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Texas Instruments

Battery management & motor-control chips

Published by FyncaResearch checked How we research

HUMANOID ROBOT

Where it fits in the robot

Dedicated humanoid reference designs cover battery monitoring, balancing, protection, gauging, motor control, and power conversion.

What the evidence establishes

Humanoid evidence

Humanoid reference designs cover motor drives, BMS, sensing, controllers, and multi-axis hand control. TI supplies chips, not complete mechanical hands.

An explicit humanoid product, development program, application, or partnership. This does not establish revenue, market share, or production volumes.

Component roleBattery management & motor-control chips
EvidenceHumanoid reference designs cover motor drives, BMS, sensing, controllers, and multi-axis hand control. TI supplies chips, not complete mechanical hands.
Primary sourceTexas Instruments — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Semiconductors enable many end markets; TI is not a battery-cell producer or a humanoid pure play.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A robotics product or development announcement does not by itself establish material humanoid revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Encoder & drive electronics

Position feedback and a motor drive close the control loop so the joint follows commanded motion.

Scope of the company links: Includes position encoders, motor-control chips, drive power devices, and integrated controls. Open a company to see its specific role.

AI & control processor

The main processor executes perception and planning. Real-time control can run on separate processing cores or devices.

Scope of the company links: AI processors and embedded real-time controllers serve different workloads. Arm licenses processor IP; it does not manufacture chips.

Battery management board

A BMS monitors series-group voltages, pack current and selected temperatures. Protection and balancing require suitable circuitry; the illustration omits a complete safety design.

Scope of the company links: Battery-monitoring, protection, balancing, and management electronics. Cell makers and generic motor drivers are listed separately.

Signal conditioning & ADC

Amplifiers and analog-to-digital converters read the small gauge signals. Calibration and processing relate those readings to forces and moments.

Scope of the company links: Precision measurement and embedded signal-processing electronics. This is not a claim that these companies make a complete six-axis transducer.

Miniature motor & drive

A compact motor and drive apply tension through the transmission. Position or force control additionally depends on feedback and the hand’s mechanical design.

Scope of the company links: Miniature motors or integrated hands, plus hand motor-control electronics. Chip suppliers do not manufacture the mechanical finger.

Contact-force feedback

Feedback helps the controller limit grip force. Listed suppliers offer relevant force-sensing or signal-chain technology, not necessarily this fingertip design.

Scope of the company links: Tactile/contact-force sensors and supporting measurement electronics. Joint angle encoders and wrist torque sensors are different from fingertip touch.

SMART GLASSES

Where it fits in smart glasses

BQ25170 charger and TPA2011D1 class-D amplifier (driving the bone-conduction speakers) in Brilliant Labs Halo (OEM hardware docs). TI’s AR-glasses solution page (ti.com/solution/augmented-reality-glasses) lists BQ2562x chargers, BQ27xxx fuel gauges, TAA3020/TAD5242 audio converters, DRV2605 haptics, OPT3004 light sensor, CC2340 BLE and DLP230NP/DLP3310 near-eye DLP chips.

What the evidence establishes

Smart-glasses evidence

Partner-disclosed: Brilliant Labs’ Halo hardware documents name the BQ25170 charger and TPA2011D1 amplifier. TI’s AR-glasses solution page lists fuel gauges, audio converters, haptics and Bluetooth LE.

An explicit smart-glasses product, design-in, supply role, program, application page or partnership, including wrist or ring input sold with glasses. For a device maker, it means the company’s own glasses, not a supplier relationship. This does not establish revenue, market share, volumes or future sourcing.

Component roleCharger and amplifier chips for glasses
EvidencePartner-disclosed: Brilliant Labs’ Halo hardware documents name the BQ25170 charger and TPA2011D1 amplifier. TI’s AR-glasses solution page lists fuel gauges, audio converters, haptics and Bluetooth LE.
How we knowPartner/OEM-disclosed A named partner, licensor or device maker’s document names the company. The scope is that document’s product or program, not a general supply relationship.
Primary sourceTexas Instruments — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

A single niche OEM win (Halo). The near-eye DLP chips on its AR-glasses page are not linked to the LCoS panel.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A smart-glasses product, design-in or partnership does not by itself establish material glasses revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Audio DSP & amplifier

Beamforming, noise suppression and amplification run in the SoC, a Bluetooth audio co-processor or a discrete amplifier; placement varies.

