Texas Instruments | April 2025

Texas Instruments is the quiet giant of the chip world, dominating analog and embedded semiconductors while steering clear of the brutal competition in the memory and logic chip space. 

As an Integrated Device Manufacturer (IDM), TI controls both design and production, giving it an edge in efficiency and supply chain stability. What drew me in? Exceptional capital allocation, minimal competition, and massive tailwinds from EVs and IoT. Add in two decades of dividend growth and a 47% share count reduction, and you’ve got a company that knows how to treat shareholders. Let’s explore how TI became such a rare breed.

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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