Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers_老虎社区_美港股上老虎

Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers

The Motley Fool2021-07-22

Key Points Intel could be interested in buying GlobalFoundries. The purchase could significantly expand its global capacity. It could also spell trouble for overseas foundries like TSMC and UMC, and ...

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Lavender00
·2021-07-30
Looks like UMC might be in trouble if Intel managed to close the deal.
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BlueDragon
·2021-07-22
Very nice
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- Cvt:
  Great
  2021-07-22
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sugar87
·2021-07-22
yeaaaa
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股市搜搜搜
·2021-07-22
Good to see
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Genesis8888
·2021-07-22
its a complicated deal
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james_l
·2021-07-22
Hope intel becomes attractive as before. At the moment, amd is more attractive.
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blms89
·2021-07-22
Interesting.
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- 股市搜搜搜:
  I am Waiting
  2021-07-22
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Jenjorjack
·2021-07-22
They look like they might be losing for a while.But that how the price is what it is or perhapscan go lower. But as an investment, one needs to predict how it may grow forward if not it is just gambling. Please like comment and follow thanks
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CharlesKing
·2021-07-22
Like and comment plz👇👇👇
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- Jenjorjack:
  Done please help me do the same too ya
  2021-07-22
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}\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\">\nIntel's Interest in GlobalFoundries Could Affect These 4 Chipmakers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/\">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":"TSM","symbol_name":"台积电","start_time":0,"source_url":"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/","article_id":"1163358893","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1163358893","pubTimestamp":1626931672,"columns":[],"sourceInfo":null,"weMediaInfo":null,"summary":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly ex","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSM":"台积电","UMC":"联电","AMD":"美国超微公司","INTC":"英特尔","NVDA":"英伟达"},"translate_title":"英特尔对GlobalFoundris的兴趣可能会影响这4家芯片制造商","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":0.9,"INTC":0.9,"NVDA":0.9,"TSM":0.9,"UMC":0.9},"content_text":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against AMD and Nvidia.\n\nIntel is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to The Wall Street Journal. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.\nGlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the WSJ report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.\nThese rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact Taiwan Semiconductor Manufacturing, United Microelectronics, AMD, and NVIDIA Corp -- and if investors should be concerned.\nGlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%), Samsung (17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.\nTSMC is far ahead of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.\nGlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.\nTherefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.\nUntil then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.\nAMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.\nAMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.\nIntel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.\nNvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.\nYet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.\nIntel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.\nBuying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.\nThat deal might pull some orders away from TSMC and UMC, help Intel avoid future R&D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.","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":806649346,"gmtCreate":1627654962785,"gmtModify":1631885479243,"author":{"id":"3575693458669579","authorId":"3575693458669579","name":"Lavender00","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575693458669579","authorIdStr":"3575693458669579"},"htmlText":"Looks like UMC might be in trouble if Intel managed to close the deal.&nbsp;","listText":"Looks like UMC might be in trouble if Intel managed to close the deal.&nbsp;","text":"Looks like UMC might be in trouble if Intel managed to close the deal.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806649346","repostId":1163358893,"repostType":2,"repost":{"id":"1163358893","kind":"news","pubTimestamp":1626931672,"share":"https://www.laohu8.com/m/news/1163358893?lang=&edition=full","pubTime":"2021-07-22 13:27","market":"us","language":"en","title":"Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers","url":"https://stock-news.laohu8.com/highlight/detail?id=1163358893","media":"The Motley Fool","summary":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly ex","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Intel could be interested in buying GlobalFoundries.</li>\n <li>The purchase could significantly expand its global capacity.</li>\n <li>It could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against <a href=\"https://laohu8.com/S/AMD\">AMD</a> and Nvidia.</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/INTC\">Intel</a>&nbsp;is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to<i>&nbsp;The Wall Street Journal</i>. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.</p>\n<p>GlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the&nbsp;<i>WSJ</i>&nbsp;report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.</p>\n<p>These rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked&nbsp;manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact&nbsp;<a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>,&nbsp;<a href=\"https://laohu8.com/S/UMC\">United Microelectronics</a>,&nbsp;<a href=\"https://laohu8.com/S/AMD\">AMD</a>, and&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> -- and if investors should be concerned.</p>\n<p>GlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%),&nbsp;<b>Samsung</b>&nbsp;(17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.</p>\n<p>TSMC is&nbsp;far ahead&nbsp;of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.</p>\n<p>GlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.