On its third quarter of 2026 earnings call, held on Oct. 21, 2026, Texas Instruments (NASDAQ:TXN) announced that revenue reached $6.1 billion as broad demand across industrial and data center markets signaled a cyclical recovery. Expanding internal manufacturing capacity positions the business to capture long-term chip demand while avoiding reliance on external manufacturing partners. Three things management said on the earnings call stand out. Revenue from data center products nearly doubled year over year, while industrial demand reached a new revenue peak after four years of recovery. This operational leverage, combined with favorable product mix, drove gross margin, the percentage of revenue retained after direct production costs, up 2.8 percentage points sequentially to 64%. Industry-wide capacity additions for analog chips, which process real-world signals like temperature and sound, have remained scarce outside China and Taiwan since 2022. Management used urgent mid-year supply requests from customers to secure higher pricing across parts of its product portfolio.
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