意法半导体第二季度营业亏损约1.33亿美元 受重组和减值支出影响

Group 1: Company Performance - STMicroelectronics reported Q2 2025 revenue of $2.76 billion, a 10% increase from the previous quarter, but a 14% year-over-year decline, exceeding analyst expectations of $2.74 billion [1] - The company recorded an operating loss of approximately $133 million due to a $190 million impairment and restructuring charge, but stated that operating profit would have been $57 million excluding these charges, slightly above analyst expectations of $56 million [1] - The majority of STMicroelectronics' revenue comes from the automotive sector, which is facing increasing pressure from global trade tensions, although sales in personal electronics and industrial sectors saw an increase [1] Group 2: Future Outlook - Management expects Q3 revenue to be around $3.17 billion, indicating a potential 15% quarter-over-quarter growth, surpassing Wall Street's average estimate of approximately $3.1 billion [2] - Texas Instruments reported Q2 revenue of $4.448 billion, a 16% year-over-year increase, and projected Q3 revenue between $4.45 billion and $4.8 billion, with a median EPS guidance of $1.48, slightly below analyst expectations [3] - NXP Semiconductors reported Q2 revenue of $2.926 billion, a 6% year-over-year decline but a 3% quarter-over-quarter increase, with Q3 revenue expected between $3.05 billion and $3.25 billion, slightly above Wall Street's average expectations [3]