Texas Instruments (TI) reported its Q3 2025 results, with CEO Haviv Ilan cautioning that the pace of the semiconductor market recovery is slowing. He attributed this to macroeconomic uncertainty, noting that industrial customers, in particular, are hesitant to expand capacity.
While TI's Q3 revenue reached $4.74 billion, a 14% year-over-year increase, and all end markets saw sequential growth, its Q4 forecast overshadowed the results. The company projected Q4 revenue of around $4.4 billion and EPS between $1.13 and $1.39, guidance that fell significantly below market expectations and triggered an 8% drop in its stock price.
A key positive noted was that customer inventory levels remain low, indicating the destocking phase is largely over and setting the stage for potential future restocking.
ICgoodFind : TI's cautious outlook suggests a broader, slower industry recovery, though low inventories provide a foundation for future demand.
