Texas Instruments Profit Jumps 53% on AI Infrastructure, Auto Recovery

Texas Instruments is one of the world’s largest makers of analog chips, supplying components used in automobiles, industrial equipment and power-management systems. While the company does not produce the high-performance processors powering artificial-intelligence models, its chips regulate electricity in AI servers and data centers. That exposure has positioned the company to benefit from accelerating infrastructure spending as its traditional automotive and industrial markets recover.

The US chipmaker reported second-quarter revenue of $5.46 billion, up 23% from a year earlier, while net income surged 53%. The gains reflected improving automotive and industrial demand alongside stronger sales of power-management chips used in expanding data centers. Texas Instruments also issued a third-quarter outlook above Wall Street expectations, signaling that the rebound could continue as AI infrastructure investment supports orders beyond its core markets.