Texas Instruments Incorporated $TXN is gaining momentum in the domestic semiconductor space after GE Appliances selected TI’s U.S.-made microcontrollers, Wi-Fi solutions, and analog components to supply about one-third of the chips for its new Louisville laundry plant. This deal nearly doubles GE Appliances’ chip spending with TI and highlights the growing importance of TI’s extensive U.S. manufacturing footprint. The partnership underscores how TI’s broad analog and embedded portfolio is becoming a key asset for appliance makers aiming for reliable, locally sourced components in smarter, connected products. This development aligns with TI’s ongoing investments in expanding its 300mm fabrication capacity in Sherman and Lehi, supported by up to $1.6 billion in government funding from the CHIPS Act. While this strengthens TI’s domestic manufacturing narrative, investors remain focused on how efficiently the company can utilize this capacity without squeezing margins amid industry cycles.
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