Texas Instruments Inc. yakazivisa fungidziro yemari inoodza mwoyo yekota iripo, ichikuvadzwa nekuenderera mberi kwehudombe hwekudiwa kwemachipisi uye kukwira kwemitengo yekugadzira.
Kambani iyi yakataura mukutaura neChina kuti yekutanga-kota mihoro pachikamu chimwe chete ichava pakati pemasendi makumi mapfumbamwe nemana nemadhora gumi nematanhatu. Iyo yepakati peiyo dhizaini ndeye $ 1.05 per share, pazasi peavhareji analyst forecast ye $ 1.17. Kutengeswa kunotarisirwa kunge kuri pakati pemadhora 3.74 bhiriyoni uye $4.06 bhiriyoni, zvichienzaniswa nezvakatarisirwa zvemadhora 3.86 bhiriyoni.
Kutengesa kukambani kwakadonha kwezvikamu zvipfumbamwe zvakatevedzana sezvo yakawanda yeindasitiri yemagetsi yakaramba yakatsiga, uye vakuru veTI vakati mitengo yekugadzira inoremawo purofiti.
Kutengesa kukuru kweTI kunobva kumidziyo yemaindasitiri nevagadziri vemotokari, saka fungidziro yayo ibhero rehupfumi hwenyika. Mwedzi mitatu yapfuura, vakuru vakuru vakati mimwe misika yekambani iyi yairatidza zviratidzo zvekurasa zvinhu zvakawandisa, asi kudzokororwa kwacho hakuna kukurumidza sezvaitarisirwa nevamwe vanoisa mari.
Migove yekambani iyi yakadonha ingangoita 3% mukutengesa-maawa mushure mekuzivisa. Nekuda kwekuvhara kwekutengesa nguva dzose, mashizha akanga akwira anenge 7% gore rino.
Texas Instruments Chief Executive Haviv Elan akataura neChina kuti zvinodiwa zvemaindasitiri zvinoramba zvisina simba. "Industrial otomatiki uye masimba emagetsi haasati adzika," akadaro parunhare nevaongorori.
Muindasitiri yemotokari, kukura muChina hakuna kusimba sezvayaimbova, zvichireva kuti haigone kudzikamisa kushaya simba kwaitarisirwa munyika dzese. "Hatisati taona pasi - rega ndijeke," Ilan akadaro, kunyangwe kambani ichiona "nzvimbo dzesimba."
Mukupesana zvikuru nekufanotaura kunoodza mwoyo, Texas Instruments 'yechina-kota zvawanikwa zviri nyore kukunda zvinotarisirwa nevanoongorora. Kunyange zvazvo kutengesa kwakaderera 1.7% kusvika ku $ 4.01 bhiriyoni, vaongorori vaitarisira $ 3.86 bhiriyoni. Mari yakawanikwa pagomendi yaive $1.30, zvichienzaniswa nezvaitarisirwa zve$1.21.
Kambani yeDallas ndiyo hombe inogadzira machipisi anoita mabasa ari nyore asi akakosha mumhando dzakasiyana dzemidziyo yemagetsi uye yekutanga hombe yekuUS chipmaker kushuma manhamba mumwaka uno wemihoro.
Chief Financial Officer Rafael Lizardi akataura pamusangano wekufona kuti kambani iri kushanda zvimwe zvidyarwa zviri pasi pesimba rakazara kudzikisa zvigadzirwa, izvo zviri kukanganisa purofiti.
Kana makambani echip achinonoka kugadzirwa, anounza anonzi underutilization cost. Dambudziko rinodya mugirosi, chikamu chekutengesa chinosara mushure mekubviswa kwemitengo yekugadzira.
Vagadziri vemachipisi kune mamwe mativi enyika vakaona kudiwa kwakasanganiswa kwezvinhu zvavo. Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co. uye SK Hynix Inc. yakataura kuti zvigadzirwa zvepa data zvakaramba zvichiita zvakasimba, zvichitungamirirwa ne boom muhungwaru hwekugadzira. Nekudaro, misika ine usimbe yemafoni uye makomputa emunhu achiri kukanganisa kukura kwese.
Misika yemaindasitiri nemotokari pamwe chete inoita makumi manomwe muzana yemari yeTexas Instruments. Iyo chipmaker inogadzira analog uye yakamisikidzwa processors, yakakosha chikamu mune semiconductors. Kunyange machipi aya achibata mabasa akakosha akadai sekushandura simba mukati memidziyo yemagetsi, haana mitengo yakakwira seAI machipi kubva kuNvidia Corp. kana Intel Corp.
Musi waNdira 23, Texas Instruments yakaburitsa mushumo wezvemari wechina. Kunyange zvazvo mari yose yakaderera zvishoma, kushanda kwayo kwakapfuura zvinotarisirwa nemusika. Mari yese yakasvika US $ 4.01 bhiriyoni, kuderera-pagore kwe1.7%, asi yakapfuura iyo yaitarisirwa US $ 3.86 bhiriyoni yekota ino.
Texas Instruments yakaonawo kudzikira kwepurofiti yekushandisa, ichipinda pamadhora bhiriyoni 1.38, ichidzika negumi muzana kubva panguva imwecheteyo gore rapfuura. Pasinei nekuderera kwepurofiti yekushanda, ichiri kurova zvinotarisirwa nemadhora bhiriyoni 1.3, zvichiratidza kugona kwekambani kuchengetedza kushanda kwakasimba kunyangwe mamiriro ehupfumi akaomarara.
Kuputsa mari nechikamu, Analog yakashuma $3.17 bhiriyoni, kumusoro 1.7% gore-pamusoro-gore. Kusiyana neizvi, Embedded Processing yakaona kuderera kukuru kwemari, ichipinda pamadhora mazana matanhatu nemakumi matatu nemazana matatu emadhora, ichidzika 18% kubva gore rapfuura. Zvichakadaro, iyo "Imwe" chikamu chemari (inosanganisira akasiyana madiki mabhizinesi mayuniti) yakashumwa $220 miriyoni, kumusoro 7.3% gore-pagore.
Haviv Ilan, purezidhendi uye CEO weTexas Instruments, akati kuyerera kwemari kwakasvika madhora mabhiriyoni 6.3 mumwedzi gumi nemiviri yadarika, zvichiratidza kusimba kwemhando yebhizinesi rayo, kunaka kwechigadzirwa chayo uye zvakanakira kugadzirwa kwemasendimita gumi nemaviri. Kuyerera kwemahara kwemari panguva iyi yaive $1.5 bhiriyoni. Mugore rapfuura, kambani yakaisa $3.8 bhiriyoni mukutsvagisa nekusimudzira, kutengesa, mari yezvese uye yekutonga, uye $4.8 bhiriyoni mukushandiswa kwemari, ichidzorera madhora bhiriyoni mazana mashanu nemazana manomwe kune vanogovana.
Akapawo gwara rechikamu chekutanga cheTI, achifanotaura mari iri pakati pemadhora 3.74 bhiriyoni uye $4.06 bhiriyoni uye mihoro payo imwe neimwe pakati pemadhora 0.94 nemadhora 1.16, uye akazivisa kuti anotarisira kuti mutero unoshanda muna 2025 uchave unosvika gumi nemaviri%.
Bloomberg Research yakaburitsa gwaro rekutsvagisa richiti Texas Instruments 'yechina-kota mhedzisiro uye yekutanga-gwara nhungamiro yakaratidza kuti maindasitiri akadai semagetsi emunhu, kufambiswa kwemashoko nemabhizinesi ari kupora, asi kuvandudzwa uku hakuna kukwana kugadzirisa kusasimba kuri kuramba kuchiitika mumisika yemaindasitiri nemotokari, iyo pamwe chete inoverengera makumi manomwe muzana ekutengesa kwekambani.
Iko kunonoka-kupfuura-kutarisirwa kupora muchikamu cheindasitiri, kuderera kwakanyanya muUS neEuropean zvikamu zvemotokari, uye kukura kunononoka mumusika weChinese kunoratidza kuti TI icharamba ichitarisana nematambudziko munzvimbo idzi.
Nguva yekutumira: Jan-27-2025