Kampani ya Texas Instruments Inc. yalengeza za kuneneratu kokhumudwitsa kwa ndalama zomwe zikubwera mu kotala lino, chifukwa cha kufunikira kochepa kwa ma chips komanso kukwera kwa mitengo yopangira.
Kampaniyo inanena mu lipoti lake Lachinayi kuti phindu la kotala loyamba pa gawo lililonse lidzakhala pakati pa masenti 94 ndi $1.16. Pakati pa gawoli ndi $1.05 pa gawo lililonse, zomwe zili pansi kwambiri pa zomwe akatswiri akuyembekezeka kuchita pa $1.17. Malonda akuyembekezeka kukhala pakati pa $3.74 biliyoni ndi $4.06 biliyoni, poyerekeza ndi zomwe akuyembekezera pa $3.86 biliyoni.
Malonda pakampaniyo adatsika kwa magawo asanu ndi anayi motsatizana chifukwa makampani ambiri a zamagetsi adapitirirabe kuyenda pang'onopang'ono, ndipo akuluakulu a TI adati ndalama zopangira zinthu zimawonjezeranso phindu.
Malonda akuluakulu a TI amachokera ku zida zamafakitale ndi opanga magalimoto, kotero zomwe akuneneratu ndi chitsimikizo cha chuma cha dziko lonse. Miyezi itatu yapitayo, akuluakulu adati misika ina yamakampani ikuwonetsa zizindikiro zakutaya zinthu zambiri, koma kubwereranso sikunali mwachangu monga momwe amalonda ena amayembekezera.
Masheya a kampaniyo adatsika ndi pafupifupi 3% mu malonda atatha maola ola limodzi pambuyo pa chilengezocho. Pofika kumapeto kwa malonda wamba, magawo adakwera pafupifupi 7% chaka chino.
Mkulu wa bungwe la Texas Instruments, Haviv Elan, anati Lachinayi kuti kufunikira kwa mafakitale kukupitirirabe kufooka. "Mafakitale odziyimira pawokha komanso zomangamanga zamagetsi sizinathe," adatero poyankhulana ndi akatswiri.
Mu makampani opanga magalimoto, kukula ku China sikuli kolimba monga kale, zomwe zikutanthauza kuti sikungathe kuletsa kufooka komwe kumayembekezeredwa padziko lonse lapansi. "Sitinawonebe pansi - ndiloleni ndifotokoze bwino," adatero Ilan, ngakhale kampaniyo ikuwona "mphamvu."
Mosiyana kwambiri ndi zomwe zanenedweratu mokhumudwitsa, zotsatira za Texas Instruments mu kotala lachinayi sizinali zovuta kuposa zomwe akatswiri ankayembekezera. Ngakhale kuti malonda adatsika ndi 1.7% kufika pa $4.01 biliyoni, akatswiri ankayembekezera $3.86 biliyoni. Ndalama zomwe zinapezedwa pa gawo lililonse zinali $1.30, poyerekeza ndi zomwe ankayembekezera pa $1.21.
Kampaniyi yomwe ili ku Dallas ndi kampani yaikulu kwambiri yopanga ma chips omwe amagwira ntchito zosavuta koma zofunika kwambiri pazida zosiyanasiyana zamagetsi komanso ndi kampani yoyamba yaikulu yopanga ma chips ku US kupereka malipoti a ndalama zomwe amapeza munyengo ino.
Mkulu wa Zachuma Rafael Lizardi adati pamsonkhano womwe adakumana nawo kuti kampaniyo ikugwiritsa ntchito mafakitale ena omwe ali ndi mphamvu zochepa kuti achepetse katundu, zomwe zikuwononga phindu.
Makampani opanga ma chip akamachedwetsa kupanga, amapeza ndalama zomwe zimatchedwa kuti zosagwiritsidwa ntchito mokwanira. Vutoli limawononga ndalama zambiri, ndipo kuchuluka kwa malonda omwe amatsala pambuyo poti ndalama zopangira zachotsedwa.
Opanga ma chip m'madera ena a dziko lapansi adawona kufunikira kosiyanasiyana kwa zinthu zawo. Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co. ndi SK Hynix Inc. adawona kuti zinthu za malo osungira deta zikupitilizabe kugwira ntchito bwino, chifukwa cha kuchuluka kwa luntha lochita kupanga. Komabe, misika yocheperako ya mafoni ndi makompyuta aumwini idalepheretsabe kukula konse.
