(Bloomberg) - Applied Materials Inc., lub tuam txhab loj tshaj plaws ntawm cov tshuab siv los tsim cov khoom siv hluav taws xob, tau muab cov kev muag khoom zoo tshaj plaws rau lub sijhawm tam sim no, hais tias nws tuaj yeem tiv thaiv kev lag luam qeeb uas cuam tshuam rau kev lag luam.
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Cov nyiaj tau los yuav yog kwv yees li $ 6.65 nphom hauv lub quarter thib plaub, uas pib mus txog Lub Kaum Hli, lub tuam txhab tau hais hauv tsab ntawv tshaj tawm hnub Thursday. Cov kws tshuaj ntsuam kwv yees kwv yees $ 6.55 nphom nyob rau nruab nrab, raws li cov ntaub ntawv sau los ntawm Bloomberg.
Qhov kev xav pom tau qhia tias kev lag luam chip tej zaum yuav zoo dua li qee tus tau ntshai. Cov neeg lag luam tau nce kev txhawj xeeb ntau ntxiv nyob rau lub asthiv tsis ntev los no tias kev ua lag luam tau poob rau hauv kev poob qis, ua rau muaj kev cuam tshuam los ntawm cov khoom muag ntau dhau thiab ua rau tsis muaj zog rau cov khoom siv hluav taws xob. Cov neeg siv khoom loj xws li Intel Corp. thiab Micron Technology Inc. twb tau txiav lawv cov peev nyiaj rau cov nroj tsuag tshiab thiab cov cuab yeej siv tom qab cov lus ceeb toom tsis muaj zog.
Tab sis txawm tias kev lag luam muag muag, ntau tus neeg siv khoom tseem tab tom nqis peev los txhim kho lawv cov cuab yeej tsim khoom, Tus Thawj Saib Xyuas Haujlwm Gary Dickerson tau hais hauv kev xam phaj. Applied Materials 'order backlog tau nce ntxiv vim nws nyuaj kom tau txais cov khoom txaus txaus los ua nws cov khoom siv, nws hais.
Nws tau hais tias "Kev thov tseem muaj ntau tshaj qhov muab los ntawm tus nqi ncaj ncees," nws hais. "Peb nyob nraum nco txog ntawm macro headwinds."
Cov khoom lag luam tau nce ntau dua 2% hauv kev lag luam txuas ntxiv. Applied Materials shares tau nqis los ntawm 31% xyoo no txog rau hnub Thursday kaw, ib feem ntawm kev lag luam thoob plaws rau kev lag luam nti.
Thaum lub cim xeeb chipmakers tau txiav rov qab rau cov phiaj xwm nthuav dav, lwm hom tuam txhab tau tswj hwm kev siv nyiaj. Qhov ntawd suav nrog cov tuam txhab tsim cov logic chips thiab lub npe hu ua cov chaw tsim khoom, uas tsim cov khoom siv hluav taws xob rau lwm lub tuam txhab.
Txog thaum tsis ntev los no, kev lag luam qhov kev txhawj xeeb loj tshaj plaws yog tau txais nws cov khoom los ntawm cov saw hlau - ntau dua li qhov xav tau softening. Zoo li Cisco Systems Inc., uas tau tshaj tawm cov nyiaj khwv tau los rau hnub Wednesday, Cov Khoom Siv Siv tau hais tias nws tseem muaj teeb meem nrog qhov teeb meem, txawm tias kev txhim kho maj mam.
Lub tuam txhab tau hais tias tej zaum nws yuav tsis tuaj yeem ua tiav txhua qhov kev thov nws tau txais rau ob peb lub hlis tom ntej. Thiab yog tias txawm tias muaj kev poob qis hauv kev txiav txim los ntawm kev lag luam, cov nyiaj tau los yuav nyob twj ywm muaj zog dua li qhov kev poob qis dhau los vim cov neeg siv khoom sib tw los txhim kho lawv cov khoom, Applied Materials said.
Tsis suav nrog qee yam khoom, cov txiaj ntsig yuav yog $ 1.82 txog $ 2.18 ib feem ntawm lub quarter tam sim no. Qhov nruab nrab ntawm qhov ntau, $ 2 ib feem, topped qhov nruab nrab kwv yees ntawm $ 1.94.
Lub tuam txhab kuj tau tshaj qhov kev kwv yees nrog nws cov txiaj ntsig peb lub hlis twg. Cov nyiaj tau los yog $ 1.94 ib feem, rho tawm qee yam khoom. Cov kws tshuaj ntsuam kwv yees kwv yees $ 1.79. Kev muag khoom tau nce 5.2% rau $ 6.52 nphom, ntaus $ 6.26 nphom kev kwv yees.
Applied Materials 'cov cav tov yog qhov tseem ceeb rau cov txheej txheem ntawm kev ua cov semiconductors thiab yog lub hauv paus ntawm cov chaw ua haujlwm los ntawm cov tuam txhab xws li Samsung Electronics Co, Intel thiab Taiwan Semiconductor Manufacturing Co.
Dickerson tau sib cav hais tias kev loj hlob ntawm kev siv semiconductors nyob rau hauv hom tshiab ntawm cov cuab yeej yog txo qis kev lag luam kev vam khom ntawm tus kheej lub computer thiab smartphones. Qhov ntawd tuaj yeem pab nws kom tsis txhob muaj qhov hnyav nce thiab nqis nws raug kev txom nyem hauv xyoo dhau los. Nrog lub xov tooj xav tau qeeb thiab PC xav tau poob sai, nws qhov thesis raug muab tso rau qhov kev sim.
(Hloov kho nrog daim duab tom qab thib rau kab lus.)
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