On its mission to increase self-reliance in semiconductor production, Texas Instruments (TI) is has set a target to grow its internal manufacturing capacity to more than 95% by 2030. Stefan Bruder, President, Texas Instruments Europe, Middle-East, Africa and India (EMEA), said the company is investing in facilities across multiple regions to deliver geopolitically dependable capacity.

“You need to be flexible, as the future is uncertain,” Bruder told EE Times in an exclusive interview. “That is why we are investing in our own manufacturing, aiming to grow our internal manufacturing to more than 95% by 2030. We have manufacturing sites in different global locations, and we run them with dual-flow capabilities. This allows us to switch production between locations to ensure continuity and adapt in a world that is ever-changing.”

In June 2025, TI updated its long term plans which equate to more than $60 billion in seven fabs being invested since 2021 across three U.S. mega-sites in Texas and Utah, including up to $40 billion at its new 300mm site in Sherman, Texas. The company says the combined projects could support over 60,000 jobs. TI currently operates 300mm fabs in Richardson, Texas, and Lehi, Utah, among 15 manufacturing sites globally. Customers include Apple, Ford, Medtronic, NVIDIA, and SpaceX.

The expansion comes as TI looks to strengthen its global position against growing competition from Chinese manufacturers of foundational lower-end chips, while also meeting rising demand for semiconductors that power vehicles, smartphones, and data centers. TI’s approach extends beyond factories to include raw material procurement. The company tries to source materials locally in the regions where it manufactures, which Bruder said helps improve supply resilience and reduce dependency on other areas.

The AI strategy

Bruder said TI’s work in artificial intelligence spans both large data centers and edge devices. “AI data centers are highly power-intensive. Our gallium nitride products increase power efficiency, lowering data center energy use,” he explained.

Gallium nitride technology is also gaining traction, with compact chargers for phones and portable devices among the first applications globally. “Customers are looking closely at gallium nitride for the efficiency and smaller form factor it provides,” Bruder said.

At the same time, TI is embedding AI capabilities directly into devices. “For example, our C2000 family of real-time microcontrollers has embedded neural network capabilities, suited for detecting sparks in solar inverters—making it easier for device makers to integrate AI at the edge.” Many of these innovations, he confirmed, are being developed at TI in India, one of the company’s largest R&D hubs, in collaboration with TI’s global engineering, design and manufacturing teams.

Engaging with the Indian market

India is central to this strategy, both as a design hub and a growing customer base. Bruder noted that about 20% of the world’s engineering population is based in India. “This is one of the reasons we started our engagement here 40 years ago. We want to leverage this by doing product design and also engaging with customers.”

That engagement extends to talent development programs. TI runs the Women in Semiconductors and Hardware Program (WiSH) for second-year female engineering students, which concluded its fourth edition in 2025 with over 1,500 registrations and 190 participants. The program combined three weeks of online mentoring with a final week at TI’s Bengaluru campus, including lab visits, projects, and sessions with company engineers. Bruder said the program is part of TI’s effort to draw young engineers into the semiconductor field, whether in product design or sales roles.

India, he added, is not only a source of talent but also an expanding market. “India is one of the largest economies worldwide and has been growing fast. We see multinational corporations investing in India and leveraging its design and engineering capabilities, as well as many local companies that are very active. Those are the customers we are engaged with.”

Innovation for local needs

Bruder said Indian customers are asking for more system-level solutions, which TI supports through reference designs and demos. He also pointed out that India often leads in innovations driven by local needs. “It is hot here, so efficient HVAC systems are in demand. Pairing them with solar panels offers a locally relevant solution given the abundant sunlight. This is innovation based on local needs, and it is done sustainably. That is where India is leading.”

The automotive sector is another focus, particularly electric two- and three-wheelers. “A key requirement is affordability,” Bruder said. “Our chips help reduce system costs. We have demos showing instrument clusters for both electric and combustion two-wheelers, with seamless smartphone connectivity,” he added, referencing TI’s showcase at electronica India 2025.

Addressing cost concerns

TI also highlighted renewable energy at electronica, displaying its C2000 microcontrollers for solar adoption through efficient power conversion. For India’s cost-sensitive market, Bruder pointed to TI’s new F28E12 series of C2000 microcontrollers, which start at 49 cents per unit for 1,000-unit orders.

Beyond product development, TI has expanded how customers can buy its chips. Components can be purchased directly from TI, including through TI.com in local currency, or through TI’s authorized distributors. “Customers can order as little as one unit—there is no minimum order quantity,” Bruder said.

Close interaction with customers, including those in India, along with engineers’ proximity to local challenges, feeds back into product design. “This way, we release products designed for the local market and help India lead in innovation,” Bruder said.

Bruder said TI’s priority is to be easy to work with, from providing design information and direct engagement with teams to flexible procurement. The goal, he concluded, is to support customers building efficient and affordable systems.

By: DocMemory
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