments Incorporated (TXN) – Geschäftsmodell: Kundensegmente

Hersteller von Automobilelektronik

Texas Instruments beliefert Hersteller von Automobilelektronik mit einem Marktanteil von etwa 14,5 % bei Halbleiterlösungen für die Automobilindustrie. Jahresumsatz im Automobilsegment: 4,2 Milliarden US-Dollar im Jahr 2023.

Kundentyp	Umsatzbeitrag	Wichtige Produktlinien
Tier-1-Automobilzulieferer	2,1 Milliarden US-Dollar	Mikrocontroller, Analogchips
Erstausrüster	1,6 Milliarden US-Dollar	Eingebettete Prozessoren

Industrielle Automatisierungs- und Steuerungssysteme

Texas Instruments erwirtschaftet im Jahr 2023 3,8 Milliarden US-Dollar in industriellen Marktsegmenten.

• Prozesskontrollsysteme: 1,2 Milliarden US-Dollar
• Fabrikautomatisierung: 1,5 Milliarden US-Dollar
• Energiemanagementlösungen: 1,1 Milliarden US-Dollar

Unternehmen der Unterhaltungselektronik

Umsatz des Segments Unterhaltungselektronik: 2,7 Milliarden US-Dollar im Jahr 2023.

Produktkategorie	Einnahmen	Marktposition
Smartphones	950 Millionen Dollar	Top 3 Halbleiteranbieter
Wearables	450 Millionen Dollar	Führender Chiplieferant

Unternehmens-Computing- und Telekommunikationsunternehmen

Umsatz des Unternehmens- und Telekommunikationssegments: 5,6 Milliarden US-Dollar im Jahr 2023.

• Rechenzentrumslösungen: 3,2 Milliarden US-Dollar
• 5G-Infrastrukturchips: 1,7 Milliarden US-Dollar
• Netzwerkausrüstung: 700 Millionen US-Dollar

Anbieter medizinischer Geräte und Gesundheitstechnologie

Umsatz des Segments Medizintechnik: 1,1 Milliarden US-Dollar im Jahr 2023.

Teilsegment Gesundheitswesen	Einnahmen	Schlüsseltechnologien
Medizinische Bildgebung	450 Millionen Dollar	Analoge Signalprozessoren
Diagnosegeräte	350 Millionen Dollar	Eingebettete Prozessoren
Patientenüberwachung	300 Millionen Dollar	Sensortechnologien

Texas Instruments Incorporated (TXN) – Geschäftsmodell: Kostenstruktur

Bedeutende Forschungs- und Entwicklungsinvestitionen

Im Geschäftsjahr 2023 investierte Texas Instruments 2,16 Milliarden US-Dollar in Forschungs- und Entwicklungskosten. Das Unternehmen investierte rund 18,7 % seines Gesamtumsatzes in Forschungs- und Entwicklungsinitiativen.

Geschäftsjahr	F&E-Investitionen	Prozentsatz des Umsatzes
2023	2,16 Milliarden US-Dollar	18.7%
2022	1,98 Milliarden US-Dollar	17.5%

Kosten für moderne Halbleiterfertigungsausrüstung

Texas Instruments hat stark in fortschrittliche Fertigungskapazitäten investiert, wobei sich die Investitionsausgaben im Jahr 2023 auf 4,8 Milliarden US-Dollar belaufen.

• Erweiterung der Fertigungskapazität um 300 mm
• Fortschrittliche Produktionsanlagen für analoge und eingebettete Verarbeitung
• Laufende Investitionen in modernste Halbleiterproduktionstechnologie

Vergütung für hochqualifizierte Arbeitskräfte

Die Gesamtvergütung der Mitarbeiter von Texas Instruments belief sich im Jahr 2023 auf etwa 5,3 Milliarden US-Dollar und deckte 35.700 Mitarbeiter ab.

Vergütungsmetrik	Wert 2023
Gesamtvergütung der Mitarbeiter	5,3 Milliarden US-Dollar
Anzahl der Mitarbeiter	35,700
Durchschnittliche Vergütung pro Mitarbeiter	$148,462

Komplexe globale Supply-Chain-Management-Kosten

Texas Instruments unterhält eine komplexe globale Lieferkette mit Produktionsstätten in mehreren Ländern, darunter den Vereinigten Staaten, China, Malaysia und Japan.

