Texas Instruments: Inside The GaN Revolution—How Advanced Tech Is Building A Competitive Moat!

Texas Instruments Incorporated reported first quarter 2026 revenue of $4.8 billion, reflecting a 9% sequential increase and a 19% year-over-year rise. Both Analog and Embedded Processing segments showed growth, with Analog revenue increasing 22% year-over-year and Embedded Processing growing 12%. The Other segment declined 16% compared to the prior year’s quarter. Growth was broadly supported by strength in several end markets: industrial revenue rose over 30% year-over-year and 20% sequentially; data center revenue surged approximately 90% year-over-year and over 25% sequentially; communications equipment grew about 25% year-over-year and more than 30% sequentially; personal electronics remained flat year-over-year with a low single-digit sequential increase; automotive increased mid-single digits year-over-year but remained flat sequentially, with weakness in China offset by growth in other regions. Gross profit for the quarter was $2.8 billion, representing a 58% margin and a sequential increase of 210 basis points.