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Analog chipmaker Texas Instruments sees quarterly sales above estimates

By Thomson Reuters Oct 21, 2026 | 3:37 PM

Oct 21 (Reuters) – Texas Instruments forecast fourth-quarter revenue above Wall Street estimates on Wednesday, a sign of recovery in ​industrial chip demand and growing momentum ‌for its AI data-center chips.

• Unlike Nvidia, which makes high-performance AI processors, Dallas, Texas-based TI produces analog chips that manage power and convert real-world ‌inputs ​such as sound, light ⁠and temperature into digital ⁠signals for other semiconductors to process

• The analog chipmaker expects fourth-quarter revenue between $5.80 billion and $6.30 billion, above analysts’ average estimate ​of $5.73 billion, according to data compiled by LSEG.

• Quarterly profit is expected to ⁠be between $2.45 and $2.79 per ⁠share

• Texas Instruments, one of ​the first major chipmakers to post quarterly results, ​is widely considered a bellwether for the ‌broader electronics and semiconductor industries

• Its analog and embedded chips are used in smartphones, laptops, cars as well as factory ⁠equipment

• TI’s third-quarter revenue rose 28% to $6.06 billion from the same period last year, topping estimates of $5.92 ⁠billion. Quarterly ‌profit rose 77% to $2.62 per ⁠share.

• “Our cash flow from operations of $9.9 ​billion ‌for the trailing 12 months ​again underscored ⁠the strength of our business model, the quality of our product portfolio and the benefit of 300mm production,” CEO Haviv Ilan said

(Reporting by Anhata Rooprai in Bengaluru; Editing by ​Shreya Biswas)