AG˹ٷ

STOCK TITAN

Texas Instruments plans to invest more than $60 billion to manufacture billions of foundational semiconductors in the U.S.

Rhea-AI Impact
(Neutral)
Rhea-AI Sentiment
(Positive)
Tags
Texas Instruments (TXN) announced plans to invest over $60 billion in seven U.S. semiconductor fabs, marking the largest investment in foundational semiconductor manufacturing in U.S. history. The expansion includes three manufacturing mega-sites across Texas and Utah, supporting over 60,000 new U.S. jobs. The Sherman, Texas mega-site will receive up to $40 billion for four fabs (SM1-SM4). TI has strengthened partnerships with major U.S. companies including Apple, Ford, Medtronic, NVIDIA, and SpaceX to advance innovations in various sectors. The company's manufacturing expansion includes facilities in Sherman, Richardson (Texas), and Lehi (Utah), with SM1 beginning production in 2025. As the largest foundational semiconductor manufacturer in the U.S., TI will produce analog and embedded processing chips crucial for smartphones, vehicles, data centers, and various electronic devices.
Texas Instruments (TXN) ha annunciato un piano di investimento di oltre 60 miliardi di dollari in sette impianti semiconduttori negli Stati Uniti, segnando l'investimento più grande nella produzione fondamentale di semiconduttori nella storia americana. L'espansione prevede tre mega-siti produttivi in Texas e Utah, che creeranno più di 60.000 nuovi posti di lavoro negli USA. Il mega-sito di Sherman, Texas, riceverà fino a 40 miliardi di dollari per quattro impianti (SM1-SM4). TI ha rafforzato le collaborazioni con importanti aziende statunitensi come Apple, Ford, Medtronic, NVIDIA e SpaceX per promuovere innovazioni in diversi settori. L'espansione produttiva comprende strutture a Sherman, Richardson (Texas) e Lehi (Utah), con l'avvio della produzione di SM1 previsto per il 2025. In qualità di principale produttore americano di semiconduttori fondamentali, TI realizzerà chip analogici e di elaborazione embedded essenziali per smartphone, veicoli, data center e vari dispositivi elettronici.
Texas Instruments (TXN) anunció planes para invertir más de 60 mil millones de dólares en siete fábricas de semiconductores en Estados Unidos, marcando la mayor inversión en la fabricación fundamental de semiconductores en la historia del país. La expansión incluye tres mega sitios de fabricación en Texas y Utah, que generarán más de 60,000 nuevos empleos en EE.UU. El mega sitio de Sherman, Texas, recibirá hasta 40 mil millones para cuatro fábricas (SM1-SM4). TI ha fortalecido alianzas con importantes empresas estadounidenses como Apple, Ford, Medtronic, NVIDIA y SpaceX para impulsar innovaciones en diversos sectores. La expansión incluye instalaciones en Sherman, Richardson (Texas) y Lehi (Utah), con la producción de SM1 prevista para 2025. Como el mayor fabricante fundamental de semiconductores en EE.UU., TI producirá chips analógicos y de procesamiento embebido cruciales para smartphones, vehículos, centros de datos y varios dispositivos electrónicos.
텍사� 인스트루먼트(TXN)� 미국 � 7개의 반도� 공장� 600� 달러 이상� 투자� 계획했다� 발표했으�, 이는 미국 역사� 가� � 기초 반도� 제조 투자입니�. 이번 확장에는 텍사스와 유타� 걸친 3개의 대규모 제조 사이트가 포함되며, 6� � 이상� 신규 미국 일자리를 지원합니다. 텍사� 셔먼� 위치� 대규모 사이트는 4개의 공장(SM1-SM4)� 최대 400� 달러가 투입됩니�. TI� 애플, 포드, 메드트로�, 엔비디아, 스페이스X � 주요 미국 기업들과� 파트너십� 강화하여 다양� 분야에서 혁신� 추진하고 있습니다. 생산 확장은 셔먼, 리처드슨(텍사�), 리히(유타)� 위치� 시설� 포함하며, SM1 공장은 2025� 생산� 시작� 예정입니�. 미국 최대� 기초 반도� 제조업체� TI� 스마트폰, 차량, 데이� 센터 � 다양� 전자기기� 필수적인 아날로그 � 임베디드 프로세싱 칩을 생산� 것입니다.
Texas Instruments (TXN) a annoncé son intention d'investir plus de 60 milliards de dollars dans sept usines de semi-conducteurs aux États-Unis, marquant ainsi le plus grand investissement dans la fabrication fondamentale de semi-conducteurs de l'histoire américaine. Cette expansion comprend trois méga-sites de production au Texas et dans l'Utah, créant plus de 60 000 nouveaux emplois aux États-Unis. Le méga-site de Sherman, au Texas, recevra jusqu'à 40 milliards de dollars pour quatre usines (SM1-SM4). TI a renforcé ses partenariats avec des grandes entreprises américaines telles qu'Apple, Ford, Medtronic, NVIDIA et SpaceX afin de faire progresser les innovations dans divers secteurs. L'expansion comprend des installations à Sherman, Richardson (Texas) et Lehi (Utah), avec le début de la production de SM1 prévu pour 2025. En tant que plus grand fabricant fondamental de semi-conducteurs aux États-Unis, TI produira des puces analogiques et de traitement embarqué essentielles pour les smartphones, véhicules, centres de données et divers appareils électroniques.
Texas Instruments (TXN) hat Pläne angekündigt, über 60 Milliarden US-Dollar in sieben Halbleiterfabriken in den USA zu investieren, was die größte Investition in die grundlegende Halbleiterfertigung in der US-Geschichte darstellt. Die Expansion umfasst drei Mega-Produktionsstandorte in Texas und Utah, die über 60.000 neue Arbeitsplätze in den USA schaffen werden. Der Mega-Standort in Sherman, Texas, erhält bis zu 40 Milliarden US-Dollar für vier Fabriken (SM1-SM4). TI hat Partnerschaften mit großen US-Unternehmen wie Apple, Ford, Medtronic, NVIDIA und SpaceX verstärkt, um Innovationen in verschiedenen Branchen voranzutreiben. Die Produktionserweiterung umfasst Anlagen in Sherman, Richardson (Texas) und Lehi (Utah), wobei SM1 2025 mit der Produktion beginnen soll. Als größter grundlegender Halbleiterhersteller in den USA wird TI analoge und Embedded-Processing-Chips herstellen, die für Smartphones, Fahrzeuge, Rechenzentren und verschiedene elektronische Geräte entscheidend sind.
Positive
  • Historic $60 billion investment in U.S. semiconductor manufacturing capacity
  • Creation of over 60,000 new U.S. jobs across three manufacturing mega-sites
  • Strategic partnerships with major tech leaders: Apple, Ford, Medtronic, NVIDIA, and SpaceX
  • First new fab (SM1) in Sherman beginning production just three years after groundbreaking
  • Expansion strengthens domestic semiconductor supply chain and manufacturing capabilities
Negative
  • Significant capital expenditure requirement of $60+ billion could impact short-term financial flexibility
  • Extended timeline for full operational capacity across all seven fabs could delay return on investment
  • Heavy concentration of manufacturing facilities in Texas poses potential geographic risk

