Intel’s new CEO has another big problem to fix

MarketWatch2021-04-23

Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if rival AMD is gaining ground. Intel Corp.’s new chief executive, Pat Gelsinger, has another urgent ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

WYK
2021-04-23
WYK
It's funny how analysts think they know the business better than the ones running it.
JustinOh
2021-04-23
JustinOh
Comment and like
JJ11
2021-04-23
JJ11
Like
- 4ebeaef4:
  Pla reply
oliviaeex
2021-04-23
oliviaeex
like for like
- ScarletHeart:
  ok done
- 3SPY:
  Response pls
- oliviaeex:
  thanks
- oliviaeex:
  thanks
TimTamPrata
2021-04-23
TimTamPrata
[What]
- Long2themoon:
  With great power, comes great responsbilities.
小熊家族
2021-04-23
小熊家族
Pls like & share . Thanks
- 3SPY:
  Response pls

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1145865439?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-04-23 10:58","share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","id":"1145865439","market":"us","top_or_hot":-1,"title":"Intel’s new CEO has another big problem to fix","media":"MarketWatch","content":"<div>\n<p>Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if rival AMD is gaining ground.\n\nIntel Corp.’s new chief executive, Pat Gelsinger, has another urgent ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intels-new-ceo-has-another-big-problem-to-fix-11619137489?mod=home-page\">网页链接</a>\n\n</div>\n","source":"market_watch","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> Intel’s new CEO has another big problem to fix</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n Intel’s new CEO has another big problem to fix\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intels-new-ceo-has-another-big-problem-to-fix-11619137489?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if rival AMD is gaining ground.\n\nIntel Corp.’s new chief executive, Pat Gelsinger, has another urgent ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intels-new-ceo-has-another-big-problem-to-fix-11619137489?mod=home-page\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"INTC","symbol_name":"英特尔","start_time":0,"source_url":"https://www.marketwatch.com/story/intels-new-ceo-has-another-big-problem-to-fix-11619137489?mod=home-page","article_id":"1145865439","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1145865439","pubTimestamp":1619146694,"columns":[],"sourceInfo":{"source_id":"market_watch","name":"华尔街大事件"},"weMediaInfo":null,"summary":"Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if riva","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"INTC":"英特尔"},"translate_title":"英特尔新任首席执行官又有一个大问题要解决","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"INTC":0.9},"content_text":"Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if rival AMD is gaining ground.\n\nIntel Corp.’s new chief executive, Pat Gelsinger, has another urgent problem to deal with, in addition to restoring the chip giant’s manufacturing business to its former glory.\nIn its earning report Thursday, Intel INTC, -1.77% said its highly profitable business of selling chips to data-center customers had its worst quarter in a year, with revenue dropping an unexpected 20%, which included a 14% drop in average selling prices. Overall, the company’s total revenue of $19.7 billion came in better than expected, even while it was down 1% year over year.\nBut the surprise double-digit drop in data-center sales unsettled investors, and Intel shares slipped more than 2% in after-hours trading, at one point falling to $60.61 in the extended session.\nThe state of the data-center business was the dominant topic on the earnings call Thursday afternoon, during which some analysts tried to glean if competitive pressure from rival Advanced Micro Devices Inc. AMD, -3.12% was having an effect.\nIntel executives tried to bat away that notion, saying that over half of the drop in average selling prices was due to strong sales of lower-priced network system-on-a-chip products and other product-mix issues. In addition, Intel was seeing a very tough comparison to the first quarter of 2020, when revenue soared 23% overall and data-center revenue surged 34%. They also said many customers were digesting past purchases.\nBut it is that area that was left mostly undiscussed, with analysts suspecting the sizeable drop in average selling price may be due to competition from AMD. Intel cited higher startup expenses for its newest manufacturing nodes, as it moves to 10-nanometer geometries its next generation.\n“Can you help us understand why you’re comfortable that this is digestion and not something more, like cloud guys going to more internal solutions or solutions away from Intel?” asked John Pitzer, a Credit Suisse analyst. “I know you have another hard compare year-over-year on Q2, but what gives you confidence that this is digestion and not something more?”\nGelsinger noted that the company works very closely with its customers and the supply chain, and is building its forecasts based on data from these relationships.\n“We know what their inventory levels are. These are very intimate relationships,” Gelsinger said. “So I’d just say at that level, we’re confident when we speak that what they’re doing, and what we’re going to see in the future, and how they’re digesting and deploying the products that we delivered to them last year, are now ramping in.”