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Texas Instruments10-Q: Platform strategy

Committing $2-3 billion in 2026 CapEx for 300mm manufacturing, boosted by CHIPS Act funding.

What happened

Texas Instruments is in an elevated capital expenditure cycle to expand its 300mm wafer production platform, which it considers a core competitive advantage.

Source

SEC EDGARApr 24, 2026

Quarterly report (Form 10-Q)

Texas Instruments 10-Q

Filing excerpt

We are nearing the end of a six-year elevated capital expenditures cycle that, when completed, will uniquely position TI to deliver dependable, low-cost 300mm capacity...

sec.gov/Archives/edgar/data/97476/000009747626000101/txn-20260331.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Platform strategy

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

Fiscal year end
03/31
Filed
Apr 24, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$2.5B (Midpoint of expected capital expenditures for 2026 ($2B to $3B).)

Details

CIK
97476
Accession number
0000097476-26-000101
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Platform tools needed
Signal category
Strategic

Topics and mentions

Technologies

  • 300mm wafer

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Apr 28, 2026
signal_type
sec-10q
signal_subtype
platformStrategy

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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/2692bd39-bc5d-4835-bfed-3fb6e67a9d33 returns this record as JSON. POST /v1/companies/enrich returns every signal for ti.com.

{
  "signal_id": "2692bd39-bc5d-4835-bfed-3fb6e67a9d33",
  "signal_type": "sec-10q",
  "signal_subtype": "platformStrategy",
  "detected_at": "2026-04-28T10:05:23.416+00:00",
  "company": {
    "name": "Texas Instruments",
    "domain": "ti.com"
  },
  "data": {
    "detail": "Texas Instruments is in an elevated capital expenditure cycle to expand its 300mm wafer production platform, which it considers a core competitive advantage. This massive budget, supplemented by over $630 million in government funding, creates significant opportunities for suppliers of semiconductor manufacturing equipment, facility construction services, and operational technology.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Midpoint of expected capital expenditures for 2026 ($2B to $3B).",
      "dollar_millions": 2500
    },
    "summary": "Committing $2-3 billion in 2026 CapEx for 300mm manufacturing, boosted by CHIPS Act funding.",
    "excerpts": "We are nearing the end of a six-year elevated capital expenditures cycle that, when completed, will uniquely position TI to deliver dependable, low-cost 300mm capacity...",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/97476/000009747626000101/txn-20260331.htm",
    "filing_date": "2026-04-24",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Platform tools needed",
    "signal_category": "strategic",
    "technologies_mentioned": [
      "300mm wafer"
    ]
  }
}

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