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Texas Instruments stock after-hours at EUR 261.18: plus 0.00 percent versus prior close

https://www.ad-hoc-news.de/boerse/news/nachboerse/texas-instruments-stock-after-hours-at-eur-261-18-plus-0-00-percent/70235276
Texas Instruments (TXN) stock traded after-hours at EUR 261.18, showing no change from its prior close. The company is set to webcast its third-quarter earnings on October 21st and recently announced a 7% increase in its quarterly cash dividend, marking 23 consecutive years of dividend raises.

Texas Instruments stock faces Q3 results after 23 percent growth

https://www.ad-hoc-news.de/boerse/news/corporate-news/texas-instruments-stock-faces-q3-results-after-23-percent-growth/70234643
Texas Instruments stock is trading at $291.41 as it approaches its Q3 results announcement on October 21. The company reported a 22.8% year-over-year revenue increase in Q2, reaching $5.46 billion, and has provided Q3 revenue guidance of $5.65 billion to $6.15 billion. Analysts maintain a "Hold" consensus with an average price target of $304.26, indicating a modest upside from its current market level.

Can TXN's 300mm Fab Expansion Strategy Further Boost Margins?

https://www.tradingview.com/news/zacks:e4174939a094b:0-can-txn-s-300mm-fab-expansion-strategy-further-boost-margins/
Texas Instruments (TXN) is nearing the completion of its 300mm manufacturing investment, which promises significant cost reductions per chip and a boost to margins as factory utilization improves. This strategy has already positively impacted financial performance, with increased revenues, gross profit, and free cash flow in Q2 2026. Competitors like Analog Devices and ON Semiconductor are employing different strategies, including hybrid manufacturing and fab consolidation, to enhance their own margins.

Texas Instruments raises dividend and Texas Instruments stock costs EUR 259.48

https://www.ad-hoc-news.de/boerse/news/corporate-news/texas-instruments-raises-dividend-and-texas-instruments-stock-costs-eur/70231980
Texas Instruments has increased its quarterly dividend from USD 1.42 to USD 1.52 per share, marking 23 consecutive years of dividend increases. The stock was trading at EUR 259.48 on October 5, 2026, a 0.65 percent decrease from its prior close. The company reported strong second-quarter revenue of USD 5.46 billion, up 22.82 percent year-over-year, and is scheduled to webcast its third-quarter earnings on October 21, 2026.

Cencora (COR) Adds Robert E. Sanchez To Its Board, Is The Stock Still Cheap?

https://simplywall.st/stocks/us/healthcare/nyse-cor/cencora/news/cencora-cor-adds-robert-e-sanchez-to-its-board-is-the-stock/amp
Cencora (COR) has appointed Robert E. Sanchez to its board as an independent director, bringing his experience from Ryder System and Texas Instruments. The stock has seen mixed performance recently, with a 6.62% drop over 30 days but a 3.52% gain over 90 days, and significant long-term growth. Despite recent softening, the company is considered 16% undervalued, with a fair value of $369 per share, due to its focus on specialty pharmaceuticals and international operations.
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Cencora Adds Ryder Veteran to Board as Logistics Focus Grows

https://www.mychesco.com/a/news/regional/cencora-adds-ryder-veteran-to-board-as-logistics-focus-grows/
Cencora, Inc. has appointed Robert E. Sanchez, former CEO of Ryder System, Inc., as an independent director to its board. Sanchez brings extensive experience in logistics, supply chain, and finance, which will be valuable as Cencora strengthens its pharmaceutical distribution strategy. His background as a public-company CEO and his expertise in transportation and supply-chain operations are expected to complement the board's existing skills.

