Texas Instruments Rises to 62nd in Trading Volume as Applied Materials-Apple Collaboration Strengthens U.S. Semiconductor Supply Chain

On August 6, 2025, Texas Instruments (TXN) rose 0.28% with a trading volume of $1.29 billion, ranking 62nd in the market. The stock’s performance coincided with a major industry collaboration involving Applied Materials and Apple. Applied Materials, a key supplier of semiconductor manufacturing equipment, announced plans to provide U.S.-made tools from its Austin, Texas facility to TI’s domestic factories. These tools will support the production of foundational chips for Apple products, aligning with broader efforts to strengthen the U.S. semiconductor supply chain.

Applied Materials also revealed a $200 million investment in an Arizona facility to manufacture critical components for semiconductor equipment, adding to over $400 million in U.S. manufacturing investments over the past five years. The move underscores TI’s role in scaling low-cost 300mm wafer production for analog and embedded processing chips, which are essential for a wide range of electronic systems. TI’s partnership with Applied Materials is pivotal in addressing domestic demand for advanced manufacturing capabilities, particularly as the AI era drives increased reliance on resilient chip supply chains.

The collaboration highlights TI’s strategic position in the U.S. semiconductor ecosystem. By leveraging Applied Materials’ Austin-based logistics hub and Arizona’s expanding infrastructure, TI is positioned to meet growing demand for foundational semiconductors. The investment also aligns with Apple’s $600 billion U.S. commitment, which includes the American Manufacturing Program (AMP) to localize critical components. TI’s Sherman, Texas facility, equipped with American-made equipment, will produce chips for Apple devices, reinforcing the company’s role in the end-to-end U.S. silicon supply chain.

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