• Mehrere Produktionsstandorte weltweit
• Ausgefeilte Logistik- und Beschaffungsnetzwerke
• Geschätzte jährliche Kosten für das Supply-Chain-Management: 620 Millionen US-Dollar

Aufwendungen für die Entwicklung und Wartung von geistigem Eigentum

Im Jahr 2023 hielt Texas Instruments weltweit etwa 47.810 aktive Patente, wobei die jährlichen Ausgaben für geistiges Eigentum auf schätzungsweise 350 Millionen US-Dollar geschätzt wurden.

IP-Metrik	Wert 2023
Aktive Patente	47,810
IP-bezogene Ausgaben	350 Millionen Dollar

Texas Instruments Incorporated (TXN) – Geschäftsmodell: Einnahmequellen

Halbleiterchip-Verkäufe in mehreren Branchen

Texas Instruments meldete für das Geschäftsjahr 2023 einen Gesamtumsatz von 18,34 Milliarden US-Dollar. Aufschlüsselung der Halbleiterchip-Umsätze nach Branchen:

Branchensegment	Umsatz (Mio. USD)	Prozentsatz
Industriell	4,612	25.1%
Automobil	4,834	26.3%
Persönliche Elektronik	3,428	18.7%
Unternehmenssysteme	3,124	17.0%

Lizenzierung eingebetteter Verarbeitungstechnologie

Die Lizenzeinnahmen für eingebettete Verarbeitungstechnologien beliefen sich im Jahr 2023 auf etwa 456 Millionen US-Dollar.

• Die Lizenzgebühren für Prozessor-IP liegen zwischen 50.000 und 2 Millionen US-Dollar pro Design
• Jährliche Technologielizenzverträge belaufen sich durchschnittlich auf 175.000 US-Dollar

Kundenspezifische Halbleiterdesign-Dienstleistungen

Der Umsatz mit kundenspezifischen Halbleiterdesigndienstleistungen erreichte im Jahr 2023 612 Millionen US-Dollar.

Design-Dienstleistungstyp	Durchschnittlicher Vertragswert
Analoges kundenspezifisches Design	$275,000
Digitales individuelles Design	$425,000

Lizenzgebühren für geistiges Eigentum

Gesamte Lizenzgebühren für geistiges Eigentum für 2023: 287 Millionen US-Dollar.

• Durchschnittliche Patentlizenzierung: 1,2 Millionen US-Dollar pro Patent
• Lizenzgebühren für Technologietransfer: 3,4 Millionen US-Dollar

Gebühren für technischen Support und technische Beratung

Der Umsatz aus technischem Support und technischer Beratung belief sich im Jahr 2023 auf insgesamt 214 Millionen US-Dollar.

Servicekategorie	Durchschnittliche Gebühr
Technischer Support der Stufe 1	85 $/Stunde
Fortgeschrittene technische Beratung	350 $/Stunde

Texas Instruments Incorporated (TXN) - Canvas Business Model: Value Propositions

You're looking at the core reasons why Texas Instruments Incorporated (TI) holds such a strong position in the semiconductor world, especially as the industry navigates supply chain shifts. These aren't just marketing points; they are backed by massive capital commitments and long-standing product strategies.

Long-term supply assurance via U.S. 300mm manufacturing

This is about de-risking the supply chain for critical components. Texas Instruments Incorporated is putting its money where its mouth is, committing more than $60 billion across seven new U.S. semiconductor fabrication plants (fabs) in Texas and Utah. This is the largest investment in foundational semiconductor manufacturing in U.S. history, period. The Sherman, Texas mega-site alone is slated for up to $40 billion in investment, covering four fabs (SM1, SM2, SM3, and SM4). The goal is clear: these facilities will manufacture hundreds of millions of U.S.-made chips daily. To be fair, this massive build-out means capital expenditures are elevated, but the payoff is control; TI is targeting sourcing more than 95% of its wafers internally by 2030, with over 80% of that volume running on 300mm wafers. The U.S. market remains its largest, accounting for 38% of total revenue in 2024.

