Texas Instruments Reports Growth Amid Challenges! CEO Reveals New Opportunities in the Semiconductor Market for 2025
Texas Instruments (TI) CEO Haviv Ilan revealed in the latest earnings call that, aside from a seasonal decline in personal electronics, all other business sectors achieved quarterly growth. This positive performance is primarily attributed to the continued recovery in demand for industrial and automotive components, leading the company to significantly exceed market expectations for its performance in the second quarter of 2025.
Financial data shows that Texas Instruments’ revenue in the first quarter increased by 11% year-on-year to $4.07 billion, marking the first annual positive growth since 2022. Net profit reached $1.18 billion, a 7% increase compared to the same period last year. Looking ahead to the second quarter, the company expects revenue to be between $4.17 billion and $4.53 billion, significantly higher than the average analyst expectation of $4.12 billion.
Regarding the potential new semiconductor tariff policy in the United States, Ilan stated that it is currently difficult to accurately assess its potential impact. He specifically noted that there was no observed phenomenon of customers placing orders in advance due to tariff concerns in the first quarter. However, Texas Instruments has taken proactive measures to optimize its global supply chain layout, ensuring that customers can obtain chip products manufactured in regions with lower tariff risks.
Currently, Texas Instruments operates four manufacturing plants outside the United States, including a production base in China. As the company gradually shifts its production focus to a new large wafer fab near its headquarters in Texas, the capacity utilization of these overseas plants has not yet reached saturation. However, CFO Rafael Lizardi emphasized that the company’s international production lines have the flexibility to quickly ramp up capacity, and chips produced in different regions can be conveniently packaged and tested across regions.
Notably, Chinese customers contributed approximately 20% of Texas Instruments’ revenue in the first quarter. Against the backdrop of tense Sino-U.S. trade relations, the company is striving to maintain sales performance in this important market. Ilan acknowledged that helping customers obtain low-tariff chips indeed faces many challenges, but he also stated that Texas Instruments has more comprehensive response plans and adjustment space compared to industry competitors.
“The evolution of tariff policies is full of uncertainties,” Ilan admitted, “and this dynamic change may have multiple impacts on customers, suppliers, and the company’s revenue. Given the current situation, it is difficult for us to accurately predict future trends.”
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