</p>\n<p>Therefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.</p>\n<p>Until then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.</p>\n<p>AMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.</p>\n<p>AMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.</p>\n<p>Intel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.</p>\n<p>Nvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.</p>\n<p>Yet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.</p>\n<p>Intel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.</p>\n<p>Buying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&amp;D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.</p>\n<p>That deal might pull some orders away from TSMC and UMC, help Intel avoid future R&amp;D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.</p>\n<p></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>Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers</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\">\nIntel's Interest in GlobalFoundries Could Affect These 4 Chipmakers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","UMC":"联电","TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163358893","content_text":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against AMD and Nvidia.\n\nIntel is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to The Wall Street Journal. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.\nGlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the WSJ report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.\nThese rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact Taiwan Semiconductor Manufacturing, United Microelectronics, AMD, and NVIDIA Corp -- and if investors should be concerned.\nGlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%), Samsung (17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.\nTSMC is far ahead of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.\nGlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.\nTherefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.\nUntil then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.\nAMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.\nAMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.\nIntel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.\nNvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.\nYet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.\nIntel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.\nBuying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.\nThat deal might pull some orders away from TSMC and UMC, help Intel avoid future R&D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":172184918,"gmtCreate":1626944499934,"gmtModify":1633769513283,"author":{"id":"4087932884013320","authorId":"4087932884013320","name":"BlueDragon","avatar":"https://static.tigerbbs.com/431c326e19a16844e147d10866565f27","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087932884013320","authorIdStr":"4087932884013320"},"htmlText":"Very nice","listText":"Very nice","text":"Very nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172184918","repostId":1163358893,"repostType":4,"repost":{"id":"1163358893","kind":"news","pubTimestamp":1626931672,"share":"https://www.laohu8.com/m/news/1163358893?lang=&edition=full","pubTime":"2021-07-22 13:27","market":"us","language":"en","title":"Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers","url":"https://stock-news.laohu8.com/highlight/detail?id=1163358893","media":"The Motley Fool","summary":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly ex","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Intel could be interested in buying GlobalFoundries.</li>\n <li>The purchase could significantly expand its global capacity.</li>\n <li>It could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against <a href=\"https://laohu8.com/S/AMD\">AMD</a> and Nvidia.</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/INTC\">Intel</a>&nbsp;is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to<i>&nbsp;The Wall Street Journal</i>. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.</p>\n<p>GlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the&nbsp;<i>WSJ</i>&nbsp;report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.</p>\n<p>These rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked&nbsp;manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact&nbsp;<a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>,&nbsp;<a href=\"https://laohu8.com/S/UMC\">United Microelectronics</a>,&nbsp;<a href=\"https://laohu8.com/S/AMD\">AMD</a>, and&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> -- and if investors should be concerned.</p>\n<p>GlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%),&nbsp;<b>Samsung</b>&nbsp;(17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.</p>\n<p>TSMC is&nbsp;far ahead&nbsp;of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.</p>\n<p>GlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.</p>\n<p>Therefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.</p>\n<p>Until then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.</p>\n<p>AMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.</p>\n<p>AMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.</p>\n<p>Intel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.</p>\n<p>Nvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.</p>\n<p>Yet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.</p>\n<p>Intel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.</p>\n<p>Buying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&amp;D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.</p>\n<p>That deal might pull some orders away from TSMC and UMC, help Intel avoid future R&amp;D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.</p>\n<p></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>Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers</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\">\nIntel's Interest in GlobalFoundries Could Affect These 4 Chipmakers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","UMC":"联电","TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163358893","content_text":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against AMD and Nvidia.\n\nIntel is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to The Wall Street Journal. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.\nGlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the WSJ report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.\nThese rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact Taiwan Semiconductor Manufacturing, United Microelectronics, AMD, and NVIDIA Corp -- and if investors should be concerned.\nGlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%), Samsung (17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.\nTSMC is far ahead of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.\nGlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.\nTherefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.\nUntil then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.\nAMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.\nAMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.\nIntel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.\nNvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.\nYet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.\nIntel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.\nBuying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.\nThat deal might pull some orders away from TSMC and UMC, help Intel avoid future R&D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5292629,"gmtCreate":1626945353861,"gmtModify":1635223847951,"authorId":3579235597126488,"author":{"id":3579235597126488,"idStr":"3579235597126488","authorId":3579235597126488,"name":"Cvt","avatar":"https://static.tigerbbs.com/c8fda02901ec7a98b51fe8e84d016ab2","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":172184918,"type":1,"supId":0,"prevId":0,"content":"Great","text":"Great","html":"Great"}],"langContent":"EN"},{"id":172188595,"gmtCreate":1626944406817,"gmtModify":1633769515944,"author":{"id":"4088757711331220","authorId":"4088757711331220","name":"sugar87","avatar":"https://static.tigerbbs.com/8d8982092dc8f3539e5bc2421829c45d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4088757711331220","authorIdStr":"4088757711331220"},"htmlText":"yeaaaa","listText":"yeaaaa","text":"yeaaaa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172188595","repostId":1163358893,"repostType":2,"repost":{"id":"1163358893","kind":"news","pubTimestamp":1626931672,"share":"https://www.laohu8.com/m/news/1163358893?lang=&edition=full","pubTime":"2021-07-22 13:27","market":"us","language":"en","title":"Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers","url":"https://stock-news.laohu8.com/highlight/detail?id=1163358893","media":"The Motley Fool","summary":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly ex","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Intel could be interested in buying GlobalFoundries.</li>\n <li>The purchase could significantly expand its global capacity.</li>\n <li>It could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against <a href=\"https://laohu8.com/S/AMD\">AMD</a> and Nvidia.</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/INTC\">Intel</a>&nbsp;is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to<i>&nbsp;The Wall Street Journal</i>. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.</p>\n<p>GlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the&nbsp;<i>WSJ</i>&nbsp;report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.</p>\n<p>These rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked&nbsp;manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact&nbsp;<a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>,&nbsp;<a href=\"https://laohu8.com/S/UMC\">United Microelectronics</a>,&nbsp;<a href=\"https://laohu8.com/S/AMD\">AMD</a>, and&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> -- and if investors should be concerned.</p>\n<p>GlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%),&nbsp;<b>Samsung</b>&nbsp;(17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.</p>\n<p>TSMC is&nbsp;far ahead&nbsp;of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.</p>\n<p>GlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.</p>\n<p>Therefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.</p>\n<p>Until then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.</p>\n<p>AMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.</p>\n<p>AMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.</p>\n<p>Intel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.</p>\n<p>Nvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.</p>\n<p>Yet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.</p>\n<p>Intel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.</p>\n<p>Buying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&amp;D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.</p>\n<p>That deal might pull some orders away from TSMC and UMC, help Intel avoid future R&amp;D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.</p>\n<p></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>Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers</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\">\nIntel's Interest in GlobalFoundries Could Affect These 4 Chipmakers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","UMC":"联电","TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163358893","content_text":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against AMD and Nvidia.\n\nIntel is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to The Wall Street Journal. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.\nGlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the WSJ report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.\nThese rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact Taiwan Semiconductor Manufacturing, United Microelectronics, AMD, and NVIDIA Corp -- and if investors should be concerned.\nGlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%), Samsung (17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.\nTSMC is far ahead of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.\nGlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.\nTherefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.\nUntil then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.\nAMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.\nAMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.\nIntel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.\nNvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.\nYet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.\nIntel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.\nBuying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.