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2021-07-22

Texas Instruments Forecast Stokes Concern Over Chip Demand<blockquote>德州仪器预测引发对芯片需求的担忧</blockquote>

(Bloomberg) -- Texas Instruments Inc. gave a revenue forecast for the current period that disappoint

Texas Instruments Forecast Stokes Concern Over Chip Demand<blockquote>德州仪器预测引发对芯片需求的担忧</blockquote>

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The stock fell in extended trading.Sales will be $4.4 billion to $4.76 billion in the period ending in September, Texas Instruments said Wednesday in a statement. Profit will be $1.87 to $2.13 a share, the company said. On average, analysts predicted profit of $1.97 a share and sales of $4.59 billion, according to data compiled by Bloomberg.<blockquote>（彭博社）——德州仪器公司（Texas Instruments Inc.）给出的当期收入预测令一些投资者失望，引发了人们对疫情导致的芯片需求激增将是短暂的担忧。该股在盘后交易中下跌。德州仪器周三在一份声明中表示，截至9月份的销售额将为44亿至47.6亿美元。该公司表示，每股利润将为1.87美元至2.13美元。根据彭博汇编的数据，分析师平均预测每股利润为1.97美元，销售额为45.9亿美元。</blockquote> Like other chipmakers, Texas Instruments has posted multiple quarters of double-digit percentage revenue growth, boosted by demand for a wide variety of devices that contain its tiny electronic components. The rapid run-up has caused speculation among analysts and investors that some of the orders reflect panic buying by customers who have grown anxious they won’t be able get enough supply. Such behavior in the past has caused crashes.<blockquote>与其他芯片制造商一样，德州仪器(Texas Instruments)在多个季度实现了两位数百分比的收入增长，这得益于对包含其微型电子元件的各种设备的需求。这种快速上涨引起了分析师和投资者的猜测，即一些订单反映了客户的恐慌性购买，他们越来越担心无法获得足够的供应。这种行为在过去曾导致过崩溃。</blockquote> The Dallas-based company has tens of thousands of products and more than 100,000 customers who make everything from phones to military hardware. That reach as the largest manufacturer of analog and embedded processing chips makes the company a bellwether for electronics demand. A large chunk of its products go into industrial machinery.<blockquote>这家总部位于达拉斯的公司拥有数万种产品和超过100,000名客户，生产从手机到军用硬件的各种产品。作为最大的模拟和嵌入式处理芯片制造商，该公司成为电子需求的领头羊。其产品的很大一部分用于工业机械。</blockquote> Texas Instruments’ management said the amount of in-house inventory fell to 111 days in the quarter, well short of the 130 to 190 days the company likes to have on hand. Lead times, the period between placing an order and delivery to customers, have stretched for an increasing number of products. Despite numerous questions on a conference call with analysts, management declined to say whether they think demand is peaking or whether growth at the current levels is sustainable.<blockquote>德州仪器管理层表示，本季度内部库存降至111天，远低于该公司希望手头库存的130至190天。对于越来越多的产品来说，交付周期（即下订单和交付给客户之间的时间）已经变得很长。尽管分析师在电话会议上提出了许多问题，但管理层拒绝透露他们是否认为需求正在见顶，或者当前水平的增长是否可持续。</blockquote> “Our job isn’t to predict the future, it’s to prepare the company so we can handle anything and we’ve done that,” Chief Financial Officer Rafael Lizardi said in an interview. “Some would argue that this time it’s different, but that’s a dangerous argument.”<blockquote>首席财务官拉斐尔·利扎迪(Rafael Lizardi)在接受采访时表示：“我们的工作不是预测未来，而是让公司做好准备，以便我们能够处理任何事情，我们已经做到了。”“有些人会说这次有所不同，但这是一个危险的论点。”</blockquote> Lizardi emphasized that Texas Instruments’ high level of in-house manufacturing made the company more nimble in responding to the increase in demand. When competitors cut production last year, his company increased output and built inventory. Many chipmakers outsource large amounts of their manufacturing, and some have never owned a plant of their own. Texas Instruments has factories that provide about 80% of its own needs.<blockquote>Lizardi强调，德州仪器高水平的内部制造使公司在应对需求增长时更加灵活。当竞争对手去年减产时，他的公司增加了产量并建立了库存。许多芯片制造商将大量制造外包，有些从未拥有过自己的工厂。德州仪器拥有的工厂可以满足其自身约80%的需求。</blockquote> Texas Instruments shares have kept pace with the overall advances by chip stocks this year, gaining 18% to $194.24 at the close. The stock fell about 4.2% in extended trading after the results were announced.<blockquote>德州仪器股价今年与芯片股的整体涨幅保持同步，收盘上涨18%，至194.24美元。业绩公布后，该股在盘后交易中下跌约4.2%。</blockquote> In the second quarter, net income rose to $1.93 billion, or $2.05 per share, from $1.38 billion, or $1.48 a share, a year earlier. Revenue increased 41% to $4.58 billion. Analysts, on average, estimated $4.36 billion.<blockquote>第二季度净利润从去年同期的13.8亿美元（即每股1.48美元）增至19.3亿美元（即每股2.05美元）。收入增长41%至45.8亿美元。分析师平均估计为43.6亿美元。</blockquote> Earlier this month Texas Instruments said it’s buying a plant in Lehi, Utah, from Micron Technology Inc. for $900 million. The company is taking the lead in using relatively advanced plants for chips that have typically not required the kind of production necessary for Intel Corp.’s microprocessors or Micron’s computer memory. That’s giving Texas Instruments an advantage in cost and control of its own supply, the company has argued.