Broadest portfolio of analog and embedded chips in the industry

When you need a chip to manage power, sense a signal, or provide core digital control, TI wants to be the first place you look. Their portfolio is vast, encompassing more than 80,000 products. This breadth is what keeps them indispensable across diverse end markets. For context, in 2024, the Analog segment alone brought in $12.16 billion, making up about 78% of the company's total revenue, while the Embedded Processing segment added $2.53 billion, or roughly 16%. Even with a recent market slowdown, Q2 2025 revenue hit $4.45 billion, showing a 16% increase from the prior year's second quarter. Analog and embedded processing products, in total, drive more than 80% of the company's top line. That's a lot of silicon to choose from.

Low-cost production from larger 300mm wafers (defintely a cost advantage)

The move to 300mm wafers isn't just about volume; it's about unit economics. Simply put, larger wafers mean more chips per run, which drives down the cost per die. TI claims its vertically integrated 300mm fabs slash costs by 30% when compared to their older 200mm facilities. This cost structure, combined with their scale, helps maintain strong profitability. For instance, in 2024, the gross profit was $9,094 million on revenue of $15,641 million, equating to a gross margin of approximately 58.1%. This efficiency is crucial for long-term shareholder value. Here's a quick look at how the core segments contributed to that margin profile in 2024:

Segment	2024 Revenue (Billions USD)	Approximate Revenue Share
Analog	$12.16	78%
Embedded Processing	$2.53	16%
Other	$0.947	6%

Robust product quality and longevity for industrial/automotive use

For the markets that demand reliability-like industrial controls and vehicles-product life matters more than the latest speed bump. TI knows this; industrial and automotive markets together accounted for about 70% of revenue in 2024. Their commitment to continuity is baked into their policy: standard product life cycles are typically 10 to 15 years, and often longer. For the most demanding sectors, automotive or high-reliability products aren't even considered for obsolescence unless they've been in production for less than 10 years or haven't seen sales in the last seven years. Plus, they are innovating for reliability; for example, new automotive clocks based on BAW technology are claimed to be 100 times more reliable than traditional quartz clocks.

Comprehensive design tools and technical support for engineers

Getting a design right the first time saves everyone time and money. TI backs its 80,000+ product portfolio with a deep ecosystem of support. Engineers use their free tools to accelerate time to market, predicting design behavior without needing a physical prototype first. You can leverage tools like WEBENCH® Circuit Designer for power supplies or the PSpice® for TI simulation suite, which boasts one of the largest model libraries in the industry. For embedded development, the Code Composer Studio™ IDE helps debug applications for their microcontrollers. Furthermore, the company supports its massive customer base-over 100,000 customers-with direct technical help, including the TI E2E™ design support forums. For instance, the MSPM0 MCU portfolio alone offers over 100 cost-effective MCUs with scalable configurations.

Finance: draft 13-week cash view by Friday.

Texas Instruments Incorporated (TXN) - Canvas Business Model: Customer Relationships

Texas Instruments Incorporated maintains a multi-faceted approach to customer relationships, balancing high-touch engineering support with broad digital accessibility.

Dedicated field application engineers (FAE) for technical support are crucial for design-ins, especially as the company focuses on high-growth areas.

High-touch, direct sales model for large customers is evident in the relationships with major players in the electronics ecosystem, such as Apple, Ford, and SpaceX. This direct engagement supports the complex needs of these key accounts.

The company's Q3 2025 performance highlights the success in these core markets, which rely heavily on this direct support structure:

End Market Segment	Q3 2025 Year-over-Year Revenue Growth	2025 Projected Run Rate/Focus
Industrial	25%	Core focus for long-term growth
Enterprise Systems	35%	Significant growth driver
Communications Equipment	45%	Fueled by 5G and data center buildouts
Data Center	Growing above 50% year-to-date	Projected $1.2 billion run rate for 2025

Self-service and e-commerce platform via TI.com serves as a critical channel for a wider base of designers and manufacturers.

Extensive online technical documentation and training support the self-service model, enabling rapid prototyping and design adoption.

