Texas Instruments (TI), the world's leading analog chipmaker and a key automotive semiconductor supplier, is set to lay off around 400 employees as part of its plan to shut down its remaining 150mm wafer fabrication plants in North Texas.

According to filings with the Texas Workforce Commission's Worker Adjustment and Retraining Notification (WARN) system, TI will cut 163 jobs at its Dallas facility on North Central Expressway, while another 190 employees will be affected at its Brownsville and Austin sites. Over 150 workers at the Dallas fab have already been notified that their final workday will be December 12.

An employee told local media outlet KXII that workers were previously assured of preferential hiring at TI's new plants if they agreed to assist with the shutdown of the company's older 150mm facilities. However, the current layoffs have cast uncertainty over those earlier commitments.

TI confirmed the restructuring in a statement, saying,

"We regularly look at how we can operate more efficiently and best support the company's long-term strategy. As a result, we made some organizational changes that impacted some of our employees. These changes include reaching the final steps of our planned, multi-year transition to close our remaining 150mm facilities in Dallas and Sherman. These are difficult decisions, and our priority is to support our long-term employees through these changes. TI's long-term commitment to North Texas, including our investments in our newest factories in Sherman, remains unchanged."

The layoffs come as TI proceeds with the permanent closure of its aging 150mm production lines, expected to be completed by April 30, 2026. The company said affected employees will receive at least 60 days of paid leave.

Despite the downsizing of older fabs, TI is investing aggressively in next-generation production. The company has pledged more than $60 billion to expand U.S. semiconductor manufacturing, including $40 billion for its new Sherman facilities and $6 billion for its Richardson campus—projects expected to create up to 60,000 jobs over time.

In its latest financial results, TI reported $4.45 billion in second-quarter revenue, up 9% sequentially and 16% year-over-year, with a net income of $1.295 billion. The growth was driven by a rebound in industrial demand and recent price adjustments across more than 60,000 chip models, with some prices rising by over 30%.

Meanwhile, TI faces potential headwinds in China. In mid-September, China's Ministry of Commerce announced that it had accepted a petition from the Jiangsu Semiconductor Industry Association to launch an anti-dumping investigation into U.S.-origin analog chips—a segment dominated by American suppliers such as Texas Instruments, Analog Devices (ADI), and Skyworks, which together hold nearly 40% of the global analog chip market.

As TI phases out its legacy fabs and ramps up investment in new facilities, the company finds itself navigating both the cyclical nature of the chip industry and the increasing complexity of global trade tensions.