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Texas Instruments sees data center demand surge, says Citi
The analysis points to a 100% year over year jump in Texas Instruments data center revenue last quarter and roughly 15% growth in automotive revenue.
Texas Instruments is positioned to benefit from demand across data centers, automotive electronics, and humanoid robotics, with Citi described as bullish on the stock, according to Yahoo Finance.
The article says Texas Instruments supplies analog chips and embedded processors used by data center customers, enabling more GPUs in smaller spaces. It adds that revenue from the data center segment surged 100% last quarter versus the same period a year earlier.
It also cites automotive as another growth driver, saying Texas Instruments automotive revenue rose about 15% last quarter versus a year earlier, supported by increasing software content in vehicles.
For humanoid robotics, the piece notes that in March Texas Instruments disclosed a partnership with Nvidia to enable low latency 3D perception and safety awareness for physical AI applications, and it attributes an estimate that the humanoid robot market could grow at a 28% compound annual growth rate from 2026 to 2035. It further states that Citi expects sales of analog semiconductors to increase 30% to 35% in the industrial and automotive sectors.