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Microcontrollers and calculators are a small part of TI's revenues. Most (>70%) of their revenues come from analog devices like amplifiers, DC-DC converters, AD
by vel0city 1y ago
Microcontrollers and calculators are a small part of TI's revenues. Most (>70%) of their revenues come from analog devices like amplifiers, DC-DC converters, ADC/DACs, and things like that.
They make important chips and many top of the line products of their segments but they're not things like server grade CPUs or GPUs.
- OhMeadhbh 1y agoYes. They make most of their money from low margin parts. That's not as good a story as you might think it is. Though... making money is certainly better than not making money. And yes, they have a decent mixed signal story. But... everyone seems to think TI will be competing with TSMC's and Samsung's small-node parts. And they probably could, but they would need to a) build a fab that can make 5 or 3nm parts and b) build a sales channel for new parts. I was alive in the 2000s so remember TI doing an exceptionally poor job of step b.
- vel0city 1y agoTheir analog division has >50% margin, a good bit more margin than their MSP430's and graphing calculators. That's not far off from TSMC's overall margin. It's a better story than your misleading statements acting like TI only makes calculators and old microprocessors and flat out inaccurate ones about profit margins.
- OhMeadhbh 1y agoI only saw their OPM broken out by division. OPM was around 37-38% in 2025Q2. Do you have numbers for NPM broken out by division? But yes, if they could get volumes like analog or mixed signal with margins like "other" or "embedded" that would be pretty awesome.