Scope of the company links: Audio SoCs, voice co-processors and amplifiers: Bestechnic and Actions glasses SoCs; Awinic’s AI-glasses amplifiers are in mass production at wearable-AI customers (H1 2026 report); TI’s TPA2011D1 drives the speakers in Brilliant Labs Halo, and TI lists TAA3020/TAD5242 converters on its AR-glasses page; NXP markets i.MX RT audio co-processors. In AR1 designs much of the DSP runs on the Qualcomm SoC, which is listed under Processors.

Protection & fuel gauge

MOSFETs, a fuel gauge and a thermistor at the cell tabs prevent over-charge and over-discharge and report state of charge.

Scope of the company links: TI lists BQ27220, BQ27427 and BQ27Z561 fuel gauges on its AR-glasses solution page; the fuel-gauge vendor in any named product is not identified. Awinic’s AI-glasses page lists charger-input OVP, not battery protection, so Awinic is not mapped here.

PMIC & charger

The power-management IC generates the supply rails for the SoC, display and sensors and controls charging. In this archetype it sits on the logic board in the other temple.

Scope of the company links: TI’s BQ25170 charger is documented in Brilliant Labs Halo and Analog Devices’ MAX77654 (with integrated charger) in the sold-out Brilliant Labs Frame; TI, ST, NXP and Awinic (AW32002/AW32005/AW32012 chargers, DC/DC, LDOs) market glasses power management. Meta designed a custom power chip for the Orion prototype.

AI SERVER RACK

Where it fits in an AI server rack

Unveiled a complete 800 VDC power architecture with NVIDIA (Mar 16, 2026): an 800 V hot-swap controller, 800 V-to-6 V and 800 V-to-12 V bus converters with integrated GaN power stages, a 6 V-to-sub-1 V multiphase buck converter, a 30 kW 800 V AC/DC PSU and 800 V capacitor bank units. NVIDIA lists TI among its 800 VDC silicon partners (May 20 and Oct 13, 2025).

What the evidence establishes

AI-rack evidence

Disclosed: TI’s release describes its 800 VDC architecture developed in collaboration with NVIDIA; NVIDIA names TI among 800 VDC silicon partners.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Component role800 VDC power architecture and chips developed with NVIDIA
EvidenceDisclosed: TI’s release describes its 800 VDC architecture developed in collaboration with NVIDIA; NVIDIA names TI among 800 VDC silicon partners.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourceTexas Instruments — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

This is next-generation architecture work; no current NVL72 content, volumes or AI revenue are disclosed.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Power shelf PSUs

Hot-swap rectifier modules of several kilowatts each, grouped in 1U shelves, that turn facility AC into roughly 50 V DC for the busbar.

Scope of the company links: Hot-swap AC-to-DC rectifiers in 1U shelves feeding the busbar at about 50 V. NVIDIA says the GB300 NVL72 power supply, with about half its volume given to capacitors storing 65 J per GPU, was co-designed with Lite-On, and Vertiv sells a 33 kW shelf of six 5.5 kW PSUs for GB200 and GB300. Delta, Flex and Advanced Energy sell AI power shelves and 800 VDC power racks, Megmeet is on NVIDIA’s 800 VDC component list, and Murata reports rising server power-supply sales. TI, onsemi, Infineon, Navitas, Power Integrations, ST and ROHM supply the GaN, SiC and control silicon inside supplies and are named for 800 VDC; which chips sit in a given shelf is not disclosed. Apart from Lite-On’s co-design, shelf suppliers for specific GB200/GB300 deployments are press reports and are not used. AcBel was a candidate but no source was captured. Luxshare lists power shelves for AI racks without naming a program.

Voltage regulators

Multiphase controllers, power stages and 48 V converter modules that step bus voltage down to below one volt at hundreds or thousands of amps, right beside each chip.