Insights

TI's historic $60B U.S. manufacturing investment secures domestic semiconductor supply and strengthens its competitive position with key customers.

Texas Instruments' announcement represents a transformative $60+ billion investment in U.S. semiconductor manufacturing across seven fabs in Texas and Utah. This is not just significant for TI but marks the largest investment in foundational semiconductor manufacturing in U.S. history. The scale is unprecedented, with plans to support over 60,000 new jobs and produce hundreds of millions of chips daily.

The strategy brilliantly positions TI to capitalize on increasing domestic semiconductor demand while aligning with national security interests in reshoring critical technology. By expanding its 300mm manufacturing capacity at three mega-sites, TI achieves several competitive advantages: economies of scale, supply chain resilience, and manufacturing cost leadership.

What's particularly strategic is how TI has secured partnerships with premier American technology leaders � Apple, Ford, Medtronic, NVIDIA, and SpaceX. These relationships span diverse high-growth sectors: consumer electronics, automotive, medical technology, AI, and aerospace. This diversification provides both demand stability and growth opportunities across economic cycles.

The phased implementation approach is prudent � with Sherman's SM1 beginning production this year while construction continues on other facilities. This enables TI to gradually increase capacity while managing capital deployment efficiently. The vertical integration of manufacturing also grants TI greater control over production quality and costs compared to fabless competitors.

This investment cements TI's position as America's largest foundational semiconductor manufacturer, focusing on analog and embedded processing chips essential to nearly all electronic devices. As these components become increasingly critical for AI, electric vehicles, and IoT applications, TI is securing its relevance in the next technological era.

TI's $60B manufacturing investment significantly strengthens long-term competitive position, secures key customer relationships, and aligns with national priorities.

