Ua hoʻolaha ʻo Texas Instruments Inc. i kahi wānana loaʻa kālā hoʻohoka no ka hapaha o kēia manawa, i hōʻeha ʻia e ka hoʻomau ʻana o ka lohi o ke koi no nā ʻāpana a me ka piʻi ʻana o nā kumukūʻai hana.
Ua ʻōlelo ka hui ma kahi ʻōlelo i ka Pōʻahā e loaʻa ana ka loaʻa kālā ma kēlā me kēia mahele no ka hapaha mua ma waena o 94 keneta a me $1.16. ʻO ke kikowaena o ka pae he $1.05 no kēlā me kēia mahele, ma lalo loa o ka wānana a ka mea loiloi he $1.17. Manaʻo ʻia ke kūʻai aku ma waena o $3.74 biliona a me $4.06 biliona, ke hoʻohālikelike ʻia me nā mea i manaʻo ʻia he $3.86 biliona.
Ua hāʻule nā kūʻai aku ma ka ʻoihana no ʻeiwa mau hapaha i ka wā i lohi ai ka hapa nui o ka ʻoihana uila, a ua ʻōlelo nā luna hoʻomalu o TI ua kaupaona pū nā kumukūʻai hana i ka loaʻa kālā.
ʻO nā kūʻai aku nui loa a TI mai nā lako hana ʻoihana a me nā mea hana kaʻa, no laila ʻo kāna mau wānana he belewether no ka hoʻokele waiwai honua. ʻEkolu mahina i hala aku nei, ua ʻōlelo nā luna hoʻomalu ua hōʻike kekahi o nā mākeke hope o ka hui i nā hōʻailona o ka hoʻokahe ʻana i ka waihona keu, akā ʻaʻole wikiwiki ka piʻi ʻana e like me ka mea i manaʻo ʻia e kekahi mau mea hoʻopukapuka kālā.
Ua hāʻule nā kumukūʻai o ka hui ma kahi o 3% ma ke kālepa ma hope o nā hola hana ma hope o ka hoʻolaha ʻana. I ka pau ʻana o ke kālepa maʻamau, ua piʻi ka waihona ma kahi o 7% i kēia makahiki.
Ua ʻōlelo ʻo Haviv Elan, ka Luna Hoʻokele o Texas Instruments, i ka Pōʻahā, ua nāwaliwali mau ke koi no nā ʻoihana. "ʻAʻole i pae i lalo ka automation ʻoihana a me ke kahua ikehu," wahi āna ma kahi kelepona me nā mea loiloi.
Ma 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 ʻae mai iaʻu e wehewehe," wahi a Ilan, ʻoiai ua ʻike ka hui i nā "kiko o ka ikaika."
I ka ʻokoʻa loa i ka wānana hoʻohoka, ua lanakila maʻalahi nā hopena o ka hapaha ʻehā o Texas Instruments i nā manaʻolana o nā mea loiloi. ʻOiai ua hāʻule nā kūʻai aku he 1.7% i $4.01 biliona, ua manaʻo nā mea loiloi he $3.86 biliona. ʻO ka loaʻa kālā ma kēlā me kēia mahele he $1.30, ke hoʻohālikelike ʻia me nā manaʻolana o $1.21.
ʻO ka hui ma Dallas ka mea hana nui loa o nā ʻāpana e hana ana i nā hana maʻalahi akā koʻikoʻi i loko o nā ʻano mea uila like ʻole a ʻo ia ka mea hana ʻāpana nui mua o US e hōʻike i nā helu i ke kau loaʻa kālā o kēia manawa.
Ua ʻōlelo ʻo Rafael Lizardi, Luna Hoʻokele Waiwai, ma kahi kelepona kūkā e hana ana ka ʻoihana i kekahi mau hale hana ma lalo o ka mana piha e hōʻemi i ka waihona, kahi e hōʻeha nei i ka loaʻa kālā.
Ke hoʻolohi nā ʻoihana chip i ka hana ʻana, loaʻa iā lākou nā kumukūʻai i kapa ʻia ʻo underutilization. Hoʻopau ka pilikia i ka gross margin, ka pakeneka o ke kūʻai aku i koe ma hope o ka unuhi ʻia ʻana o nā kumukūʻai hana.
Ua ʻike nā mea hana Chip ma nā wahi ʻē aʻe o ka honua i ke koi like ʻole no kā lākou huahana. Ua ʻōlelo ʻo Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co. a me SK Hynix Inc. ua hoʻomau ka hana ikaika o nā huahana kikowaena ʻikepili, i hoʻokele ʻia e ka ulu ʻana o ka naʻauao hana. Eia nō naʻe, ua keakea mau nā mākeke lohi no nā kelepona akamai a me nā kamepiula pilikino i ka ulu holoʻokoʻa.