• TI.com hosts investor relations information, including the Q3 2025 revenue announcement of $4.74 billion.
• The company's trailing 12-month Cash Flow from Operations reached $6.9 billion as of Q3 2025.
• The data center business, currently a single-digit percentage of total sales, is expected to reach 20% of sales in the future.

Long-term, strategic relationships with key industrial partners are cemented by the company's commitment to capacity and supply assurance.

Texas Instruments Incorporated confirmed plans to invest over $60.00 billion in expanding its U.S. semiconductor manufacturing capacity, supported by up to $1.61 billion in U.S. CHIPS and Science Act funding.

This long-term investment strategy underpins customer confidence, as evidenced by the 22nd consecutive annual dividend increase in September 2025, raising the payout to $1.42 per share.

The partnership ecosystem includes technology collaborators in areas like Functional Safety, Gallium Nitride (GaN), and Edge AI, with a specific focus on entities creating integrated circuits (ICs) and advanced semiconductor materials.

The trailing 12-month Free Cash Flow as of Q3 2025 was $2.4 billion.

Texas Instruments Incorporated (TXN) - Canvas Business Model: Channels

You're looking at how Texas Instruments Incorporated (TXN) gets its products-the Analog and Embedded Processing chips-into the hands of its over 100,000 customers. The strategy heavily favors a direct approach, which is a key differentiator in the semiconductor space.

Direct sales force (accounts for about 80% of revenue)

The core of the distribution strategy is the direct sales team. As of the 2024 fiscal year, about 80% of Texas Instruments Incorporated's total revenue was generated through these direct channels. This focus reflects a multi-year investment in building closer relationships with customers to capture more of their design projects.

The scale of the business means this direct channel handles massive volume. For context, applying this split to the full-year 2024 revenue of $15.641 billion gives you a sense of the direct channel's magnitude:

Channel Type	2024 Revenue Percentage	Estimated 2024 Revenue Amount
Direct Sales (Including TI.com)	80%	$12.513 billion
Third-Party Distributors	20%	$3.128 billion

TI.com e-commerce platform for direct customer orders

The TI.com website is explicitly bundled into that 80% direct revenue figure. Texas Instruments Incorporated has been actively investing in new and improved capabilities for its website and e-commerce functions to support direct ordering, inventory programs, and logistics. This digital front door is critical for servicing the broad customer base.

Global network of authorized third-party distributors

The remaining portion of sales moves through a global network of authorized third-party distributors. In 2024, these distributors accounted for approximately 20% of the company's total revenue. While this is the smaller piece of the revenue pie, it remains an important route to market, especially for smaller orders or specific geographic coverage.

• Distributor-sourced revenue in 2024 was approximately $3.128 billion based on the 2024 total revenue of $15.641 billion.
• Distributors carry competing product lines, which is a noted operational consideration.

Regional sales offices across all major geographies

The direct sales force is supported by a physical presence across key regions. Geographically, the United States accounted for 38% of total revenue in 2024, while Europe, the Middle East, and Africa accounted for 22%. China was 19%, Japan was 8%, and the rest of Asia was 11% in 2024. These offices house the sales teams driving the direct revenue.

Technical support and design centers worldwide

Investments in the direct channel also include capabilities to directly support customers, which encompasses technical support and design centers. These centers help customers integrate Texas Instruments Incorporated's products, which is intended to strengthen market reach and secure more design wins, leading to higher product sales per design.

• The company employed about 34,000 people worldwide as of December 31, 2024.
• Approximately 90% of those employees were in R&D, sales, or manufacturing, supporting the technical and sales infrastructure.

Texas Instruments Incorporated (TXN) - Canvas Business Model: Customer Segments

You're looking at the core of Texas Instruments Incorporated's (TXN) business, which is its incredibly broad and deep customer base. Honestly, the sheer scale is what sets them apart in the semiconductor world.

Texas Instruments Incorporated serves over 100,000 diverse customers globally, supported by a portfolio of approximately 80,000+ products. As of late 2025, the company's revenue generation is heavily weighted toward specific, high-value industrial and automotive applications. For instance, in the first quarter of 2025, these two segments combined represented 70% of total sales, showing where the bulk of the business stability comes from.

The customer base is geographically diverse, with approximately 60% of the company's revenue generated from customers headquartered outside the United States.

