Kamfanin Texas Instruments Inc. ya sanar da hasashen samun riba mai ban takaici na kwata na yanzu, wanda ya ji rauni sakamakon ci gaba da raguwar buƙatar guntu da hauhawar farashin masana'antu.
Kamfanin ya ce a cikin wata sanarwa da ya fitar a ranar Alhamis cewa ribar kwata na farko ga kowace hannun jari zai kasance tsakanin cents 94 zuwa $1.16. Tsakiyar adadin shine $1.05 ga kowace hannun jari, wanda ya yi ƙasa da hasashen matsakaicin mai sharhi na $1.17. Ana sa ran tallace-tallace za su kasance tsakanin dala biliyan 3.74 zuwa $4.06, idan aka kwatanta da hasashen dala biliyan 3.86.
Tallace-tallace a kamfanin sun ragu da kashi tara a jere yayin da yawancin masana'antar lantarki ke ci gaba da raguwa, kuma shugabannin TI sun ce farashin masana'antu suma sun yi tasiri ga riba.
Manyan tallace-tallacen da TI ke yi sun fito ne daga kayan aiki na masana'antu da kuma masana'antun motoci, don haka hasashenta ya zama abin da zai haifar da koma baya ga tattalin arzikin duniya. Watanni uku da suka gabata, shugabannin kamfanoni sun ce wasu daga cikin kasuwannin kamfanin na nuna alamun zubar da kayayyaki da suka wuce kima, amma koma-bayan bai yi sauri ba kamar yadda wasu masu zuba jari suka zata.
Hannun jarin kamfanin ya faɗi da kusan kashi 3% a cinikin bayan sa'o'i bayan sanarwar. Yayin da ake kammala ciniki na yau da kullun, hannun jarin ya tashi da kusan kashi 7% a wannan shekarar.
Babban Jami'in Kamfanin Texas Instruments, Haviv Elan, ya ce a ranar Alhamis cewa bukatar masana'antu har yanzu tana da rauni. "Ba a kammala aikin sarrafa kansa na masana'antu da kayayyakin more rayuwa na makamashi ba tukuna," in ji shi a wani kira da masu sharhi suka yi.
A fannin masana'antar kera motoci, ci gaban da ake samu a kasar Sin bai kai yadda yake a da ba, ma'ana ba zai iya rage raunin da ake tsammani a sauran kasashen duniya ba. "Ba mu ga kasa ba tukuna - bari in bayyana karara," in ji Ilan, kodayake kamfanin yana ganin "matsalolin karfi."
Sabanin hasashen da ba shi da daɗi, sakamakon kwata na huɗu na Texas Instruments ya fi ƙarfin hasashen masu sharhi cikin sauƙi. Duk da cewa tallace-tallace sun faɗi da kashi 1.7% zuwa dala biliyan 4.01, masu sharhi sun yi tsammanin dala biliyan 3.86. Ribar hannun jari a kowace hannun jari ya kasance $1.30, idan aka kwatanta da tsammanin dala $1.21.
Kamfanin da ke Dallas shi ne babban kamfanin kera guntu wanda ke yin ayyuka masu sauƙi amma masu mahimmanci a cikin nau'ikan na'urorin lantarki iri-iri kuma babban kamfanin kera guntu na Amurka na farko da ya bayar da rahoton alkaluman a kakar samun kudin shiga ta yanzu.
Babban jami'in kuɗi Rafael Lizardi ya ce a wani taron manema labarai cewa kamfanin yana gudanar da wasu masana'antu da ba su da cikakken ƙarfin aiki don rage yawan kaya, wanda hakan ke lalata ribar da ake samu.
Idan kamfanonin guntu suka rage samar da kayayyaki, suna haifar da abin da ake kira ƙarancin amfani da shi. Matsalar ta haifar da raguwar riba, ana cire kaso na tallace-tallace da ya rage bayan farashin samarwa.
Kamfanonin kera chip a wasu sassan duniya sun ga buƙatu iri-iri ga kayayyakinsu. Kamfanin Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co. da SK Hynix Inc. sun lura cewa kayayyakin cibiyar bayanai sun ci gaba da aiki sosai, sakamakon karuwar fasahar kere-kere. Duk da haka, raguwar kasuwannin wayoyin komai da ruwanka da kwamfutocin mutum har yanzu suna kawo cikas ga ci gaban gaba daya.
