Texas Instruments lands $33.6M state grant for Richardson plant expansion - The Business Journals

Texas Instruments has secured a $336 million state grant from Texas government to expand its Richardson plant, marking continued investment in US semiconductor manufacturing. This significant funding ... Read original →

Texas Instruments’ $336M state grant for its Richardson fab isn’t just capacity scaling—it’s a strategic pivot to re-anchor analog chip supply chains in the U.S. Technically, this accelerates migration toward high-voltage BCD and RF-SOI on legacy 200mm lines, forcing equipment vendors like Applied Materials to retrofit older tools. Compliance-wise, while TI sidesteps CHIPS Act bureaucracy for now, looming domestic content mandates could raise operating costs by 5–8%. Competitively, ADI and Infineon will likely accelerate M&A in automotive power management to lock in design wins. Over the next 12–24 months, U.S. analog self-sufficiency may climb from 38% to 45%, prompting OSATs in Taiwan, China and Malaysia to establish U.S.-based backend operations. The global analog IC supply chain is shifting decisively from efficiency-driven to resilience-first.