Texas Instruments 2.67 Gain on 59th Ranked 1.28 Billion Volume Boosted by U.S. Expansion and Apple Partnership

On August 22, 2025, Texas Instruments (TXN) closed with a 2.67% gain, trading at a daily volume of $1.28 billion, ranking 59th in market activity. The stock’s performance follows a strategic pivot toward U.S. manufacturing and deepened partnerships with key clients. In July, the semiconductor giant announced a $60 billion expansion plan to build seven fabrication plants across Texas and Utah, aligning with Apple’s $600 billion U.S. investment pledge. The collaboration will produce critical foundational chips for iPhones and other devices at TI’s new facilities, which are set to begin full production by late 2025. This move positions TI to capitalize on rising demand for analog and embedded chips in sectors like AI, automotive, and industrial systems.

The expansion, supported by the CHIPS Act and 35% federal tax credits, aims to increase TI’s manufacturing capacity fivefold using 300mm wafer technology, reducing costs and energy consumption. While the company’s analog market share dipped from 19.8% in 2020 to 14.7% in 2024, analysts argue the onshoring strategy could offset risks from global supply chain volatility. UBS’ Timothy Arcuri highlighted TI’s potential to undercut rivals by leveraging lower domestic production costs and strategic partnerships with firms like NVIDIA, Ford, and SpaceX. However, the project’s success hinges on sustained demand amid cyclical industry challenges.

TI’s U.S.-centric footprint, with 75% of capital expenditure directed domestically, contrasts with its global operations in Germany, Japan, and China. The Sherman, Texas, site—a key hub in the $60 billion plan—benefits from renewable energy, water rights, and workforce development programs. Local officials project the project will create 60,000 U.S. jobs and boost regional growth. Despite short-term volatility, including a 13% stock decline post-July earnings, TI’s long-term positioning in analog chips—used in over 80% of electronic devices—remains a key driver for stability in uncertain markets.

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