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Texas Instruments: An Insight Into Data Center Exposure, Automotive Content Growth, and Industrial Resilience!

Texas Instruments (TXN) reported its fourth-quarter 2025 results with revenue reaching $4.4 billion, marking a year-over-year increase of 10% and a sequential decline of 7%. The quarter showcased a strong position in its Analog and Embedded Processing segments, growing 14% and 8% year-over-year, respectively, despite a decline in other segments. The company attributed its performance to the ongoing semiconductor market recovery, maintaining robust inventory and capacity to meet immediate customer demand. A reorganization of end markets highlighted data center as a growth opportunity alongside industrial, automotive, personal electronics, and communications equipment. The industrial segment rose by high-teens year-on-year, while automotive increased by upper single digits. Data center, a new focus area, saw an impressive growth of around 70% year-over-year. In contrast, personal electronics and communications equipment experienced declines in both year-on-year and sequential comparisons. For 2025, Texas Instruments reported industrial and automotive segments each brought in $5.