(Bloomberg) - Applied Materials Inc., lub tuam txhab loj tshaj plaws ntawm cov khoom siv hluav taws xob semiconductor-tsim khoom, tau muab kev kwv yees muag zoo rau lub quarter tam sim no, tau txais txiaj ntsig los ntawm kev thov rau iav uas ua rau nws pib thiab cov khoom siv hluav taws xob.
Feem ntau Nyeem los ntawm Bloomberg
Kev muag khoom thib ob yuav yog kwv yees li $ 6.4 nphom, lub tuam txhab tau hais hauv nqe lus hnub Thursday. Qhov ntawd yeej qhov nruab nrab tus kws tshuaj ntsuam kwv yees ntawm $ 6.3 nphom thiab pab xa Cov Khoom Siv Khoom Siv tau nce ntau li 3.5% hauv kev ua lag luam lig.
Ntau tus neeg siv khoom siv ntau tshaj plaws tau txiav lawv cov peev nyiaj rau cov nroj tsuag tshiab thiab cov cuab yeej siv xyoo no hauv kev teb rau qhov tsis txaus ntseeg. Tab sis nws qhov kev pom tseeb tshiab qhia tias tseem muaj qhov ci ntsa iab hauv kev lag luam nti, suav nrog tsheb semiconductors.
Thaum cov khoom zoo li no feem ntau yog tsim los ntawm cov tshuab qub, cov neeg siv khoom tau ntxiv lub peev xwm kom tau raws li qhov xav tau, Tus Thawj Coj Thawj Coj Gary Dickerson tau hais hauv kev xam phaj.
Nws tau hais tias "Tib neeg tau kwv yees lub zog ntawm kev lag luam no," nws hais. "Peb tab tom ua haujlwm kom ua tau zoo tshaj kev lag luam hauv 2023. Peb muaj zog dua."
Chipmakers xws li Analog Devices Inc. thiab GlobalFoundries Inc. kuj tau qhia tias tseem muaj kev tsis txaus ntawm qee yam ntawm cov khoom siv hluav taws xob, tshwj xeeb yog cov siv hauv tsheb, cov khoom siv hauv tsev thiab cov khoom siv ntse hauv internet. Thiab Taiwan Semiconductor Manufacturing Co. tau hais tias nws yuav tsum tsim tawm nws lub peev xwm los tsim cov khoom zoo li no.
Cov ntaub ntawv siv kuj tau txais txiaj ntsig los ntawm kev nkag tau zoo dua rau qee cov khoom siv, pab nws ua tiav cov ntawv xaj rov qab uas tau loj hlob thaum muaj kev sib kis.
Txawm li cas los xij, cov kev sib tw tseem muaj nyob, lub tuam txhab Santa Clara, California tau hais. Nws kuj tseem cia siab tias yuav muaj "kev nyab xeeb cybersecurity" raug kev txom nyem los ntawm ib qho ntawm nws cov neeg xa khoom kom chais $ 250 lab los ntawm nws cov nyiaj tau los rau lub quarter no. Applied Materials tsis tau sau npe rau lub tuam txhab koom nrog, tab sis lub sijhawm qhia tias nws tau hais txog kev tawm tsam los ntawm MKS Instruments Inc. ua ntej lub hli no. Lub tuam txhab ntawd, tus neeg muab khoom siv Applied, tau hais tias qhov xwm txheej ransomware yuav yuam kom nws ncua sijhawm tso tawm cov txiaj ntsig peb lub hlis twg.
MKS yav dhau los tau hais tias qhov kev tshwm sim ransomware muaj cov khoom cuam tshuam rau nws "muaj peev xwm ua cov xaj xaj, nkoj cov khoom thiab muab kev pabcuam rau cov neeg siv khoom" hauv nws lub tshuab nqus tsev thiab photonics.
MKS kuj muab Samsung Electronics Co. thiab Taiwan Semiconductor Manufacturing Co., lub ntiaj teb ob lub chipmakers loj tshaj plaws, raws li Bloomberg kev soj ntsuam cov saw hlau. Intel Corp. thiab ASML Holding NV yog cov neeg siv khoom thiab. Ib tus neeg sawv cev rau MKS Instruments tsis muaj kev tawm tswv yim tam sim ntawd, thiab lub tuam txhab lub vev xaib tau poob rau hnub Thursday yav tav su.
Zuag qhia tag nrho, kev lag luam chip tseem nyob hauv qhov poob qis. Applied Materials 'Dickerson tau hais tias nws tsis zoo rau kev lag luam dav dav rau xyoo no, tab sis muaj kev pom zoo dua rau lub sijhawm ntev.
Applied Materials tau hais tias nws cia siab tias yuav poob ntau npaum li $ 2.5 nphom hauv kev siv nyiaj xyoo 2023 cov nyiaj tau los vim kev txwv kev lag luam. Qhov kev ntaus ntawd tuaj yeem tsawg dua - $ 1.5 nphom rau $ 2 nphom - yog tias tsoomfwv Meskas muab cov ntawv tso cai ntau dua rau nkoj mus rau lub tebchaws Esxias.
Nyob rau sab ntxiv, Tuam Tshoj yog tus loj tshaj contributor rau ib tug pickup nyob rau hauv kev muag khoom ntawm machinery xav tau rau nws pib nti thiab lwm yam tsawg-teeb yam Cheebtsam. Lub tuam txhab tsis xav tias yuav raug txwv los ntawm kev txwv kev lag luam ntxiv los ntawm tsoomfwv Meskas.
Applied Materials shares tau kaw ua ntej ntawm $ 115.39, ua rau lawv nce 18% hauv 2023.
Cov txiaj ntsig thawj peb lub hlis twg yog $ 2.03 ib feem, tsis suav nrog qee yam khoom. Kev muag khoom tau nce txog 7.5% rau $ 6.74 nphom hauv lub sijhawm. Cov lej no piv nrog qhov nruab nrab ntawm cov kws tshuaj ntsuam kwv yees ntawm $ 1.94 ib feem ntawm cov nyiaj tau los ntawm $ 6.69 billion.
(Hloov kho tshiab nrog ntu ntawm MKS Instruments ransomware nres hauv kab lus thib yim.)
Feem ntau Nyeem los ntawm Bloomberg Businessweek
© 2023 Bloomberg LP
Tau qhov twg los: https://finance.yahoo.com/news/applied-materials-upbeat-forecast-shows-210546070.html