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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
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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":{"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","BK4561":"索罗斯持仓","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4604":"机器人概念","LU0557290698.USD":"施罗德环球可持续增长基金","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","IE0008368304.USD":"STEWART INVESTORS WORLDWIDE LEADERS SUSTAINABILITY FUND \"I\" (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","BK4512":"苹果概念","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","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","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","TXN":"德州仪器","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","BK4533":"AQR资本管理(全球第二大对冲基金)","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","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU2129689514.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","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","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4588":"碎股","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H"},"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 $1.49.","news_type":1,"symbols_score_info":{"TXN":0.9}},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484246398223128,"gmtCreate":1759254810936,"gmtModify":1759269206888,"author":{"id":"4104716959172710","authorId":"4104716959172710","name":"MichAel","avatar":"https://community-static.tradeup.com/news/8bbddc5447756ca3259150f3b70b41e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104716959172710","idStr":"4104716959172710"},"themes":[],"htmlText":"Hi happy day of my life","listText":"Hi happy day of my life","text":"Hi happy day of my life","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484246398223128","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":480075345285280,"gmtCreate":1758229863606,"gmtModify":1758234986547,"author":{"id":"4104716959172710","authorId":"4104716959172710","name":"MichAel","avatar":"https://community-static.tradeup.com/news/8bbddc5447756ca3259150f3b70b41e6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104716959172710","idStr":"4104716959172710"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$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":492,"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,"authorIdStr":"4104716959172710","idStr":"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":5277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}