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xieh6
2021-12-20
$Farmmi, Inc.(FAMI)$
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xieh6
2021-07-17
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2021-07-17
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2021-07-17
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2021-07-17
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2021-07-17
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","text":"[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179384438","repostId":"1110672156","repostType":4,"repost":{"id":"1110672156","weMediaInfo":{"introduction":"最有深度的半导体新媒体，实讯、专业、原创、深度，30万半导体精英关注！专注观察全球半导体最新资讯、技术前沿、发展趋势。《摩尔精英》《中国集成电路》共同出品，欢迎订阅摩尔旗下公众号：摩尔精英、摩尔芯闻、摩尔App","home_visible":1,"media_name":"半导体行业观察","id":"1099700132","head_image":"https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868"},"pubTimestamp":1626484116,"share":"https://www.laohu8.com/m/news/1110672156?lang=&edition=full","pubTime":"2021-07-17 09:08","market":"us","language":"zh","title":"豪掷500亿美元，Intel终将获得取胜钥匙？","url":"https://stock-news.laohu8.com/highlight/detail?id=1110672156","media":"半导体行业观察","summary":"入职不到六个月， 英特尔公司首席执行官Pat Gelsinger重振这家芯片制造商命运的方法正在浮现：那就是迅速行动，并携带大额支票簿。\n当 Gelsinger 在 2 月份接替Bob Swan担任英","content":"<p>入职不到六个月， <a href=\"https://laohu8.com/S/INTC\">英特尔</a>公司首席执行官Pat Gelsinger重振这家芯片制造商命运的方法正在浮现：那就是迅速行动，并携带大额支票簿。</p>\n<p>当 Gelsinger 在 2 月份接替Bob Swan担任英特尔CEO时，这家芯片巨头正在遭受工艺多年延误的影响，分析师和投资者的一个重大关注点是该公司是否会放弃芯片生产并专注于设计。这种方法为竞争对手Nvidia 和<a href=\"https://laohu8.com/S/AMD\">AMD</a>带来了巨额回报，让他们有能力蚕食英特尔的市场份额。</p>\n<p>Gelsinger 先生的回答实际上是一个强有力的“不”。他承诺英特尔不仅要制造自己的半导体，还要成为所谓的代工厂，为他人制造芯片——如果英特尔收购芯片制造专家 GlobalFoundries 的探索性谈判达成，他将承担超过 500 亿美元的财务承诺。据《华尔街日报》周四报道称，英特尔正在考虑对GlobalFoundries 发起估值约为 300 亿美元的收购。</p>\n<p>如果成行，这将是英特尔有史以来最大的一笔收购，几乎是他们迄今为止最大一笔交易的两倍。在 2015 年，英特尔曾斥资约167 亿美元收购微处理器制造商Altera Corp.。</p>\n<p>Gelsinger 在担任英特尔最高职位仅一个多月后，他就承诺英特尔将在亚利桑那州的芯片工厂投资 200 亿美元。不到两个月后，他又在新墨西哥增加了 35 亿美元的扩张计划。