Texas Instruments makes 80,000+ analog and embedded chips used in every industrial machine, automobile, and appliance. Its chips don't run AI models - they measure temperature, control motors, and manage power in the physical world. TI's 14 factories give it the manufacturing cost advantage that fabless competitors can't match. Analog chips last decades in designs; once designed in, TI earns revenue for 20+ years.
Texas Instruments supplies power management integrated circuits (PMICs) used throughout iPhone, iPad, and Mac products. PMICs regulate voltage and power distribution to every chip in the device and are critical to battery life performance. TI has supplied Apple with power management components for over a decade across multiple product generations.
Why it matters: Power management is directly tied to Apple's battery life claims, one of the most marketed specifications of every new iPhone. TI's PMICs work alongside Apple's custom silicon to enable the energy efficiency that Apple advertises. The relationship is relatively quiet commercially but operationally critical.
Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.