Texas Instruments' decision to invest over $60 billion in U.S. semiconductor manufacturing represents a major strategic shift, not just for the company but for the entire analog ecosystem. Spread across seven fabs in Texas and Utah, the expansion focuses on high-volume 300 mm wafer production using mature process nodes targeting analog and embedded chips that power everything from industrial automation to vehicles and medical devices.
While much of the public discussion around semiconductor policy focuses on advanced logic and memory, TI’s move signals the growing importance of foundational chips. These devices are essential to systems function, yet have often been outsourced or deprioritized in national capacity planning. TI’s vertically integrated strategy brings more of that capability back onshore, reinforcing resilience across U.S. industry.
The hiring implications are significant. TI plans to create over 2,000 direct jobs and support more than 60,000 overall across construction, operations, and suppliers. To meet workforce demands, the company is partnering with community colleges, military pipelines, and technical schools to address the talent shortage that has become a bottleneck across the sector.
With its first Sherman fab (SM1) slated to begin production this year and additional facilities coming online through the decade, TI is playing the long game. The company is not chasing subsidies or geopolitical headlines, it’s building cost efficient scale and manufacturing security around products it can fully control and price competitively.
For professionals in the semiconductor industry, this is not just a big number. It’s a signal that analog is back in the strategic conversation with massive implications.
Source:
