TI Capital Management Day 2026: With everyone scrambling for cleanrooms, TI is comfortably sitting on $20B revenue worth of clean rooms (LFAB2 and SM1); SM2 shell completed; SM3/4 in 2030s
- After 6-yr elevated capex cycle, capex cools off to $2-$3B in ’26 (previously $2-$5B guidance)- The guidance implies 5-10% y/y revenue growth is required to hit the $8 FCF targetSource: Sravan Kundojjala
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