Skyworks Stock: The Qorvo Deal Could Finally Change The Investment Case (NASDAQ:SWKS)

https://seekingalpha.com/article/4951765-skyworks-the-qorvo-deal-could-finally-change-the-investment-case
Humble Scholar rates Skyworks Solutions (SWKS) as a "Buy" with a price target of $123.11, indicating a 40% upside. The proposed merger with Qorvo is expected to address existing issues by increasing scale, market exposure, and customer base, potentially generating $500 million in annual cost synergies. Despite the benefits, the combined company will still face significant reliance on Apple, which will account for 55-60% of its exposure.

MACOM, Texas Instruments, Semtech, Amkor, and Teradyne Stocks Trade Up, What You Need To Know

https://stockstory.org/us/stocks/nasdaq/mtsi/news/why-up-down/macom-texas-instruments-semtech-amkor-and-teradyne-stocks-trade-up-what-you-need-to-know
Several semiconductor stocks, including MACOM, Texas Instruments, Semtech, Amkor, and Teradyne, saw gains after weaker-than-expected US employment data eased interest rate pressure. This softer hiring data led to a cooling of Treasury yields, which typically benefits high-multiple growth equities. The article also highlights Semtech's significant volatility and recent price target increase due to strong demand from AI data centers, contributing to its substantial year-to-date gain.

Texas Instruments Incorporated (TXN) stock price, news, quote and history - Yahoo Finance

https://sg.finance.yahoo.com/quote/TXN/latest-news/
This Yahoo Finance page provides comprehensive information on Texas Instruments Incorporated (TXN), including its current stock price, dividend announcements, and recent news articles. It details the stock's performance against the S&P 500, showing significant year-to-date and long-term gains. The news section highlights various analyses concerning TXN's value, dividend growth, and market comparisons with competitors like NVIDIA and Microchip Technology.

MACOM, Texas Instruments, Semtech, Amkor, and Teradyne Stocks Trade Up, What You Need To Know

https://finance.yahoo.com/markets/stocks/articles/macom-texas-instruments-semtech-amkor-220603502.html
Several semiconductor stocks, including MACOM, Texas Instruments, Semtech, Amkor, and Teradyne, saw their shares jump after weaker-than-expected U.S. employment data eased interest rate pressure. This data, showing nonfarm payrolls increased by only 29,000 in September and a rising unemployment rate, led to lower Treasury yields, which typically benefits high-multiple growth equities. Semtech, in particular, saw a significant rise and set a new 52-week high, partly driven by Oppenheimer raising its price target due to strong demand in AI data centers.
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Texas Instruments plans dividend increase and Texas Instruments stock gains 4.71 percent

https://www.ad-hoc-news.de/boerse/news/corporate-news/texas-instruments-plans-dividend-increase-and-texas-instruments-stock/70216023
Texas Instruments announced a planned 7.00 percent increase in its quarterly dividend, raising it from USD 1.42 to USD 1.52 per share. The company reported strong second-quarter revenue of USD 5.46 billion, up 22.80 percent, and its stock gained 4.71 percent, trading at EUR 262.45 on October 2, 2026. This dividend increase would extend Texas Instruments' streak of annual increases to 23 years, underscoring its consistent financial performance.

Cirrus Logic, Inc. (CRUS) Stock forecasts

https://uk.finance.yahoo.com/research/reports/ARGUS_3789_QuantitativeReport_1790726400000
Argus has raised its target price for Cirrus Logic Inc. (CRUS) to $134.00. The company is a provider of integrated circuits for audio and voice signal processing applications, with products categorized into portable audio and HPMS streams. The current stock price is $121.17.

MACOM, Texas Instruments, Semtech, Amkor, and Teradyne Stocks Trade Up, What You Need To Know

https://markets.financialcontent.com/stocks/article/stockstory-2026-10-2-macom-texas-instruments-semtech-amkor-and-teradyne-stocks-trade-up-what-you-need-to-know
Several semiconductor stocks, including MACOM, Texas Instruments, Semtech, Amkor, and Teradyne, saw significant gains after weaker-than-expected US employment data eased interest rate pressures. The Bureau of Labor Statistics reported a lower-than-projected increase in nonfarm payrolls and a rise in the unemployment rate. This softer hiring environment is seen as beneficial for high-multiple growth equities by reducing borrowing costs, though potential deceleration in the labor market could dampen demand in some chip channels.