英特尔首席执行官曾表示，更多的财务承诺在美国和海外都在筹划中。</p>\n<p>Gelsinger 先生自加入以来就发誓，英特尔最好的日子就在眼前。但他也强调公司需要恢复其可靠性能的声誉，并迅速采取行动，带回工程人才以兑现这一承诺。</p>\n<p>有时，Gelsinger 先生对过去的失误直言不讳。英特尔之前曾尝试成为第三方芯片制造商，但收效甚微。“我们最初的努力有些薄弱，”他说，并补充道，“我们并没有真正把自己抛在后面。”</p>\n<p>Wedbush Securities 分析师Matt Bryson)表示，收购 GlobalFoundries可以让英特尔获得成功的诀窍。“因为在过去，大家对英特尔的担忧之一是他们并不真正知道如何充当代工厂，”他说。“GlobalFoundries 将为他们提供一系列更广泛、更成熟的产能。”</p>\n<p>周五早些时候，英特尔股价上涨了 1.51%。</p>\n<p>全球芯片短缺已经很少把以前几乎默默无闻的半导体生产推到聚光灯前。对笔记本电脑的需求猛增，新的工作方式增加了对云计算服务和运行在它们上面的数据中心的需求。一个在需求激增的芯片是进入新的5G手机增加了对制造能力的挤压，芯片公司说。由于缺乏芯片，汽车制造商不得不闲置工厂，因此一些电子产品的价格正在上涨。</p>\n<p>短缺已成为华盛顿特区和其他全球首都的话题。拜登总统已承诺斥资约 500 亿美元促进国内芯片制造。欧洲也表示了类似的承诺。</p>\n<p>英特尔押注芯片热潮将持续下去。</p>\n<p>Gelsinger 先生曾表示，到2025年，为别人生产芯片的晶圆代工业务应该会成为一个千亿美元的市场，他已经拉拢包括自己竞争对手在内的客户使用他们的晶圆代工业务，当中包括 高通公司 和Amazon.com公司。</p>\n<p>英特尔正在竞相发展和保护该业务。</p>\n<p>世界上最大的合同芯片制造商台湾半导体制造有限公司在四月表示，公司将在未来三年内投入千亿美元，提高生产能力以应对激增的需求。 <a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>公司 计划到2030年花费约1160亿美元，多样化并提高其半导体输出，并且它正在考虑在美国投资170亿美元建立一个新的芯片制造工厂。</p>\n<p>Counterpoint Research 表示，<a href=\"https://laohu8.com/S/TSM\">台积电</a>去年占据全球第三方芯片制造市场约 59% 的份额，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>占 14%。</p>\n<p>尽管英特尔正在追赶，但Gelsinger 先生正在求助于台积电和三星，以帮助制造其内部无法生产的最尖端芯片的部件。</p>\n<p>Sanford Bernstein & Co. 的分析师 Stacy Rasgon 怀疑收购 GlobalFoundries 是否有助于英特尔的扭亏为盈。“对于该行业的边缘参与者来说，这是一笔巨款，”他说，称这样的交易“让英特尔分心”。</p>\n<p>加强英特尔的芯片生产部门只是 Gelsinger 先生计划的一部分。另一个是确保公司不断设计尖端芯片来让客户惊叹。“我们有很多工作要做，”Gelsinger 先生今年早些时候说。</p>","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>豪掷500亿美元，Intel终将获得取胜钥匙？</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; 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*/\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豪掷500亿美元，Intel终将获得取胜钥匙？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">半导体行业观察 </p>\n<p class=\"h-time\">2021-07-17 09:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>入职不到六个月， <a href=\"https://laohu8.com/S/INTC\">英特尔</a>公司首席执行官Pat Gelsinger重振这家芯片制造商命运的方法正在浮现：那就是迅速行动，并携带大额支票簿。