Texas Instruments Inc. ya sanar da hasashen samun riba mai ban takaici na kwata na yanzu, wanda ya ji rauni ta ci gaba da sluggish bukatar guntu da hauhawar farashin masana'antu.
Kamfanin ya fada a cikin wata sanarwa a ranar Alhamis cewa kudaden shiga na farko-kwata na kowane hannun jari zai kasance tsakanin cent 94 da $1.16. Matsakaicin kewayon shine $1.05 a kowace rabon, ƙasa da matsakaicin hasashen mai sharhi na $1.17. Ana sa ran tallace-tallace zai kasance tsakanin dala biliyan 3.74 zuwa dala biliyan 4.06, idan aka kwatanta da tsammanin dala biliyan 3.86.
Tallace-tallace a kanfanin ya faɗi a cikin kwata tara madaidaiciya yayin da yawancin masana'antar lantarki ke ci gaba da yin kasala, kuma shugabannin TI sun ce farashin masana'anta ya kuma auna riba.
Babban tallace-tallacen TI ya fito ne daga kayan aikin masana'antu da masu kera motoci, don haka hasashen sa ya zama abin tsoro ga tattalin arzikin duniya. Watanni uku da suka gabata, shuwagabannin sun ce wasu daga cikin kasuwannin karshe na kamfanin na nuna alamun zubar da hajojin da suka wuce gona da iri, amma sake dawo da shi bai yi sauri ba kamar yadda wasu masu zuba jari suka yi tsammani.
Hannun jarin kamfanin sun fadi da kusan kashi 3% a cinikin bayan sa’o’i bayan sanarwar. Dangane da rufe kasuwancin yau da kullun, hannun jari ya karu da kusan kashi 7% a wannan shekara.
Babban jami'in kayan aikin Texas Haviv Elan ya fada a ranar Alhamis cewa bukatar masana'antu ta kasance mai rauni. "Kayan aikin sarrafa masana'antu da samar da makamashi ba su ƙare ba tukuna," in ji shi a cikin kira tare da manazarta.
A cikin masana'antar kera motoci, ci gaban kasar Sin bai kai yadda yake a da ba, ma'ana ba zai iya daidaita raunin da ake tsammani a sauran kasashen duniya ba. "Ba mu ga kasa ba tukuna - bari in bayyana sarai," in ji Ilan, kodayake kamfanin yana ganin "maganganun karfi."
Ya bambanta da hasashen mai ban takaici, sakamakon rubu'i na huɗu na Texas Instruments cikin sauƙi ya doke tsammanin masu sharhi. Kodayake tallace-tallace ya ragu da kashi 1.7% zuwa dala biliyan 4.01, manazarta sun yi tsammanin dala biliyan 3.86. Abubuwan da aka samu a kowane rabon sun kasance $1.30, idan aka kwatanta da tsammanin $1.21.
Kamfanin na Dallas shine mafi girma mai yin kwakwalwan kwamfuta waɗanda ke yin ayyuka masu sauƙi amma masu mahimmanci a cikin kewayon na'urorin lantarki da yawa kuma babban maƙerin na'ura na Amurka na farko da ya ba da rahoton ƙididdiga a cikin lokacin samun kuɗi na yanzu.
Babban jami’in kula da harkokin kudi Rafael Lizardi ya bayyana a wani taron tattaunawa cewa, kamfanin na gudanar da wasu shuke-shuken da ba su da cikakken iko don rage kaya, wanda ke cutar da riba.
Lokacin da kamfanonin guntu suka jinkirta samarwa, suna haifar da abin da ake kira farashin rashin amfani. Matsalar tana ci cikin babban gefe, adadin tallace-tallace da ya rage bayan an cire farashin samarwa.
Chipmakers a wasu sassa na duniya sun ga buƙatu na samfuransu. Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co. da SK Hynix Inc. sun lura cewa samfuran cibiyar bayanai sun ci gaba da yin aiki da ƙarfi, sakamakon haɓakar basirar wucin gadi. Koyaya, ƙananan kasuwanni don wayoyin hannu da kwamfutoci na sirri har yanzu suna kawo cikas ga ci gaban gabaɗaya.