Synaptics Stock is Trending: SYNA Jumps 15% After Hours on Amended Merger Deal With ON Semiconductor

https://www.benzinga.com/markets/equities/26/10/62126038/synaptics-syna-stock-fifteen-percent-after-hours-on-semiconductor-merger-deal
Synaptics Inc. (SYNA) shares surged 15.03% in after-hours trading after signing an amended merger agreement for an all-cash acquisition by ON Semiconductor Corp. (ON). The new deal offers $123 per Synaptics share and replaces a previous June 25 agreement, following a rival offer that Synaptics' board initially considered superior. The amended deal, unanimously approved by Synaptics' board, awaits shareholder and regulatory approvals, though U.S. antitrust clearance is already secured.

Texas Instruments to webcast Q3 2026 earnings conference call

https://investingnews.com/texas-instruments-to-webcast-q3-2026-earnings-conference-call/
Texas Instruments (TXN) will webcast its third-quarter earnings conference call on October 21, 2026, at 3:30 p.m. Central time. The call will feature CEO Haviv Ilan, CFO Julie Knecht, and Head of Investor Relations Mike Beckman, discussing financial results and answering questions. The audio webcast will be accessible on the Investor Relations section of the company's website, with an archived copy available afterwards.
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Texas Instruments to webcast Q3 2026 earnings conference call

https://finance.yahoo.com/markets/stocks/articles/texas-instruments-webcast-q3-2026-145500680.html
Texas Instruments (TI) will webcast its third-quarter earnings conference call on Wednesday, October 21, 2026, at 3:30 p.m. Central time. The call will feature CEO Haviv Ilan, CFO Julie Knecht, and Head of Investor Relations Mike Beckman, who will discuss financial results and answer investor questions. An archived webcast will be available on the company's Investor Relations website after the live call.

Texas Instruments to webcast Q3 2026 earnings conference call

https://www.tradingview.com/news/prnewswire:d5b136b7ba8c7:0-texas-instruments-to-webcast-q3-2026-earnings-conference-call/
Texas Instruments announced it will webcast its Q3 2026 earnings conference call. The news item, sourced from PR Newswire, indicates this is a headline-only release. The company's stock symbol is TXN.

Zephyr Project Expands Semiconductor Industry Support as Texas Instruments and Infineon Technologies Upgrade to Platinum Membership

https://www.prnewswire.com/news-releases/zephyr-project-expands-semiconductor-industry-support-as-texas-instruments-and-infineon-technologies-upgrade-to-platinum-membership-302893963.html
The Zephyr Project announced that Texas Instruments (TI) and Infineon Technologies have upgraded to Platinum membership, significantly increasing their investment in the open source RTOS. This enhanced commitment will provide additional resources for the project's technical development, infrastructure, and community programs. The announcement coincides with the Zephyr Developer Summit, where the community is celebrating Zephyr's 10th anniversary.

MCHP Expands Ethernet Portfolio: Can it Challenge TXN & ADI?

https://www.tradingview.com/news/zacks:7aab17a1b094b:0-mchp-expands-ethernet-portfolio-can-it-challenge-txn-adi/
Microchip Technology (MCHP) has broadened its 10BASE-T1S Single Pair Ethernet portfolio with new transceivers and endpoint families, aiming to strengthen its position in automotive, industrial, robotics, and aerospace applications. This expansion is part of MCHP's strategy to extend Ethernet connectivity to edge nodes, reduce wiring, and compete more effectively against rivals like Texas Instruments (TXN) and Analog Devices (ADI). The company sees a significant addressable market in replacing legacy nodes and notes improving demand in its industrial and automotive segments.

