I-Texas Instruments Inc. ibhengeze uqikelelo lwengeniso ephoxayo yekota yangoku, yenzakaliswe kukuqhubela phambili kwemfuno ecothayo yeetshiphusi kunye nokunyuka kweendleko zokwenza.
Inkampani ithe kwingxelo ngoLwesine ukuba umvuzo wekota yokuqala ngesabelo ngasinye uya kuba phakathi kweesenti ezingama-94 kunye ne-1.16 yeedola. I-midpoint yoluhlu yi-$ 1.05 ngesabelo ngasinye, ngaphantsi kwe-avareji yomhlalutyi we-forecast ye-$ 1.17. Iintengiso kulindeleke ukuba zibe phakathi kwe-3.74 yeebhiliyoni zeedola kunye ne-4.06 yeebhiliyoni zeedola, xa kuthelekiswa nolindelo lwe-3.86 yeebhiliyoni zeedola.
Intengiso kwinkampani yehle kangangeekota ezilithoba ezithe ngqo njengoko uninzi lweshishini le-elektroniki lahlala lidoda, kwaye abaphathi be-TI bathi iindleko zokwenziwa zinobunzima kwingeniso.
Eyona ntengiso inkulu ye-TI ivela kwizixhobo zemizi-mveliso kunye nee-automakers, ngoko uqikelelo lwayo luyintsimbi yoqoqosho lwehlabathi. Kwiinyanga ezintathu ezidlulileyo, abaphathi bathi ezinye zeemakethi zokuphela kwenkampani zibonisa iimpawu zokulahla uluhlu olugqithisiweyo, kodwa ukubuya kwakhona akuzange kukhawuleze njengoko abanye abatyali-mali bebelindele.
Izabelo zale nkampani zehle malunga ne-3% kurhwebo lwasemva kweeyure zomsebenzi emva kwesi sibhengezo. Njengoko kuvalwe ukurhweba rhoqo, isitokhwe senyuke malunga ne-7% kulo nyaka.
UMlawuli oyiNtloko we-Texas Instruments u-Haviv Elan uthe ngoLwesine ukuba imfuno yoshishino ihlala ibuthathaka. "Iindustrial automation kunye neziseko zamandla azikapheli okwangoku," utshilo kwifowuni kunye nabahlalutyi.
Kwishishini leemoto, ukukhula e-China akunamandla njengoko kwakunjalo ngaphambili, okuthetha ukuba akunakubuphelisa ubuthathaka obulindelekileyo kwihlabathi liphela. “Asikawuboni umzantsi okwangoku-mandicace,” utshilo u-Ilan, nangona inkampani ibona “amanqaku anamandla.”
Ngokuchaseneyo noqikelelo oluphoxayo, iziphumo zekota yesine zeTexas Instruments zibetha ngokulula oko kulindelwe ngabahlalutyi. Nangona ukuthengiswa kwehle nge-1.7% ukuya kwi-4.01 yeebhiliyoni zeedola, abahlalutyi balindele i-$ 3.86 yezigidigidi. Ingeniso ngesabelo ngasinye ibiyi-1.30 yeedola, xa kuthelekiswa nolindelo lwe-$1.21.
Inkampani esekwe eDallas ngoyena menzi weetshiphusi ezenza imisebenzi elula kodwa ebaluleke kakhulu kuluhlu olubanzi lwezixhobo zombane kunye neyokuqala i-chipmaker yase-US yokuxela amanani kwixesha langoku lemivuzo.
IGosa eliPhezulu lezeMali uRafael Lizardi uthe kwinkomfa yenkomfa ukuba inkampani iqhuba ezinye izityalo ezingaphantsi kwamandla apheleleyo ukunciphisa i-inventory, eyonakalisa inzuzo.
Xa iinkampani zetshiphu zicotha imveliso, zenza oko kubizwa ngokuba ziindleko zokungasebenzisi. Ingxaki itya kumda wegross, ipesenti yeentengiso ezishiyekileyo emva kokuba iindleko zemveliso zitsaliwe.
Abenzi beetshiphu kwezinye iindawo zehlabathi babone imfuno edibeneyo yeemveliso zabo. I-Taiwan Semiconductor Manufacturing Co., i-Samsung Electronics Co. kunye ne-SK Hynix Inc. yaqaphela ukuba iimveliso zeziko ledatha ziqhubekile zisebenza ngamandla, ziqhutywa yi-boom kwi-intelligence yokwenziwa. Nangona kunjalo, iimakethi ezicothayo zee-smartphones kunye neekhompyuter zobuqu zisakuthintela ukukhula ngokubanzi.
