Texas Instruments expands global manufacturing control as industrial recovery and AI-driven datacentre demand gain pace.
Texas Instruments is accelerating its long-term manufacturing strategy with significant investments aimed at strengthening supply chain control and supporting future semiconductor demand.
The company previously announced plans to invest more than $60 billion to establish seven semiconductor fabrication plants across Texas and Utah in the United States. The expansion forms part of its broader effort to secure production capacity and reduce supply disruptions amid growing global demand for chips.
Beyond the U.S., Texas Instruments operates fabrication facilities in Japan, Germany and China, alongside assembly and packaging sites in Taiwan, the Philippines and Mexico. The company has also recently increased gallium nitride (GaN) production capacity at its Aizu facility in Japan and expanded packaging operations at its plant in Malacca, Malaysia.
According to company leadership, maintaining operational continuity increasingly depends on tighter control over manufacturing and sourcing networks. Executives emphasised that diversified sourcing and multi-supplier strategies are essential to avoid supply bottlenecks and ensure long-term stability.
Looking ahead, Texas Instruments expects growth momentum to be driven primarily by recovering demand in industrial semiconductors and strong expansion in data-centre infrastructure.
The company reported particularly strong performance in its data-centre segment, where first-quarter revenue surged 90% year-on-year, accounting for roughly 10% of total company revenue. Meanwhile, revenue from industrial markets — historically a core business area for Texas Instruments — rose 30% year-on-year, signalling improving demand conditions across automation, infrastructure and embedded electronics applications.
The combined momentum from industrial recovery and accelerating AI-driven data-centre investments is expected to support the company’s next phase of growth.
