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Texas Instruments' inventory strategy during the semiconductor downturn is proving effective as demand recovers across key markets. Rather than aggressively cutting production during the slowdown, the company maintained manufacturing and built inventory to ensure rapid delivery when customers return

Texas Instruments (TXN) adopted an unconventional inventory strategy during the semiconductor downturn, choosing to maintain production and build inventory rather than cut capacity aggressively. This approach is now delivering results as demand rebounds across key markets. In Q1 2026, TXN reported r