Iimarike zemizi-mveliso kunye neemoto zidibene zibalelwa malunga ne-70% yengeniso ye-Texas Instruments. I-chipmaker yenza i-analog kunye neeprosesa ezifakwe ngaphakathi, udidi olubalulekileyo kwii-semiconductors. Ngelixa ezi chips zibamba imisebenzi ebalulekileyo efana nokuguqula amandla ngaphakathi kwezixhobo zombane, azibizi ixabiso eliphezulu njengeetshiphusi ze-AI ezivela kwiNvidia Corp. okanye i-Intel Corp.
NgoJanuwari 23, iTexas Instruments ikhuphe ingxelo yayo yekota yesine yezemali. Nangona ingeniso iyonke yehle kancinane, ukusebenza kwayo kudlule ubulindelweyo bemarike. Ingeniso epheleleyo ifikelele kwi-US $ 4.01 yebhiliyoni, ukwehla konyaka-ngonyaka kwe-1.7%, kodwa idlule kwi-3.86 yeebhiliyoni zeedola zaseMelika kule kota.
I-Texas Instruments nayo yabona ukwehla kwinzuzo yokusebenza, ingena kwi-1.38 yeebhiliyoni zeedola, phantsi kwe-10% ukusuka kwixesha elifanayo kunyaka ophelileyo. Ngaphandle kokuhla kwengeniso yokusebenza, isabetha okulindelweyo nge-1.3 yeebhiliyoni zeedola, ebonisa amandla enkampani ukugcina ukusebenza okuqinileyo nangona iimeko zoqoqosho ezinzima.
Ukuqhawula ingeniso ngecandelo, i-Analog ibike i-3.17 yeebhiliyoni zeedola, inyuke nge-1.7% unyaka nonyaka. Ngokwahlukileyo koko, iNkqubo eFakelweyo ibone ukuhla okubalulekileyo kwengeniso, kungena kwi-613 yezigidi zeedola, phantsi kwe-18% ukusuka kunyaka ophelileyo. Ngeli xesha, udidi lwengeniso "Olunye" (elibandakanya iiyunithi ezahlukeneyo zamashishini amancinci) libike i-220 yezigidi zeerandi, inyuke nge-7.3% unyaka nonyaka.
U-Haviv Ilan, umongameli kunye ne-CEO ye-Texas Instruments, uthe ukuhamba kwemali okusebenzayo kufikelele kwi-6.3 yeebhiliyoni zeedola kwiinyanga ezili-12 ezidlulileyo, egxininisa ngakumbi amandla emodeli yoshishino, umgangatho wepotfoliyo yemveliso kunye neenzuzo zemveliso ye-12-intshi. Ukuhamba kwemali simahla ngeli xesha bekuyi-1.5 yeebhiliyoni zeedola. Kunyaka ophelileyo, inkampani ityale i-3.8 yeebhiliyoni zeerandi kuphando kunye nophuhliso, intengiso, iindleko ngokubanzi kunye nezolawulo, kunye ne-4.8 yeebhiliyoni zeedola kwinkcitho eyinkunzi, ngelixa ibuyisela i-5.7 yeebhiliyoni zeedola kubaninizabelo.
Ukwanike isikhokelo kwikota yokuqala ye-TI, eqikelela ingeniso phakathi kwe-3.74 yeebhiliyoni zeedola kunye ne-4.06 yeebhiliyoni zeedola kunye nengeniso ngesabelo ngasinye phakathi kwe-0.94 yeedola kunye ne-1.16 yeedola, kwaye ubhengeze ukuba ulindele ukuba izinga lerhafu elisebenzayo ngo-2025 libe malunga ne-12%.
I-Bloomberg Research ikhuphe ingxelo yophando isithi iziphumo zekota yesine ze-Texas Instruments kunye nesikhokelo sekota yokuqala ibonise ukuba amashishini afana ne-elektroniki yobuqu, unxibelelwano kunye namashishini ayalulama, kodwa olu phuculo alwanelanga ukuphelisa ubuthathaka obuqhubekayo kwiimarike zemizi-mveliso kunye neemoto, ezithi xa zidibene zibalelwa kwi-70% yeentengiso zenkampani.
Ukuchacha okucothayo kunoko bekulindelwe kwicandelo lemizi-mveliso, ukuhla okucacayo ngakumbi kumacandelo eemoto aseMelika naseYurophu, kunye nokukhula okucothayo kwimarike yaseTshayina kucebisa ukuba i-TI iya kuqhubeka nokujongana nemingeni kwezi ndawo.
Ixesha lokuposa: Jan-27-2025