Industrial Electronics Companies

Industrial electronics companies remain the largest end market for Texas Instruments Incorporated's analog and embedded processing chips. This segment is crucial for factory automation, power management, and general industrial control systems. Following a period of inventory digestion, this market showed a strong rebound in the latter half of 2025. In the third quarter of 2025, revenue from the Industrial Market increased about 25% year-over-year (Y/Y). This recovery is a key driver for the company's overall performance, especially as capital spending in industrial automation continues to accelerate.

Automotive Manufacturers

Automotive manufacturers represent a significant, though sometimes more cyclical, segment. Texas Instruments Incorporated's components are essential for advanced driver-assistance systems (ADAS), electric vehicle (EV) power management, and in-vehicle infotainment systems. While the automotive market saw a low-single-digit increase year-over-year in Q1 2025, it showed sequential growth of about 10% in Q3 2025. Management has noted that this segment has not fully recovered to the pace of the industrial segment, but the long-term trend toward vehicle electrification provides a solid foundation.

Personal Electronics

The personal electronics segment, which includes smartphones and various consumer devices, is characterized by seasonality and shorter product cycles. This market experienced a notable contraction in early 2025, declining by the mid-teens year-over-year in Q1. However, by Q3 2025, this segment showed a strong rebound, growing around 25% year-over-year, indicating a seasonal pickup or inventory restocking.

Communications Equipment and Enterprise Systems

This segment is currently experiencing some of the fastest growth velocity, largely fueled by massive data center buildouts necessary for artificial intelligence (AI) infrastructure. Communications Equipment revenue saw an increase of about 45% Y/Y in Q3 2025, and Enterprise Systems grew about 35% Y/Y in the same period. The data center market, specifically, is booming; Texas Instruments Incorporated estimates this area is running at roughly a $1.2 billion annual run rate in 2025, growing over 50% year-to-date. The company plans to break out the data center market as a separate reported segment starting in Q1 2026 due to its increasing significance.

Here's a quick look at the reported year-over-year segment performance from the third quarter of 2025, which shows the current demand landscape:

End Market Segment	Q3 2025 Y/Y Revenue Growth
Industrial Market	25%
Personal Electronics	~25%
Communications Equipment	~45%
Enterprise Systems	~35%
Automotive Market	Upper-single digits

The core of Texas Instruments Incorporated's customer strategy is built on serving these diverse, yet interconnected, markets with its analog and embedded processing chips. The company's focus on maintaining capacity and inventory, even amid cautious near-term guidance, reflects confidence in the long-term demand from these 100,000+ customers.

• The company's Analog Revenue grew 16% year-over-year in Q3 2025.
• Embedded Processing Revenue increased 9% Y/Y in Q3 2025.
• The data center business is expected to reach a 20% share of total sales in the future, up from a single-digit percentage currently.

Finance: draft a sensitivity analysis on the impact of a 5% sequential decline in the Automotive segment for Q4 2025 by Monday.

Texas Instruments Incorporated (TXN) - Canvas Business Model: Cost Structure

High capital expenditures (CapEx) for new 300mm fabs

Texas Instruments Incorporated (TXN) is undertaking a massive capital investment program focused on building out domestic 300mm wafer fabrication capacity. The total planned investment across seven new U.S. semiconductor fabs in Texas and Utah exceeds $60 billion. Specifically, the largest mega-site in Sherman, Texas, includes an investment of up to $40 billion for four fabs, with SM1 and SM2 already underway as of mid-2025. For the trailing twelve months ending Q2 2025, capital expenditures totaled $4.9 billion.

Significant manufacturing and raw material costs

Manufacturing costs remain a significant component of the cost structure, evidenced by the need for strategic price adjustments. The Cost of Goods Sold (COGS) margin increased from 26.6% in 2022 to 31.9% in 2024, reflecting higher manufacturing costs and lower economies of scale during the revenue decline. The August 2025 price hikes, impacting over 60,000 part numbers, were partly attributed to rising material costs, specifically for high-purity silicon wafers. The company's gross margin in Q2 2025 stood at 57.9%.

