Texas Instruments forecasts strong revenue and earnings, driven by analog chip demand, despite tariff uncertainty

From Yahoo Finance: 2025-04-23 16:11:00

Texas Instruments forecasts second-quarter revenue above Wall Street estimates, driven by demand for analog chips despite U.S. tariff uncertainty. Shares rise over 5% in after-hours trading. Revenue expected between $4.17 billion and $4.53 billion, with earnings per share projected between $1.21 and $1.47, exceeding estimates. CEO remains cautious due to ongoing tariff policy uncertainty for the rest of 2025 and into 2026.

Chinese tariffs pose a challenge for Texas Instruments, which generates about 20% of revenue from China. The company has a fabrication facility in China to address potential disruptions. However, competition in China is increasing as domestic chipmakers receive state subsidies and boost production of mature-node semiconductors. CEO acknowledges intensifying competition in the region.



Read more at Yahoo Finance: Chipmaker TI’s rosy forecast soothes tariff worries, for now