Texas Instruments' $60+ billion investment plan represents a bold strategic bet on reshoring semiconductor manufacturing that will fundamentally transform the company's competitive position. While the capital intensity is substantial, the strategic benefits are compelling. This move secures TI's manufacturing leadership in analog and embedded processing chips � technologies that, while less headline-grabbing than cutting-edge logic chips, are essential components in virtually all electronic devices.

The customer partnerships announced with Apple, Ford, Medtronic, NVIDIA and SpaceX are particularly significant. These relationships span the most important growth sectors in technology � consumer electronics, automotive, medical technology, artificial intelligence, and aerospace. By embedding itself deeper into these companies' supply chains, TI is positioning itself as an indispensable partner for America's most innovative companies.

From a capital allocation perspective, this investment demonstrates management's confidence in long-term demand growth for foundational semiconductors. The phased build-out across multiple sites provides flexibility to adjust timing based on market conditions. With 300mm wafer manufacturing, TI will achieve superior cost structures and manufacturing efficiencies compared to competitors with older 200mm facilities.

The strategic timing is noteworthy, aligning with both the CHIPS Act incentives and broader national security priorities to secure domestic semiconductor supply chains. This positions TI to potentially benefit from government subsidies while simultaneously earning goodwill as a champion of American manufacturing renaissance.

While the near-term impact on financial metrics will be capital-intensive, the long-term implications for revenue stability, margin potential, and competitive positioning are decidedly positive. This investment secures TI's manufacturing leadership for decades to come.

Leading U.S. companies Apple, Ford, Medtronic, NVIDIA and SpaceX strengthen partnerships with TI to unleash the next era of American innovation

NEWS HIGHLIGHTS:

  • More than $60 billion investment includes seven U.S. semiconductor fabs across three manufacturing mega-sites in Texas and Utah supporting more than 60,000 new U.S. jobs
  • Largest investment in foundational semiconductor manufacturing in U.S. history, building on TI's almost-100-year legacy
  • TI's largest mega-site in Sherman, Texas includes investment of up to $40 billion dollars for four fabs: SM1 and SM2 � already underway � and two additional fabs, SM3 and SM4
  • Leverages TI's strengths as a global technology and manufacturing leader to advance critical innovations from vehicles to smartphones to data centers

DALLAS, June 18, 2025 /PRNewswire/ -- Texas Instruments (TI) (Nasdaq: TXN) today announced its plans to invest more than $60 billion across seven U.S. semiconductor fabs, making this the largest investment in foundational semiconductor manufacturing in U.S. history. Working with the Trump administration and building on the company's nearly 100-year legacy, TI is expanding its U.S. manufacturing capacity to supply the growing need for semiconductors that will advance critical innovations from vehicles to smartphones to data centers. Combined, TI's new manufacturing mega-sites in Texas and Utah will support more than 60,000 U.S. jobs.

"TI is building dependable, low-cost 300mm capacity at scale to deliver the analog and embedded processing chips that are vital for nearly every type of electronic system," said Haviv Ilan, president and CEO of Texas Instruments. "Leading U.S. companies such as Apple, Ford, Medtronic, NVIDIA and SpaceX rely on TI's world-class technology and manufacturing expertise, and we are honored to work alongside them and the U.S. government to unleash what's next in American innovation."

"For nearly a century, Texas Instruments has been a bedrock American company driving innovation in technology and manufacturing," said U.S. Secretary of Commerce, Howard Lutnick. "President Trump has made it a priority to increase semiconductor manufacturing in America � including these foundational semiconductors that go into the electronics that people use every day. Our partnership with TI will support U.S. chip manufacturing for decades to come."

Unleashing what's next in American innovation

Today, TI is the largest foundational semiconductor manufacturer in the U.S., producing analog and embedded processing chips that are critical for smartphones, vehicles, data centers, satellites and nearly every other electronic device. In order to meet the steadily growing demand for these essential chips, TI is building on its legacy of technology leadership and expanding its U.S. manufacturing presence to help its customers pioneer the next wave of technological breakthroughs.

Igniting intelligence with Apple

"Texas Instruments' American-made chips help bring Apple products to life, and together, we'll continue to create opportunity, drive innovation, and invest in the future of advanced manufacturing across the U.S.," said Apple's CEO Tim Cook.

Fueling the future with Ford

Ford and TI are working to strengthen American manufacturing, combining Ford's automotive expertise with TI's semiconductor technology to help drive innovation and secure a robust, domestic supply chain for the future of mobility. "At Ford, 80% of the vehicles we sell in the U.S. are assembled in the U.S., and we are proud to stand with technology leaders like TI that continue to invest in manufacturing in the U.S.," said Jim Farley, President and CEO of Ford Motor Company.

