Texas Instruments: Tariffs, Chips Act, and Factory Upgrades

Texas Instruments hit a speed bump after customers front-loaded orders to dodge Trump's Liberation Day tariffs, causing a sales dip and a 5% stock drop. While Intel eyes government equity, Texas Instruments says no such talks are happening with them, despite a potential $1.6 billion boost from the CHIPS Act. The real focus? Massive factory upgrades impacting cash flow as they bet big on future growth in a shifting semiconductor landscape. Hosted on Acast. See acast.com/privacy for more information.