TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?
Published . Updated .
Texas Instruments' data center sales double in Q2'26 as AI spending, rising chip content and capacity support growth.
Directly affected
- TXN Texas Instruments
Named in this report.
Indirectly affected
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- GCTS GCT SEMICONDUCTOR HLDG INC
GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- NVTS NAVITAS SEMICONDUCTOR CORP
GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ON ON SEMICONDUCTOR CORPORATION
GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- TSEM TOWER SEMICONDUCTOR LTD
GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- TSM TAIWAN SEMICONDUCTOR MANUFAC
GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Texas Instruments' data center sales double in Q2'26 as AI spending, rising chip content and capacity support growth.
Source: Nasdaq Markets
Price since this story was published: Alpha & Omega Semiconductor (AOSL)
Since the first closing price after “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?,” Alpha & Omega Semiconductor (AOSL) is -10.30%. The S&P 500 fund (SPY) is +0.52% over the same days, a -10.82% difference versus the market.
Who reported a Alpha & Omega Semiconductor (AOSL) trade near this story
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 12 days after publication, inside 30 days. The filing is listed beside the story “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 7 days after publication, inside 30 days. The filing is listed beside the story “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 6 days after publication, inside 30 days. The filing is listed beside the story “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 22 days before publication, inside 30 days. The filing is listed beside the story “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 35 days before publication, inside 60 days. The filing is listed beside the story “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 40 days before publication, inside 60 days. The filing is listed beside the story “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?.”
- Rohit Khanna buy On Semiconductor (ON) ($1,001 - $15,000). That is 51 days before publication, inside 60 days. The filing is listed beside the story “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Alpha & Omega Semiconductor (AOSL)
Companies mentioned with this story
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 16 Sep 2026 story “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence in the 16 Sep 2026 story “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?.” Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
In “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
On Semiconductor (ON) is linked, with no stored direction, medium confidence in the 16 Sep 2026 story “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?.” Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
For “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
For “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Alpha & Omega Semiconductor (AOSL)
Alpha & Omega Semiconductor (AOSL) is the company in “TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?,” the 16 Sep 2026 this story story.
For Alpha & Omega Semiconductor (AOSL), the reason on file says GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
A second company, GCT Semiconductor Holding (GCTS), is listed for a different reason: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the Alpha & Omega Semiconductor (AOSL) price range
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. NVTS traded between 8.29 and 13.19 across 20 sessions. The latest close on file is 8.63.
What the saved facts support for Alpha & Omega Semiconductor (AOSL)
46 out of 100
“TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.