World No.1 in analog chips
Texas Instruments
The world’s No.1 in analog chips, running its own 300mm fabs and buying front-end equipment from Applied Materials, Tokyo Electron and ASML. Broad supply to industrial, automotive and electronics.
TXN Updated Jun 21, 2026
Annual return · 2026-06-18'21+17.5%'22-9.9%'23+6.4%'24+13.1%'25-4.5%YTD+88.3%
Texas InstrumentsWorld No.1 in analog chips
▸ Money outApplied Materials●United Microelectronics (UMC)◐ASML◐Tokyo Electron (TEL)◐Synopsys◐Cadence Design Systems◐부품·소재·R&D (비공개)○
Financials & Segments
- Total revenue · World No.1 in analog chips
- Segments · World No.1 in analog chips
Revenue from
- 산업·자동차 OEM (비공개) Medium confidence
Supplies analog and power ICs to 산업·자동차 OEM. - Apple Low confidence· Market share >19 · 2024 · global analog share
Supplies analog and power ICs to Apple.
Pays to
- Applied Materials High confidence
Buys front-end equipment from 어플라이드 머티어리얼즈. - United Microelectronics (UMC) Medium confidence
Pays UMC for mature-node foundry.Confirms EN Wikipedia Published Jan 1, 2026: "texas-instruments uses UMC mature-node (22/28nm) foundry." - ASML Medium confidence
Buys front-end equipment from ASML. - Tokyo Electron (TEL) Medium confidence
Buys front-end equipment from 도쿄일렉트론. - Synopsys Medium confidence
Pays for synopsys EDA tools and IP licenses.Confirms EN SEC EDGAR Published Dec 22, 2025: "texas-instruments designs chips on synopsys EDA tools and IP."Confirms EN SemiAnalysis Published Sep 1, 2025: "texas-instruments designs chips on synopsys EDA tools and IP." - Cadence Design Systems Medium confidence
Pays for cadence EDA tools and IP licenses.Confirms EN SEC EDGAR Published Feb 19, 2026: "texas-instruments designs chips on cadence EDA tools and IP."Confirms EN SemiAnalysis Published Sep 1, 2025: "texas-instruments designs chips on cadence EDA tools and IP." - 부품·소재·R&D (비공개) Low confidence
Parts, materials and R&D (undisclosed).
Value-chain ripple (tiers 2–3)
Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Apple | lead1 | +34.6 | -26.4 | +49 | +30.7 | +9.1 | +9.8 |
| Texas Instruments | node | +17.5 | -9.9 | +6.4 | +13.1 | -4.5 | +88.3 |
| United Microelectronics (UMC) | benef1 | +43.2 | -40.3 | +39.2 | -19 | +28.8 | +206.4 |
| Tokyo Electron (TEL) | benef1 | +40.4 | -14.5 | +89.8 | -4.4 | +61.6 | +84.1 |
| Applied Materials | benef2 | +83.6 | -37.5 | +68 | +1.1 | +59.6 | +140.7 |
| Lam Research | 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 |
| Hana Materials | 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 |
| Wonik QnC | benef3 | +26.2 | +2 | +11.9 | -33.7 | +53.4 | +25.1 |
| TCK (Tokai Carbon Korea) | benef3 | -10.1 | -16.9 | +2.8 | -28.7 | +225.7 | +8.6 |
YTD as of 2026-06-18 · source: Yahoo Finance