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Texas Instruments10-K: Capex increase

Budgeting $2-3B in capital expenditures for 2026 after spending $4.55B in 2025.

What happened

While nearing the end of a six-year elevated capital spending cycle, the company continues to invest heavily in manufacturing capacity, budgeting $2-3 billion for 2026. This signals ongoing large-scale projects for semiconductor manufacturing equipment and facilities.

Source

SEC EDGARFeb 6, 2026

Annual report (Form 10-K)

Texas Instruments 10-K for FY2025

Filing excerpt

we are near completion of our six-year elevated capital expenditures cycle, and consistent with our capital management strategy, we are expecting to spend about $2 billion to $3 billion in 2026.

sec.gov/Archives/edgar/data/97476/000009747626000059/txn-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 6, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$2.5B (Midpoint of expected capital expenditures for 2026)

Details

CIK
97476
Accession number
0000097476-26-000059
Timeframe
Next year
Filing year
2026
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Technologies

  • 300mm wafer fabs

Regions named

  • Sherman, Texas
  • Lehi, Utah

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Feb 10, 2026
signal_type
sec-10k
signal_subtype
capexIncrease

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/efe9d1ab-ef81-4d7d-a720-8edf5dc03434 returns this record as JSON. POST /v1/companies/enrich returns every signal for ti.com.

{
  "signal_id": "efe9d1ab-ef81-4d7d-a720-8edf5dc03434",
  "signal_type": "sec-10k",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-02-10T07:48:35.145+00:00",
  "company": {
    "name": "Texas Instruments",
    "domain": "ti.com"
  },
  "data": {
    "detail": "While nearing the end of a six-year elevated capital spending cycle, the company continues to invest heavily in manufacturing capacity, budgeting $2-3 billion for 2026. This signals ongoing large-scale projects for semiconductor manufacturing equipment and facilities.",
    "metrics": {
      "timeframe": "next_year",
      "dollar_context": "Midpoint of expected capital expenditures for 2026",
      "dollar_millions": 2500
    },
    "summary": "Budgeting $2-3B in capital expenditures for 2026 after spending $4.55B in 2025.",
    "excerpts": "we are near completion of our six-year elevated capital expenditures cycle, and consistent with our capital management strategy, we are expecting to spend about $2 billion to $3 billion in 2026.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/97476/000009747626000059/txn-20251231.htm",
    "filing_date": "2026-02-06",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "regions_mentioned": [
      "Sherman, Texas",
      "Lehi, Utah"
    ],
    "technologies_mentioned": [
      "300mm wafer fabs"
    ]
  }
}

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