I-Texas Instruments Inc. imemezele isibikezelo semali engenayo esidumazayo sekota yamanje, ilinyazwe ukufunwa okuqhubekayo kwama-chips kanye nezindleko zokukhiqiza ezikhulayo.
Le nkampani ithe esitatimendeni ngoLwesine ukuthi imali etholwa yikota yokuqala ngesheya ngalinye izoba phakathi kwamasenti angama-94 kuya ku-$1.16. Iphoyinti elimaphakathi lobubanzi ngu-$1.05 ngesheya ngalinye, ngaphansi kahle kwesibikezelo somhlaziyi esimaphakathi esingu-$1.17. Ukuthengisa kulindeleke ukuthi kube phakathi kuka-$3.74 billion no-$4.06 billion, uma kuqhathaniswa nokulindelwe ku-$3.86 billion.
Ukuthengisa enkampanini kwehle ngamakota ayisishiyagalolunye aqondile njengoba ingxenye enkulu yemboni yezogesi ihlale ivilapha, futhi abaphathi be-TI bathi izindleko zokukhiqiza nazo zinenzuzo enkulu.
Ukuthengisa okukhulu kakhulu kwe-TI kuvela kumishini yezimboni nakubakhi bezimoto, ngakho izibikezelo zakhona ziwumphumela omuhle womnotho womhlaba. Ezinyangeni ezintathu ezedlule, abaphathi bathe ezinye izimakethe zokuphela kwenkampani zikhombisa izimpawu zokudakwa kwempahla eningi, kodwa ukubuyisela kabusha akuzange kusheshe njengoba abanye abatshalizimali bebelindele.
Amasheya enkampani ehle cishe ngo-3% ekuhwebeni kwangemva kwehora ngemuva kwesimemezelo. Kusukela kuvalwa ukuhweba okuvamile, isitoko senyuke cishe ngo-7% kulo nyaka.
Isikhulu esiphezulu seTexas Instruments uHaviv Elan uthe ngoLwesine isidingo sezimboni sihlala sibuthakathaka. "Ingqalasizinda yezimboni ezishintshayo kanye nezamandla ayikapheli," esho ocingweni abe nalo nabahlaziyi.
Embonini yezimoto, ukukhula eShayina akuqinile njengoba kwakunjalo ngaphambili, okusho ukuthi ngeke kukwazi ukubhekana nobuthakathaka obulindelekile emhlabeni wonke. "Asikakuboni okuphansi - ake ngicacise," kusho u-Ilan, yize inkampani ibona "amaphuzu wamandla."
Ngokuphambene kakhulu nesibikezelo esidumazayo, imiphumela yekota yesine ye-Texas Instruments yehlula kalula okulindelwe abahlaziyi. Nakuba ukuthengiswa kwehle ngo-1.7% kuya ku-$4.01 billion, abahlaziyi balindele u-$3.86 billion. Inzuzo ngesheya ngalinye ibingu-$1.30, uma iqhathaniswa nokulindelwe kuka-$1.21.
Inkampani ezinze e-Dallas ingumenzi omkhulu wama-chips enza imisebenzi elula kodwa ebucayi ezinhlobonhlobo zemishini kagesi kanye nomkhiqizi omkhulu wokuqala wase-US ukubika izibalo ngesizini yamanje yemali etholwayo.
Isikhulu Esiphezulu Kwezezimali uRafael Lizardi uthe ocingweni lwengqungquthela ukuthi inkampani isebenzisa izitshalo ezingaphansi komthamo ogcwele ukuze kuncishiswe izinto, okulimaza inzuzo.
Lapho izinkampani zama-chip zinciphisa ukukhiqiza, zithola lokho okubizwa ngokuthi izindleko zokusebenzisa kancane. Inkinga idla i-gross margin, iphesenti lokuthengisa elisala ngemva kokuba izindleko zokukhiqiza sezisusiwe.
Abakhi bamashiphu kwezinye izingxenye zomhlaba babone isidingo esixubile semikhiqizo yabo. I-Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co. kanye ne-SK Hynix Inc. baphawule ukuthi imikhiqizo yesikhungo sedatha iqhubekile nokusebenza ngamandla, iqhutshwa ukwanda kobuhlakani bokwenziwa. Kodwa-ke, izimakethe ezintekenteke zama-smartphones namakhompyutha omuntu zisakhinyabeza ukukhula kukonke.
