Verified peer comparison

TXN vs AAPL

Texas Instruments Incorporated compared with Apple Inc.. This page compares both source-verified company profiles and does not introduce an unverified price target.

TXN

Texas Instruments Incorporated

$189.43

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AAPL

Apple Inc.

$189.43

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Company-specific comparison

Business exposure

TXN: Analog Semiconductors

AAPL: Consumer Electronics

Upside lens

TXN: Broad industrial demand growth can improve factory utilization and revenue across TI's diverse analog and embedded portfolio. Power-management and signal-chain content can benefit from expanding data-center and AI infrastructure investment. Internal 300-millimeter capacity can improve long-term unit economics, supply control and geographic manufacturing resilience as utilization rises.

AAPL: services margin, device loyalty, and capital returns

Risk lens

TXN: Industrial and automotive inventory corrections or weaker end demand can reduce orders, factory utilization and margins. Large manufacturing investments create depreciation and fixed-cost pressure if new capacity ramps ahead of sustainable demand. Export controls, tariffs, geopolitical tension and aggressive analog competition can disrupt demand, supply chains and pricing.

AAPL: mature hardware growth and China demand pressure