I-Texas Instruments Inc. imemezele isibikezelo semali engenayo esidumazayo kule kota yamanje, esilinyazwe ukuqhubekela phambili kokufunwa kancane kwama-chip kanye nezindleko zokukhiqiza ezikhulayo.
Le nkampani ithe esitatimendeni ngoLwesine ukuthi imali engenayo yekota yokuqala ngesabelo ngasinye izoba phakathi kwamasenti angu-94 nama-$1.16. Isilinganiso esiphakathi salolu hlu singama-$1.05 ngesabelo ngasinye, ngaphansi kakhulu kwesibikezelo somhlaziyi ojwayelekile esingu-$1.17. Ukuthengisa kulindeleke ukuthi kube phakathi kwama-$3.74 billion nama-$4.06 billion, uma kuqhathaniswa nokulindelekile kwama-$3.86 billion.
Ukuthengisa enkampanini kwehle izikhathi eziyisishiyagalolunye zilandelana njengoba ingxenye enkulu yemboni ye-elekthronikhi isalokhu ihamba kancane, kanti abaphathi be-TI bathi izindleko zokukhiqiza nazo zithinta inzuzo.
Ukuthengisa okukhulu kwe-TI kuvela emishinini yezimboni kanye nabakhiqizi bezimoto, ngakho-ke izibikezelo zayo ziyisibonelo esihle emnothweni womhlaba. Ezinyangeni ezintathu ezedlule, abaphathi bathi ezinye zezimakethe zokugcina zenkampani zibonisa izimpawu zokulahlekelwa yimpahla eningi, kodwa ukubuya kwempahla akuzange kusheshe njengoba abanye abatshalizimali babelindele.
Amasheya enkampani ehle cishe ngo-3% ekuhwebeni ngemuva kwamahora okusebenza ngemuva kwesimemezelo. Ngesikhathi sokuphela kokuhweba okuvamile, isitoko sase sikhuphuke cishe ngo-7% kulo nyaka.
Isikhulu Esiphezulu seTexas Instruments uHaviv Elan uthe ngoLwesine ukuthi isidingo sezimboni sisalokhu sibuthakathaka. "Ukuzenzakalela kwezimboni kanye nengqalasizinda yamandla akukanciphi okwamanje," kusho yena ocingweni nabahlaziyi.
Embonini yezimoto, ukukhula eShayina akunamandla njengoba kwakunjalo ngaphambili, okusho ukuthi ngeke kukwazi ukuqeda ubuthakathaka obulindelekile emhlabeni wonke. "Asikaze sibone ukuthi yini ephansi - ake ngicacise," kusho u-Ilan, yize inkampani ibona "amaphuzu anamandla."
Ngokuphambene kakhulu nesibikezelo esidumazayo, imiphumela yekota yesine yeTexas Instruments idlula kalula okulindelwe ngabahlaziyi. Nakuba ukuthengisa kwehle ngo-1.7% kwaya ku-$4.01 billion, abahlaziyi babelindele u-$3.86 billion. Imali engenayo ngesabelo ngasinye yayingu-$1.30, uma kuqhathaniswa nokulindelwe u-$1.21.
Le nkampani eseDallas ingumkhiqizi omkhulu wama-chip enza imisebenzi elula kodwa ebalulekile kumadivayisi amaningi kagesi futhi ingumkhiqizi wokuqala omkhulu wama-chip wase-US ukubika izibalo zesizini yamanje yemali engenayo.
Isikhulu Esiphezulu Sezezimali uRafael Lizardi uthe ocingweni lwengqungquthela ukuthi inkampani isebenzisa ezinye izitshalo ezingaphansi kwamandla aphelele ukuze inciphise isitokwe, okulimaza inzuzo.
Uma izinkampani zama-chip zinciphisa ukukhiqizwa, zithola izindleko okuthiwa ukusetshenziswa okunganele. Inkinga idla imali engenayo, iphesenti lokuthengisa elisele ngemva kokuba izindleko zokukhiqiza zisusiwe.
Abenzi be-chip kwezinye izingxenye zomhlaba babone isidingo esixubile semikhiqizo yabo. I-Taiwan Semiconductor Manufacturing Co., i-Samsung Electronics Co. kanye ne-SK Hynix Inc. baphawule ukuthi imikhiqizo yesikhungo sedatha iqhubekile nokusebenza kahle, iqhutshwa ukwanda kobuhlakani bokwenziwa. Kodwa-ke, izimakethe ezivilaphayo zama-smartphone namakhompyutha omuntu siqu zisalokhu ziphazamisa ukukhula okuphelele.
