Texas Instruments Inc (XTER:TII)
€ 188.12 -3.1 (-1.62%) Market Cap: 173.21 Bil Enterprise Value: 178.76 Bil PE Ratio: 37.02 PB Ratio: 10.52 GF Score: 83/100

Texas Instruments Inc at UBS Technology Conference Transcript

Nov 28, 2023 / 03:55PM GMT
Release Date Price: €138.92 (-0.57%)
Timothy Michael Arcuri
UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

Yes, for the next session, very pleased to have Texas Instruments. I'm very pleased to have Rafael Lizardi, who is the CFO of TI. Thank you for coming. Good morning.

Rafael R. Lizardi
Texas Instruments Incorporated - CFO and Senior VP of Finance & Operations

Thank you. Good morning.

Questions & Answers

Timothy Michael Arcuri
UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

So I'll just lead off with a couple of questions here. So Rafael, I'll ask you the first question that I get a lot, which is, when people look at your long-term model and they look at 10% CAGR and they look at all the CapEx dollars that you're spending to add all this capacity, people have a hard time seeing how the growth can be 10% over the longer term. Can you sort of explain some of the underlying growth drivers that you think will transpire over the

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