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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (76660)	12/9/2024 7:36:32 AM
From: E_K_S	Read Replies (1) \| Respond to of 78630

Re: Texas Instruments (TXN) 35xPE I found this interesting: Texas Instruments (TI) plans to significantly expand its internal manufacturing capacity to over 95% by 2030, and this growth will primarily occur in the United States. Investment Plans: TI has committed to investing over $18 billion through the end of the decade to construct new state-of-the-art manufacturing facilities. This includes: Two new 300mm fabs in Sherman, Texas: These facilities are expected to produce essential chips and are part of a larger plan to build four factories at this site. One new 300mm fab in Lehi, Utah: This facility will also focus on producing analog and embedded processing chips. Production Capacity: The Sherman site is anticipated to have a production capacity of over one hundred million chips per day once fully operational. Each factory is projected to generate between $5 billion and $6 billion in revenue annually. Never really looked at TXN. They have big plans to expand in the US next 5 years. Still appears expensive selling at 35x PE