In the latest trading session, Texas Instruments (TXN) closed at $202.41, marking a +1.31% move from the previous day. The stock exceeded the S&P 500, which registered a gain of 1.07% for the day. Meanwhile, the Dow experienced a rise of 0.31%, and the technology-dominated Nasdaq saw an increase of 2.17%.Shares of the chipmaker have appreciated by 1.29% over the course of the past month, outperforming the Computer and Technology sector's loss of 0.16% and lagging the S&P 500's gain of 2.92%.Investors will b ...

会议主要讨论的核心内容 公司发展战略和重点 - 公司目前的重点是部署资本投资和研发投入,以支持公司长期收入和自由现金流的增长 [5] - 公司正在分三个阶段完成产能投资:第一阶段是最大化现有产能利用,第二阶段是新建厂房,第三阶段是模块化扩产 [32][33] - 公司正在加强嵌入式处理器业务,希望未来能够像模拟业务一样做出贡献 [40][41][42] 行业周期和市场表现 - 这轮周期的一个特点是各个终端市场和地区表现不同步,呈现出非同步性 [7][8][11][12] - 公司正密切关注客户库存水平,目前仍有一些行业存在过剩库存,但公司已做好准备应对不同市场需求变化 [13][14][15] - 中国市场竞争激烈,但公司有自身的竞争优势,并且中国客户也需要公司的地缘政治可靠供应能力 [16][17][18] 各业务板块发展情况 - 汽车业务未来5-10年有望保持高于整体市场的增长,公司看好车身电子、照明和ADAS等应用领域 [18][19][20][22] - 工业业务增长动力来自自动化、减碳等主题,公司在这些领域有广泛的产品布局 [24][25] - 公司对非汽车非工业业务也保持关注,但会更多地投资于汽车和工业领域 [26][27][28] 问答环节的重要提问和回答 关于公司管理层变化 - 新任CEO Haviv参与公司的财报和资本管理电话会议,这是根据投资者的反馈而做出的调整 [3] 关于公司定价策略 - 公司总体定价策略是年降2%-3%,但可根据市场环境灵活调整 [47][48] - 公司的成本结构使其能够适应不同的定价环境 [48] 关于资本投资计划 - 公司2026年资本支出目标从之前的固定值调整为2-5亿美元的区间,主要是根据对未来产能需求的更精确预测 [31][32][33] - 公司未来资本强度目标为1.2倍收入增长,这也是基于更精细的预测 [34][35] 关于地缘政治可靠供应能力 - 这是公司的一大竞争优势,不同地区客户都非常重视这一点 [36][37][38][39] - 这一能力有助于公司在中国市场保持和增加市场份额 [63][64]

Texas Instruments (TXN) closed the latest trading day at $201.55, indicating a -1.2% change from the previous session's end. This move lagged the S&P 500's daily loss of 0.3%. Elsewhere, the Dow saw a downswing of 0.54%, while the tech-heavy Nasdaq appreciated by 0.25%.Prior to today's trading, shares of the chipmaker had gained 10.83% over the past month. This has outpaced the Computer and Technology sector's gain of 1.22% and the S&P 500's gain of 3.42% in that time.Analysts and investors alike will be ke ...

Texas Instruments Incorporated (NASDAQ:TXN) Citi 2024 Global TMT Conference September 5, 2024 9:10 AM ET Company Participants Haviv Ilan – President and Chief Executive Officer Conference Call Participants Chris Danely – Citigroup Inc. Chris Danely All right. Great. Thanks, everyone. I am still Chris Danely, still the semi analyst here at Citi. It seems like I've been saying that every, every five minutes or 27 times a day. Hopefully, I can keep my voice for a few more hours. Next up is a stock that we rece ...

会议主要讨论的核心内容 - 公司正在进行一项复杂的投资计划,用于建设300毫米晶圆厂,以提高制造效率和灵活性 [4][5][6][7] - 公司计划在未来6年内投资200亿至250亿美元,并提供了4种不同收入情况下的投资灵活性 [5][7][12][13] - 公司将每季度进行财报电话会议,并计划每年举行一次资本市场日,以提高透明度和与投资者的沟通 [15][16] - 公司将重点关注提高毛利率,并给出了未来几年的毛利率指引和相关分析 [18][19][20][21] - 公司正在加大内部制造能力,特别是300毫米晶圆厂,以提高成本优势和灵活性 [42][43][44][52] - 公司看好未来几年的收入增长机会,特别是在工业、汽车以及消费电子等领域 [54][55][56] - 公司对中国市场保持乐观,认为可以通过提供更好的成本和质量竞争 [58][59] 问答环节重要的提问和回答 - 分析师询问公司为何要进行此次特别的资本管理电话会议,公司表示这是为了更好地与投资者沟通未来投资计划 [3][4][5][6] - 分析师询问公司是否会在每季度财报电话会议上亮相,公司表示会这样做以提高透明度 [15][16] - 分析师询问公司是否会重启年度分析师日活动,公司表示会考虑 [17] - 分析师询问公司是否会更多地披露毛利率信息,公司表示会提供更多相关指引和分析 [18][19][20][21] - 分析师询问公司内部制造能力提升对成本和定价的影响,公司表示这将提供更大的灵活性和竞争优势 [41][42][43][44] - 分析师询问公司对中国市场的长期看法,公司表示会面临更多本土竞争,但仍看好未来机会 [57][58][59]

Texas Instruments’ (TXN) shares have rallied 18.4% in the year-to-date period, outperforming the Zacks Computer & Technology sector’s rise of 15.9%. It has also outpaced the S&P 500 Index’s appreciation of 15.6% over the same timeframe.TXN is benefiting from solid demand for data centers, which is boosting its prospects in the enterprise systems market. Improving conditions in the personal electronics and communication equipment markets are a plus.The company’s deepening focus on innovation of manufacturing ...

Visitors are visiting various integrated circuit chips developed and produced by Texas Instruments ... [+] at the 6th China International Import Expo (CIIE) in Shanghai, China, on November 6, 2023. (Photo by Costfoto/NurPhoto via Getty Images)NurPhoto via Getty ImagesTexas Instruments stock has fared reasonably well this year, rising by about 25% since early January. In comparison, industry peer Qualcomm stock has gained about 21% over the same period. While the broader semiconductor industry has seen a rec ...

DALLAS, Aug. 22, 2024 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) President and Chief Executive Officer Haviv Ilan will speak at the Citi 2024 Global TMT Conference in New York City on Thursday, Sept. 5, at 9:10 a.m. Eastern time. Ilan will field questions from analysts and investors, as well as discuss TI's business outlook and its strategy to address key markets for its analog and embedded processing technologies and how these capabilities position the company for growth.The audio we ...

It has been about a month since the last earnings report for Texas Instruments (TXN) . Shares have added about 5.1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Texas Instruments due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Texas Instruments Q2 Earnings Beat, ...

So bad it's good: Texas Instruments lowered its spending plans.Shares of Texas Instruments (TXN 3.42%), a producer of analog and embedded chips, rallied as much as 4.1% on Wednesday before retreating to a mere 3% gain as of 12:18 p.m. ET. Still, that was a much more substantial gain than the general semiconductor sector, with the iShares Semiconductor ETF (SOXX 1.45%) only up about 0.7% at that time.Texas Instruments gave a midyear update on its long-term spending plans on Tuesday, which is something the co ...