Texas Instruments (TXN), What Is Behind The Fresh Attention?

https://simplywall.st/stocks/us/semiconductors/nasdaq-txn/texas-instruments/news/texas-instruments-txn-what-is-behind-the-fresh-attention
Texas Instruments recently increased its quarterly dividend by 7% to $1.52 per share, continuing a 23-year streak of annual raises. Despite a strong year-to-date performance, the stock's valuation is debated, with some analysts seeing it as 36% undervalued based on a discounted cash flow model pointing to a fair value of $435.69, while its P/E ratio of 42.5x suggests it might be overvalued compared to its historical fair ratio of 34x. The company's ongoing capacity expansion is expected to enhance its long-term competitive position, though risks include weaker utilization or slower automation spending.
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Texas Instruments stock after-hours at EUR 248.65: plus 0.35 percent after the Xetra close

https://www.ad-hoc-news.de/boerse/news/nachboerse/texas-instruments-stock-after-hours-at-eur-248-65-plus-0-35-percent-after/70205883
Texas Instruments (TI) stock traded at EUR 248.65 in after-hours trading, representing a 0.35 percent increase. This rise follows TI's announcement on September 17, 2026, of a 7 percent increase in its quarterly cash dividend, continuing a 23-year streak of dividend growth. The dividend will be payable on November 10, 2026, to shareholders of record by October 30, 2026.

What to Expect From Texas Instruments’ Q3 2026 Earnings Report

https://finance.yahoo.com/markets/stocks/articles/expect-texas-instruments-q3-2026-134715094.html
Texas Instruments (TXN) is set to report its Q3 2026 earnings, with Wall Street analysts forecasting diluted EPS of $2.39, a significant 61.5% increase year-over-year. The company, a major player in analog and embedded processing chips, is benefiting from cyclical recovery in chip demand, AI-related opportunities, and a strong dividend history. Analyst sentiment is generally positive, with a "Moderate Buy" consensus and a projected upside potential of 15.4%.

Amtech Gains 79% in the Past Year: Should It Be in Your Portfolio?

https://www.tradingview.com/news/zacks:cf42b8afb094b:0-amtech-gains-79-in-the-past-year-should-it-be-in-your-portfolio/
Amtech Systems Inc. (ASYS) has seen its shares surge 79.3% in the past year, driven by increasing demand for its Thermal Processing Solutions (TPS) in AI-driven semiconductor packaging. The company reported strong Q3 fiscal 2026 results with a 24.9% increase in TPS revenues, a 35% growth in backlog, and improved profitability. Amtech's strong balance sheet and focus on AI-related advanced packaging position it for continued growth, earning it a Zacks Rank #2 (Buy).

A Look at Texas Instruments Inc (TXN) After 1.2% Gain -- GF Value $236.73 vs Price $281.69

https://www.gurufocus.com/news/9102505/a-look-at-texas-instruments-inc-txn-after-12-gain-gf-value-23673-vs-price-28169
Texas Instruments Inc (TXN) shares rose 1.2% to $281.69, but the stock is considered overvalued by 19.0% compared to its GF Value™ of $236.73. Despite a strong GF Score™ of 85/100 and high momentum, its P/E ratio is significantly above its historical median, and insiders have sold $119.0 million worth of shares with no buying activity, raising caution flags for investors.

Adeia Appoints Dipti Vachani as Chief Executive Officer

https://www.globenewswire.com/news-release/2026/09/28/3370255/0/en/adeia-appoints-dipti-vachani-as-chief-executive-officer.html
Adeia Inc. (Nasdaq: ADEA) has appointed Dipti Vachani as its new chief executive officer, effective October 12, 2026. Vachani, with nearly 30 years of experience in the semiconductor industry, will succeed Paul E. Davis, who is stepping down to focus on his health. The board selected Vachani for her proven track record and leadership to drive Adeia's continued growth and innovation in semiconductor and media markets.
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NXP Secures 300mm Supply Control at a Discount as VSMC's Singapore Fab Opens

