Texas Instruments Incorporated (TXN) Unveils Historic $60B U.S. Chip Expansion Plan

We recently compiled a list of the 13 Best Major Stocks to Invest in Now. Texas Instruments Incorporated stands eighth on our list

Texas Instruments Incorporated (NASDAQ:TXN), a leading U.S.-based semiconductor company, designs and manufactures analog and embedded processing chips used across sectors like automotive, industrial, and consumer electronics. In July 2025, TXN announced a landmark $60 billion investment to expand its U.S. semiconductor manufacturing capacity, the largest such investment in U.S. history. The expansion will focus on mega-sites in Texas and Utah, with Sherman, Texas, receiving up to $40 billion for four fabrication plants. This initiative is expected to create over 60,000 jobs and significantly boost the production of critical semiconductors essential for modern technologies, from electric vehicles to data centers.

The expansion aligns with growing global demand for foundational chips and U.S. government efforts to strengthen domestic semiconductor production and supply chain resilience. Texas Instruments Incorporated (NASDAQ:TXN)’s strategy reflects its long-term commitment to scaling manufacturing and driving innovation as digital transformation accelerates across industries.

Despite this growth, Texas Instruments Incorporated (NASDAQ:TXN)’s Q2 2025 earnings call revealed a note of caution. While the company posted $4.45 billion in revenue, management warned of potential volatility due to geopolitical tensions and tariff risks. Analysts noted that some recent demand may have been pulled forward in anticipation of trade changes, leading to tempered expectations for Q3.

While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None.