Texas Instruments (TXN) Following GE Appliances Deal Is The Stock Still Undervalued - Yahoo Finance

Recent news that GE Appliances will source one-third of its chips for a new laundry plant in Kentucky from Texas Instruments (TI) has reignited interest in the stock. While TI’s share price has risen ... Read original →

GE Appliances’ decision to source one-third of its chips from TI underscores a resurgence in industrial analog demand, reinforcing TI’s position in both home appliance and automotive segments. This move accelerates upstream 300mm wafer utilization, offering long-term cost and margin benefits. With U.S. manufacturing incentives, TI’s domestic expansion enhances supply chain resilience against geopolitical disruptions. Competitors like ADI and ON Semiconductor may respond with accelerated analog chip capacity builds. Over the next 12–24 months, as TI ramps up production, improved gross margins and free cash flow recovery will support valuation re-rating. If market sentiment aligns with growth assumptions, TI could surpass current pricing levels.