I-Texas Instruments Inc. ibhengeze uqikelelo lwengeniso oludanisayo kwikota yangoku, oluchaphazeleka kukunyuka kwemfuno yeetships kunye nokunyuka kweendleko zokuvelisa.
Le nkampani ithe kwingxelo ngoLwesine ukuba ingeniso yekota yokuqala ngesabelo ngasinye iya kuba phakathi kweesenti ezingama-94 kunye ne-$1.16. Umgangatho ophakathi woluhlu yi-$1.05 ngesabelo ngasinye, ngaphantsi kakhulu koqikelelo lomhlalutyi oqhelekileyo we-$1.17. Intengiso kulindeleke ukuba ibe phakathi kwe-$3.74 yezigidigidi kunye ne-$4.06 yezigidigidi, xa kuthelekiswa nolindelo lwe-$3.86 yezigidigidi.
Intengiso kule nkampani yehle kangangeekota ezilithoba zilandelelana njengoko uninzi lweshishini le-elektroniki luhlala lucotha, kwaye abaphathi be-TI bathi iindleko zokuvelisa nazo zixhomekeke kwinzuzo.
Intengiso enkulu yeTI ivela kwizixhobo zoshishino kunye nabenzi beemoto, ngoko ke uqikelelo lwayo luyindlela entle yoqoqosho lwehlabathi. Kwiinyanga ezintathu ezidlulileyo, abaphathi bathi ezinye zeemarike zokugqibela zenkampani zibonisa iimpawu zokulahlekelwa yimpahla egqithisileyo, kodwa ukubuya kwakhona akuzange kube ngokukhawuleza njengoko abanye abatyali-mali babelindele.
Izabelo zenkampani zehle malunga ne-3% kurhwebo lwasemva kweeyure zomsebenzi emva kwesibhengezo. Ekupheleni korhwebo oluqhelekileyo, isitokhwe sinyuke malunga ne-7% kulo nyaka.
Umphathi oyiNtloko weTexas Instruments uHaviv Elan uthe ngoLwesine ukuba imfuno yemizi-mveliso isabuthathaka. “Uomatshini bokuzenzakalela kunye neziseko zophuhliso zamandla azikanciphi okwangoku,” utshilo kwifowuni kunye nabahlalutyi.
Kwishishini leemoto, ukukhula eTshayina akunamandla njengoko kwakunjalo ngaphambili, oko kuthetha ukuba akunakukwazi ukuphelisa ubuthathaka obulindelweyo kwihlabathi liphela. “Asikayiboni eyona nto iphambili okwangoku — mandicacise,” utshilo u-Ilan, nangona inkampani ibona “amanqaku anamandla.”
Ngokungafaniyo noqikelelo oludanisayo, iziphumo zekota yesine zeTexas Instruments ziyoyisa ngokulula into ebilindelwe ngabahlalutyi. Nangona intengiso yehle nge-1.7% ukuya kwi-$4.01 yeebhiliyoni, abahlalutyi babelindele i-$3.86 yeebhiliyoni. Ingeniso ngesabelo ngasinye yayiyi-$1.30, xa kuthelekiswa nolindelo lwe-$1.21.
Le nkampani eseDallas yeyona nkampani inkulu eyenza iitships ezenza imisebenzi elula kodwa ebalulekileyo kwiindidi ezahlukeneyo zezixhobo ze-elektroniki kwaye yeyona nkampani yokuqala enkulu yaseMelika evelisa iitships ukunika ingxelo ngamanani kwixesha lokufumana imali.
Igosa eliyiNtloko lezeMali uRafael Lizardi uthe kwintlanganiso yenkomfa ukuba inkampani isebenzisa ezinye izityalo ezingaphantsi kwamandla apheleleyo ukunciphisa uluhlu lwezinto ezisetyenzisiweyo, nto leyo eyonakalisa inzuzo.
Xa iinkampani zeetship zicotha ukuvelisa, zifumana iindleko ezibizwa ngokuba kukusetyenziswa ngaphantsi kwexabiso elifunekayo. Ingxaki idla imali eninzi, ipesenti yentengiso esele isele emva kokuba iindleko zemveliso zincitshisiwe.
Abenzi beetship kwezinye iindawo zehlabathi babone imfuno eyahlukeneyo yeemveliso zabo. I-Taiwan Semiconductor Manufacturing Co., i-Samsung Electronics Co. kunye ne-SK Hynix Inc. baqaphele ukuba iimveliso zeziko ledatha ziqhubekile nokusebenza kakuhle, ziqhutywa kukwanda kobukrelekrele bokwenziwa. Nangona kunjalo, iimarike ezicothayo zeefowuni kunye neekhompyutha zobuqu zisathintele ukukhula ngokubanzi.
