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3600秒的守候
2021-04-25

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Weak financial results in the new quarter, Intel CEO: The shortage of cores will continue for another two years

4月24日消息，美国半导体巨头英特尔刚刚公布了疲软的季度财报，其新任首席执行官帕特·盖尔辛格（Pat Gelsinger）表示，全球芯片供应短缺可能还会持续两年时间。盖尔辛格在接受采访时说，几个月来

Weak financial results in the new quarter, Intel CEO: The shortage of cores will continue for another two years

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3600秒的守候
·2021-04-25
不好看v个
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3600秒的守候
·2021-04-26
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Its new CEO Pat Gelsinger (Pat Gelsinger) said that the global chip supply shortage may continue for another two years.</p><p>In an interview, Gelsinger said that the tight chip supply situation that has affected many areas of the global economy for several months will continue until more production capacity comes online to meet chip demand for everything from automobiles to electronics. He also said: \"It will take some time for people to increase production capacity. When you build a new factory, the situation won't change much in the short term.\"</p><p>A global shortage of semiconductor chips has disrupted production across industries, leading to temporary closures of auto factories and reduced supplies of goods such as computers and many appliances. Chip companies are always scrambling to help overcome the core shortage challenge.</p><p>The White House met with chip and other industry executives this month to help determine what actions should be taken to address shortages and strengthen the domestic chip manufacturing industry. President Biden has previously pledged to address the chip shortage and provided $50 billion for the semiconductor industry in his massive infrastructure spending package.</p><p>\"The scale of the investment required will be quite substantial,\" Gelsinger acknowledged. The CEO, who has been in office since February, also promised to quickly provide some capacity to help alleviate the chip shortage. Gelsinger is rapidly advancing efforts to revive the company. He expects Intel to post $77 billion in sales this year, $500 million more than previously expected.</p><p>Intel's earnings report on Thursday showed that first-quarter sales fell 1% to $19.7 billion, but still beat Wall Street expectations. Net income was $3.4 billion, dragged down by legal settlement costs. Excluding the memory business to be sold and other items, Intel said revenue was $18.6 billion and net income was $5.7 billion.</p><p>Gelsinger laid out an ambitious strategy this month to see Intel become a foundry chipmaker in addition to manufacturing semiconductors to meet internal needs, a plan that includes investing $20 billion in two new semiconductor factories in Arizona.</p><p>Intel's sales declined despite generally strong demand for chips. Vivek Arya, a semiconductor analyst at Bank of America, said ahead of Intel's earnings report that Intel's results were dragged down by several factors, including that the surge in demand for PCs has been focused on low-end devices such as Chromebooks, and Apple is abandoning Intel in favor of in-house designed chips on more of its devices.</p><p>Arria also said that after a strong year of data center spending, Intel's spending is expected to grow at a slower pace this year. He expects Intel's sales growth to lag behind the industry as a whole, which can grow by 15% this year.</p><p>Gelsinger is trying to rebuild a company that has suffered repeated setbacks in making state-of-the-art chips and lost to Asian rivals. He said last month that the company's latest chip is making progress. Intel also plans to increase the outsourcing of some chip production to keep pace with development.</p><p>The company is also dealing with increasing competition. Nvidia and AMD, which surpassed Intel to become the most valuable chip company in the United States last year, captured more market share. Nvidia also said this month that it will begin selling CPUs for data centers, a market that Intel has long dominated. Intel also launched enhanced data center chips this month.