NYSE:NTR 3 December 2025 - 14 January 2026

June 17, 2026, 9:59 AM EDT. Texas Instruments (TXN) is seeing early gains from its long-term manufacturing expansion strategy focused on 300-millimeter wafer fabs. In Q1 2026, TXN reported a 58% gross margin, up 120 basis points annually, with revenues rising 19% to $4.83 billion and operating profit climbing 37% to $1.81 billion. The ramp-up of internal production enhances efficiency and reduces costs, helping TXN weather industry supply constraints and improve factory utilization amid growing demand in industrial and data center sectors. This positions TXN to potentially gain market share and further margin expansion despite elevated depreciation expenses. Comparatively, rivals Analog Devices (ADI) and NXP Semiconductors (NXPI) also target manufacturing efficiency gains to protect margins through mixed manufacturing strategies and asset integration.