Analog chip market recovery: TI expands production capacity

Market recovery

Global analog chip sales in Q1 of 2026 grew 10% year over year, ending a four-quarter decline.

TI capacity expansion

TI's new wafer fabs in Utah and Texas are now online, significantly boosting 12-inch analog chip capacity.

Competitive Landscape

TI, ADI, and Infineon hold the top three market positions, while domestic manufacturers continue to strengthen their presence in the mid-to-low-end segments.