Kasuwannin masana'antu da na motoci tare suna samar da kusan kashi 70% na kudaden shigar Texas Instruments. Injin kera chip yana samar da na'urori masu sarrafawa na analog da integrated, wani muhimmin rukuni a cikin semiconductors. Duk da cewa waɗannan chips suna da ayyuka masu mahimmanci kamar canza wutar lantarki a cikin na'urorin lantarki, ba a farashi su da tsada kamar chips na AI daga Nvidia Corp. ko Intel Corp.
A ranar 23 ga Janairu, Texas Instruments ta fitar da rahotonta na kwata na huɗu. Duk da cewa jimillar kudaden shiga sun ragu kaɗan, aikinta ya zarce tsammanin kasuwa. Jimillar kudaden shiga ya kai dala biliyan 4.01 na Amurka, raguwar shekara-shekara da kashi 1.7%, amma ya zarce dalar Amurka biliyan 3.86 da ake tsammani a wannan kwata.
Kamfanin Texas Instruments ya kuma ga raguwar ribar aiki, inda ya kai dala biliyan 1.38, wanda ya ragu da kashi 10% idan aka kwatanta da wannan lokacin a bara. Duk da raguwar ribar aiki, har yanzu ya zarce tsammanin da dala biliyan 1.3, wanda hakan ke nuna ikon kamfanin na ci gaba da aiki mai karfi duk da kalubalen tattalin arziki.
Rarraba kudaden shiga ta hanyar rarrabawa, Analog ya ruwaito dala biliyan 3.17, wanda ya karu da kashi 1.7% a kowace shekara. Sabanin haka, Embedded Processing ya ga raguwar kudaden shiga mai yawa, wanda ya kai dala miliyan 613, wanda ya ragu da kashi 18% idan aka kwatanta da shekarar da ta gabata. A halin yanzu, rukunin kudaden shiga na "Sauran" (wanda ya haɗa da ƙananan sassan kasuwanci daban-daban) ya ruwaito dala miliyan 220, wanda ya karu da kashi 7.3% idan aka kwatanta da shekara.
Haviv Ilan, shugaban kuma babban jami'in gudanarwa na Texas Instruments, ya ce kwararar kuɗi ta aiki ta kai dala biliyan 6.3 a cikin watanni 12 da suka gabata, wanda hakan ya ƙara nuna ƙarfin tsarin kasuwancinsa, ingancin fayil ɗin samfuransa da kuma fa'idodin samar da inci 12 kyauta. Kuɗin shiga kyauta a cikin wannan lokacin ya kai dala biliyan 1.5. A cikin shekarar da ta gabata, kamfanin ya zuba jarin dala biliyan 3.8 a bincike da haɓakawa, tallace-tallace, kuɗaɗen gudanarwa na gabaɗaya, da kuma dala biliyan 4.8 a cikin kuɗaɗen jari, yayin da ya mayar da dala biliyan 5.7 ga masu hannun jari.
Ya kuma bayar da jagora ga kwata na farko na TI, inda ya yi hasashen samun kudin shiga tsakanin dala biliyan 3.74 zuwa dala biliyan 4.06 da kuma ribar kowace hannun jari tsakanin dala biliyan 0.94 da dala $1.16, kuma ya sanar da cewa yana sa ran ingantaccen harajin da za a biya a shekarar 2025 zai kai kusan kashi 12%.
Bloomberg Research ta fitar da wani rahoto na bincike wanda ke cewa sakamakon kwata na huɗu na Texas Instruments da kuma jagorar kwata na farko sun nuna cewa masana'antu kamar na'urorin lantarki na sirri, sadarwa da kamfanoni suna murmurewa, amma wannan ci gaban bai isa ya rage raunin da ake ci gaba da samu a kasuwannin masana'antu da motoci ba, waɗanda suka haɗa kashi 70% na tallace-tallacen kamfanin.
Farfadowar da aka samu a fannin masana'antu cikin jinkiri fiye da yadda aka zata, raguwar da aka samu a fannin kera motoci na Amurka da Turai, da kuma raguwar ci gaban da aka samu a kasuwar kasar Sin, na nuna cewa TI za ta ci gaba da fuskantar kalubale a wadannan fannoni.
Lokacin Saƙo: Janairu-27-2025