Texas Instruments releases transcript from Bernstein Strategic Decisions conference

PUBT·05/31/2026 15:18:01

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At Bernstein Strategic Decisions Conference, Texas Instruments CEO Haviv Ilan discussed the company’s strategy in a session with Bernstein analyst Stacy Rasgon.
Ilan said a 2021–2026 investment cycle topped USD 20 billion; CapEx is set to fall, lifting free cash flow as demand rises.
He outlined 300mm expansion: RFAB2 near full utilization; Sherman, Texas built two fab shells with the first in production; Lehi 2 planned.
Embedded processing internalization reached roughly 50%-50%; 45nm transfers start this year; more than 90% internal targeted by decade-end.
Data center rose to 12% of Q1 revenue from 9% in 2025; Ilan sized the analog/embedded data center TAM at USD 7.5 billion in 2025, USD 12.5 billion in 2026.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Texas Instruments Incorporated published the original content used to generate this news brief on May 31, 2026, and is solely responsible for the information contained therein.

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