Texas Instruments Soars 7.95% on Strong Earnings, China Supply Assurances

On April 24, 2025, Texas Instruments' stock surged by 7.95% in pre-market trading, reflecting a significant boost in investor confidence.

Texas Instruments has acknowledged the intensifying competition in the Chinese market, noting that some of its major competitors are based in China. The company has stated that it has sufficient inventory in China and is working with local clients to address concerns about supply disruptions in the latter half of 2025 and into 2026.

In response to geopolitical tensions, Texas Instruments has emphasized its global supply chain capabilities, which allow it to provide reliable production capacity to its Chinese clients, who are increasingly looking to expand their global footprint.

Texas Instruments reported strong first-quarter earnings, with revenue reaching $40.7 billion, a 11.2% year-over-year increase. The company also forecasted second-quarter revenue to be between $41.7 billion and $45.3 billion, exceeding analyst expectations. The CEO highlighted the company's substantial manufacturing capabilities in the United States and its reliance on Chinese manufacturing facilities to meet demand.