Izimakethe zezimboni nezezimoto zizonke zibiza cishe u-70% wemali engenayo yeTexas Instruments. Umenzi we-chip wenza ama-analog nama-embedded processors, isigaba esibalulekile kuma-semiconductors. Nakuba la ma-chip ephatha imisebenzi ebalulekile njengokuguqula amandla ngaphakathi kwamadivayisi kagesi, awabizi kakhulu njengama-AI chips avela ku-Nvidia Corp. noma ku-Intel Corp.
Ngomhlaka-23 Januwari, iTexas Instruments ikhiphe umbiko wayo wezezimali wekota yesine. Nakuba imali engenayo iyonke yehle kancane, ukusebenza kwayo kudlule okulindelwe emakethe. Imali engenayo iyonke ifinyelele ku-$4.01 billion, ukwehla konyaka nonyaka okungu-1.7%, kodwa idlule ku-$3.86 billion okulindelekile kule kota.
I-Texas Instruments nayo ibone ukwehla kwenzuzo yokusebenza, ifika ku-$1.38 billion, yehle ngo-10% kusukela esikhathini esifanayo ngonyaka odlule. Naphezu kokwehla kwenzuzo yokusebenza, isadlula okulindelwe ngo-$1.3 billion, okubonisa ikhono lenkampani lokugcina ukusebenza okuqinile naphezu kwezimo zomnotho ezinzima.
Ihlukanisa imali engenayo ngezigaba, i-Analog ibike ukuthi i-$3.17 billion, ikhuphuke ngo-1.7% unyaka nonyaka. Ngokuphambene nalokho, i-Embedded Processing ibone ukwehla okukhulu kwemali engenayo, ifika ku-$613 million, yehle ngo-18% kusukela ngonyaka odlule. Okwamanje, isigaba semali engenayo "Esinye" (esihlanganisa amayunithi ebhizinisi amancane ahlukahlukene) sibike ukuthi i-$220 million, ikhuphuke ngo-7.3% unyaka nonyaka.
UHaviv Ilan, umongameli kanye ne-CEO yeTexas Instruments, uthe ukuhamba kwemali yokusebenza kufinyelele ku-$6.3 billion ezinyangeni eziyi-12 ezedlule, okugqamisa kakhulu amandla emodeli yayo yebhizinisi, ikhwalithi yephothifoliyo yomkhiqizo wayo kanye nezinzuzo zokukhiqiza okungu-12-intshi. Ukuhamba kwemali yamahhala phakathi naleso sikhathi bekuyi-$1.5 billion. Ngonyaka odlule, inkampani itshale imali engu-$3.8 billion ocwaningweni nasekuthuthukisweni, ekuthengiseni, ezindlekweni ezijwayelekile nezokuphatha, kanye no-$4.8 billion ezindlekweni ezinkulu, ngenkathi ibuyisela u-$5.7 billion kubanikazi bamasheya.
Uphinde wanikeza isiqondiso sekota yokuqala ye-TI, ebikezela imali engenayo ephakathi kuka-$3.74 billion no-$4.06 billion kanye nemali engenayo ngesabelo ngasinye phakathi kuka-$0.94 no-$1.16, futhi wamemezela ukuthi ulindele ukuthi izinga lentela elisebenzayo ngo-2025 libe cishe ngu-12%.
I-Bloomberg Research ikhiphe umbiko wocwaningo othi imiphumela yekota yesine ye-Texas Instruments kanye nesiqondiso sekota yokuqala kubonise ukuthi izimboni ezifana ne-electronics yomuntu siqu, ezokuxhumana kanye namabhizinisi ziyalulama, kodwa lokhu kuthuthuka akwanele ukuqeda ubuthakathaka obuqhubekayo ezimakethe zezimboni nezezimoto, ezihlanganisa u-70% wokuthengisa kwenkampani.
Ukusimama kancane kunalokho obekulindelwe emkhakheni wezimboni, ukwehla okukhulu kwemboni yezimoto yase-US naseYurophu, kanye nokukhula okuhamba kancane emakethe yaseShayina kusikisela ukuthi i-TI izoqhubeka nokubhekana nezinselele kulezi zindawo.
Isikhathi sokuthunyelwe: Jan-27-2025