<blockquote>本月早些时候，德州仪器表示将以9亿美元的价格从美光科技公司手中收购犹他州利希的一家工厂。该公司正在率先使用相对先进的芯片工厂，这些工厂通常不需要英特尔公司的微处理器或美光的计算机内存所需的生产。该公司辩称，这使得德州仪器在成本和对自身供应的控制方面具有优势。</blockquote>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Texas Instruments Forecast Stokes Concern Over Chip Demand<blockquote>德州仪器预测引发对芯片需求的担忧</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTexas Instruments Forecast Stokes Concern Over Chip Demand<blockquote>德州仪器预测引发对芯片需求的担忧</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBloomberg2021-07-22 08:59\n\n</h4>\n</header>\n<article>\n(Bloomberg) -- Texas Instruments Inc. gave a revenue forecast for the current period that disappointed some investors, raising concerns that a jump in chip demand caused by the pandemic will be short-lived. The stock fell in extended trading.Sales will be $4.4 billion to $4.76 billion in the period ending in September, Texas Instruments said Wednesday in a statement. Profit will be $1.87 to $2.13 a share, the company said. On average, analysts predicted profit of $1.97 a share and sales of $4.59 billion, according to data compiled by Bloomberg.<blockquote>（彭博社）——德州仪器公司（Texas Instruments Inc.）给出的当期收入预测令一些投资者失望，引发了人们对疫情导致的芯片需求激增将是短暂的担忧。该股在盘后交易中下跌。德州仪器周三在一份声明中表示，截至9月份的销售额将为44亿至47.6亿美元。该公司表示，每股利润将为1.87美元至2.13美元。根据彭博汇编的数据，分析师平均预测每股利润为1.97美元，销售额为45.9亿美元。</blockquote> Like other chipmakers, Texas Instruments has posted multiple quarters of double-digit percentage revenue growth, boosted by demand for a wide variety of devices that contain its tiny electronic components. The rapid run-up has caused speculation among analysts and investors that some of the orders reflect panic buying by customers who have grown anxious they won’t be able get enough supply. Such behavior in the past has caused crashes.<blockquote>与其他芯片制造商一样，德州仪器(Texas Instruments)在多个季度实现了两位数百分比的收入增长，这得益于对包含其微型电子元件的各种设备的需求。这种快速上涨引起了分析师和投资者的猜测，即一些订单反映了客户的恐慌性购买，他们越来越担心无法获得足够的供应。这种行为在过去曾导致过崩溃。</blockquote> The Dallas-based company has tens of thousands of products and more than 100,000 customers who make everything from phones to military hardware. That reach as the largest manufacturer of analog and embedded processing chips makes the company a bellwether for electronics demand. A large chunk of its products go into industrial machinery.<blockquote>这家总部位于达拉斯的公司拥有数万种产品和超过100,000名客户，生产从手机到军用硬件的各种产品。作为最大的模拟和嵌入式处理芯片制造商，该公司成为电子需求的领头羊。其产品的很大一部分用于工业机械。</blockquote> Texas Instruments’ management said the amount of in-house inventory fell to 111 days in the quarter, well short of the 130 to 190 days the company likes to have on hand. Lead times, the period between placing an order and delivery to customers, have stretched for an increasing number of products. Despite numerous questions on a conference call with analysts, management declined to say whether they think demand is peaking or whether growth at the current levels is sustainable.<blockquote>德州仪器管理层表示，本季度内部库存降至111天，远低于该公司希望手头库存的130至190天。对于越来越多的产品来说，交付周期（即下订单和交付给客户之间的时间）已经变得很长。尽管分析师在电话会议上提出了许多问题，但管理层拒绝透露他们是否认为需求正在见顶，或者当前水平的增长是否可持续。</blockquote> “Our job isn’t to predict the future, it’s to prepare the company so we can handle anything and we’ve done that,” Chief Financial Officer Rafael Lizardi said in an interview. “Some would argue that this time it’s different, but that’s a dangerous argument.”<blockquote>首席财务官拉斐尔·利扎迪(Rafael Lizardi)在接受采访时表示：“我们的工作不是预测未来，而是让公司做好准备，以便我们能够处理任何事情，我们已经做到了。”“有些人会说这次有所不同，但这是一个危险的论点。”</blockquote> Lizardi emphasized that Texas Instruments’ high level of in-house manufacturing made the company more nimble in responding to the increase in demand. When competitors cut production last year, his company increased output and built inventory. Many chipmakers outsource large amounts of their manufacturing, and some have never owned a plant of their own. Texas Instruments has factories that provide about 80% of its own needs.<blockquote>Lizardi强调，德州仪器高水平的内部制造使公司在应对需求增长时更加灵活。当竞争对手去年减产时，他的公司增加了产量并建立了库存。许多芯片制造商将大量制造外包，有些从未拥有过自己的工厂。德州仪器拥有的工厂可以满足其自身约80%的需求。</blockquote> Texas Instruments shares have kept pace with the overall advances by chip stocks this year, gaining 18% to $194.24 at the close. The stock fell about 4.2% in extended trading after the results were announced.<blockquote>德州仪器股价今年与芯片股的整体涨幅保持同步，收盘上涨18%，至194.24美元。业绩公布后，该股在盘后交易中下跌约4.2%。</blockquote> In the second quarter, net income rose to $1.93 billion, or $2.05 per share, from $1.38 billion, or $1.48 a share, a year earlier. Revenue increased 41% to $4.58 billion. Analysts, on average, estimated $4.36 billion.