Ngā Pūrongo Ahumahi: Ngā pūrongo hou mai i Texas Instruments

I te Rāpare, i kī te Tumu Whakarae o Texas Instruments, a Haviv Elan, kei te ngoikore tonu te tono mō ngā ahumahi. "Kāore anō kia eke te pūnaha aunoatanga ahumahi me te hanganga pūngao ki te taumata e hiahiatia ana," tana kī i roto i tētahi waeatanga ki ngā kaitātari.

I roto i te umanga motuka, kāore te tipu o Haina i te kaha pērā i mua, arā, kāore e taea te whakakore i te ngoikore e tumanakohia ana i te toenga o te ao. "Kāore anō kia kitea te pūtake - kia mārama ahau," te kī a Ilan, ahakoa kei te kite te kamupene i "ngā wāhi kaha."

He rerekē rawa atu ki te matapae pouri, i ngāwari noa iho te hinga o ngā hua o Texas Instruments mō te hauwhā tuawhā i ngā tumanakohanga a ngā kaitātari. Ahakoa i heke ngā hoko mā te 1.7% ki te $4.01 piriona, i tumanakohia e ngā kaitātari he $3.86 piriona. Ko ngā whiwhinga mō ia hea he $1.30, ki te whakaritea ki ngā tumanakohanga o te $1.21.

Ko te kamupene kei Dallas te kaihanga maramara nui rawa atu e mahi ana i ngā mahi māmā engari he mea nui i roto i te whānuitanga o ngā taputapu hiko, ā, ko ia te kaihanga maramara nui tuatahi o Amerika ki te ripoata i ngā tatauranga mō te wā whiwhinga moni o nāianei.

I roto i tētahi hui waea, i kī te Tumu Whakahaere Pūtea a Rafael Lizardi kei te whakahaerehia e te kamupene ētahi tipu kei raro iho i te kaha katoa hei whakaiti i ngā rawa, ā, e pā kino ana tēnei ki ngā hua.

Ina whakaroahia te whakaputanga e ngā kamupene maramara, ka puta he utu e kiia nei ko te iti o te whakamahinga. Ka pau te tawhē katoa i te raruraru, arā, te ōrau o ngā hoko e toe ana i muri i te tango i ngā utu whakaputa.

I kite ngā kaihanga maramara i ētahi atu wāhanga o te ao i te tono rerekē mō ā rātou hua. I kite a Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co. me SK Hynix Inc. i haere tonu te kaha o ngā hua pokapū raraunga, nā te pikinga o te mātauranga horihori i akiaki. Heoi, i aukati tonu te puhoi o ngā mākete mō ngā waea atamai me ngā rorohiko whaiaro i te tipu whānui.

Tata ki te 70% o ngā moni whiwhi a Texas Instruments e ahu mai ana i ngā mākete ahumahi me ngā mākete motuka. Ka hangaia e te kaihanga maramara ngā tukatuka anaro me ngā tukatuka whakauru, he wāhanga nui i roto i ngā semiconductors. Ahakoa ka whakahaerehia e ēnei maramara ngā mahi nui pēnei i te huri i te hiko i roto i ngā taputapu hiko, kāore i te rite te utu ki ngā maramara AI mai i Nvidia Corp., Intel Corp rānei.

I te 23 o Hānuere, i tukuna e Texas Instruments tana pūrongo pūtea mō te hauwhā tuawhā. Ahakoa i paku heke te whiwhinga moni whānui, i hipa ake tana mahi i ngā tumanakohanga o te mākete. I eke te whiwhinga moni katoa ki te US$4.01 piriona, he hekenga tau-ki-te-tau o te 1.7%, engari i hipa ake i te US$3.86 piriona i tumanakohia mō tēnei hauwhā.

I kite hoki a Texas Instruments i te hekenga o te hua whakahaere, $1.38 piriona, he hekenga 10% mai i te wā kotahi o te tau kua hipa. Ahakoa te hekenga o te hua whakahaere, i eke tonu ki runga ake i ngā tumanakohanga mā te $1.3 piriona, e whakaatu ana i te kaha o te kamupene ki te pupuri i te mahi kaha ahakoa ngā āhuatanga ōhanga uaua.

I te wehewehe i ngā moni whiwhi mā te wāhanga, i pūrongo a Analog i te $3.17 piriona, he pikinga 1.7% i ia tau. He rerekē, i kite a Embedded Processing i te hekenga nui o ngā moni whiwhi, i tae ki te $613 miriona, he hekenga 18% mai i te tau o mua. I taua wā, i pūrongo te wāhanga moni whiwhi "Ētahi atu" (tae atu ki ngā wāhanga pakihi iti) i te $220 miriona, he pikinga 7.3% i ia tau.

I kī a Haviv Ilan, te perehitini me te Tumu Whakahaere Matua o Texas Instruments, kua eke te rere o te moni whakahaere ki te $6.3 piriona i roto i ngā marama 12 kua pahure ake nei, e whakaatu ana i te kaha o tana tauira pakihi, te kounga o tana putea hua me ngā painga o te hanga 12-inihi. Ko te rere o te moni kore utu i roto i taua wā he $1.5 piriona. I te tau kua pahure ake nei, i whakangao te kamupene i te $3.8 piriona ki te rangahau me te whanaketanga, ki ngā hoko, ki ngā whakapaunga whānui me te whakahaere, me te $4.8 piriona ki ngā whakapaunga whakapaipai, me te whakahoki i te $5.7 piriona ki ngā kaipupuri hea.

I whakarato hoki ia i ngā aratohu mō te hauwhā tuatahi o TI, me te matapae i te whiwhinga moni i waenga i te $3.74 piriona me te $4.06 piriona me ngā whiwhinga moni mō ia hea i waenga i te $0.94 me te $1.16, ā, i kī ia e matapaetia ana ko te reiti taake whai hua i te tau 2025 ka tata ki te 12%.

I tukuna e Bloomberg Research tētahi pūrongo rangahau e kī ana ko ngā hua o te hauwhā tuawhā me ngā aratohu o te hauwhā tuatahi a Texas Instruments e tohu ana kei te ora ake ngā ahumahi pēnei i ngā hikohiko whaiaro, ngā whakawhitiwhiti kōrero me ngā hinonga, engari kāore tēnei whakapainga i te rawaka hei whakakore i te ngoikore tonu o ngā mākete ahumahi me ngā mākete motuka, e 70% o ngā hoko a te kamupene.

Ko te puhoi ake o te whakaoranga o te rāngai ahumahi i tērā i whakaarohia, te hekenga nui ake o ngā rāngai motuka o Amerika me Ūropi, me te puhoi o te tipu o te mākete Haina e kī ana ka haere tonu ngā wero ki a TI i ēnei wāhanga.