TI’s embedded division accounts for around 20% of revenue but 80% of Embedded is outsourced to external foundries vs 20% overall company. TI is looking to bring all that with $15B Lehi fab. Admits TI has been in share loss mode in Embedded since 2017. Focus on 28nm to 135nm. Could hit UMC and TSMC mature node.
Source: Sravan Kundojjala
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