Haviv Ilan, president and CEO of Texas Instruments (TI), speaks during a ribbon-cutting ceremony for the grand opening of a new semiconductor wafer facility in Sherman, Texas, US, Wednesday, December 17, 2025.
Desiree Rios Bloomberg | Getty Images
Texas Instruments headed for its best day on Wall Street since 2000 after the chip maker reported better-than-expected quarterly results and gave strong guidance due to strong demand for analog chips that are key to AI data center architecture.
Shares of Texas Instruments rose 18% on Thursday and are trading at a record high, up nearly 60% for the year.
In the first quarter, Texas Instruments reported revenue growth of 19% to $4.83 billion, above the average analyst estimate of $4.53 billion, according to LSEG. Earnings per share of $1.68 also beat estimates, as analysts on average had predicted EPS of $1.27.
Texas Instruments said revenue for the second quarter will be between $5 billion and $5.4 billion, representing a 17% year-over-year increase. EPS will be between $1.77 and $2.05, the company said.
CEO Haviv Ilan said on an earnings call Wednesday night that revenue in the company’s data center segment was up nearly 90% from last year. The industrial unit increased by 30%.
With hyperscalers like Meta again Amazon building data centers at a dizzying pace, Texas Instruments is benefiting greatly.
“We are prepared,” said Ilan. “If the market wants to grow at the same rate as Q1, we talked about 19% year-on-year, we are ready. If it wants to accelerate, we are ready too.”
Although Texas Instruments does not make the most advanced processors, such as those from Nvidia and Advanced Micro Devicesits analog chips perform important functions such as power control and converting signals from the real world into the data needed for other chips to perform complex functions.
an apple is among its biggest customers. Tim Cook, Apple’s CEO, last year committed to making the “core semiconductors” for iPhones and other devices at Texas Instruments’ new chip manufacturing plants in Utah and Texas.
Other major customers include Nvidia, Ford, Medtronic and Elon Musk’s SpaceX.
Texas Instruments is spending $60 billion to build three new plants in the US It also makes chips in Germany, Japan and China.
In February, the company bought chip design firm Silicon Laboratories for $7.5 billion, expanding its capacity to make wireless and communications chips for industries and consumers.
Ilan also spoke about the concern about the memory shortage, saying that there is no evidence that it will have a negative impact on the part of his electronic company in the future.
“Customers know a lot, but I think they prepare well,” he said.
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