U.S. Semiconductor Stocks Surge 40 Trillion Won on Earnings Surprise

Texas Instruments, an American semiconductor company (TXN), saw its share price surge 11.55% from the previous day, closing at $260. Its market capitalization swelled to about $236.7 billion (roughly KRW 310 trillion), adding some $30.9 billion (around KRW 40 trillion) in a single session.

On April 22, the company reported first-quarter 2026 revenue of $4.83 billion, net income of $1.55 billion, and earnings per share of $1.68—achieving double-digit year-over-year growth and beating market expectations, according to a PR Newswire release. For the second quarter, TI issued guidance of $5.0–5.4 billion in revenue and $1.77–2.05 in EPS, emphasizing a recovery in industrial and data-center demand.

Earlier in February, the company trimmed its 2026 capital expenditure plan to $2–3 billion and set a target of more than $8 per share in free cash flow beyond 2026, bolstering expectations for increased dividends and share buybacks.

Renowned for its strength in analog and embedded-processing semiconductors, Texas Instruments derives a large portion of its sales from chips linked to real-economy sectors—industrial, automotive, personal electronics, and data centers—classifying it as a cyclical, large-cap semiconductor stock. Since 2026, Haviv Ilan has served as both CEO and chairman of the board. The company is also recognized as a leading U.S. dividend-growth stock, having raised its dividend for over 20 consecutive years.