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MichAel
MichAel
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2025-10-22
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TI Gives Dour Quarterly Forecast as Tariffs Prolong Analog Chip Recovery
Texas Instruments forecast fourth-quarter revenue and profit below Wall Street estimates.
TI Gives Dour Quarterly Forecast as Tariffs Prolong Analog Chip Recovery
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MichAel
MichAel
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2025-10-01
Hi happy day of my life
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2025-09-19
$Intel(INTC)$
hello
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2024-03-27
$Apple(AAPL)$
hi this is good
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Recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=2577804358","media":"Reuters","summary":"Texas Instruments forecast fourth-quarter revenue and profit below Wall Street estimates.","content":"<html><head></head><body><p>Oct 21 (Reuters) - <a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a> forecast fourth-quarter revenue and profit below Wall Street estimates on Tuesday, stoking fears of a long road ahead for a full recovery in the analog chip market due to murky tariff rules for the semiconductor industry.</p><p>Shares of the chipmaker fell over 9% in premarket trading. The stock is down about 3% this year, as investors remained cautious about the impact of additional levies and trade negotiations on the company's business.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be1602ced0679dc191988f2fc49e08b4\" tg-width=\"872\" tg-height=\"823\"/></p><p>"There is a recovery, but it's at a very moderate pace," CEO Haviv Ilan said during a post-earnings call, as the company struggled to emerge from a prolonged glut of analog chips.</p><p>Though a slew of trade deals has helped reduce businesses' exposure to U.S. President Donald Trump's tariffs, TI's poor outlook underscores uncertainty around regulations for new duties that continues to plague chipmakers.</p><p>Data points on demand for analog chips across end-markets remain mixed in light of tariffs and trade-disputes, said Tore Svanberg, managing director at Stifel.</p><h2 id=\"id_2980434235\" style=\"text-align: start;\">TARIFF UNCERTAINTY PERSISTS</h2><p>TI expects fourth-quarter revenue between $4.22 billion and $4.58 billion, compared with estimates of $4.51 billion, according to data compiled by LSEG.</p><p>"When I talk with customers, especially on the industrial side, and if you think about investing, building new factories, putting more capex- there is a bit of a wait-and-see mode," Ilan said.</p><p>"In our domain ... the rules are still not finalized in terms of the rates of tariffs."</p><p>Trump said in August the U.S. will impose a tariff of about 100% on imports of semiconductors but offered an exemption to companies that are manufacturing in the U.S. or have committed to do so. However, this was not a formal tariff announcement, and much still remains unclear about how companies would be impacted.</p><p>TI has committed to spending more than $60 billion to expand its U.S. manufacturing footprint amid this push to onshore chip supply chains.</p><p>It forecast per-share profit between $1.13 and $1.39 for the quarter, below estimates of $1.41.</p><p>The company reported earnings of $1.48 per share for the third quarter, just shy of estimates of $1.49.</p></body></html>","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>TI Gives Dour Quarterly Forecast as Tariffs Prolong Analog Chip Recovery</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nTI Gives Dour Quarterly Forecast as Tariffs Prolong Analog Chip Recovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-22 16:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Oct 21 (Reuters) - <a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a> forecast fourth-quarter revenue and profit below Wall Street estimates on Tuesday, stoking fears of a long road ahead for a full recovery in the analog chip market due to murky tariff rules for the semiconductor industry.</p><p>Shares of the chipmaker fell over 9% in premarket trading. The stock is down about 3% this year, as investors remained cautious about the impact of additional levies and trade negotiations on the company's business.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be1602ced0679dc191988f2fc49e08b4\" tg-width=\"872\" tg-height=\"823\"/></p><p>"There is a recovery, but it's at a very moderate pace," CEO Haviv Ilan said during a post-earnings call, as the company struggled to emerge from a prolonged glut of analog chips.</p><p>Though a slew of trade deals has helped reduce businesses' exposure to U.S. President Donald Trump's tariffs, TI's poor outlook underscores uncertainty around regulations for new duties that continues to plague chipmakers.</p><p>Data points on demand for analog chips across end-markets remain mixed in light of tariffs and trade-disputes, said Tore Svanberg, managing director at Stifel.</p><h2 id=\"id_2980434235\" style=\"text-align: start;\">TARIFF UNCERTAINTY PERSISTS</h2><p>TI expects fourth-quarter revenue between $4.22 billion and $4.58 billion, compared with estimates of $4.51 billion, according to data compiled by LSEG.</p><p>"When I talk with customers, especially on the industrial side, and if you think about investing, building new factories, putting more capex- there is a bit of a wait-and-see mode," Ilan said.</p><p>"In our domain ... the rules are still not finalized in terms of the rates of tariffs."