Samsung Takes Intel’s Chip-Seller Crown, but Bigger Showdown Looms

The Wall Street Journal2021-08-02

Cash is paramount as both companies seek to fund aggressive expansions into high-tech production. Samsung overtook Intel in the second quarter as the top chip maker by revenue and is expected to hold ...

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精彩评论

BlueDragon
2021-08-02
BlueDragon
Yes, wow. Like
jitkun
2021-08-02
jitkun
wow
chocoying
2021-08-02
chocoying
Like pls
BoonL
2021-08-02
BoonL
Likely
Aaron89
2021-08-02
Aaron89
Likely
Haw75
2021-08-02
Haw75
Likely

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But for now, it has fallen from the industry’s top spot by one key measure.In the second quarter, $Samsung Electronics Co., Ltd.$ overtook Intel as the world’s top chip maker by revenue. Giv","collect":0,"end_time":0,"defaultTopTitle":"wsj.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSM":"台积电","INTC":"英特尔"},"translate_title":"三星摘下英特尔芯片销售商的桂冠，但更大的摊牌迫在眉睫","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"INTC":0.9,"SSNNF":0.9,"TSM":0.9},"content_text":"Cash is paramount as both companies seek to fund aggressive expansions into high-tech production.\nSamsung overtook Intel in the second quarter as the top chip maker by revenue and is expected to hold on to that distinction in the near future.\nIntel Corp. aspires tochip-technology supremacy within four years. But for now, it has fallen from the industry’s top spot by one key measure.\nIn the second quarter, Samsung Electronics Co., Ltd. overtook Intel as the world’s top chip maker by revenue. Given divergent outlooks for their core businesses, the positioning is likely to stay that way in the near future, industry analysts say.\nThe South Korean tech company, which specializes in memory chips, racked up 22.74 trillion won, the equivalent of $19.7 billion,in semiconductor revenue during the April-June quarter. Total revenue for Intel, was $19.6 billion—or $18.5 billion after subtracting the contribution of a business unit it has agreed to sell.\nIntel, based in Santa Clara, Calif., has held the No. 1 sales spot for much of the past three decades, ceding it to Samsung in 2017 and 2018 when memory-chip sales boomed.\nThe ranking is about more than bragging rights: Intel needs financial clout more than ever. Under new Chief Executive Pat Gelsinger, the company is embarking on an ambitious strategy to manufacture cutting-edge chips—one of the business world’s costliest endeavors.\nChip Fight \nA memory-market uptick helped Samsung'sshares outgain Intel's over the past year.\nSource: FactSet\nIntel aspires to vault into a top-end foundry business, or the contract manufacturing of the most-advanced chips. In the race to miniaturize chip circuitry to the final nanometers, Intel joins a world populated by Taiwan Semiconductor Manufacturing and Samsung, both of which have allocated more than $100 billion. More sales provide more cash for capital expenditures and to give to shareholders.\nThough many firms, including NVIDIA Corp and Qualcomm, design superpowered chips, only TSMC and Samsung are able to manufacture them. Intel could join that list if its contract chip-making ambitions materialize.\nWith a global shortage of chips hobbling businesses world-wide, the U.S., Europe and other governments are offering tens of billions of dollars in incentives to spur the building of chip-making plants. But even so, such cutting-edge production requires advanced machines that cancost $150 million apiece, while a single facility can cost $20 billion.\nThe next frontiers of chip making are so demanding that only TSMC, Samsung and Intel have the technological capability and deep pockets to proceed, said Dale Gai, a research director at Counterpoint Research. “I don’t see anyone in the No. 4 position,” he said.\nThe three-company race will ultimately dictate where—and by whom—the advanced semiconductors essential for 5G cellular networks, self-driving cars and artificial intelligence are made. TSMC is currentlythe biggest foundry player, controlling 55% of the market, while Samsung represents 17%, according to first-quarter data from TrendForce, a market researcher.\nSamsung and Intel didn’t appear to be on a major collision course until Mr. Gelsinger rejoined Intel in January. He wants the company’s future to be making advanced chips not only for itself, but for others.\nMr. Gelsinger said in July that Intel already had more than 100 potential foundry customers lined up. They include Qualcomm, one of the biggest providers of chips for cellphones and a major Samsung customer. “We fully expect that this is going to be a great business for us,” he said on a call with analysts.\nSamsung said it is targeting 20% annual sales growth for its foundry business this year as demand increases, said Shawn Han, a senior vice president for the company’s foundry operations, in a Thursday earnings call. “We will maximize our capabilities to supply chips,” Mr. Han said.\nIt is a robust time for the chip industry, writ large. Global semiconductor revenue is expected to grow 12.5% this year to $522 billion, according to International Data Corp., a market researcher. Global shortages have handed chip makers pricing power and abundant orders.\nGoing forward, Samsung and Intel will look to fund their foundry aspirations by leaning on cash-cow chip businesses that have done well during the pandemic.\nSamsung’s rise to No. 1 in revenue reflects the overwhelming demand for memory chips—they typically cost just a few dollars apiece, compared with hundreds of dollars and often more for the central processing units that provide most of Intel’s income.\nFor the full year, global memory sales are expected to rise 33%, while revenue from CPUs, which go in PCs and data servers, is expected to grow by 4%, according to market researcher Gartner Inc. While PC sales soared during the pandemic and are still rising, growth has slowed of late, according to IDC. And Intel is having to fend off rival CPU makers like Advanced Micro Devices Inc., while some big clients forgo Intel-made chips for in-house alternatives.\nIn March, Mr. Gelsinger unveiled his turnaround plan, along with more than $20 billion in investments in two plants in Arizona. He followed, in May, with a $3.5 billion expansion effort in New Mexico. Additional capacity growth, in the U.S. and abroad, is in the planning stages.\nIn an interview after Intel’s second-quarter earnings announcement, Mr. Gelsinger expressed optimism about the company’s core business, citing appetite for new computers a Microsoft’s Windows 11 operating system hits the market later this year. “We see that strength continuing in the next year and beyond,” he said.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":805233006,"gmtCreate":1627882073005,"gmtModify":1633755624147,"author":{"id":"4087932884013320","authorId":"4087932884013320","name":"BlueDragon","avatar":"https://static.tigerbbs.com/431c326e19a16844e147d10866565f27","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087932884013320","authorIdStr":"4087932884013320"},"htmlText":"Yes, wow. 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