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texas instruments
Semiconductor Market Recovering
Guest author Nalini Kumar Muppala recently finished his in-depth analysis of STMicroelectronics’ JV, ST-Ericsson. Today’s Tech Stocks post reviews STM’s (NYSE:STM) recent results in the context of Nalini’s assessment and also takes a look at the results of another major semiconductor player, Texas Instruments (NYSE:TXN). Sequential growth for some divisions at both companies may indicate
Texas Instruments: Recent Wireless Moves
By Guest Author Nalini Kumar Muppala In light of Vijay Nagarajan’s TI series from last summer, we will look at some recent developments at TI. If wireless and mobile semiconductor suppliers’ play in convergence device movement can be broadly classified into four categories — baseband modem, application processor, connectivity solutions, analog and power management — TI
Marvell: “A product cycle company”
By Vijay Nagarajan, Guest Author As part of our coverage of the mobile chip vendor space, we looked at Qualcomm, InterDigital, Broadcom and Texas Instruments in great detail. We now move on to another interesting and aggressive fabless semiconductor company – Marvell Technology group. Earlier coverage on Marvell can be found here, here and here.
TI Should Acquire Interdigital
By Vijay Nagarajan, Guest Author In my recently completed series on Texas Instruments, I pointed out that TI was not in a great position as far as 3G is concerned. I subsequently also suggested that the company ally with InterDigital to prevent further damage. Let us take this a step further and examine what it
Texas Instruments: Valuation
I value Texas Instruments at $32 per share. As we have seen in the last few weeks, the strengths are a good management, its analog strategy, the HPA growth and manufacturing efficiency. Its weakness is the wireless business. The growth drivers do not have the ammunition yet to drive the company out of the rut
Texas Instruments: DSP Market and OMAP
By Vijay Nagarajan, Guest Author In the prequel, we discussed TI’s growing analog semiconductor business. Digital Signal Processors (DSPs) is an equally big business for the company contributing 40% of its semiconductor revenues. TI dominates the DSP market with 65% share and its products are preferred in a variety of applications ranging from communication infrastructure,
Texas Instruments: Analog Market
By Vijay Nagarajan, Guest Author In the last part of this series, I presented a brief analysis of TI’s 2007 Financials. As I mentioned before, the company’s semiconductor business has two pillars – namely DSP and analog. While DSP has been TI’s traditional strength, analog, which is one of the largest semiconductor markets, is fast
Texas Instruments: Semiconductor Leadership
By Vijay Nagarajan, Guest Author Last fall, I presented a deep-dive analysis of the world’s leading mobile semiconductor company, Qualcomm (QCOM). More recently, I looked at the fortunes of Broadcom (BRCM), the company involved in several legal battles with the San-Diego based Qualcomm. Over the next few weeks, I will look at Texas Instruments (TXN)
