Habib Ilan, president and CEO of Texas Instruments (TI), speaks at a ribbon-cutting ceremony for the grand opening of Texas Instruments’ (TI) new semiconductor wafer fab in Sherman, Texas, USA, Wednesday, December 17, 2025.
Desiree Rios | Bloomberg | Getty Images
texas instruments The company had its best day on Wall Street since 2000 after the chipmaker reported better-than-expected quarterly results and offered a positive outlook, driven by high demand for analog chips essential to building AI data centers.
Shares of Texas Instruments soared 18% on Thursday and are trading at record levels, up about 60% since the beginning of the year.
Texas Instruments reported first-quarter sales of $4.83 billion, up 19%, beating analysts’ average estimate of $4.53 billion, according to LSEG. Earnings per share also exceeded expectations at $1.68, compared to the average analyst EPS estimate of $1.27.
Texas Instruments said it expects second-quarter sales to be between $5 billion and $5.4 billion, representing 17% growth at the midpoint. EPS will be $1.77 to $2.05, the company said.
Chief Executive Officer Habib Ilan said on an earnings call late Wednesday that revenue at the company’s data center division was up about 90% from a year ago. The industrial sector increased by 30%.
For hyperscalers like Meta and Amazon Texas Instruments is building data centers at a dizzying pace, and it’s a big beneficiary.
“We are ready,” Ilan said. “If the market wants to grow at the same pace as in the first quarter, which I said was 19% year over year, we are ready for that. If the market wants to accelerate, we are ready as well.”
Texas Instruments doesn’t make Nvidia or cutting-edge processors like Nvidia; advanced micro deviceits analog chips perform important tasks such as regulating power and converting signals from the real world into data that other chips need to perform more complex jobs.
apple is one of our biggest customers. Apple CEO Tim Cook last year pledged that Texas Instruments’ new chip manufacturing plants in Utah and Texas would produce “critical foundational semiconductors” for iPhones and other devices.
Other major customers include Nvidia, Ford, Medtronic, and Elon Musk’s SpaceX.
Texas Instruments is spending $60 billion to build three new factories in the United States and also makes chips in Germany, Japan and China.
The company acquired chip design company Silicon Laboratories in February for $7.5 billion, expanding its manufacturing capabilities for wireless and connectivity chips for industrial and consumer applications.
Mr. Ilan also addressed concerns about memory shortages, saying there is no evidence to suggest memory shortages will negatively impact his company’s personal electronics division in the coming quarters.
“Customers are well aware of that, but I think they’re well prepared,” he said.
WATCH: Apple gives first look at Texas Instruments’ $60 billion US megaproject to make iPhone chips