Iimarike zoshishino nezeemoto xa zizonke zenza malunga ne-70% yengeniso yeTexas Instruments. Umenzi weetship wenza iiprosesa ze-analog kunye ne-embedded, udidi olubalulekileyo kwii-semiconductors. Nangona ezi chips zisingatha imisebenzi ebalulekileyo efana nokuguqula amandla ngaphakathi kwezixhobo ze-elektroniki, azinaxabiso liphezulu njengeetship ze-AI ezivela kwiNvidia Corp. okanye kwi-Intel Corp.
Ngomhla wama-23 kweyoMqungu, iTexas Instruments ikhuphe ingxelo yayo yezemali yekota yesine. Nangona ingeniso iyonke yehle kancinci, ukusebenza kwayo kudlule okulindelweyo kwimarike. Ingeniso iyonke ifikelele kwi-US$4.01 yeebhiliyoni, ukwehla konyaka nge-1.7%, kodwa idlule kwi-US$3.86 yeebhiliyoni ekulindelekileyo kule kota.
I-Texas Instruments ikwabone ukwehla kwenzuzo yokusebenza, ifikelela kwi-1.38 yeebhiliyoni zeerandi, ihle nge-10% ukusuka kwixesha elifanayo kunyaka ophelileyo. Nangona ihle inzuzo yokusebenza, isadlule ulindelo nge-1.3 yeebhiliyoni zeerandi, nto leyo ebonisa amandla enkampani okugcina ukusebenza kakuhle nangona iimeko zoqoqosho zinzima.
Ukwahlula ingeniso ngokwecandelo, i-Analog ibike i-$3.17 yeebhiliyoni, inyuke nge-1.7% ngonyaka. Ngokwahlukileyo koko, i-Embedded Processing ibone ukwehla okukhulu kwengeniso, ifika kwi-$613 yezigidi, ihle nge-18% kunyaka ophelileyo. Okwangoku, udidi lwengeniso "Olunye" (oluquka amacandelo ahlukeneyo eshishini elincinci) lubike i-$220 yezigidi, inyuke nge-7.3% ngonyaka.
UHaviv Ilan, umongameli kunye ne-CEO yeTexas Instruments, uthe ukuhamba kwemali yokusebenza kufikelele kwi-$6.3 yeebhiliyoni kwiinyanga ezili-12 ezidlulileyo, nto leyo egxininisa ngakumbi amandla emodeli yayo yeshishini, umgangatho wepotifoliyo yemveliso yayo kunye neenzuzo zemveliso ye-intshi ezili-12. Ukuhamba kwemali yasimahla ngeli xesha bekuyi-$1.5 yeebhiliyoni. Kunyaka ophelileyo, inkampani ityale imali eyi-$3.8 yeebhiliyoni kuphando nophuhliso, kwiintengiso, kwiindleko eziqhelekileyo nezolawulo, kunye ne-$4.8 yeebhiliyoni kwiindleko ezinkulu, ngelixa ibuyisela i-$5.7 yeebhiliyoni kubaninizabelo.
Ukwanike isikhokelo kwikota yokuqala ye-TI, eqikelela ingeniso ephakathi kwe-$3.74 yeebhiliyoni kunye ne-$4.06 yeebhiliyoni kunye nemali engenayo ngesabelo ngasinye phakathi kwe-$0.94 kunye ne-$1.16, kwaye wabhengeza ukuba ulindele ukuba izinga lerhafu elisebenzayo ngo-2025 libe malunga ne-12%.
I-Bloomberg Research ikhuphe ingxelo yophando ethi iziphumo zekota yesine zeTexas Instruments kunye nesikhokelo sekota yokuqala zibonise ukuba amashishini afana ne-elektroniki yomntu, unxibelelwano kunye namashishini ayabuyela esiqhelweni, kodwa olu phuculo alwanelanga ukuphelisa ubuthathaka obuqhubekayo kwiimarike zoshishino kunye neemoto, ezithi xa zizonke zibe yi-70% yentengiso yenkampani.
Ukubuyela kwimeko yesiqhelo kancinci kunokuba bekulindelwe kwicandelo lezemizi-mveliso, ukwehla okubonakalayo kwicandelo leemoto laseMelika naseYurophu, kunye nokukhula okucothayo kwimarike yaseTshayina kubonisa ukuba i-TI iya kuqhubeka ijongene nemingeni kwezi ndawo.
Ixesha leposi: Jan-27-2025