</p><p>Trump said in August the U.S. will impose a tariff of about 100% on imports of semiconductors but offered an exemption to companies that are manufacturing in the U.S. or have committed to do so. However, this was not a formal tariff announcement, and much still remains unclear about how companies would be impacted.</p><p>TI has committed to spending more than $60 billion to expand its U.S. manufacturing footprint amid this push to onshore chip supply chains.</p><p>It forecast per-share profit between $1.13 and $1.39 for the quarter, below estimates of $1.41.</p><p>The company reported earnings of $1.48 per share for the third quarter, just shy of estimates of $1.49.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","IE0008368304.USD":"STEWART INVESTORS WORLDWIDE LEADERS SUSTAINABILITY FUND \"I\" (USD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2129689605.HKD":"FRANKLIN GLOBAL INCOME \"A\" (HKD) INC","BK4588":"碎股","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU2129689514.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) INC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","LU2129689431.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4561":"索罗斯持仓","BK4604":"机器人概念","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","BK4512":"苹果概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","TXN":"德州仪器","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","LU0557290698.USD":"施罗德环球可持续增长基金","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251021:nL4N3W21JF:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577804358","content_text":"Oct 21 (Reuters) - Texas Instruments forecast fourth-quarter revenue and profit below Wall Street estimates on Tuesday, stoking fears of a long road ahead for a full recovery in the analog chip market due to murky tariff rules for the semiconductor industry.Shares of the chipmaker fell over 9% in premarket trading. The stock is down about 3% this year, as investors remained cautious about the impact of additional levies and trade negotiations on the company's business.\"There is a recovery, but it's at a very moderate pace,\" CEO Haviv Ilan said during a post-earnings call, as the company struggled to emerge from a prolonged glut of analog chips.Though a slew of trade deals has helped reduce businesses' exposure to U.S. President Donald Trump's tariffs, TI's poor outlook underscores uncertainty around regulations for new duties that continues to plague chipmakers.Data points on demand for analog chips across end-markets remain mixed in light of tariffs and trade-disputes, said Tore Svanberg, managing director at Stifel.TARIFF UNCERTAINTY PERSISTSTI expects fourth-quarter revenue between $4.22 billion and $4.58 billion, compared with estimates of $4.51 billion, according to data compiled by LSEG.\"When I talk with customers, especially on the industrial side, and if you think about investing, building new factories, putting more capex- there is a bit of a wait-and-see mode,\" Ilan said.\"In our domain ... the rules are still not finalized in terms of the rates of tariffs.\"Trump said in August the U.S. will impose a tariff of about 100% on imports of semiconductors but offered an exemption to companies that are manufacturing in the U.S. or have committed to do so. However, this was not a formal tariff announcement, and much still remains unclear about how companies would be impacted.TI has committed to spending more than $60 billion to expand its U.S. manufacturing footprint amid this push to onshore chip supply chains.It forecast per-share profit between $1.13 and $1.39 for the quarter, below estimates of $1.41.The company reported earnings of $1.48 per share for the third quarter, just shy of estimates of $1.49.","news_type":1,"symbols_score_info":{"TXN":0.9}},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484246398223128,"gmtCreate":1759254810936,"gmtModify":1759269206888,"author":{"id":"4104716959172710","authorId":"4104716959172710","name":"MichAel","avatar":"https://community-static.tradeup.com/news/8bbddc5447756ca3259150f3b70b41e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104716959172710","authorIdStr":"4104716959172710"},"themes":[],"htmlText":"Hi happy day of my life","listText":"Hi happy day of my life","text":"Hi happy day of my life","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484246398223128","isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":480075345285280,"gmtCreate":1758229863606,"gmtModify":1758234986547,"author":{"id":"4104716959172710","authorId":"4104716959172710","name":"MichAel","avatar":"https://community-static.tradeup.com/news/8bbddc5447756ca3259150f3b70b41e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104716959172710","authorIdStr":"4104716959172710"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ </a> hello","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ </a> hello","text":"$Intel(INTC)$ hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/480075345285280","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288685490307240,"gmtCreate":1711512501914,"gmtModify":1711517988647,"author":{"id":"4104716959172710","authorId":"4104716959172710","name":"MichAel","avatar":"https://community-static.tradeup.com/news/8bbddc5447756ca3259150f3b70b41e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104716959172710","authorIdStr":"4104716959172710"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a><v-v data-views=\"0\"></v-v> hi this is good","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a><v-v data-views=\"0\"></v-v> hi this is good","text":"$Apple(AAPL)$ hi this is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288685490307240","isVote":1,"tweetType":1,"viewCount":5293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}