Texas Instruments 'Forecast Signals Chip Demand Slump's Spreading

(Bloomberg) - Texas Instruments Inc., uas nws cov chips nkag mus rau hauv txhua yam ntawm cov khoom siv hauv tsev mus rau cov cuaj luaj, poob ntau npaum li 6.1% hauv kev ua lag luam lig tom qab nws cov kev kwv yees peb lub hlis twg tau qhia tias kev lag luam semiconductor poob qis tshaj li kev suav thiab xov tooj.

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Lub tuam txhab tau hais rau hnub Tuesday tias nws cia siab tias cov nyiaj tau los ntawm $ 4.4 billion rau $ 4.8 billion hauv lub quarter thib plaub, luv luv ntawm $ 4.93 billion qhov nruab nrab kwv yees los ntawm cov kws tshuaj ntsuam. Cov txiaj ntsig yuav yog $ 1.83 txog $ 2.11 ib feem, tseem tsis muaj kev kwv yees.

Thaum Texas Instruments muaj cov neeg siv khoom loj tshaj plaws hauv kev lag luam semiconductor - ua rau nws qhov kev kwv yees qhov kev xav tau thoob plaws kev lag luam - cov neeg tsim khoom ntawm cov tsheb thiab cov tshuab ua lag luam pab txhawb ntau dua 60% ntawm cov nyiaj tau los. Qee cov neeg siv khoom lag luam tam sim no qeeb lawv cov xaj, koom nrog cov neeg tsim khoom siv computer thiab xov tooj hauv kev txiav rov qab. Tab sis kev thov los ntawm kev lag luam tsheb tseem muaj zog, lub tuam txhab tau hais.

"Lub sijhawm peb lub hlis twg, peb tau ntsib qhov xav tias tsis muaj zog ntawm tus kheej hauv hluav taws xob thiab nthuav dav tsis muaj zog thoob plaws kev lag luam," Tus Thawj Coj Tus Thawj Coj Rich Templeton tau hais hauv nqe lus. Zuag qhia tag nrho, kev txiav txim tau hnyav zuj zus thiab kev tshem tawm tau nce ntxiv raws li lub quarter tam sim no tau nce mus, Texas Instruments tau hais.

Ntau lub tuam txhab loj tshaj plaws hauv kev lag luam - Samsung Electronics Co., Intel Corp. thiab Nvidia Corp. ntawm lawv - tau ceeb toom tias qhov kev thov tau poob qis heev. Tab sis cov tub ua lag luam tau cia siab tias kev lag luam tau ze rau qhov qis.

Txawm hais tias Philadelphia Tshuag Txauv Semiconductor Index poob 40% ntawm nws cov nqi hauv 2022, nws tau nce xya hnub sib law liag mus txog hnub Tuesday, qhia tias cov tub ua lag luam xav tias kev lag luam yuav poob qis.

Texas Instruments shares tau poob rau xyoo no thiab, txawm hais tias lawv tau ua tau zoo dua li cov phooj ywg feem ntau. Lawv poob 14% hauv 2022, ua rau Texas Instruments yog plaub qhov khoom lag luam zoo tshaj plaws hauv qhov ntsuas xyoo no.

Tus Thawj Saib Xyuas Nyiaj Txiag Rafael Lizardi tau hais tias nws tsis tuaj yeem hais tias qhov kev thov poob tam sim no tsuas yog cov neeg siv khoom txiav rov qab los txo cov khoom muag lossis yog tias muaj kev txhawj xeeb tob txog kev lag luam.

Txawm hais tias kev lag luam tsis tu ncua, "koj tseem muaj lub voj voog semiconductor," nws hais. "Nyob rau ob xyoos dhau los kuv yuav tsis xav tsis thoob yog tias cov neeg siv khoom tau tsim cov khoom muag ntau dhau lawm. Tam sim no peb tab tom mus rau lwm txoj kev. "

Peb lub hlis twg cov nyiaj tau los tau nce mus rau $ 2.47 ib feem, Texas Instruments tau hais. Cov nyiaj tau los nce 13% rau $ 5.24 billion. Lub tuam txhab tau tshaj tawm ob tus lej feem pua ​​​​nce ntxiv rau rau rau lub quarter ncaj tuaj rau hnub Tuesday cov txiaj ntsig.

Ib qho ntawm cov pioneers ntawm kev lag luam nti, Texas Instruments yog lub tuam txhab loj tshaj plaws ntawm analog thiab embedded processing chips, uas mus rau hauv cov khoom sib txawv raws li cov khoom siv hauv Hoobkas thiab chaw kho vajtse. Cov chips no feem ntau xav tau kev tsim khoom tsawg dua li Intel Corp. processors lossis lwm yam khoom siv digital. Qhov kev tsom xam ntawd tau tso cai rau Texas Instruments los ua ib lub tuam txhab muaj txiaj ntsig tshaj plaws hauv kev lag luam thiab muab nws cov nyiaj ntsuab rau cov nyiaj faib thiab faib cov nyiaj rov qab.

Texas Instruments 'kev tswj hwm feem ntau tsis kam muab kev kwv yees txog kev xav tau yav tom ntej rau hluav taws xob, sab nraud ntawm nws cov kev kwv yees yooj yim. Cov thawj coj tau sib cav tias, txawm hais tias yuav muaj kev hloov pauv hauv kev lag luam semiconductor, nws cov chips muaj txiaj ntsig ntev.

Tsis zoo li cov semiconductors xws li microprocessors, Texas Instruments 'cov khoom siv ntau xyoo los ua tsis tiav, txhais tau hais tias khaws cov khoom muag thaum lub sij hawm tsis muaj zog thov tsis yog qhov txaus ntshai tias nws yog rau lwm cov chipmakers.

Lub tuam txhab xaus lub quarter nrog $ 2.4 nphom ntawm cov khoom muag, nce los ntawm $ 1.86 nphom ntawm tib lub sijhawm xyoo dhau los. Lizardi tau hais tias kev nce ntxiv tseem tawm hauv lub tuam txhab nrog cov khoom lag luam me dua li qhov nws xav tau. Texas Instruments tuaj yeem nce cov khoom muag ntxiv los ntawm ntau npaum li ib txhiab daus las.

Texas Instruments tsim txog 80% ntawm nws cov chips hauv nws tus kheej cov chaw tsim khoom, thiab lub tuam txhab tab tom nthuav dav cov hneev taw. Nws tau hais tias yuav ua rau muaj kev siv nyiaj ntau dua nyob rau ob peb xyoos tom ntej no, ua rau qee tus kws tshuaj ntsuam qhia kev txhawj xeeb tias cov kev siv nyiaj yuav cuam tshuam nws cov peev nyiaj rau kev yuav khoom.

Tsis zoo li cov phooj ywg, Texas Instruments tsis muaj kev npaj los txo kev siv nyiaj txiag lossis kev tsim cov nroj tsuag tshiab, Lizardi tau hais.

(Hloov kho nrog CFO cov lus ntxiv pib hauv kab lus thib yim.)

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