https://futurumgroup.com/insights/nxp-secures-300mm-supply-control-at-a-discount-as-vsmcs-singapore-fab-opens/
NXP has secured significant 300mm supply control through its 40% equity stake in the VSMC Singapore fab, a joint venture with Vanguard International Semiconductor. This strategic move provides NXP with committed specialty capacity at a reduced cost compared to building a solo fab, aligning with its hybrid manufacturing strategy. While the fab's full-ramp capacity target for 2029 has been reduced from 55,000 to 44,000 wafers per month, NXP's allocated capacity remains unchanged, also featuring interposer production for HPC applications to diversify the advanced packaging supply chain.

Texas Instruments price reaches price target - Forecast today - 29-09-2026

https://www.economies.com/stocks/united-states-analysis/texas-instruments-price-reaches-price-target---forecast-today---29-09-2026-130888
Texas Instruments (TXN) stock has reached its previous price target of $280.00 and is showing bullish technical formations, supported by trading above its 50-day Simple Moving Average. Despite some bearish signals from overbought momentum indicators, the outlook remains bullish, with a potential target of $300.00 if it breaks above $280.00.

Adeia Names Dipti Vachani CEO as Paul Davis Steps Down

https://www.citybiz.co/article/910520/adeia-names-dipti-vachani-ceo-as-paul-davis-steps-down/
Adeia Inc. has appointed Dipti Vachani as its new Chief Executive Officer, effective October 12, 2026, succeeding Paul E. Davis who is stepping down for health reasons. Vachani, a semiconductor industry veteran from Arm Limited and Intel Corp., will also join Adeia’s board of directors. Her appointment aims to expand Adeia's semiconductor and media businesses into new markets, leveraging her experience in intellectual property and market development.

Analog Devices $100 investment grows to $1,120 in 15 years

https://scanx.trade/stock-market-news/companies/analog-devices-100-investment-grows-1-120-15-years/49158381
Analog Devices (ADI) has shown significant long-term growth, with a $100 investment 15 years ago appreciating to $1,120.68 due to an average annual return of 17.48%. This performance outpaces the broader market by 4.46% annually. The company recently reported strong Q3 FY26 results, exceeding revenue and EPS estimates, driven by demand in data centers and industrial sectors, leading to revised price targets from multiple analysts.

Texas Instruments (TXN) Stock Could Be 17% Overvalued Despite Q2 Revenue Jump

https://simplywall.st/stocks/us/semiconductors/nasdaq-txn/texas-instruments/news/texas-instruments-txn-stock-could-be-17-overvalued-despite-q
Texas Instruments (TXN) stock may be overvalued by approximately 17% based on a Discounted Cash Flow (DCF) analysis, despite a strong Q2 2026 revenue increase of 23%. The company's recent share price run and projected future cash flows, particularly from industrial, automotive, and data center demand, are already largely factored into its current valuation of around US$278. Simply Wall St's "Narratives" feature presents both bull and bear cases, suggesting the stock could be anywhere from 36% undervalued to 24% overvalued, depending on assumptions about cost efficiency, market oversupply, and capital expenditures.
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A former Intel executive will lead Adeia. Dipti Vachani becomes CEO Oct. 12.

https://www.stocktitan.net/news/ADEA/adeia-appoints-dipti-vachani-as-chief-executive-mbmc4s01s6yx.html
Adeia (ADEA) has appointed Dipti Vachani as its new Chief Executive Officer and a member of its board of directors, effective October 12, 2026. Vachani, previously head of Arm's Automotive Business Unit and a former Intel executive, succeeds Paul E. Davis, who is stepping down to focus on his health. She is tasked with strengthening Adeia's technology leadership in semiconductor and media markets, diversifying revenue, and exploring new growth areas.