Connecting patient care with Medtronic

Medtronic and TI are partnering to improve lives when it matters most. "At Medtronic, our life-saving medical technologies rely on semiconductors to deliver precision, performance, and innovation at scale," said Geoff Martha, Medtronic chairman and CEO. "Texas Instruments has been a vital partner � especially during the global chip shortages � helping us maintain supply continuity and accelerate the development of breakthrough therapies. We're proud to leverage TI's U.S.-manufactured semiconductors as we work to transform healthcare and improve outcomes for patients around the world."

Advancing AI with NVIDIA

NVIDIA is partnering with TI to unleash the next generation of artificial intelligence architectures. "NVIDIA and TI share the goal to revitalize U.S. manufacturing by building more of the infrastructure for AI factories here in the U.S.," said Jensen Huang, founder and CEO of NVIDIA. "We look forward to continuing our collaboration with TI by developing products for advanced AI infrastructure."

Securing high-speed satellite internet with SpaceX

SpaceX is increasingly leveraging TI's high-speed process technology to connect its Starlink satellite internet service with TI's latest 300mm SiGe technology manufactured in Sherman, Texas. "Our fundamental mission is to revolutionize global connectivity and eliminate the digital divide. Core to this mission is constantly pushing the boundaries of what is possible," said Gwynne Shotwell, president and COO of SpaceX. "SpaceX is manufacturing tens of thousands of Starlink kits a day � all right here in the U.S. � and we are making huge investments in PCB manufacturing and silicon packaging to expand even further. TI's U.S.-made semiconductors are crucial for securing a U.S. supply chain for our products, and their advanced silicon manufacturing capabilities provide the performance and reliability needed to help us meet the growing demand for high-speed internet all around the world."

Backed by the strength of TI's U.S. manufacturing presence

TI is a driving force behind the return and expansion of semiconductor manufacturing in the U.S. The company's more than $60 billion investment in U.S. manufacturing includes building and ramping seven, large-scale, connected fabs. Combined, these fabs across three manufacturing mega-sites in Texas and Utah will manufacture hundreds of millions of U.S.-made chips daily that will ignite a bold new chapter in American innovation.

  • Sherman, Texas: SM1, TI's first new fab in Sherman will begin initial production this year, just three years after breaking ground. Construction is also complete on the exterior shell of SM2, TI's second new fab in Sherman. Incremental investment plans include two additional fabs, SM3 and SM4, to support future demand.
  • Richardson, Texas: TI's second fab in Richardson, RFAB2, continues to ramp to full production and builds on the company's legacy of introducing the world's first 300mm analog fab, RFAB1, in 2011.
  • Lehi, Utah: TI is ramping LFAB1, the company's first 300mm wafer fab in Lehi. Construction is also well underway on LFAB2, TI's second Lehi fab that will connect to LFAB1.

Learn more

  •  (includes images, video b-roll and fact sheet)
  • Additional press kits (, , and )

About Texas Instruments

Texas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures, and sells analog and embedded processing chips for markets such as industrial, automotive, personal electronics, communications equipment and enterprise systems. At our core, we have a passion to create a better world by making electronics more affordable through semiconductors. This passion is alive today as each generation of innovation builds upon the last to make our technology more reliable, more affordable and lower power, making it possible for semiconductors to go into electronics everywhere. Learn more at TI.com.

Cision View original content to download multimedia:

SOURCE Texas Instruments

FAQ

What is the size of Texas Instruments' (TXN) new manufacturing investment?

Texas Instruments is investing more than $60 billion across seven U.S. semiconductor fabs, representing the largest investment in foundational semiconductor manufacturing in U.S. history.

How many jobs will Texas Instruments' new semiconductor fabs create?

The new manufacturing mega-sites in Texas and Utah will support more than 60,000 new U.S. jobs.

Where are TXN's new semiconductor manufacturing facilities located?

The manufacturing facilities are located across three mega-sites: Sherman and Richardson in Texas, and Lehi in Utah.

Which major companies are partnering with Texas Instruments for semiconductor supply?

Texas Instruments has partnerships with Apple, Ford, Medtronic, NVIDIA, and SpaceX for semiconductor supply and innovation.

When will TXN's first new fab (SM1) in Sherman begin production?

SM1, the first new fab in Sherman, Texas, will begin initial production in 2025, three years after breaking ground.
Texas Instrument

NASDAQ:TXN

TXN Rankings

TXN Latest News

TXN Latest SEC Filings

TXN Stock Data

186.97B
906.29M
0.21%
90.63%
1.96%
Semiconductors
Semiconductors & Related Devices
United States
DALLAS