Ua hoʻolaha ʻo Texas Instruments Inc. i kahi wānana loaʻa ʻole no ka hapaha o kēia manawa, i hōʻeha ʻia e ka hoʻomau ʻana i ka noi lohi no nā chips a me ka piʻi ʻana o nā kumukūʻai hana.
Ua ʻōlelo ka hui ma kahi ʻōlelo i ka Pōʻalima ʻo ka loaʻa kālā o ka hapaha mua ma waena o 94 keneta a me $1.16. ʻO ka waena waena o ka laulā he $1.05 no ka pāʻani, ʻoi aku ma lalo o ka wanana awelika o $1.17. Manaʻo ʻia nā kūʻai aku ma waena o $ 3.74 biliona a me $ 4.06 biliona, i hoʻohālikelike ʻia me nā manaʻolana o $ 3.86 biliona.
Ua hāʻule nā kūʻai aku ma ka ʻoihana no ʻeiwa mau hapaha pololei e like me ka nui o ka ʻoihana uila i hoʻomau ʻia, a ua ʻōlelo nā luna hoʻokele o TI i ke kaupaona ʻana o nā kumu kūʻai i nā waiwai.
ʻO nā kūʻai nui loa o TI mai nā lako hana a me nā mea hana kaʻa, no laila, ʻo kāna mau wānana he bellwether no ka hoʻokele waiwai honua. ʻEkolu mau mahina i hala aku nei, ua ʻōlelo nā luna hoʻokō e hōʻike ana kekahi o nā mākeke hopena o ka ʻoihana i nā hōʻailona o ka hoʻokahe ʻana i nā waihona waiwai, akā ʻaʻole i like ka wikiwiki o ka rebound e like me ka manaʻo o kekahi mau mea hoʻopukapuka.
Ua hāʻule nā ʻāpana o ka hui ma kahi o 3% i ke kālepa ma hope o nā hola ma hope o ka hoʻolaha. I ka pau ʻana o ke kālepa maʻamau, ua piʻi ke kumukūʻai ma kahi o 7% i kēia makahiki.
Ua ʻōlelo ʻo Texas Instruments Chief Executive Haviv Elan i ka Pōʻalima e mau ana ka nāwaliwali o ka noi ʻoihana. "ʻAʻole i hoʻohaʻahaʻa ʻia ka ʻenehana ʻoihana a me ka ʻenehana ikehu," i ʻōlelo ai ʻo ia ma ke kelepona me nā mea loiloi.
I ka ʻoihana kaʻa, ʻaʻole ikaika ka ulu ʻana ma Kina e like me ka wā ma mua, ʻo ia hoʻi ʻaʻole hiki ke hoʻopau i ka nāwaliwali i manaʻo ʻia ma ke koena o ka honua. "ʻAʻole mākou i ʻike i ka lalo - e hoʻomaopopo iaʻu," i ʻōlelo ai ʻo Ilan, ʻoiai ke ʻike nei ka hui i "nā kiko o ka ikaika."
Ma kahi ʻokoʻa loa i ka wānana hoʻohaʻahaʻa, ʻoi aku ka maʻalahi o ka hopena o ka hapahā ʻehā o Texas Instruments i ka manaʻo o ka poʻe loiloi. ʻOiai ua hāʻule ke kūʻai aku i ka 1.7% i $ 4.01 biliona, ua manaʻo nā mea loiloi he $ 3.86 biliona. He $1.30 ka loaʻa ʻana o kēlā me kēia mahele, i hoʻohālikelike ʻia me nā manaʻolana o $1.21.
ʻO ka hui ʻo Dallas ka mea hana nui loa o nā chips e hana nei i nā hana maʻalahi akā koʻikoʻi i loko o kahi ākea o nā mea uila a me ka mea hana chip nui US mua e hōʻike i nā kiʻi i ka wā loaʻa kālā.
Ua ʻōlelo ʻo Luna Hoʻokele Waiwai ʻo Rafael Lizardi ma kahi hālāwai kūkā e hana ana ka ʻoihana i kekahi mau mea kanu ma lalo o ka mana piha e hōʻemi i ka waihona waiwai, kahi e hōʻeha nei i ka loaʻa kālā.
Ke lohi nei nā ʻoihana chip i ka hana ʻana, loaʻa lākou i nā kumu kūʻai underutilization. ʻAi ka pilikia i ka palena nui, ka pākēneka o nā kūʻai i koe ma hope o ka unuhi ʻana i nā kumukūʻai hana.
Ua ʻike ka poʻe chipmakers ma nā wahi ʻē aʻe o ka honua i nā koi like ʻole no kā lākou huahana. Ua ʻike ʻo Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co. a me SK Hynix Inc. i ka hoʻomau ʻana o nā huahana kikowaena data i ka hana ikaika, i alakaʻi ʻia e ka boom i ka naʻauao hana. Eia nō naʻe, ʻo nā mākeke lohi no nā smartphones a me nā kamepiula pilikino e hoʻopilikia mau i ka ulu holoʻokoʻa.
