Texas Instruments is expanding its in-house semiconductor manufacturing
footprint across Japan, Malaysia, the US, Germany and China to boost supply of
“foundational” chips used in AI infrastructure, a senior executive told Nikkei
Asia. The company is investing in GaN and mature-node chip production and
targeting over 95% in-house chip manufacturing and 90% packaging and testing
capacity by 2030. TI said its strongest growth is coming from data centers and
industrial recovery, with data center revenue up 90% year-on-year in Q1, while
industrial business grew 30%. TI is also investing over $60 billion in US fabs
and expanding capacity in Japan and Malaysia to improve supply-chain resilience
and support AI-driven demand.