ʻO ka mākeke ʻoihana a me ke kaʻa e hui pū ana no kahi o 70% o ka loaʻa kālā o Texas Instruments. Hana ka mea hana chip i nā mea hana analog a me nā mea hana i hoʻokomo ʻia, kahi māhele koʻikoʻi i nā semiconductors. ʻOiai ke lawelawe nei kēia mau chips i nā hana koʻikoʻi e like me ka hoʻololi ʻana i ka mana i loko o nā mea uila, ʻaʻole lākou i uku ʻia e like me nā chips AI mai Nvidia Corp. a i ʻole Intel Corp.
Ma Ianuali 23, ua hoʻokuʻu ʻo Texas Instruments i kāna hōʻike kālā no ka hapaha ʻehā. ʻOiai ua emi iki ka loaʻa kālā holoʻokoʻa, ua ʻoi aku kāna hana ma mua o nā manaʻolana o ka mākeke. Ua hōʻea ka huina kālā i ka US$4.01 biliona, he emi 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 hana, he $1.38 biliona, i emi iho he 10% mai ka manawa like i ka makahiki i hala. ʻOiai ka emi ʻana o ka loaʻa kālā hana, ua lanakila mau ia ma mua o nā mea i manaʻo ʻia ma $1.3 biliona, e hōʻike ana i ka hiki o ka hui ke mālama i ka hana ikaika me nā kūlana hoʻokele waiwai paʻakikī.
I ka hoʻokaʻawale ʻana i ka loaʻa kālā ma ka ʻāpana, ua hōʻike ʻo Analog i $3.17 biliona, i piʻi ʻia he 1.7% i kēlā me kēia makahiki. I ka hoʻohālikelike ʻana, ua ʻike ʻo Embedded Processing i kahi emi nui o ka loaʻa kālā, e hiki mai ana ma $613 miliona, i lalo he 18% mai ka makahiki i hala. I kēia manawa, ua hōʻike ka māhele loaʻa kālā "ʻē aʻe" (e komo pū ana me nā ʻāpana ʻoihana liʻiliʻi like ʻole) i $220 miliona, i piʻi ʻia he 7.3% i kēlā me kēia makahiki.
Ua ʻōlelo ʻo Haviv Ilan, ka pelekikena a me ka Luna Nui o Texas Instruments, ua hōʻea ke kahe kālā hana i $6.3 biliona i nā mahina 12 i hala iho nei, e hōʻike hou ana i ka ikaika o kāna kumu hoʻohālike ʻoihana, ke ʻano o kāna waihona huahana a me nā pono o ka hana ʻana he 12-ʻīniha. ʻO ke kahe kālā manuahi i loko o ia manawa he $1.5 biliona. I ka makahiki i hala, ua hoʻokomo ka hui i $3.8 biliona i ka noiʻi a me ka hoʻomohala ʻana, ke kūʻai aku, nā lilo maʻamau a me ka hoʻokele, a me $4.8 biliona i nā lilo kapikala, 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 nā loaʻa kālā ma kēlā me kēia mahele ma waena o $0.94 a me $1.16, a ua hoʻolaha ʻo ia e manaʻo ana ʻo ia e pili ana ka helu ʻauhau kūpono i ka makahiki 2025 ma kahi o 12%.
Ua hoʻokuʻu ʻo Bloomberg Research i kahi hōʻike noiʻi e ʻōlelo ana ua hōʻike nā hopena o ka hapaha ʻehā o Texas Instruments a me ke alakaʻi ʻana o ka hapaha mua e hoʻōla hou ana nā ʻoihana e like me nā uila pilikino, nā kamaʻilio a me nā ʻoihana, akā ʻaʻole lawa kēia hoʻomaikaʻi ʻana e hoʻopau i ka nāwaliwali mau i nā mākeke ʻoihana a me nā kaʻa, ʻo ia hoʻi he 70% o nā kūʻai aku o ka hui.
ʻO ka hoʻōla hou ʻana o ka ʻoihana ʻoihana i lohi ma mua o ka mea i manaʻo ʻia, ka emi nui ʻana o nā ʻoihana kaʻa o ʻAmelika Hui Pū ʻIa a me ʻEulopa, a me ka ulu lohi ʻana o ka mākeke Kina e hōʻike ana e hoʻomau ʻo TI i nā pilikia ma kēia mau wahi.
Ka manawa hoʻouna: Ian-27-2025