Texas Instruments Inc (TXN) in Artisan Value Fund Q2 2024

Semiconductor Innovation with a Focus on Industrial Applications

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Apr 15, 2025
Summary
  • Investment rationale: Leader in analog and embedded semiconductor solutions.
  • Market positioning: Strong presence in industrial and automotive markets.
  • Risks and challenges: Cyclical demand and competitive pressures.
  • Recent performance: Growth driven by demand for industrial applications.
  • Future outlook: Expansion in automotive and industrial semiconductor markets.

Texas Instruments Inc (TXN, Financial) was highlighted in the Artisan Value Fund Q2 2024 commentary for its leadership in analog and embedded semiconductor solutions. The fund managers noted Texas Instruments' strong presence in industrial and automotive markets as key to its growth strategy. Despite facing cyclical demand and competitive pressures, the company's focus on innovation in industrial applications supports its future expansion.

"Texas Instruments' leadership in semiconductor innovation and its strategic focus on industrial applications position it well for future growth." — Artisan Value Fund, Q2 2024 Fund Letter

Read full letter at gurufocus artisan value fund q2 2024 commentary 2024 Q2 page.