Haviv Ilan

Chief Executive Officer, President & Director, Texas Instruments

Search every verified Haviv Ilan interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Haviv Ilan, chairman, president, and chief executive officer of Texas Instruments, discussed the company's fourth quarter 2025 earnings during a January ‌2026 conference call. He reported that revenue came in at $4.44 billion, a decrease of 7 percent sequentially and an increase of 10 percent year-over-year, with analog revenue growing 14 percent and embedded processing growing 8 percent from the prior-year quarter. Ilan characterized the overall semiconductor market recovery as continuing and said the company was well positioned with inventory and capacity to meet immediate customer demand. Ilan also addressed questions about quarterly guidance and market conditions. He stated that the company's outlook was not pricing-related but reflected growing orders, and noted that data center had become a larger part of the business and was growing every quarter. He acknowledged that the industrial market needed a correction but said Texas Instruments was seeing some strengthening in orders in the first quarter, while noting that the market had been jittery over the past year. He emphasized the company's ability to adjust loading as needed, citing its inventory position as supporting flexibility heading into ‌2026.