Izimakethe zezimboni nezezimoto zihlangene zenza cishe u-70% wemali engenayo yase-Texas Instruments. I-chipmaker yenza ama-analog namaphrosesa ashumekiwe, isigaba esibalulekile kuma-semiconductors. Nakuba lawa ma-chips ephatha imisebenzi ebalulekile efana nokuguqula amandla ngaphakathi kwemishini kagesi, awanayo intengo ephezulu njengama-AI chips avela ku-Nvidia Corp. noma i-Intel Corp.
NgoJanuwari 23, iTexas Instruments yakhipha umbiko wayo wezezimali wekota yesine. Nakuba imali engenayo iyonke yehle kancane, ukusebenza kwayo kweqe okulindelwe yimakethe. Isamba semali engenile sifinyelele ku-US$4.01 billion, ukwehla konyaka nonyaka ngo-1.7%, kodwa yeqe i-US$3.86 billion ebilindelwe kule kota.
I-Texas Instruments iphinde yabona ukwehla kwenzuzo yokusebenza, ingena ku-$1.38 billion, yehle ngo-10% kusukela esikhathini esifanayo ngonyaka odlule. Naphezu kokwehla kwenzuzo yokusebenza, isadlula okulindelwe ngamaRandi ayizigidi eziyizinkulungwane ezingu-1.3, okubonisa ikhono lenkampani lokugcina ukusebenza okuqinile naphezu kwezimo zomnotho eziyinselele.
Ihlukanisa imali engenayo ngengxenye, i-Analog ibike ama-dollar ayizigidi eziyizinkulungwane ezingu-3.17, ikhuphuke ngo-1.7% unyaka nonyaka. Ngokuphambene, Ukucutshungulwa Okushunyekiwe kubone ukwehla okukhulu kwemali engenayo, ingena ku-$613 million, yehle ngo-18% kusukela onyakeni odlule. Ngaleso sikhathi, isigaba semali engenayo "Ezinye" (okuhlanganisa amayunithi ahlukahlukene amabhizinisi amancane) sibike amaRandi ayizigidi ezingama-220, akhuphuke ngo-7.3% unyaka nonyaka.
U-Haviv Ilan, umongameli kanye ne-CEO ye-Texas Instruments, uthe ukuhamba kwemali okusebenzayo kufinyelele ku-$ 6.3 billion ezinyangeni ezingu-12 ezedlule, eqhubeka egqamisa amandla emodeli yebhizinisi layo, ikhwalithi yephothifoliyo yomkhiqizo wayo kanye nezinzuzo zokukhiqiza okungama-intshi angu-12. Ukugeleza kwemali kwamahhala phakathi nalesi sikhathi bekungamaRandi ayizigidi eziyizinkulungwane eziyi-1.5. Ngonyaka odlule, inkampani itshale imali eyizigidi eziyizinkulungwane ezingu-3.8 ocwaningweni nasekuthuthukisweni, ukuthengisa, izindleko ezijwayelekile nezokuphatha, kanye namaRandi ayizigidi eziyizinkulungwane ezingu-4.8 ezindlekweni ezinkulu, kuyilapho ibuyisela u-$5.7 billion kubanikazi bamasheya.
Uphinde wanikeza umhlahlandlela wekota yokuqala ye-TI, ebikezela imali engenayo ephakathi kuka-$3.74 billion no-$4.06 billion kanye nemali etholwayo ngesheya ngalinye phakathi kuka-$0.94 no-$1.16, futhi wamemezela ukuthi ulindele ukuthi izinga lentela elisebenzayo ngo-2025 libe cishe ku-12%.
I-Bloomberg Research ikhiphe umbiko wocwaningo othi imiphumela yekota yesine ye-Texas Instruments kanye neziqondiso zekota yokuqala zibonise ukuthi izimboni ezifana ne-elekthronikhi yomuntu siqu, ezokuxhumana kanye namabhizinisi ziyasimama, kodwa lokhu kuthuthukiswa akwanele ukuqeda ubuthakathaka obuqhubekayo ezimakethe zezimboni nezezimoto, ezihlanganisa u-70% wokuthengiswa kwenkampani.
Ukusimama okuhamba kancane kunalokho obekulindelwe emkhakheni wezimboni, ukwehla okugqame kakhudlwana embonini yezimoto yase-US kanye ne-Europe, kanye nokukhula kancane kwezimakethe zaseShayina kuphakamisa ukuthi i-TI izoqhubeka nokubhekana nezinselele kulezi zindawo.
Isikhathi sokuthumela: Jan-27-2025