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![SpecialSitsNews Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1242122660500381696.png) Special Situations 🌐 Research Newsletter (Jay) [@SpecialSitsNews](/creator/twitter/SpecialSitsNews) on x 130.4K followers
Created: 2025-07-23 09:05:59 UTC

Texas Instruments $TXN, On Semiconductor $ON, Microchip $MCHP, NXPI $NXP, all down after Texas Instruments missed earnings on tariffs (just like $GM)

The main concern is whether tariffs and trade disputes will hurt a sales resurgence that’s still in the early stages. While revenue jumped XX% last quarter, executives acknowledged that they didn’t know how much of that came from tariff-related “pull in” — customers making purchases to get out ahead of the levies.

During the call, executives said they saw strong orders early in the second quarter, with some customers likely adding inventory to guard against the tariff impact. Since then, levels have returned to what’s expected for a normal recovery period, they said.

Texas Instruments gets about a fifth of its revenue in China, where local chip rivals have been growing. Chinese companies have been investing aggressively in production as part of that country’s push to become less dependent on imports. Texas Instruments has said that the China market — the world’s largest for semiconductors — is very competitive.

![](https://pbs.twimg.com/media/Gwh-g_4WYAAKdIc.png)

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**Related Topics**
[$gm](/topic/$gm)
[tariffs](/topic/tariffs)
[$nxp](/topic/$nxp)
[$mchp](/topic/$mchp)
[$0981hk](/topic/$0981hk)
[$txn](/topic/$txn)
[texas instruments](/topic/texas-instruments)
[stocks technology](/topic/stocks-technology)

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