不奋东西
2026.04.23 14:58

It is indeed worth paying attention to.

LongPort - 沪上老徐
沪上老徐

This financial report from TXN is not just about TXN.

First, let me ask a question: What does it mean when a veteran analog chip leader in "Industrial + Automotive + Data Center" sees a 19% year-over-year and 9% quarter-over-quarter increase in single-quarter revenue, with next quarter guidance stepping up another level? I think it means not that TXN itself is performing well in the market, but that the entire analog chip sector has truly emerged from the shadow of the 2024 inventory adjustment cycle. After the close on April 22, $Texas Instruments(TXN.US) announced its Q1 2026 financial report: revenue of $4.83 billion, EPS of $1.68—not only significantly exceeding market expectations of $1.38...

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