Texas Instruments, NXP cite data centers and robots as industrial chips rebound

Texas Instruments and NXP Semiconductors reported 40% to 50% year-over-year growth in their industrial businesses in Q3 2026. Both pointed to AI data-center construction and robotics as key drivers.

• Industrial revenue at TI and NXP grew 40–50% year over year
• AI data-center construction and robotics drove the growth
• Results cover the third quarter of 2026