Kasuwannin masana'antu da na kera motoci tare suna ɗaukar kusan kashi 70% na kudaden shiga na Texas Instruments. Chipmaker yana yin analog da na'urori masu haɗawa, nau'i mai mahimmanci a cikin semiconductor. Duk da yake waɗannan kwakwalwan kwamfuta suna ɗaukar ayyuka masu mahimmanci kamar canza wutar lantarki a cikin na'urorin lantarki, ba a farashi masu tsada kamar na AI chips daga Nvidia Corp. ko Intel Corp.
A ranar 23 ga Janairu, Texas Instruments ta fitar da rahoton kudi na kashi huɗu na huɗu. Kodayake gabaɗayan kudaden shiga ya ragu kaɗan, ayyukansa sun zarce tsammanin kasuwa. Jimlar kudaden shiga ya kai dalar Amurka biliyan 4.01, raguwar shekara-shekara na 1.7%, amma ya zarce dalar Amurka biliyan 3.86 na wannan kwata.
Texas Instruments kuma ya ga raguwar ribar aiki, yana zuwa dala biliyan 1.38, ya ragu da kashi 10% daga daidai wannan lokacin a bara. Duk da raguwar ribar aiki, har yanzu ya doke tsammanin dala biliyan 1.3, wanda ke nuna ikon kamfanin na ci gaba da aiki mai karfi duk da kalubalen yanayin tattalin arziki.
Rarraba kudaden shiga ta bangare, Analog ya ba da rahoton dala biliyan 3.17, sama da 1.7% na shekara-shekara. Akasin haka, Ƙaddamar da Ƙaddamarwa ya sami raguwar kudaden shiga mai yawa, yana zuwa a kan dala miliyan 613, ya ragu da 18% idan aka kwatanta da shekarar da ta gabata. A halin yanzu, rukunin kudaden shiga na "Sauran" (wanda ya haɗa da ƙananan ƙungiyoyin kasuwanci daban-daban) sun ba da rahoton dala miliyan 220, sama da 7.3% kowace shekara.
Haviv Ilan, shugaba kuma Shugaba na Texas Instruments, ya ce aikin tsabar kudi ya kai dala biliyan 6.3 a cikin watanni 12 da suka gabata, wanda ya kara nuna karfin tsarin kasuwancinsa, ingancin kayan aikin sa da kuma fa'idar samar da inci 12. Kuɗin kuɗi na kyauta a lokacin shine dala biliyan 1.5. A cikin shekarar da ta gabata, kamfanin ya zuba jarin dala biliyan 3.8 a fannin bincike da bunkasuwa, tallace-tallace, kudaden gudanarwa na gaba daya da gudanarwa, da kuma dala biliyan 4.8 na kashe kudade, yayin da ya mayar da dala biliyan 5.7 ga masu hannun jari.
Ya kuma ba da jagora ga kwata na farko na TI, inda ya yi hasashen kudaden shiga tsakanin dala biliyan 3.74 zuwa dala biliyan 4.06 da kuma ribar da ake samu a kowane kaso tsakanin dala 0.94 da dala 1.16, kuma ya sanar da cewa yana sa ran adadin haraji mai inganci a shekarar 2025 zai kai kusan kashi 12%.
Binciken Bloomberg ya fitar da wani rahoto na bincike yana mai cewa sakamakon rubu'i na hudu na Texas Instruments da jagorar kashi na farko sun nuna cewa masana'antu irin su na'urorin lantarki, sadarwa da masana'antu suna farfadowa, amma wannan ci gaban bai isa ya daidaita ci gaba da rauni a kasuwannin masana'antu da na motoci ba, wanda tare ya kai kashi 70% na tallace-tallacen kamfanin.
A sannu a hankali farfadowa fiye da yadda ake tsammani a fannin masana'antu, ana samun fa'ida sosai a sassan kera motoci na Amurka da na Turai, da kuma raguwar bunkasuwar kasuwannin kasar Sin, sun nuna cewa, TI zai ci gaba da fuskantar kalubale a wadannan fannoni.
Lokacin aikawa: Janairu-27-2025