TI's analog capacity expansion is done after intense investment between '21 and '25. Analog is 75-80% of its revenue. Spent $5B capex year between '23 and '25. Capex'll come down to $2.5-$3B in 2026. This means the company's revenue will be in the range of $20-$22B in '26. For $26B revenue scenario capex will have to be $5B. TI's in-house wafer sourcing will go from 90% in 2024 to >95% by 2030.
Source: Sravan Kundojjala
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