</p>\n<p>当 Gelsinger 在 2 月份接替Bob Swan担任英特尔CEO时，这家芯片巨头正在遭受工艺多年延误的影响，分析师和投资者的一个重大关注点是该公司是否会放弃芯片生产并专注于设计。这种方法为竞争对手Nvidia 和<a href=\"https://laohu8.com/S/AMD\">AMD</a>带来了巨额回报，让他们有能力蚕食英特尔的市场份额。</p>\n<p>Gelsinger 先生的回答实际上是一个强有力的“不”。他承诺英特尔不仅要制造自己的半导体，还要成为所谓的代工厂，为他人制造芯片——如果英特尔收购芯片制造专家 GlobalFoundries 的探索性谈判达成，他将承担超过 500 亿美元的财务承诺。据《华尔街日报》周四报道称，英特尔正在考虑对GlobalFoundries 发起估值约为 300 亿美元的收购。</p>\n<p>如果成行，这将是英特尔有史以来最大的一笔收购，几乎是他们迄今为止最大一笔交易的两倍。在 2015 年，英特尔曾斥资约167 亿美元收购微处理器制造商Altera Corp.。</p>\n<p>Gelsinger 在担任英特尔最高职位仅一个多月后，他就承诺英特尔将在亚利桑那州的芯片工厂投资 200 亿美元。不到两个月后，他又在新墨西哥增加了 35 亿美元的扩张计划。英特尔首席执行官曾表示，更多的财务承诺在美国和海外都在筹划中。</p>\n<p>Gelsinger 先生自加入以来就发誓，英特尔最好的日子就在眼前。但他也强调公司需要恢复其可靠性能的声誉，并迅速采取行动，带回工程人才以兑现这一承诺。</p>\n<p>有时，Gelsinger 先生对过去的失误直言不讳。英特尔之前曾尝试成为第三方芯片制造商，但收效甚微。“我们最初的努力有些薄弱，”他说，并补充道，“我们并没有真正把自己抛在后面。”</p>\n<p>Wedbush Securities 分析师Matt Bryson)表示，收购 GlobalFoundries可以让英特尔获得成功的诀窍。“因为在过去，大家对英特尔的担忧之一是他们并不真正知道如何充当代工厂，”他说。“GlobalFoundries 将为他们提供一系列更广泛、更成熟的产能。”</p>\n<p>周五早些时候，英特尔股价上涨了 1.51%。</p>\n<p>全球芯片短缺已经很少把以前几乎默默无闻的半导体生产推到聚光灯前。对笔记本电脑的需求猛增，新的工作方式增加了对云计算服务和运行在它们上面的数据中心的需求。一个在需求激增的芯片是进入新的5G手机增加了对制造能力的挤压，芯片公司说。由于缺乏芯片，汽车制造商不得不闲置工厂，因此一些电子产品的价格正在上涨。</p>\n<p>短缺已成为华盛顿特区和其他全球首都的话题。拜登总统已承诺斥资约 500 亿美元促进国内芯片制造。欧洲也表示了类似的承诺。</p>\n<p>英特尔押注芯片热潮将持续下去。</p>\n<p>Gelsinger 先生曾表示，到2025年，为别人生产芯片的晶圆代工业务应该会成为一个千亿美元的市场，他已经拉拢包括自己竞争对手在内的客户使用他们的晶圆代工业务，当中包括 高通公司 和Amazon.com公司。</p>\n<p>英特尔正在竞相发展和保护该业务。</p>\n<p>世界上最大的合同芯片制造商台湾半导体制造有限公司在四月表示，公司将在未来三年内投入千亿美元，提高生产能力以应对激增的需求。 <a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>公司 计划到2030年花费约1160亿美元，多样化并提高其半导体输出，并且它正在考虑在美国投资170亿美元建立一个新的芯片制造工厂。</p>\n<p>Counterpoint Research 表示，<a href=\"https://laohu8.com/S/TSM\">台积电</a>去年占据全球第三方芯片制造市场约 59% 的份额，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>占 14%。</p>\n<p>尽管英特尔正在追赶，但Gelsinger 先生正在求助于台积电和三星，以帮助制造其内部无法生产的最尖端芯片的部件。</p>\n<p>Sanford Bernstein & Co. 的分析师 Stacy Rasgon 怀疑收购 GlobalFoundries 是否有助于英特尔的扭亏为盈。“对于该行业的边缘参与者来说，这是一笔巨款，”他说，称这样的交易“让英特尔分心”。</p>\n<p>加强英特尔的芯片生产部门只是 Gelsinger 先生计划的一部分。另一个是确保公司不断设计尖端芯片来让客户惊叹。