</p><p>Although Intel expects sales growth to be slower than competitors, it aims to regain lost ground, Gelsinger said. \"We're trying to gain more market share,\" he said. But Wall Street analysts have raised concerns about how long it will take for the chipmaker to bridge the gap with its competitors.</p><p>Ianjit Bhatti, an analyst at Atlantic Securities, said: \"To be successful, you must overcome many major problems and invest in advance, which is unlikely to pay off before 2025. In the near term (within 2-3 years), we think Intel cannot cope with AMD's market share growth.\"</p><p>Samuel Indyk, senior analyst at financial information website uk.Investing.com, said: \"The shortage will require chipmakers to spend massively. As Intel tries to regain the title of the most valuable chipmaker in the United States, the cost that needs to be spent may not be affordable for Intel.\"</p><p>Intel's data center business generated sales of $5.6 billion, missing analysts' estimates of $5.9 billion. The business's profitability is impacted by R&D spending and costs associated with increasing production of new chips, the company said.</p><p>Sales in the segment, which includes laptop chips, rose more than 8% to $10.6 billion as a boom in remote learning and work-from-home during the pandemic drove a surge in demand in the space. \"We're seeing no signs of slowing demand for PCs,\" Gelsinger said.</p><p>Intel's bid to become a foundry chipmaker hasn't been smooth sailing either. The company has tried to break into this market before, but with little success. Its main rivals Taiwan Semiconductor Manufacturing and Samsung Electronics are preparing tens of billions of dollars in spending plans to expand. TSMC last week raised its capital expenditure plan for this year to $30 billion, while raising its sales forecast. Samsung has earmarked an investment of $116 billion by 2030 to diversify chip production.</p><p>Gelsinger has said that Intel is planning to increase investment in the chip field, and the company may benefit from bipartisan support for domestic chip companies in the United States. Intel, for example, is bidding on a Defense Department contract that helps fund domestic chip manufacturing to meet the government's security needs.</p>","source":"lsy1580517846866","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>Weak financial results in the new quarter, Intel CEO: The shortage of cores will continue for another two years</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWeak financial results in the new quarter, Intel CEO: The shortage of cores will continue for another two years\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯科技</strong><span class=\"h-time small\">2021-04-25 10:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to news on April 24, the US semiconductor giant Intel has just announced a weak quarterly financial report. Its new CEO Pat Gelsinger (Pat Gelsinger) said that the global chip supply shortage may continue for another two years.</p><p>In an interview, Gelsinger said that the tight chip supply situation that has affected many areas of the global economy for several months will continue until more production capacity comes online to meet chip demand for everything from automobiles to electronics. He also said: \"It will take some time for people to increase production capacity. When you build a new factory, the situation won't change much in the short term.\"</p><p>A global shortage of semiconductor chips has disrupted production across industries, leading to temporary closures of auto factories and reduced supplies of goods such as computers and many appliances. Chip companies are always scrambling to help overcome the core shortage challenge.</p><p>The White House met with chip and other industry executives this month to help determine what actions should be taken to address shortages and strengthen the domestic chip manufacturing industry. President Biden has previously pledged to address the chip shortage and provided $50 billion for the semiconductor industry in his massive infrastructure spending package.