scalinginfrastructure

Sherman 300mm wafer fabs

SM1 in Sherman, Texas started production on 17 December 2025 and is ramping to demand.

TXN market data

What it is

TI's large 300mm wafer fab campus in Sherman, Texas. Its output lowers the cost per chip and supports the long-term plan to add more fabs there.

Why it matters to the stock. Owning 300mm capacity lowers unit costs and drives free cash flow, but fab spending has been heavy. Ramp timing and capex are key to watch.

News

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