AI Power and Analog Leaders Gain 21 Trillion Won in Market Cap in One Day

Texas Instruments (TXN) surged 5.07% today on the Nasdaq to close at $324.89—approximately ₩440,000 per share. Its market capitalization swelled to about $296 billion (roughly ₩400 trillion), adding some $15.8 billion (around ₩21 trillion) in value in a single session.

The sharp rise reflects renewed investor interest in AI data centers and analog power chips for electric vehicles, driven by upbeat U.S. brokerage reports and a broader rally in analog semiconductors. Bank of America highlighted Texas Instruments, alongside Analog Devices and onsemi, as key beneficiaries of AI power, 800 V and analog demand. Although TI’s share price has climbed 59% since the quarter began, BofA maintains that the company’s content-expansion potential remains undervalued.

On April 22, Texas Instruments reported first-quarter revenues of $4.83 billion, net income of $1.55 billion and earnings per share of $1.68. The company also raised its first-quarter guidance, citing robust AI data center demand, which helped ignite the stock’s rally. In February, TI agreed to acquire Silicon Laboratories for about $7.5 billion, strengthening its wireless-connectivity, analog and embedded-processor portfolio to secure long-term growth.

A leading U.S. semiconductor firm, Texas Instruments derives the majority of its revenue from analog semiconductors and embedded processors. With a strong foothold in industrial, automotive and communications chips, the company has recently drawn attention for burgeoning AI server and electric vehicle power-management demand, as well as its investment in expanding 300 mm wafer‐fabrication capacity in the U.S.—moves that have heightened expectations for mid- to long-term performance leverage.