Misika ya mafakitale ndi magalimoto pamodzi imapeza pafupifupi 70% ya ndalama zomwe Texas Instruments imapeza. Wopanga ma chip amapanga ma processor a analog ndi embedded, gulu lofunika kwambiri mu ma semiconductor. Ngakhale ma chip awa amagwira ntchito zofunika monga kusintha mphamvu mkati mwa zida zamagetsi, mtengo wawo si wokwera ngati ma chip a AI ochokera ku Nvidia Corp. kapena Intel Corp.
Pa Januwale 23, Texas Instruments idatulutsa lipoti lake la zachuma la kotala lachinayi. Ngakhale kuti ndalama zonse zidatsika pang'ono, magwiridwe antchito ake adapitilira zomwe msika unkayembekezera. Ndalama zonse zidafika pa US$4.01 biliyoni, kutsika kwa chaka ndi chaka kwa 1.7%, koma zidapitilira US$3.86 biliyoni zomwe zimayembekezeredwa pa kotala lino.
Kampani ya Texas Instruments nayonso yawona kuchepa kwa phindu la ntchito, kufika pa $1.38 biliyoni, kutsika ndi 10% kuchokera nthawi yomweyi chaka chatha. Ngakhale kuti phindu la ntchito latsika, idapitirirabe zomwe inkayembekezera ndi $1.3 biliyoni, zomwe zikusonyeza kuti kampaniyo ili ndi mphamvu zopitiliza kuchita bwino ngakhale kuti zinthu zili zovuta pazachuma.
Kugawa ndalama m'magawo, Analog inanena kuti ndalama zokwana $3.17 biliyoni, zomwe zinakwera ndi 1.7% chaka chilichonse. Mosiyana ndi zimenezi, Embedded Processing inatsika kwambiri pa ndalama zomwe zinapezeka, zomwe zinafika pa $613 miliyoni, zomwe zinatsika ndi 18% kuchokera chaka chatha. Pakadali pano, gulu la ndalama zokwana "Other" (lomwe limaphatikizapo mabizinesi ang'onoang'ono osiyanasiyana) linanena kuti ndalama zokwana $220 miliyoni, zinakwera ndi 7.3% chaka chilichonse.
Haviv Ilan, purezidenti komanso CEO wa Texas Instruments, anati ndalama zogwirira ntchito zafika pa $6.3 biliyoni m'miyezi 12 yapitayi, zomwe zikuwonetsanso mphamvu ya bizinesi yake, ubwino wa zinthu zomwe amapanga komanso ubwino wopanga mainchesi 12. Ndalama zolowera kwaulere panthawiyi zinali $1.5 biliyoni. Chaka chathachi, kampaniyo idayika $3.8 biliyoni mu kafukufuku ndi chitukuko, malonda, ndalama zonse ndi zoyendetsera, ndi $4.8 biliyoni mu ndalama zogulira, pomwe idabweza $5.7 biliyoni kwa eni masheya.
Iye anaperekanso malangizo a kotala loyamba la TI, akulosera kuti ndalama zomwe amapeza pakati pa $3.74 biliyoni ndi $4.06 biliyoni ndi phindu pa gawo lililonse pakati pa $0.94 ndi $1.16, ndipo adalengeza kuti akuyembekeza kuti msonkho wogwira ntchito mu 2025 ukhale pafupifupi 12%.
Bloomberg Research yatulutsa lipoti la kafukufuku lomwe linanena kuti zotsatira za kotala lachinayi la Texas Instruments ndi malangizo a kotala loyamba zikusonyeza kuti mafakitale monga zamagetsi, mauthenga ndi mabizinesi akuchira, koma kusintha kumeneku sikukwanira kuthetsa kufooka komwe kukupitilirabe m'misika yamafakitale ndi yamagalimoto, yomwe pamodzi imapanga 70% ya malonda a kampaniyo.
Kuchira pang'onopang'ono kuposa momwe amayembekezera m'magawo a mafakitale, kuchepa kwakukulu kwa magalimoto aku US ndi Europe, komanso kukula pang'onopang'ono pamsika waku China zikusonyeza kuti TI ipitiliza kukumana ndi mavuto m'magawo awa.
Nthawi yotumizira: Januwale-27-2025