Freedom: Texas Instruments options offer 48.3% upside potential

https://fbroker.kz/en/news/52233-freedom-texas-instruments-options-offer-483-upside-potential-en-2
Freedom Broker analysts recommend buying a call option on Texas Instruments (TXN) shares, citing an expected recovery in semiconductor demand and growth in the company's free cash flow. The investment targets a 48.3% return within one to three weeks, with a potential profit of $10.10 per share. This recommendation is supported by strong Q2 2026 financial results, broad-based growth across segments, and a significant improvement in free cash flow.

Texas Instruments stock last trades at USD 278.31 on September 28, 2026

https://www.ad-hoc-news.de/boerse/news/nachboerse/texas-instruments-stock-last-trades-at-usd-278-31-on-september-28-2026/70195397
Texas Instruments (TXN) stock last traded at USD 278.31 on September 28, 2026, marking a 0.09 percent increase. The company announced plans to raise its quarterly dividend to USD 1.52 per share, which would be its 23rd consecutive year of dividend increases. The proposed dividend is payable on November 10, 2026, to stockholders of record on October 30, 2026.

Adeia Appoints Dipti Vachani as Chief Executive Officer

https://www.manilatimes.net/2026/09/29/tmt-newswire/globenewswire/adeia-appoints-dipti-vachani-as-chief-executive-officer/2434498
Adeia Inc. (Nasdaq: ADEA) has announced the appointment of Dipti Vachani as its new Chief Executive Officer, effective October 12, 2026. Vachani, a seasoned technology executive with nearly 30 years of experience in the semiconductor industry, will also join the company's Board of Directors. She succeeds Paul E. Davis, who is stepping down to focus on health and personal pursuits, after leading Adeia for 15 years.

Adeia Appoints Dipti Vachani as Chief Executive Officer

https://finance.yahoo.com/technology/articles/adeia-appoints-dipti-vachani-chief-200500202.html
Adeia Inc. has appointed Dipti Vachani as its new Chief Executive Officer, effective October 12, 2026. Vachani, with nearly 30 years of experience in the semiconductor industry, will also join the Board of Directors, succeeding Paul E. Davis. She aims to strengthen Adeia's technology leadership, diversify revenue streams, and identify new growth areas in both semiconductor and media markets.
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Russia's Geran-4 Runs On A $25,000 Hobby Jet, Texas Instruments Chips

https://dronexl.co/2026/09/28/russia-geran-4-teardown-hobby-jet-texas-instruments/
An RFE/RL investigation into a downed Russian Geran-4 Seeker drone revealed it is primarily assembled from foreign components, including a Chinese turbojet engine typically used for model aircraft and Texas Instruments chips in its flight computer. The report highlights that the "Russian" aspect of the drone is mainly its assembly, and its reliance on easily obtainable, non-military Chinese engines and Western electronic parts presents challenges for current Western sanctions. The article suggests that sanctions may be misdirected, as the crucial engine component is readily available from China, enabling Russia to produce thousands of these jet-powered drones monthly.

Here's How Much $100 Invested In Texas Instruments 10 Years Ago Would Be Worth Today

https://www.benzinga.com/news/26/09/62024556/here-s-how-much-100-invested-texas-instruments-10-years-ago-would-be-worth-today
An investment of $100 in Texas Instruments (TXN) made 10 years ago would now be worth $395.72, reflecting a 14.76% average annual return. This performance indicates that Texas Instruments outperformed the market by 1.17% on an annualized basis over the last decade. The article emphasizes the significant impact of compounded returns on wealth growth over time.

Texas Instruments Stock Forecast: Can Industrial Demand Sustain TXN’s Recovery?

https://www.tradingkey.com/analysis/stocks/us-stocks/262189498-stocks-texas-instruments-stock-forecast-industrial-recovery-dividend-2026-tradingkey
Texas Instruments (TXN) recently increased its dividend by 7% for the 23rd consecutive year, reflecting strong Q2 results driven by broad demand in industrial, automotive, and data center markets. While the pending acquisition of Silicon Labs offers strategic growth, elevated valuations and the impact of funding on cash flow present risks. Technically, TXN shows bullish momentum, supported by moving averages and an RSI of 69, with immediate resistance at $278.72.

