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CLAIM #58104 · Texas Instruments Incorporated (TXN) · 2022Q3 earnings call · Oct 25, 2022 · due Jan 25, 2023

We don’t expect that there is really much, if any, impact due to those changes really to that or in any of the restrictions from overall from that.

Dave Pahl · Head of IR

PENDING
graded after results covering Jan 25, 2023 are reported

In context

Dave Pahl: Thank you. We will go to the next caller please. Operator: We will take the follow-up from Timothy Arcuri, UBS. Your line is open. Please go ahead. Timothy Arcuri: Thanks a lot Dave for let me come back in. So my follow-up was on China. And I’m wondering if you can talk about your business there. Are you seeing any signs of pull-ins or push-outs as a result of some of these bands. Are you seeing any changes sort of in the linearity around the bands getting announced? And I think also, you had talked about China being like high teens of consumption of your product. Is that still where you see it? Thanks. Dave Pahl: So – and Rafael, maybe you want to add to it. But on the bands, that the recent changes in some of the bands, there were companies added to the entities list overall. We don’t expect that there is really much, if any, impact due to those changes really to that or in any of the restrictions from overall from that. Anything to add on that? Rafael Lizardi: Yes, correct. 99% of our parts fall on the very lowest category of restrictions, just given the nature of the types of parts that we sell. So we don’t have restrictions on those. Of course, there are restrictions specific to entities. There is the entity lease that you hear about, the FDP, that’s another list. And we, of course, follow all the regulations when it comes to that. So when an entity goes listed in there, we take that into account and restrict shipments as according to the law. But given how that works, we don’t expect any meaningful or significant impact to our revenue with those export loss. Dave Pahl: Yes. And that was the first part of your question, Tim. The second part you had mentioned high teens, it’s actually about 25% of our r

Verify independently

SEC filings for TXN · Claim quote is verbatim from the 2022Q3 earnings call.