<blockquote>第二季度净利润从去年同期的13.8亿美元（即每股1.48美元）增至19.3亿美元（即每股2.05美元）。收入增长41%至45.8亿美元。分析师平均估计为43.6亿美元。</blockquote> Earlier this month Texas Instruments said it’s buying a plant in Lehi, Utah, from Micron Technology Inc. for $900 million. The company is taking the lead in using relatively advanced plants for chips that have typically not required the kind of production necessary for Intel Corp.’s microprocessors or Micron’s computer memory. That’s giving Texas Instruments an advantage in cost and control of its own supply, the company has argued.<blockquote>本月早些时候，德州仪器表示将以9亿美元的价格从美光科技公司手中收购犹他州利希的一家工厂。该公司正在率先使用相对先进的芯片工厂，这些工厂通常不需要英特尔公司的微处理器或美光的计算机内存所需的生产。该公司辩称，这使得德州仪器在成本和对自身供应的控制方面具有优势。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/texas-instruments-sales-forecast-stirs-202527038.html\">Bloomberg</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TXN":"德州仪器"},"source_url":"https://finance.yahoo.com/news/texas-instruments-sales-forecast-stirs-202527038.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156050009","content_text":"(Bloomberg) -- Texas Instruments Inc. gave a revenue forecast for the current period that disappointed some investors, raising concerns that a jump in chip demand caused by the pandemic will be short-lived. The stock fell in extended trading.Sales will be $4.4 billion to $4.76 billion in the period ending in September, Texas Instruments said Wednesday in a statement. Profit will be $1.87 to $2.13 a share, the company said. On average, analysts predicted profit of $1.97 a share and sales of $4.59 billion, according to data compiled by Bloomberg.\nLike other chipmakers, Texas Instruments has posted multiple quarters of double-digit percentage revenue growth, boosted by demand for a wide variety of devices that contain its tiny electronic components. The rapid run-up has caused speculation among analysts and investors that some of the orders reflect panic buying by customers who have grown anxious they won’t be able get enough supply. Such behavior in the past has caused crashes.\nThe Dallas-based company has tens of thousands of products and more than 100,000 customers who make everything from phones to military hardware. That reach as the largest manufacturer of analog and embedded processing chips makes the company a bellwether for electronics demand. A large chunk of its products go into industrial machinery.\nTexas Instruments’ management said the amount of in-house inventory fell to 111 days in the quarter, well short of the 130 to 190 days the company likes to have on hand. Lead times, the period between placing an order and delivery to customers, have stretched for an increasing number of products. Despite numerous questions on a conference call with analysts, management declined to say whether they think demand is peaking or whether growth at the current levels is sustainable.\n“Our job isn’t to predict the future, it’s to prepare the company so we can handle anything and we’ve done that,” Chief Financial Officer Rafael Lizardi said in an interview. “Some would argue that this time it’s different, but that’s a dangerous argument.”\nLizardi emphasized that Texas Instruments’ high level of in-house manufacturing made the company more nimble in responding to the increase in demand. When competitors cut production last year, his company increased output and built inventory. Many chipmakers outsource large amounts of their manufacturing, and some have never owned a plant of their own. Texas Instruments has factories that provide about 80% of its own needs.\nTexas Instruments shares have kept pace with the overall advances by chip stocks this year, gaining 18% to $194.24 at the close. The stock fell about 4.2% in extended trading after the results were announced.\nIn the second quarter, net income rose to $1.93 billion, or $2.05 per share, from $1.38 billion, or $1.48 a share, a year earlier. Revenue increased 41% to $4.58 billion. Analysts, on average, estimated $4.36 billion.\nEarlier this month Texas Instruments said it’s buying a plant in Lehi, Utah, from Micron Technology Inc. for $900 million. The company is taking the lead in using relatively advanced plants for chips that have typically not required the kind of production necessary for Intel Corp.’s microprocessors or Micron’s computer memory. That’s giving Texas Instruments an advantage in cost and control of its own supply, the company has argued.","news_type":1,"symbols_score_info":{"TXN":0.9}},"isVote":1,"tweetType":1,"viewCount":1410,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}