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05.11.26 - 18:06
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TI targets next semiconductor supercycle as humanoid robots surge (Digitimes)
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Humanoid robots require at least US$2,000 worth of semiconductors per unit—twice the content of an EV—and could drive the next semiconductor supercycle, Texas Instruments (TI) said. The company is expanding capacity for the next wave of demand rather than the current boom, according to William Feng, TI's Taiwan and South Asia sales and applications general manager....
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30.10.26 - 01:18
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Texas Instruments, NXP point to data centers and robots as industrial chips rebound (Digitimes)
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Texas Instruments (TI) and NXP Semiconductors both reported 40% to 50% year-over-year growth in their industrial businesses during their latest earnings calls for the third quarter of 2026, citing AI data-center construction and robotics as key growth drivers. TI's industrial revenue reached its highest level in four years, while NXP's industrial and IoT business grew 39% year-over-year....
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