持续更新，关注脚部自媒体
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Q4 2023: Revenue: $4.1 billion, QoQ: -10%, YoY: -13%; GM: 60%; EPS: $1.49 -
Q1 2024: Revenue Forecast: $3.45 billion to $3.75 billion; EPS Forecast: $0.96 to $1.16 (miss consensus 1.42) -
Inventory Increase: Up $91 million, with days at 219 (+14 sequentially) -
Industrial Market: Mid-teens decline, signaling increasing weakness. customers are reducing inventory levels -
Automotive Market: Mid-single digits decline. Sequential decline after 3.5 years of strong growth; inventory rebalancing by customers. -
Personal Electronics: Flat performance -
Communications Equipment: Low single digits decline -
Enterprise Systems: Low single digits growth -
Order Patterns: Evident cancellations and push-outs, especially in Q4, remained at elevated levels but did not significantly increase. -
Pricing Strategy: Consistent, with a low single-digit decline expected in line with historical trends -
Forecast: No specific timeline provided for when business is expected to improve or bottom out. -
Ongoing $5 billion/year capex through 2026 for 300mm wafer technology; Benefiting from ITC and Potential CHIPS Act Grants: Investment Tax Credit (ITC) accrual of $1.4 billion to date, with expected cash benefits. Submitted application for CHIPS Act grants, potentially offsetting CapEx costs.