Scope of the company links: Multiphase controllers, power stages and 48 V or 800 V bus-converter modules stepping down to under 1 V at the chips. MPS reports stronger sales of power management for AI and server applications and is sampling an 800 V solution; Infineon calls AI data-center power its main growth driver. TI (a 6 V-to-sub-1 V multiphase buck in its 800 VDC architecture), onsemi, Navitas, AOS, Renesas and Analog Devices are on NVIDIA’s 800 VDC silicon lists or have announced 800 VDC work with NVIDIA; Vicor sells 48 V Power-on-Package modules for AI accelerators. Delta (TLVR regulators), Flex (vertical power delivery), Advanced Energy (800 V-to-50 V converters) and Lite-On (power bricks) sell modules. NVIDIA does not say whose power stages sit on a Blackwell board, and press share estimates are not used. Empower (being acquired by ADI) and Claros (being acquired by Navitas) are private; Richtek is a MediaTek subsidiary.

Thermal sensors & fan control

Temperature sensors and fan controllers that read the heat at each zone and set fan speeds, trading noise and power against temperature.

Scope of the company links: Texas Instruments markets the TMP464 remote temperature sensor for monitoring GPUs and other processors in servers and the AMC6821 PWM fan controller for network servers, and Nuvoton markets server hardware-monitor ICs beside its BMCs; neither names a rack design-in. In NVL72-class trays, fan control is usually run by the baseboard management controller (listed under CPUs, memory & storage). Analog Devices’ and Microchip’s fan-controller pages could not be checked in our review, so they are not mapped.

QUANTUM COMPUTER

Where it fits in a quantum computer

QuEL’s QuBE controller mixes 1.25–3.25 GHz waveforms with 10.5–11.5 GHz local oscillators generated by LMX2594 PLL synthesizers, TI’s 15 GHz wideband RF synthesizer, to drive qubits at 7.25–10 GHz (June 11, 2026). The open-source QICK controller uses LMX2594s as local oscillators on its second RF board, DAC11001 bias DACs and LMH6401 variable-gain amplifiers in its QICK box, and LMK04208/LMK04828B chips that clock the data converters on the RFSoC boards it supports.

What the evidence establishes

Quantum-computing evidence

Partner-disclosed: the QuBE/Qubex paper by QuEL, University of Osaka and RIKEN researchers names LMX2594 synthesizers as its local oscillators, and QICK’s board driver and documentation name the LMX2594, DAC11001, LMH6401 and LMK04828B.

An explicit quantum-computing product, design-in, supply role, program or partnership, such as a part sold for quantum computers or a named quantum-computer customer. For a maker, it means the company’s own quantum computers or processors. This does not establish revenue, market share, volumes or future sourcing.

Component roleLO synthesizers and clock chips in qubit controllers
EvidencePartner-disclosed: the QuBE/Qubex paper by QuEL, University of Osaka and RIKEN researchers names LMX2594 synthesizers as its local oscillators, and QICK’s board driver and documentation name the LMX2594, DAC11001, LMH6401 and LMK04828B.
How we knowPartner-disclosed A named partner, customer or platform owner’s document names the company. The scope is that document’s system or program, not a general supply relationship.
Primary sourceTexas Instruments — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

TI does not market a quantum product or report quantum revenue, and the sources name part numbers in a preprint and open-source code rather than TI disclosures. Synthesizers and clock chips are a small share of a controller’s cost, and other designs use ADI or in-house sources.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. A quantum-computing product, design-in or partnership does not by itself establish material quantum revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Microwave sources & mixers

Local oscillators, synthesizers and IQ mixers that move pulses up to the qubits’ 4–8 gigahertz band and bring the readout signal back down.

Scope of the company links: Keysight’s QCS includes M5201A down converters (2–16 GHz input) alongside AWGs that output directly up to 16 GHz. In QuEL’s QuBE, Analog Devices ADRF6780 mixers and Texas Instruments LMX2594 synthesizers move 1.25–3.25 GHz waveforms up to the 7.25–10 GHz drive band, and QICK’s RF boards use ADI ADF4372 or TI LMX2594 local oscillators. Anritsu positions its signal generators as qubit-control local oscillators, with lab use documented at AIST. Controllers that synthesize microwaves directly need fewer mixers. Zurich Instruments’ SHFSG+ signal generators and QuEL’s front end are private.

Related research

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