</p><p>\"The scale of the investment required will be quite substantial,\" Gelsinger acknowledged. The CEO, who has been in office since February, also promised to quickly provide some capacity to help alleviate the chip shortage. Gelsinger is rapidly advancing efforts to revive the company. He expects Intel to post $77 billion in sales this year, $500 million more than previously expected.</p><p>Intel's earnings report on Thursday showed that first-quarter sales fell 1% to $19.7 billion, but still beat Wall Street expectations. Net income was $3.4 billion, dragged down by legal settlement costs. Excluding the memory business to be sold and other items, Intel said revenue was $18.6 billion and net income was $5.7 billion.</p><p>Gelsinger laid out an ambitious strategy this month to see Intel become a foundry chipmaker in addition to manufacturing semiconductors to meet internal needs, a plan that includes investing $20 billion in two new semiconductor factories in Arizona.</p><p>Intel's sales declined despite generally strong demand for chips. Vivek Arya, a semiconductor analyst at Bank of America, said ahead of Intel's earnings report that Intel's results were dragged down by several factors, including that the surge in demand for PCs has been focused on low-end devices such as Chromebooks, and Apple is abandoning Intel in favor of in-house designed chips on more of its devices.</p><p>Arria also said that after a strong year of data center spending, Intel's spending is expected to grow at a slower pace this year. He expects Intel's sales growth to lag behind the industry as a whole, which can grow by 15% this year.</p><p>Gelsinger is trying to rebuild a company that has suffered repeated setbacks in making state-of-the-art chips and lost to Asian rivals. He said last month that the company's latest chip is making progress. Intel also plans to increase the outsourcing of some chip production to keep pace with development.</p><p>The company is also dealing with increasing competition. Nvidia and AMD, which surpassed Intel to become the most valuable chip company in the United States last year, captured more market share. Nvidia also said this month that it will begin selling CPUs for data centers, a market that Intel has long dominated. Intel also launched enhanced data center chips this month.</p><p>Although Intel expects sales growth to be slower than competitors, it aims to regain lost ground, Gelsinger said. \"We're trying to gain more market share,\" he said. But Wall Street analysts have raised concerns about how long it will take for the chipmaker to bridge the gap with its competitors.</p><p>Ianjit Bhatti, an analyst at Atlantic Securities, said: \"To be successful, you must overcome many major problems and invest in advance, which is unlikely to pay off before 2025. In the near term (within 2-3 years), we think Intel cannot cope with AMD's market share growth.\"</p><p>Samuel Indyk, senior analyst at financial information website uk.Investing.com, said: \"The shortage will require chipmakers to spend massively. As Intel tries to regain the title of the most valuable chipmaker in the United States, the cost that needs to be spent may not be affordable for Intel.\"</p><p>Intel's data center business generated sales of $5.6 billion, missing analysts' estimates of $5.9 billion. The business's profitability is impacted by R&D spending and costs associated with increasing production of new chips, the company said.</p><p>Sales in the segment, which includes laptop chips, rose more than 8% to $10.6 billion as a boom in remote learning and work-from-home during the pandemic drove a surge in demand in the space. \"We're seeing no signs of slowing demand for PCs,\" Gelsinger said.