\nEven so, not everyone is buying it. Patrick Moorhead, an analyst with Moor Insights, said in a brief note that he attributed the lower prices in the data-center group “to a combination to mix shift lower and competitive pressure. “\nWith data center as such a big profit driver for Intel, investors are hoping that Gelsinger is right and that after a brief digestion period, those sales will come back. Next Tuesday, when AMD reports its earnings, should provide another data point. But it may be that Gelsinger not only has a manufacturing issue to work on and build up again, but an increasingly stronger opponent in AMD.","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":376755990,"gmtCreate":1619151715110,"gmtModify":1631887835289,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"htmlText":"It's funny how analysts think they know the business better than the ones running it.","listText":"It's funny how analysts think they know the business better than the ones running it.","text":"It's funny how analysts think they know the business better than the ones running it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376755990","repostId":1145865439,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":376750297,"gmtCreate":1619151184119,"gmtModify":1634288156588,"author":{"id":"3574829133892207","authorId":"3574829133892207","name":"JustinOh","avatar":"https://static.tigerbbs.com/999ecefe022ab8cb9f4c76c1f852fa86","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3574829133892207","authorIdStr":"3574829133892207"},"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376750297","repostId":1145865439,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":376769825,"gmtCreate":1619149562567,"gmtModify":1634288169543,"author":{"id":"3577161765762514","authorId":"3577161765762514","name":"JJ11","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3577161765762514","authorIdStr":"3577161765762514"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376769825","repostId":1145865439,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4110550,"gmtCreate":1619150923985,"gmtModify":1635513330704,"authorId":3575777532787835,"author":{"id":3575777532787835,"idStr":"3575777532787835","authorId":3575777532787835,"name":"4ebeaef4","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":376769825,"type":1,"supId":0,"prevId":0,"content":"Pla reply","text":"Pla reply","html":"Pla reply"}],"langContent":"EN"},{"id":376735065,"gmtCreate":1619147858857,"gmtModify":1631891955043,"author":{"id":"3581502293537821","authorId":"3581502293537821","name":"oliviaeex","avatar":"https://static.tigerbbs.com/bb5c135ec9104a6b25b19b233db0f3bc","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581502293537821","authorIdStr":"3581502293537821"},"htmlText":"like for like","listText":"like for like","text":"like for like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/376735065","repostId":1145865439,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4110139,"gmtCreate":1619147937640,"gmtModify":1635513367676,"authorId":3577192411061699,"author":{"id":3577192411061699,"idStr":"3577192411061699","authorId":3577192411061699,"name":"ScarletHeart","avatar":"https://static.tigerbbs.com/567bdb8cda4d14971c29f6b69d91e016","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":376735065,"type":1,"supId":0,"prevId":0,"content":"ok done","text":"ok done","html":"ok done"},{"id":4110197,"gmtCreate":1619148357654,"gmtModify":1635513360772,"authorId":3573557817579971,"author":{"id":3573557817579971,"idStr":"3573557817579971","authorId":3573557817579971,"name":"3SPY","avatar":"https://static.tigerbbs.com/d0da4d80440800d9415c7b37917c8288","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":376735065,"type":1,"supId":0,"prevId":0,"content":"Response pls","text":"Response pls","html":"Response pls"},{"id":4763445,"gmtCreate":1623731394862,"gmtModify":1635320677828,"authorId":3581502293537821,"author":{"id":3581502293537821,"idStr":"3581502293537821","authorId":3581502293537821,"name":"oliviaeex","avatar":"https://static.tigerbbs.com/bb5c135ec9104a6b25b19b233db0f3bc","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":376735065,"type":1,"supId":4110197,"prevId":0,"content":"thanks","text":"thanks","html":"thanks"},{"id":4951843,"gmtCreate":1624346226535,"gmtModify":1635252257378,"authorId":3581502293537821,"author":{"id":3581502293537821,"idStr":"3581502293537821","authorId":3581502293537821,"name":"oliviaeex","avatar":"https://static.tigerbbs.com/bb5c135ec9104a6b25b19b233db0f3bc","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":376735065,"type":1,"supId":4110139,"prevId":0,"content":"thanks","text":"thanks","html":"thanks"}],"langContent":"EN"},{"id":376731800,"gmtCreate":1619147662800,"gmtModify":1634288188296,"author":{"id":"3581478820646520","authorId":"3581478820646520","name":"TimTamPrata","avatar":"https://static.tigerbbs.com/7112dd358a087dca78af99b862816363","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581478820646520","authorIdStr":"3581478820646520"},"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376731800","repostId":1145865439,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4110442,"gmtCreate":1619150054835,"gmtModify":1635513339200,"authorId":3581627460874168,"author":{"id":3581627460874168,"idStr":"3581627460874168","authorId":3581627460874168,"name":"Long2themoon","avatar":"https://static.tigerbbs.com/b6efd17f4feb4272fc08d9033b1d5b82","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":376731800,"type":1,"supId":0,"prevId":0,"content":"With great power, comes great responsbilities.","text":"With great power, comes great responsbilities.","html":"With great power, comes great responsbilities."}],"langContent":"EN"},{"id":376797464,"gmtCreate":1619147301658,"gmtModify":1634288190746,"author":{"id":"3559646996357772","authorId":"3559646996357772","name":"小熊家族","avatar":"https://static.tigerbbs.com/3a5653b8f67e7f6deae6e1f8cef74bd0","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3559646996357772","authorIdStr":"3559646996357772"},"htmlText":"Pls like &amp; share . Thanks&nbsp;","listText":"Pls like &amp; share . Thanks&nbsp;","text":"Pls like & share . Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376797464","repostId":1145865439,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4110200,"gmtCreate":1619148375028,"gmtModify":1635513360399,"authorId":3573557817579971,"author":{"id":3573557817579971,"idStr":"3573557817579971","authorId":3573557817579971,"name":"3SPY","avatar":"https://static.tigerbbs.com/d0da4d80440800d9415c7b37917c8288","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":376797464,"type":1,"supId":0,"prevId":0,"content":"Response pls","text":"Response pls","html":"Response pls"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":28,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.30.0","shortVersion":"4.30.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1145865439"}