Zheng Quan Shi Bao Wang·2025-07-23 11:13Group 1: Texas Instruments - Texas Instruments reported Q2 revenue of $4.448 billion, a 16% year-over-year increase, slightly exceeding market expectations [1] - For Q3, Texas Instruments expects revenue between $4.45 billion and $4.8 billion, with an average analyst expectation of $4.57 billion [1] - The company anticipates Q3 earnings per share guidance of $1.48, below the analyst expectation of $1.50 [1] - CEO Haviv Ilan noted that tariffs and geopolitical issues are disrupting and reshaping global supply chains, and the recovery momentum in the automotive sector is weak [1] - After a strong demand in early Q2, chip orders have returned to normal recovery expectations [1] - Texas Instruments remains confident in achieving annual revenue peak exceeding $20 billion by 2025 [1] - Following the Q3 guidance, Texas Instruments' stock price dropped over 11% in pre-market trading on July 23, erasing most of its gains for the year [1] Group 2: NXP Semiconductors - NXP Semiconductors reported Q2 revenue of $2.926 billion, a 6% year-over-year decrease, but a 3% quarter-over-quarter increase [2] - The automotive chip business generated $1.729 billion in revenue, a 3% quarter-over-quarter increase [2] - For Q3, NXP expects revenue between $3.05 billion and $3.25 billion, with the midpoint above Wall Street's average expectation, but some analysts had predicted it would exceed $3.3 billion [2] - The automotive sector accounts for over half of NXP's total revenue, and the conservative outlook reflects challenges in the automotive chip market due to U.S. tariff policies disrupting global supply chains [2] - Following the earnings expectations, NXP's stock price fell by 0.12% on July 22 and dropped approximately 4.83% in pre-market trading on July 23 [3]