# 텍사스인스트루먼트 (TXN)
> 아날로그 반도체 세계 1위. 자체 300mm fab을 운영하며 전공정 장비를 어플라이드·도쿄일렉트론·ASML에서 조달. 산업·자동차·전자에 광범위 공급.
Canonical: https://valuechain.wiki/texas-instruments · Updated: 2026-06-21T15:34:06.097+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: 아날로그 반도체 세계 1위
- 사업부문: 아날로그 반도체 세계 1위

## Annual stock return (as of 2026-06-18)
- 2021: +17.5%
- 2022: -9.9%
- 2023: +6.4%
- 2024: +13.1%
- 2025: -4.5%
- 2026 YTD: +88.3%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-06-18)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Apple | lead1 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +9.8% |
| 텍사스인스트루먼트 | node | +17.5% | -9.9% | +6.4% | +13.1% | -4.5% | +88.3% |
| UMC | benef1 | +43.2% | -40.3% | +39.2% | -19% | +28.8% | +206.4% |
| 도쿄일렉트론 | benef1 | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +84.1% |
| 어플라이드 머티어리얼즈 | benef2 | +83.6% | -37.5% | +68% | +1.1% | +59.6% | +140.7% |
| 램리서치 | benef2 | +53.7% | -40.8% | +88.8% | -6.9% | +139.5% | +128.1% |
| GlobalWafers | benef2 | +27.3% | -30.3% | +14.4% | -38.9% | +51% | +123.3% |
| KLA | benef2 | +68% | -11.2% | +56% | +9.4% | +94.5% | +114.2% |
| ASML | benef2 | +64.1% | -30.5% | +39.9% | -7.7% | +55.8% | +81% |
| Cadence Design Systems | benef2 | +36.6% | -13.8% | +69.6% | +10.3% | +4% | +23.9% |
| Synopsys | benef2 | +42.1% | -13.4% | +61.3% | -5.7% | -3.2% | -3% |
| 하나머티리얼즈 | benef2 | +106% | -30.5% | +26.1% | -47.4% | +173.9% | -3.6% |
| MKS Instruments | benef3 | +16.4% | -51% | +22.6% | +2.2% | +54.4% | +154.7% |
| 원익QnC | benef3 | +26.2% | +2% | +11.9% | -33.7% | +53.4% | +25.1% |
| 티씨케이 | benef3 | -10.1% | -16.9% | +2.8% | -28.7% | +225.7% | +8.6% |

## Money in · revenue from (2)
### 산업·자동차 OEM (비공개) (mid)
- note: 아날로그·전력 IC을(를) 산업·자동차 OEM에 공급.
- [confirms] SEC EDGAR (EN, filing, published 2025-01-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TXN&type=10-K: "아날로그·전력 IC을(를) 산업·자동차 OEM에 공급."

### Apple (low)  → /apple.md
- metric: 점유율 >19 · 2024 · 아날로그 반도체 세계 점유율
- note: Apple에 아날로그·전력 IC 공급.
- [confirms] 위키백과 (KO, news, published 2026-01-01) https://ko.wikipedia.org/wiki/텍사스_인스트루먼트: "아날로그 반도체 세계 1위, 산업(40%)·전장(25%) 중심."
- [confirms] SEC EDGAR (EN, filing, published 2025-01-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TXN&type=10-K: "Apple에 아날로그·전력 IC 공급."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/analog-semiconductor-market: "Apple에 아날로그·전력 IC 공급."

## Money out · pays to (7)
### 어플라이드 머티어리얼즈 (high)  → /applied-materials.md
- note: 어플라이드 머티어리얼즈에서 전공정 장비 매입.
- [confirms] SEC EDGAR (EN, filing, published 2025-01-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TXN&type=10-K: "어플라이드 머티어리얼즈에서 전공정 장비 매입."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/analog-semiconductor-market: "어플라이드 머티어리얼즈에서 전공정 장비 매입."

### UMC (mid)  → /umc.md
- note: UMC에 성숙노드 위탁생산 지급.
- [confirms] Wikipedia (EN, research, published 2026-01-01) https://en.wikipedia.org/wiki/United_Microelectronics_Corporation: "텍사스인스트루먼트가 UMC 22/28nm 성숙노드를 위탁생산."

### ASML (mid)  → /asml.md
- note: ASML에서 전공정 장비 매입.
- [confirms] SEC EDGAR (EN, filing, published 2025-01-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TXN&type=10-K: "ASML에서 전공정 장비 매입."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/analog-semiconductor-market: "ASML에서 전공정 장비 매입."

### 도쿄일렉트론 (mid)  → /tokyo-electron.md
- note: 도쿄일렉트론에서 전공정 장비 매입.
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/analog-semiconductor-market: "도쿄일렉트론에서 전공정 장비 매입."
- [confirms] SEC EDGAR (EN, filing, published 2025-01-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TXN&type=10-K: "도쿄일렉트론에서 전공정 장비 매입."

### Synopsys (mid)  → /synopsys.md
- note: Synopsys EDA 툴·IP 라이선스 지급.
- [confirms] SEC EDGAR (EN, filing, published 2025-12-22) https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm: "텍사스인스트루먼트가 Synopsys EDA 툴·IP 라이선스로 칩 설계."
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "텍사스인스트루먼트가 Synopsys EDA 툴·IP 라이선스로 칩 설계."

### Cadence Design Systems (mid)  → /cadence.md
- note: Cadence Design Systems EDA 툴·IP 라이선스 지급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "텍사스인스트루먼트가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "텍사스인스트루먼트가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."

### 부품·소재·R&D (비공개) (low)
- note: 제조용 부품·소재·R&D(비공개).
- [confirms] SEC EDGAR (EN, filing, published 2025-01-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TXN&type=10-K: "제조용 부품·소재·R&D(비공개)."

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