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CLAIM #58035 · Texas Instruments Incorporated (TXN) · 2021Q3 earnings call · Oct 26, 2021 · due Oct 26, 2036

RFAB2, with that capex, RFAB2 should add another $5 billion of annual revenue, again, when it's full week web price or not, obviously not on day 1.

Rafael Lizardi · CFO

PENDING
graded after results covering Oct 26, 2036 are reported

How to check this claim

Look at: Incremental annual revenue capacity attributable to RFAB2 fab (300mm wafer fab), as disclosed in TI capacity/revenue commentary

It came true if: Company-disclosed RFAB2 incremental annual revenue capacity >= $4.5 billion (i.e., approximately $5 billion once fully utilized)

Where: Company disclosures on capacity/revenue potential by fab (earnings calls, investor day/February analyst meeting presentations, 10-K)

In context

to deduce that that percent will increase over time. Unidentified Analyst: Very good. And as a follow-up, and I don't want to steal your thunder from February, but in the past, you’ve talked about capacity of $22 billion. Obviously, you're going to go through capacity expansion here for the next 12 months to 18 months. Would you share any new numbers with those, I don't know, 25, 28, anything at all? Rafael Lizardi: Yeah. No, so great question. Thanks for the setup for February. We will talk about that in February. Until then, what I would tell you is you've heard us talk about DMOS6 and our RFAB1. Roughly, that's the potential of about $8 billion of annual revenue on 300-millimeter than RFAB2. And this is all depending -- highly dependent on mix. So, these are not affected numbers, but RFAB2, with that capex, RFAB2 should add another $5 billion of annual revenue, again, when it's full week web price or not, obviously not on day 1. And Lehi should add 3 billion to 4 billion of annual revenue. So, we're thinking in terms of that, and we're thinking even beyond that. Because as we look at the Company's potential for growth into the next 10 and 15 years, then we're not stopping, just thinking in the next 4 or 5 years, we're thinking 10, 15 years. And we'll talk about that in February in more detail. Dave Pahl: That's great. And I think we can go ahead and wrap up Rafael can you have the mic. Rafael Lizardi: Okay. Let me wrap up by reiterating what we have said previously. At our core, we're engineers, and technology's the foundation of our Company, but ultimately, our objective and the best metric to measure progress and generate long-term value for owners is the growth of free cash over share. While we strive to achi

Verify independently

SEC filings for TXN · Claim quote is verbatim from the 2021Q3 earnings call.