ʻO nā mākeke ʻenehana a me nā kaʻa kaʻa i hui pū ʻia ma kahi o 70% o ka loaʻa kālā o Texas Instruments. Hana ka chipmaker i nā kaʻina hana analog a hoʻokomo ʻia, kahi ʻāpana koʻikoʻi i nā semiconductor. ʻOiai e mālama ana kēia mau ʻāpana i nā hana koʻikoʻi e like me ka hoʻololi ʻana i ka mana i loko o nā mea uila, ʻaʻole lākou i kūʻai ʻia e like me ke kiʻekiʻe o AI chips mai Nvidia Corp. a i ʻole Intel Corp.
Ma Ianuali 23, ua hoʻokuʻu ʻo Texas Instruments i kāna hōʻike kālā ʻehā hapaha. ʻOiai ua emi iki ka loaʻa kālā, ua ʻoi aku kāna hana ma mua o ka manaʻo o ka mākeke. ʻO ka huina kālā i hōʻea i ka US $ 4.01 biliona, kahi emi o ka makahiki ma ka makahiki o 1.7%, akā ua ʻoi aku ma mua o ka US $ 3.86 biliona i manaʻo ʻia no kēia hapaha.
Ua ʻike pū ʻo Texas Instruments i ka emi ʻana o ka loaʻa kālā, e hele mai ana i $ 1.38 biliona, i lalo o 10% mai ka manawa like i ka makahiki i hala. ʻOiai ka emi ʻana o ka loaʻa kālā, ʻoi aku ka nui o nā mea i manaʻo ʻia e $1.3 biliona, e hōʻike ana i ka hiki o ka hui ke hoʻomau i ka hana ikaika ʻoiai nā kūlana hoʻokele waiwai.
ʻO ka hoʻohaʻahaʻa ʻana i ka loaʻa kālā ma ka ʻāpana, ua hōʻike ʻo Analog i $ 3.17 biliona, e piʻi ana i ka 1.7% makahiki ma luna o ka makahiki. ʻO ka hoʻohālikelike, ʻike ʻia ka Embedded Processing i kahi hāʻule nui o ka loaʻa kālā, e hele mai ana ma $613 miliona, ma lalo o 18% mai ka makahiki i hala. I kēia manawa, ua hōʻike ʻia ka ʻāpana kālā "'ē aʻe" (ʻo ia hoʻi nā ʻāpana ʻoihana liʻiliʻi ʻē aʻe) he $220 miliona, ʻoi aku ka 7.3% i kēlā me kēia makahiki.
Ua haʻi ʻo Haviv Ilan, pelekikena a me Luna Nui o Texas Instruments, ua hōʻea ke kālā kālā i $ 6.3 biliona i nā mahina he 12 i hala iho nei, e hōʻike hou ana i ka ikaika o kāna ʻoihana ʻoihana, ka maikaʻi o kāna kōpili huahana a me nā pono o ka hana 12-inch. ʻO ke kahe kālā manuahi i ka manawa he $1.5 biliona. I ka makahiki i hala iho nei, ua hoʻolilo ka hui i $3.8 biliona i ka noiʻi a me ka hoʻomohala ʻana, ke kūʻai aku ʻana, ka nui a me ka hoʻokele hoʻokele, a me $ 4.8 biliona i nā hoʻolimalima kālā, ʻoiai e hoʻihoʻi ana i $ 5.7 biliona i nā mea kuleana.
Ua hāʻawi pū ʻo ia i ke alakaʻi no ka hapaha mua o TI, e wānana ana i ka loaʻa kālā ma waena o $ 3.74 biliona a me $ 4.06 biliona a me ka loaʻa kālā ma waena o $ 0.94 a me $ 1.16, a hoʻolaha ʻo ia e manaʻo nei ʻo ia ka helu ʻauhau kūpono ma 2025 ma kahi o 12%.
Ua hoʻopuka ʻo Bloomberg Research i kahi hōʻike noiʻi e ʻōlelo ana ua hōʻike ʻia nā hopena ʻehā a Texas Instruments a me ke alakaʻi ʻana i ka hapaha mua e ola hou ana nā ʻoihana e like me ka uila pilikino, kamaʻilio a me nā ʻoihana, akā ʻaʻole lawa kēia hoʻomaikaʻi e hoʻopau i ka nāwaliwali mau ʻana i nā mākeke ʻoihana a me nā kaʻa, ʻo ia ka 70% o ke kūʻai ʻana o ka hui.
ʻO ka hoʻihoʻi lohi-ma mua o ka mea i manaʻo ʻia i ka ʻoihana ʻoihana, ʻoi aku ka nui o ka emi ʻana o ka US a me nā ʻāpana kaʻa ʻEulopa, a me ka ulu ʻana o ka ulu ʻana o ka mākeke Kina e hōʻike ana e hoʻomau ʻo TI i nā pilikia i kēia mau wahi.
Ka manawa hoʻouna: Jan-27-2025