Texas Instruments supply chain risk
As of 2026-10-09, Texas Instruments depends on 4 tracked suppliers headquartered in 3 countries (2 of them in the United States). 2 of those suppliers hold a monopoly or leader position in their own segment, led by Applied Materials and Air Liquide. Texas Instruments itself carries a supply-chain criticality score of 81/100, with 237 tracked companies downstream of it.
Data as of 2026-10-09 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- Applied Materials — leader in Deposition, United States
- Air Liquide — leader in Specialty Gases, France
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- United States — 2 suppliers (50%)
- France — 1 supplier (25%)
- Taiwan — 1 supplier (25%)
All 4 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| Applied Materials | Deposition | leader | United States | 83/100 |
| Air Liquide | Specialty Gases | leader | France | 83/100 |
| United Microelectronics (UMC) | Pure-Play Foundry | major | Taiwan | 69/100 |
| Aldec, Inc. | EDA Software | challenger | United States | 58/100 |
Downstream exposure
- Criticality score: 81/100
- Companies downstream of Texas Instruments: 237
- Tracked market cap downstream (priced companies only): $35.97T across 148 priced companies
Frequently asked questions3
- How many suppliers does Texas Instruments have?
- wafergraph tracks 4 key suppliers for Texas Instruments, across 3 countries.
- Which of Texas Instruments's suppliers are single-source risks?
- Applied Materials and Air Liquide hold monopoly or leader positions in their segments, which makes them the hardest suppliers for Texas Instruments to replace.
- What is Texas Instruments's supply-chain criticality score?
- Texas Instruments scores 81/100 on wafergraph's chokepoint criticality index, with 237 tracked companies downstream.
Cite as: wafergraph, “Texas Instruments supply chain risk — 4 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/ti (data as of 2026-10-09).
Open Texas Instruments's supplier graph →
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly