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Texas Instruments

also referred to as: ti

13 statements across 4 episodes · 9 bullish · 0 bearish · 4 people on the record · first statement Nov 3, 2021 by Brinton Johns · said 111 times in 9 episodes since 2021 · across every show →

Mentions by year

brought up most by David Rosenthal (76), Morris Chang (18), Brinton Johns (8), Ben Gilbert (7), John Bathgate (2)

tap a year for its mentions
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02420212022202320242025episodes it came up in
0013225420212022202320242025episodesmentions per episode
2025 93 mentions in 4 episodes 23 per episode
2024 1 mention in 1 episode
2023 1 mention in 1 episode
2022 4 mentions in 2 episodes 2 per episode
2021 12 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Texas Instruments, oldest first

Nov 3, 2021 positive
Insight
Johns: Texas Instruments' moat is decades of catalog breadth, not technical superiority
“They're very hard to replicate, not because what they're doing so technically hard, it's hard, but it's because the breadth of what they have would take you decades to recreate.”
Brinton Johns Nov 3, 2021 ▶ 56:17 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Nov 3, 2021 positive
Assertion Partly supported
Johns: Rich Templeton eliminated TI's 40% wireless and Nokia exposure
“When he took the company over, they have 40% of the business geared towards wireless and Nokia was a massive customer, their largest customer, and he bled that down to zero.”
Brinton Johns Nov 3, 2021 ▶ 1:07:31 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Nov 3, 2021 positive
Assertion Supported
Johns: Texas Instruments generates higher operating margins than Microsoft
“Who has higher operating margins, Texas Instruments or Microsoft, right? Because I ask it, you know, the answer is, it's TI.”
Brinton Johns Nov 3, 2021 ▶ 1:33:31 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Nov 3, 2021 positive
Disclosure
Bathgate: NZS Capital holds Texas Instruments for its decentralized culture
“Some companies in the portfolio we admire that, that do that would be someone like Texas Instruments where they have a really decentralized Culture and they actually push responsibility and decision-making down into kind of the deeper parts of the organization…”
John Bathgate Nov 3, 2021 ▶ 15:58 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Mar 7, 2022
Assertion Supported
Regency and Texas Instruments made the first commercial transistor radio before Sony
“Now this was actually not the first transistor radio in the world. A American company called Regency had worked with TI to make a transistor radio in the US.”
David Rosenthal Mar 7, 2022 ▶ 38:07 SONY (75 years of electronics history in 3 hours) · Acquired
Jan 21, 2025 positive
Assertion Supported
Morris Chang raised Texas Instruments' IBM chip yields to 20% in four months
“After about four months, he gets the yields at the TI plant up to 20%. So twice as good as the first party line at IBM.”
David Rosenthal Jan 21, 2025 ▶ 26:22 TSMC · Acquired
Jan 21, 2025 positive
Assertion Supported
Rosenthal: Morris Chang's pricing strategy made TI the largest IC business globally
“That combined with other strategies made the TI integrated circuits business the biggest IC business in the world, and also the most profitable.”
David Rosenthal Jan 21, 2025 ▶ 33:26 TSMC · Acquired
Jan 21, 2025 bullish
Assertion Supported
Rosenthal: IBM PC's x86 standardization shifted computing leadership to Intel
“Well, then the architecture standardizes on x 86 and boom, there goes the whole next generation of computing away from TI over to Intel.”
David Rosenthal Jan 21, 2025 ▶ 41:36 TSMC · Acquired
Jan 21, 2025 positive
Assertion Supported
Rosenthal: Texas Instruments was the largest semiconductor company in the late 1950s
“The biggest semiconductor company in all types, digital, analog, everything at that time was not in California. It was in Dallas, Texas. It was Texas Instruments.”
David Rosenthal Jan 21, 2025 ▶ 19:03 TSMC · Acquired
Jan 27, 2025 neutral
Assertion Not checkable as stated
Chang: Refined BCG's learning curve theory at TI for semiconductor manufacturing
“I really did not develop. I certainly did not initiate it. I think I had a role at TI. I had a role in refining it to the point where a semiconductor company can use it effectively.”
Morris Chang Jan 27, 2025 ▶ 2:02:33 TSMC founder Morris Chang · Acquired
Jan 27, 2025
Assertion Not checkable as stated
Chang: Texas Instruments repeatedly rejected raising semiconductor R&D to 5.5% of revenue
“At that time, when I was the head of Worldwide Semiconductors, our R&D budget, Was, 4.8% of revenue, of our revenue, and I thought it was not enough. I just wanted to raise it to 5.5% of the revenue, but my request was denied all the, every time I raised it.”
Morris Chang Jan 27, 2025 ▶ 39:46 TSMC founder Morris Chang · Acquired
Jan 27, 2025 positive
Assertion Supported
Chang: TSMC led foundries at 28nm, but trailed Intel
“At 28 nanometers, we were very definitely the leader among foundries. Yeah. And maybe among a few other companies such as Texas Instruments and so on, but not Intel.”
Morris Chang Jan 27, 2025 ▶ 1:16:12 TSMC founder Morris Chang · Acquired
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