Texas Instruments Incorporated (TXN): Who It Depends On
Texas Instruments is unusual among large chipmakers in that it mostly builds its own chips rather than relying on outside foundries, running 300mm wafer fabs across Texas and Utah. Its real dependencies run through the equipment, materials, and design-software vendors that keep those fabs running, and through a small outsourced-packaging partner network for the products it doesn't finish in-house. On the customer side, TI's own filings describe a deliberately unconcentrated model - selling to over 100,000 customers with no single one at 10% or more of revenue - so this page instead shows the direct-versus-distributor sales split TI actually discloses, plus its named worldwide distribution partners.
Supply-chain dependency
Companies TXN relies on to design, manufacture, package, and assemble its hardware.
Supplies wafer fabrication equipment to TI's US factories; a joint August 2025 press release from Applied Materials, Apple, and TI specifically named Applied Materials as providing "American-made equipment from its Austin, Texas facility to TI's U.S. factories."
A longstanding outsourced packaging and test partner for TI, including joint flip-chip packaging work and expanded advanced- packaging capacity tied to CHIPS Act-era funding covering both companies.
The world's largest outsourced semiconductor assembly and test (OSAT) provider, used by TI alongside Amkor for packaging and testing of chips TI doesn't finish entirely in-house.
TI's chip design flow depends on Cadence's electronic design automation (EDA) tools; TI even sells a Cadence-derived circuit simulation tool under its own "PSpice for TI" brand.
The other half of the EDA duopoly TI's engineers depend on; TI has publicly selected Synopsys design-for-manufacturing tools for its advanced process nodes.
Supplies etch and deposition equipment used broadly across advanced 300mm wafer fabs, an equipment category TI's own factories depend on alongside every other leading chipmaker.
Supplies process-control and defect-inspection equipment used to manage yields on TI's advanced manufacturing lines, an area with few scaled alternatives industry-wide.
Built a roughly $5 billion 300mm silicon wafer plant co-located next to TI's new fab campus in Sherman, Texas, positioning it as a key domestic wafer source for TI's expansion. Trades on the Taiwan Stock Exchange, with no proper US-listed ticker.
Customer concentration
Texas Instruments' FY2025 annual report states it sells to more than 100,000 customers, with about half of revenue coming from outside its largest 50 customers, and discloses no single customer at 10% or more of revenue - a deliberately diversified model built around industrial and automotive end markets. Rather than force a misleading "top customer" chart, this page reframes around the concentration TI does disclose: the roughly 80%-direct/20%-distributor split of its sales channel, and its named worldwide distribution partners.
Not a single company - TI's FY2025 results show more than 80% of revenue sold directly to over 100,000 industrial, automotive, and personal-electronics customers worldwide, with no single customer representing 10% or more of revenue. A notable named relationship within this base: TI and Apple announced in August 2025 that TI will manufacture foundational analog and embedded processing chips for Apple products, though the dollar size isn't disclosed.
Listed on TI's own authorized-distributor page as covering all regions except Japan, making it TI's closest equivalent to a single worldwide distribution partner.
A named TI authorized distributor serving smaller-volume and prototype buyers globally. A private company with no public ticker.
A named TI authorized distributor and subsidiary of TTI, Inc., itself owned by Berkshire Hathaway. Privately held with no separate public ticker.
TI's named authorized distributors for Japan; Macnica's parent trades on the Tokyo Stock Exchange and Tokyo Electron Device's parent has only a thin, illiquid US OTC ADR, so neither has a proper US-listed ticker.
The percentages shown are editorial estimates based on public research (company disclosures, earnings commentary, and industry reporting) meant to illustrate relative reliance, not precise or audited figures. Companies without a proper, reliably tradable ticker on this site are shown without stock/earnings links. This is not financial advice.