Texas Instruments Extends Dividend Growth Streak to 23 Years with 7% Raise

https://finance.yahoo.com/markets/stocks/articles/texas-instruments-extends-dividend-growth-201910763.html
Texas Instruments (TXN) has announced a 7% increase in its quarterly dividend, raising it to $1.52 per share and extending its dividend growth streak to 23 consecutive years. This increase, which brings the annualized payout to $6.08, is supported by significantly improved operating and free cash flow. While the dividend currently consumes a large portion of free cash flow, the company's capital spending is decreasing, making the payout more sustainable for income investors.

AI Demand Outlook Could Be A Key Test For Texas Instruments Stock (TXN)

https://simplywall.st/stocks/us/semiconductors/nasdaq-txn/texas-instruments/news/ai-demand-outlook-could-be-a-key-test-for-texas-instruments
Texas Instruments recently increased its quarterly dividend, signaling management's confidence in its cash flow generation, even as it focuses on AI-driven demand. The article discusses the investment narrative for TXN, highlighting its dividend sustainability, analyst forecasts for revenue and earnings growth by 2029, and the potential impact of AI demand on its business. It also touches on alternative perspectives regarding industry oversupply and the company's capital expenditure.
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Texas Instruments Stock Forecast: Can AI Demand Push TXN Above $279 Next Week?

https://www.fxleaders.com/news/2026/09/26/texas-instruments-stock-forecast-txn-breakout-279-ai-demand/
Texas Instruments (TXN) is currently trading at $278.05, testing resistance after breaking above $275.21. The company is benefiting from increased demand in AI, data centers, industrial, and automotive markets, and has recently increased its dividend. While strong cash flow and reduced capital expenditures are positive, the main risk remains a potential inventory correction in the semiconductor market.

Does Index Removal Change The Bull Case For Qorvo Stock (QRVO)?

https://simplywall.st/stocks/us/semiconductors/nasdaq-qrvo/qorvo/news/does-index-removal-change-the-bull-case-for-qorvo-stock-qrvo
Qorvo, Inc. was removed from the PHLX Semiconductor Sector Index on September 18, 2026, which may affect its index-linked ownership and liquidity, but analysts suggest it doesn't fundamentally alter the company's investment narrative. The company is focused on diversifying into higher-margin segments like defense, infrastructure, and premium smartphones, alongside manufacturing consolidation to improve margins. Analysts' consensus forecasts project significant earnings growth by 2029, viewing the index removal as a capital flows event rather than a change to Qorvo's core business drivers.

Microchip Technology (MCHP) Expands 48V Power Monitoring With New PAC1761 And PAC1861

https://simplywall.st/stocks/us/semiconductors/nasdaq-mchp/microchip-technology/news/microchip-technology-mchp-expands-48v-power-monitoring-with/amp
Microchip Technology has introduced new PAC1761 and PAC1861 high-voltage digital power monitors, targeting 48V systems in automotive, AI, data center, server, networking, and industrial automation applications. This expansion aims to support more efficient power usage and system resilience, aligning with the company's strategy to leverage growing AI and data center exposure. However, the launch also highlights potential challenges related to supply chain capacity and increased working capital tied to inventory.

Tower Semiconductor (TSEM) Joins A Major Chip Index, Is It Still Below Fair Value?

https://simplywall.st/stocks/us/semiconductors/nasdaq-tsem/tower-semiconductor/news/tower-semiconductor-tsem-joins-a-major-chip-index-is-it-stil
Tower Semiconductor (TSEM) has been added to the PHLX Semiconductor Sector Index and is ramping up silicon photonics shipments for AI. Despite recent share price fluctuations, the stock has seen a significant year-to-date return. While one valuation model suggests TSEM is 31% undervalued at $314.36, another perspective highlights its high P/E ratio of 84.8x, suggesting investors are already paying a premium for its growth story.