</p><p>Intel's bid to become a foundry chipmaker hasn't been smooth sailing either. The company has tried to break into this market before, but with little success. Its main rivals Taiwan Semiconductor Manufacturing and Samsung Electronics are preparing tens of billions of dollars in spending plans to expand. TSMC last week raised its capital expenditure plan for this year to $30 billion, while raising its sales forecast. Samsung has earmarked an investment of $116 billion by 2030 to diversify chip production.</p><p>Gelsinger has said that Intel is planning to increase investment in the chip field, and the company may benefit from bipartisan support for domestic chip companies in the United States. Intel, for example, is bidding on a Defense Department contract that helps fund domestic chip manufacturing to meet the government's security needs.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://new.qq.com/omn/20210425/20210425A01KZ200.html\">腾讯科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b9a6f29dbb8b0bd3a3b0a5cf3f9e358","relate_stocks":{"INTC":"英特尔"},"source_url":"https://new.qq.com/omn/20210425/20210425A01KZ200.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168120359","content_text":"4月24日消息，美国半导体巨头英特尔刚刚公布了疲软的季度财报，其新任首席执行官帕特·盖尔辛格（Pat Gelsinger）表示，全球芯片供应短缺可能还会持续两年时间。\n盖尔辛格在接受采访时说，几个月来影响全球经济多个领域的芯片供应紧张状况将持续下去，直到更多产能上线，以满足从汽车到电子产品等各种产品的芯片需求。他还称：“这需要一段时间，人们才能增加产能。当你在建新工厂时，情况不会在短期发生太大变化。”\n全球半导体芯片短缺扰乱了各个行业的生产，导致汽车工厂暂时关闭，电脑和许多家电等商品的供应减少。芯片公司始终在争先恐后地帮助克服缺芯挑战。\n美国白宫本月会见了芯片和其他行业的高管，以帮助确定应该采取什么行动来解决短缺问题，并加强国内芯片制造行业。拜登总统此前承诺解决芯片短缺问题，并在其庞大的基础设施支出计划中为半导体行业提供了500亿美元拨款。\n盖尔辛格承认：“所需投资规模将是相当庞大的。”这位自2月份上任的首席执行官还承诺迅速提供部分产能，以帮助缓解芯片短缺问题。盖尔辛格正在快速推进重振公司的努力，他预计今年英特尔的销售额将达到770亿美元，比之前预期的高出5亿美元。\n英特尔周四公布的财报显示，第一季度销售额下滑1%至197亿美元，但仍超出华尔街预期。受法律和解成本的拖累，净收入为34亿美元。不包括即将出售的内存业务和其他项目，英特尔表示，营收为186亿美元，净收入为57亿美元。\n盖尔辛格本月制定了一项雄心勃勃的战略，除了制造半导体以满足内部需求外，英特尔还将成为代工芯片制造商，该计划包括投资200亿美元用于在亚利桑那州新建两家半导体工厂。\n尽管芯片需求普遍强劲，但英特尔的销量还是出现了下降。美国银行半导体分析师维韦克·阿里亚(Vivek Arya)在英特尔公布财报前表示，英特尔业绩受到几个因素的拖累，其中包括个人电脑需求的激增主要集中在Chromebook等低端设备上，而苹果正在放弃英特尔，转而在其更多设备上搭载内部设计芯片。\n阿里亚还说，在经历了强劲的一年数据中心支出之后，英特尔今年的支出预计将以较慢的速度增长。他预计英特尔的销售增长将落后于整个行业，今年整个行业增长率可达15%。\n盖尔辛格正在努力重建这家在制造最先进芯片方面屡屡受挫、并输给了亚洲竞争对手的公司。他在上个月说，该公司的最新芯片正在取得进展。英特尔还计划增加部分芯片生产的外包，以跟上开发步伐。\n该公司还在应对日益激烈的竞争。去年超过英特尔成为美国市值最高芯片公司的英伟达和AMD占据了更多市场份额。英伟达本月还表示，将开始销售用于数据中心的CPU，这是英特尔长期主导的市场。英特尔本月也推出了增强型数据中心芯片。\n盖尔辛格说，尽管英特尔预计销售增长将慢于竞争对手，但它的目标是收复失地。他说：“我们正在努力获得更多市场份额。”但华尔街分析师对这家芯片制造商多久才能弥合与竞争对手的差距表示担忧。\n大西洋证券分析师伊恩吉特·巴哈蒂(Ianjit Bhatti)表示：“要想取得成功，必须克服诸多重大问题，提前投资，在2025年之前不太可能获得回报。近期(2-3年内)，我们认为英特尔无法应对AMD市场份额的增长。”\n财经资讯网站uk.Investing.com的高级分析师塞缪尔·英迪克（Samuel Indyk）说：“短缺将要求芯片制造商大规模支出。在英特尔试图夺回美国市值最高芯片制造商的头衔之际，需要花掉的费用可能实英特尔负担不起的。”\n英特尔的数据中心业务销售额为56亿美元，低于分析师预期的59亿美元。该公司表示，该业务的盈利能力受到研发支出以及与增加新芯片产量相关成本的影响。\n包括笔记本电脑芯片在内的细分市场销售额增长了8%以上，达到106亿美元，原因是疫情期间远程学习和在家工作的热潮推动了这个领域的需求激增。盖尔辛格说：“我们没有看到个人电脑需求放缓的迹象。”\n英特尔成为代工芯片制造商的努力也并非一帆风顺。该公司以前也曾试图打入这个市场，但收效甚微。其主要竞争对手台积电和三星电子正在准备实施数百亿美元支出计划，以扩大规模。台积电上周将今年的资本支出计划上调至300亿美元，同时上调了销售预期。三星已指定到2030年投资1160亿美元，以实现芯片生产的多元化。\n盖尔辛格曾表示，英特尔正计划增加芯片领域投资，该公司可能受益于美国两党对本国芯片公司的支持。例如，英特尔正在竞标国防部的一份合同，该合同帮助为国内芯片制造提供资金，以满足政府的安全需求。","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":2255,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":9,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":4126697,"commentId":"4126697","gmtCreate":1619321543964,"gmtModify":1680785484477,"authorId":3576741308708587,"author":{"id":3576741308708587,"idStr":"3576741308708587","authorId":3576741308708587,"name":"3600秒的守候","avatar":"https://static.tigerbbs.com/7a997b789b2b70bfa7e4a7a4d32a6d56","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":375838197,"objectIdStr":"375838197","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不好看v个","text":"不好看v个","html":"不好看v个","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":4135261,"commentId":"4135261","gmtCreate":1619409650531,"gmtModify":1680785620941,"authorId":3576741308708587,"author":{"id":3576741308708587,"idStr":"3576741308708587","authorId":3576741308708587,"name":"3600秒的守候","avatar":"https://static.tigerbbs.com/7a997b789b2b70bfa7e4a7a4d32a6d56","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":375838197,"objectIdStr":"375838197","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"jsp sjdj d","text":"jsp sjdj d","html":"jsp sjdj d","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}