GE Appliances Doubles Down on U.S.-Made Chips with Texas Instruments Deal — GE Appliances, a Haier company

Event summary

GE Appliances will integrate Texas Instruments (TI) semiconductors into one-third of its next-generation connected appliances, with production starting in 2027.
The deal nearly doubles GE Appliances’ spending with TI and supports its 'Zero Distance' strategy for domestic supply chain resilience.
TI’s U.S.-manufactured microcontrollers, Wi-Fi solutions, and analog components will enable smarter, more efficient laundry products.
GE Appliances is exploring future projects using TI’s intelligent microcontroller platform for AI-capable control architectures.

The big picture

This partnership aligns with broader industry trends toward reshoring critical manufacturing capabilities and enhancing supply chain resilience. GE Appliances’ commitment to U.S.-made components reflects a strategic shift away from global supply chains, potentially setting a precedent for other domestic manufacturers. The deal also underscores the growing importance of semiconductors in enabling next-generation connected appliances.

What we're watching

Supply Chain Resilience: How GE Appliances’ reliance on U.S.-manufactured semiconductors will affect its production timelines and costs.
Technological Innovation: Whether TI’s advanced motor drive technology and AI-capable control architectures can differentiate GE Appliances in the connected appliances market.
Market Dynamics: The pace at which other appliance manufacturers adopt similar domestic semiconductor sourcing strategies to bolster supply chain security.