A former Ryder CEO joins Cencora's board Oct. 1

https://www.stocktitan.net/news/COR/cencora-elects-robert-e-sanchez-to-its-board-of-szxcia7bvhis.html
Cencora, Inc. (NYSE: COR) announced the election of Robert E. Sanchez, former CEO of Ryder System, Inc., as an independent director to its Board, effective October 1, 2026. Sanchez's extensive experience in logistics, supply chains, operations, finance, and technology is expected to enhance Cencora's pharmaceutical-centric strategy and support its growth ambitions. He currently serves on the board of Texas Instruments and as a Trustee of the University of Miami.
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What Does NVIDIA Offer That Texas Instruments Does Not?

https://www.trefis.com/stock/txn/articles/616640/what-does-nvidia-offer-that-texas-instruments-does-not/2026-09-25
This article compares NVIDIA (NVDA) and Texas Instruments (TXN), both chip manufacturers, highlighting their differing business models and market positions. NVIDIA dominates the data center market, experiencing high demand and supply constraints, while TI serves industrial and automotive sectors in addition to data centers, with spare manufacturing capacity. The analysis shows NVIDIA leading in growth, profit margins, and low debt, but TI offers a lower price-to-sales ratio and a strong dividend history.

MCHP Expands 48V Power Portfolio: Can It Outpace TXN & ADI?

https://www.tradingview.com/news/zacks:52594ca61094b:0-mchp-expands-48v-power-portfolio-can-it-outpace-txn-adi/
Microchip Technology (MCHP) is expanding its 48V power portfolio with new energy-aware digital power monitors, aiming to strengthen its position in power management for AI data centers, automotive, industrial, and communications applications. The company faces intense competition from Texas Instruments (TXN) and Analog Devices (ADI), both of which are also focusing on high-voltage power architectures and data center growth. Despite MCHP's strong data center revenue growth and favorable valuation, its stock performance has lagged the broader Zacks Computer and Technology sector.

Texas Instruments stock trades below its yearly high after downgrade

https://www.ad-hoc-news.de/boerse/news/corporate-news/texas-instruments-stock-trades-below-its-yearly-high-after-downgrade/70183320
Texas Instruments (TXN) stock is trading below its yearly high after Zacks Research downgraded its rating from Strong Buy to Hold on September 23, 2026. This downgrade came despite the company reporting strong Q2 2026 revenue of $5.46 billion, a 23% increase year-over-year, and exceeding analyst EPS and revenue estimates. The article notes that Q3 guidance will be the next test for the stock, which remains significantly below its 52-week high.

Cencora appoints former Ryder CEO to board of directors

https://www.investing.com/news/company-news/cencora-appoints-former-ryder-ceo-to-board-of-directors-93CH-4917403
Cencora, Inc. (NYSE:COR) has announced the appointment of Robert E. Sanchez, former Chair and CEO of Ryder System, Inc., as an independent director to its Board, effective October 1, 2026. Sanchez's extensive experience in logistics, supply chains, operations, finance, and technology is expected to greatly benefit Cencora's pharmaceutical-centric strategy. He previously held various leadership roles at Ryder and currently serves on the Board of Texas Instruments.

ASML executive says no chipmaking machines sold in Europe, region risks getting left behind

https://theedgemalaysia.com/node/818963
An executive from ASML Holding NV, Europe's most valuable company and a critical semiconductor equipment supplier, stated that ASML sells no chipmaking machines in Europe because the region is not investing in new chip factories. This puts Europe at risk of falling behind as the US, China, and India aggressively court ASML with incentives to boost their domestic semiconductor industries. Despite the EU's Chips Act, the bloc has struggled to stimulate investment and is unlikely to meet its market share growth targets.
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