Texas Instruments' Plunging Trading Volume (Rank 82) Backs $60B U.S. Semiconductor Expansion Amid Geopolitical Shifts

On August 1, 2025, Texas Instruments (TXN) closed at $180.85, down 0.11% from the previous day. The stock recorded a trading volume of $1.19 billion, a 35.29% decline compared to the prior session, ranking 82nd in market activity. This follows the company’s announcement of a historic $60 billion investment to expand U.S. semiconductor manufacturing capacity, the largest of its kind in the nation. The initiative, targeting mega-sites in Texas and Utah, includes up to $40 billion allocated for four fabrication plants in Sherman, Texas, and is projected to create over 60,000 jobs. The expansion aligns with surging global demand for foundational chips and efforts to bolster domestic supply chain resilience amid geopolitical uncertainties.

TXN’s Q2 2025 earnings highlighted $4.45 billion in revenue but underscored risks from geopolitical tensions and tariff volatility. Management noted potential near-term demand softness, as some orders may have been pulled forward in anticipation of trade policy shifts. Analysts remain cautious about Q3 outlooks, balancing the company’s long-term growth ambitions with near-term macroeconomic headwinds. The investment in U.S. manufacturing underscores TXN’s strategic pivot toward scaling production and innovation, positioning it to meet rising demand in sectors like electric vehicles and data centers.

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