Browsing Tag
Texas Instruments
13 posts
STMicroelectronics (STM) guides Q3 revenue below consensus even as 2027 data centre target crosses $2bn
STMicroelectronics missed Q3 revenue consensus but lifted its 2027 data centre target above $2 billion, testing investor patience on margin recovery.
Weebit Nano (ASX: WBT) has surged more than 300%. What must happen before ReRAM royalties arrive?
Weebit Nano customers have moved ReRAM-based chips into fabrication, starting a 12 to 18-month qualification process that could lead to volume production.
GlobalWafers locks in $500m Micron financing and 10-year Sherman wafer supply pact
Micron pledges $500M to GlobalWafers Sherman under 10-year 300mm wafer supply pact; 6488 rally faces Hold consensus even as $3B US chain rebuild anchors deal.
Weebit Nano (ASX:WBT) has ReRAM momentum, but revenue must now justify the valuation
Weebit has ReRAM deals, cash and guidance. The bigger test is whether ASX:WBT can turn chip licences into royalty-scale revenue.
Analog Devices (ADI) delivers 37% revenue growth and doubles operating income, third quarter outlook tops Street
ADI posts record $3.62B Q2 FY26 revenue, doubles operating income, raises Q3 outlook to $3.9B, and bets $1.5B on Empower for AI power delivery. Read more.
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
Texas Instruments and NVIDIA team up to push humanoid robotics into the real world
Texas Instruments and NVIDIA collaborate to accelerate humanoid robotics using radar sensing and AI compute. Discover what this means for physical AI development.
Will Texas Instruments’ $7.5bn Silicon Labs deal reshape the embedded wireless landscape? (Nasdaq: TXN, SLAB)
Texas Instruments is acquiring Silicon Labs for $7.5B to scale its embedded wireless portfolio. Find out how this deal could reshape the connected device landscape.
China probes U.S. chip exports: Why Texas Instruments and Analog Devices face new trade risk in 2025
China probes U.S. chip exports over dumping and discrimination—see which firms are hit and how trade talks may reshape the global semiconductor balance.
Texas Instruments integrates Derivita for real-time, distraction-free math classrooms
Derivita teams up with Texas Instruments to integrate SpotCheck with TI-Nspire CX II, enabling real-time collaboration and transforming math instruction.