Cost Metric	Amount / Percentage	Period / Context
Total Planned U.S. Fab Investment	More than $60 billion	Across seven U.S. semiconductor fabs (Texas and Utah)
Sherman, Texas Fab Investment (Up to)	$40 billion	For four fabs (SM1, SM2, SM3, SM4)
Trailing 12-Month Capital Expenditures	$4.9 billion	As of Q2 2025
Gross Margin	57.9%	Q2 2025
COGS Margin	31.9%	2024

R&D and SG&A expenses, T12M totaling $3.9 billion (as of Q2 2025)

Operating expenses reflect ongoing investment in innovation and market reach. Over the trailing twelve months ending Q2 2025, Research & Development (R&D) and Selling, General & Administrative (SG&A) expenses totaled $3.9 billion. This spend represented 23% of revenue on a T12M basis for the same period. For the second quarter of 2025 alone, operating expenses were $1.01 billion, up 5% from the year prior.

Costs associated with closing older 150 mm manufacturing sites

The transition to 300mm technology necessitates the closure of older capacity, which carries associated workforce costs. Texas Instruments Incorporated (TXN) is reaching the final steps of a planned, multi-year transition to close its remaining 150-millimeter facilities in Dallas and Sherman, Texas. This has involved workforce reductions. For instance, 163 employees working on the 150mm wafer production line at the Dallas DFAB site were notified of a December 12, 2025, layoff, with an additional 20 employees notified of an April 2026 layoff. The company also announced layoffs in its China division.

Labor costs for a global, specialized workforce

Maintaining a specialized global workforce is a core cost. The massive U.S. fab expansion is projected to support more than 60,000 new U.S. jobs. The workforce adjustments related to the 150mm facility closures saw nearly 400 employees laid off in the U.S. in December 2025, according to reports. The company also hired 71 H-1B visa workers in the first half of 2025.

• The transition to 300mm wafers is key to reducing per-unit costs by approximately 20-30% compared to older 200mm processes.
• The company sells products to over 100,000 customers globally.
• The company returned $6.7 billion to shareholders through dividends and share repurchases over the trailing twelve months ending Q2 2025.

Texas Instruments Incorporated (TXN) - Canvas Business Model: Revenue Streams

You're looking at the core ways Texas Instruments Incorporated (TXN) brings in money as of late 2025, based on the most recent full-year figures and near-term projections. Honestly, the story remains dominated by their core semiconductor businesses.

The primary revenue drivers for Texas Instruments Incorporated are clearly segmented, with Analog products being the bedrock of the business. For the fiscal year 2024, this segment brought in $12.16 billion, which represented approximately 77.74% of the total 2024 revenue of $15.641 billion. This is the segment you need to watch for overall health.

Next up is the Embedded Processing segment. In 2024, this area generated $2.53 billion. That works out to about 16.17% of the total 2024 revenue. It's smaller than Analog, but still a significant piece of the pie.

The Data Center market is the clear near-term growth story. As of late 2025, Texas Instruments Incorporated CEO Haviv Ilan stated that revenue from this segment is projected to hit an annual run rate of $1.2 billion for 2025, reflecting growth over 50% year-to-date. This segment is becoming a really important chunk of business.

Here's a quick look at the 2024 segment revenue breakdown:

Segment	2024 Revenue	Approximate % of Total 2024 Revenue
Analog products	$12.16 billion	78%
Embedded Processing products	$2.53 billion	16%
Other (DLP, Calculators, Custom ASICs)	$0.947 billion	~6%

The remaining revenue stream comes from what Texas Instruments Incorporated calls the Other segment. In 2024, this segment generated $947 million. This bucket includes a few distinct product lines, and you should know what they are:

• Sales of DLP products, which are used in various display and light control applications.
• Education technology products, specifically calculators, like the TI-30X IIS and the TI-Nspire family.
• Custom ASICs (Application-Specific Integrated Circuits) solutions developed for specific clients.

Licensing and royalty income from intellectual property is generally captured within the revenue reported for these product lines or the general corporate revenue, as no separate, material figure for just licensing and royalties was explicitly broken out alongside the main product segments for the 2024 period. The focus for Texas Instruments Incorporated is definitely on the semiconductor sales.

Finance: draft 13-week cash view by Friday.