On September 10th, at a Goldman Sachs technology conference, Texas Instruments (TI) CEO Haviv Ilan revealed that the company’s data center business is powering demand recovery with revenue growth exceeding 50%—making it the fastest-growing market this year. He noted: “The momentum is very strong, and we see growing opportunities to have a greater impact in this area.”
Like many chipmakers, TI is eyeing the opportunities in large-scale data center buildouts. The explosive growth of AI services is fueling data center expansion, driving massive storage and compute demand that is pushing hardware upgrades and opening up a broad market for chip companies.
While data center revenue currently represents a low-single-digit percentage of TI’s total, Ilan is confident it could reach 20% of the company’s mix “in the not-too-distant future.” This optimism is backed by ongoing innovation: in April, TI launched the TPS1685 power management IC, designed for modern data centers to handle surging power demands, simplify designs, and reduce solution size; it also introduced an integrated GaN power stage series in industry-standard TOLL packaging to help designers boost efficiency and manage high-power challenges.
In a booming data center market, TI’s technology edge and market positioning could help it capture a larger share. Its future moves merit close attention from the semiconductor industry.
ICgoodFind: TI’s strong data center growth not only injects new impetus for its own development but also spurs industry-wide technology innovation and accelerates the evolution of the data center chip competitive landscape.
