$TXN

Singapore’s Competition and Consumer Commission (CCS) cleared Texas Instruments’ proposed acquisition of Silicon Labs, saying the deal will not substantially lessen competition in relevant global semiconductor markets. CCS reviewed market submissions and third-party feedback across five product categories and found pricing, quality, and choice would likely remain competitive post-transaction.

GE Appliances said it will use Texas Instruments U.S.-made semiconductors in new laundry machines built at its Louisville, Kentucky site. TI will supply about one-third of the chips, with production starting in 2027. The chips cover embedded processing, wireless connectivity, motor control, and power management, supporting smart, efficient appliance features.

GE Appliances said it will integrate Texas Instruments (TI) microcontrollers, Wi-Fi connectivity and analog components into its next generation of connected appliances. TI chips are expected to be used in about one third of products from GE Appliances’ Louisville, Kentucky plant, with production starting in 2027. GE and TI described expanded collaboration and efficiency gains from TI power and motor-drive tech.

GE Appliances, a Haier company, said it will use Texas Instruments (TI) US-manufactured microcontrollers, Wi-Fi connectivity, and analog components in next-generation connected laundry appliances. TI chips will supply about one-third of the parts for products made at GE Appliances’ Louisville, Kentucky laundry plant, with production starting in 2027. GE Appliances said the deal nearly doubles its spending with TI.

Texas Instruments (TI) and GE Appliances announced a partnership to supply TI semiconductors for GE’s next generation appliances. TI chips from its Sherman, Texas facility and other U.S. sites will provide about one-third of the components for GE’s new Louisville, Kentucky laundry plant starting in 2027. The companies say the chips will support smarter, quieter, and more energy-efficient appliances.

GE Appliances, a Haier company, said it will integrate US-manufactured Texas Instruments microcontrollers, Wi-Fi connectivity and analog components into next-generation connected appliances. TI chips will supply about one-third of the components for products made in GE Appliances’ new Louisville laundry plant, with production starting in 2027. GE Appliances said this nearly doubles its spending with TI.

US stocks extended gains to three sessions, with the Dow and S&P 500 hitting record highs. Palantir (PLTR) rose about 20% after Q2 results: revenue $1.94B (+93% YoY) and adjusted EPS $0.41 vs $0.35; full-year 2026 revenue outlook raised to $8.150B-$8.158B. Caterpillar (CAT) jumped about 10.5% on Q2 beat and $20.54B revenue. Oil fell ~5% on US-Iran deal hopes.

Citi reiterated Buy ratings on AMD and Texas Instruments, citing continued AI infrastructure spending by cloud providers. Citi linked higher capex plans from Google and Amazon to support for computing semiconductors, and expects industrial demand for Texas Instruments to rise 30% to 35% y/y, with automotive up 12% to 15%.

Diamond Hill Capital’s Q2 2026 Large Cap Strategy investor letter said its strategy returned 3.42% net of fees in the quarter. It highlighted Texas Instruments (TXN) after TXN issued 2Q26 guidance above market expectations, which the firm linked to improving demand in industrial and data center end markets. TXN closed at $275.74 on July 31, 2026.

Citi says the semiconductor selloff is a pullback to buy. It cites strong data center demand and recovering auto and industrial demand, while PC/handset demand weakens. Citi expects 2026/2027 EPS growth for semis and equipment makers and prefers semi caps. It names AMD, Texas Instruments, and Applied Materials as buys, with a catalyst watch on Applied Materials’ Aug 13 earnings.