“我们有很多工作要做，”Gelsinger 先生今年早些时候说。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔","09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110672156","content_text":"入职不到六个月， 英特尔公司首席执行官Pat Gelsinger重振这家芯片制造商命运的方法正在浮现：那就是迅速行动，并携带大额支票簿。\n当 Gelsinger 在 2 月份接替Bob Swan担任英特尔CEO时，这家芯片巨头正在遭受工艺多年延误的影响，分析师和投资者的一个重大关注点是该公司是否会放弃芯片生产并专注于设计。这种方法为竞争对手Nvidia 和AMD带来了巨额回报，让他们有能力蚕食英特尔的市场份额。\nGelsinger 先生的回答实际上是一个强有力的“不”。他承诺英特尔不仅要制造自己的半导体，还要成为所谓的代工厂，为他人制造芯片——如果英特尔收购芯片制造专家 GlobalFoundries 的探索性谈判达成，他将承担超过 500 亿美元的财务承诺。据《华尔街日报》周四报道称，英特尔正在考虑对GlobalFoundries 发起估值约为 300 亿美元的收购。\n如果成行，这将是英特尔有史以来最大的一笔收购，几乎是他们迄今为止最大一笔交易的两倍。在 2015 年，英特尔曾斥资约167 亿美元收购微处理器制造商Altera Corp.。\nGelsinger 在担任英特尔最高职位仅一个多月后，他就承诺英特尔将在亚利桑那州的芯片工厂投资 200 亿美元。不到两个月后，他又在新墨西哥增加了 35 亿美元的扩张计划。英特尔首席执行官曾表示，更多的财务承诺在美国和海外都在筹划中。\nGelsinger 先生自加入以来就发誓，英特尔最好的日子就在眼前。但他也强调公司需要恢复其可靠性能的声誉，并迅速采取行动，带回工程人才以兑现这一承诺。\n有时，Gelsinger 先生对过去的失误直言不讳。英特尔之前曾尝试成为第三方芯片制造商，但收效甚微。“我们最初的努力有些薄弱，”他说，并补充道，“我们并没有真正把自己抛在后面。”\nWedbush Securities 分析师Matt Bryson)表示，收购 GlobalFoundries可以让英特尔获得成功的诀窍。“因为在过去，大家对英特尔的担忧之一是他们并不真正知道如何充当代工厂，”他说。“GlobalFoundries 将为他们提供一系列更广泛、更成熟的产能。”\n周五早些时候，英特尔股价上涨了 1.51%。\n全球芯片短缺已经很少把以前几乎默默无闻的半导体生产推到聚光灯前。对笔记本电脑的需求猛增，新的工作方式增加了对云计算服务和运行在它们上面的数据中心的需求。一个在需求激增的芯片是进入新的5G手机增加了对制造能力的挤压，芯片公司说。由于缺乏芯片，汽车制造商不得不闲置工厂，因此一些电子产品的价格正在上涨。\n短缺已成为华盛顿特区和其他全球首都的话题。拜登总统已承诺斥资约 500 亿美元促进国内芯片制造。欧洲也表示了类似的承诺。\n英特尔押注芯片热潮将持续下去。\nGelsinger 先生曾表示，到2025年，为别人生产芯片的晶圆代工业务应该会成为一个千亿美元的市场，他已经拉拢包括自己竞争对手在内的客户使用他们的晶圆代工业务，当中包括 高通公司 和Amazon.com公司。\n英特尔正在竞相发展和保护该业务。\n世界上最大的合同芯片制造商台湾半导体制造有限公司在四月表示，公司将在未来三年内投入千亿美元，提高生产能力以应对激增的需求。 三星电子公司 计划到2030年花费约1160亿美元，多样化并提高其半导体输出，并且它正在考虑在美国投资170亿美元建立一个新的芯片制造工厂。\nCounterpoint Research 表示，台积电去年占据全球第三方芯片制造市场约 59% 的份额，三星占 14%。\n尽管英特尔正在追赶，但Gelsinger 先生正在求助于台积电和三星，以帮助制造其内部无法生产的最尖端芯片的部件。\nSanford Bernstein & Co. 的分析师 Stacy Rasgon 怀疑收购 GlobalFoundries 是否有助于英特尔的扭亏为盈。“对于该行业的边缘参与者来说，这是一笔巨款，”他说，称这样的交易“让英特尔分心”。\n加强英特尔的芯片生产部门只是 Gelsinger 先生计划的一部分。另一个是确保公司不断设计尖端芯片来让客户惊叹。“我们有很多工作要做，”Gelsinger 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