\nThat deal might pull some orders away from TSMC and UMC, help Intel avoid future R&D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":172317225,"gmtCreate":1626935800167,"gmtModify":1633769573755,"author":{"id":"3581591918943142","authorId":"3581591918943142","name":"股市搜搜搜","avatar":"https://static.tigerbbs.com/ecb301544fcb1c72efc07593fdb9ebcf","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581591918943142","authorIdStr":"3581591918943142"},"htmlText":"Good to see","listText":"Good to see","text":"Good to see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172317225","repostId":1163358893,"repostType":4,"repost":{"id":"1163358893","kind":"news","pubTimestamp":1626931672,"share":"https://www.laohu8.com/m/news/1163358893?lang=&edition=full","pubTime":"2021-07-22 13:27","market":"us","language":"en","title":"Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers","url":"https://stock-news.laohu8.com/highlight/detail?id=1163358893","media":"The Motley Fool","summary":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly ex","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Intel could be interested in buying GlobalFoundries.</li>\n <li>The purchase could significantly expand its global capacity.</li>\n <li>It could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against <a href=\"https://laohu8.com/S/AMD\">AMD</a> and Nvidia.</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/INTC\">Intel</a>&nbsp;is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to<i>&nbsp;The Wall Street Journal</i>. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.</p>\n<p>GlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the&nbsp;<i>WSJ</i>&nbsp;report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.</p>\n<p>These rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked&nbsp;manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact&nbsp;<a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>,&nbsp;<a href=\"https://laohu8.com/S/UMC\">United Microelectronics</a>,&nbsp;<a href=\"https://laohu8.com/S/AMD\">AMD</a>, and&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> -- and if investors should be concerned.</p>\n<p>GlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%),&nbsp;<b>Samsung</b>&nbsp;(17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.</p>\n<p>TSMC is&nbsp;far ahead&nbsp;of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.</p>\n<p>GlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.</p>\n<p>Therefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.</p>\n<p>Until then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.</p>\n<p>AMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.</p>\n<p>AMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.</p>\n<p>Intel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.</p>\n<p>Nvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.</p>\n<p>Yet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.</p>\n<p>Intel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.</p>\n<p>Buying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&amp;D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.</p>\n<p>That deal might pull some orders away from TSMC and UMC, help Intel avoid future R&amp;D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.</p>\n<p></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>Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers</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\">\nIntel's Interest in GlobalFoundries Could Affect These 4 Chipmakers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","UMC":"联电","TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163358893","content_text":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against AMD and Nvidia.\n\nIntel is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to The Wall Street Journal. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.\nGlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the WSJ report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.\nThese rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact Taiwan Semiconductor Manufacturing, United Microelectronics, AMD, and NVIDIA Corp -- and if investors should be concerned.\nGlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%), Samsung (17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.\nTSMC is far ahead of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.\nGlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.\nTherefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.\nUntil then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.\nAMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.\nAMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.\nIntel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.\nNvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.\nYet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.\nIntel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.\nBuying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.\nThat deal might pull some orders away from TSMC and UMC, help Intel avoid future R&D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":172318231,"gmtCreate":1626935289323,"gmtModify":1633769577127,"author":{"id":"4087542139266640","authorId":"4087542139266640","name":"Genesis8888","avatar":"https://static.tigerbbs.com/e4f98317491476f70ae52333cf9e86bb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087542139266640","authorIdStr":"4087542139266640"},"htmlText":"its a complicated deal","listText":"its a complicated deal","text":"its a complicated deal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172318231","repostId":1163358893,"repostType":4,"repost":{"id":"1163358893","kind":"news","pubTimestamp":1626931672,"share":"https://www.laohu8.com/m/news/1163358893?lang=&edition=full","pubTime":"2021-07-22 13:27","market":"us","language":"en","title":"Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers","url":"https://stock-news.laohu8.com/highlight/detail?id=1163358893","media":"The Motley Fool","summary":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly ex","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Intel could be interested in buying GlobalFoundries.</li>\n <li>The purchase could significantly expand its global capacity.</li>\n <li>It could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against <a href=\"https://laohu8.com/S/AMD\">AMD</a> and Nvidia.</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/INTC\">Intel</a>&nbsp;is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to<i>&nbsp;The Wall Street Journal</i>. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.</p>\n<p>GlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the&nbsp;<i>WSJ</i>&nbsp;report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.</p>\n<p>These rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked&nbsp;manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact&nbsp;<a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>,&nbsp;<a href=\"https://laohu8.com/S/UMC\">United Microelectronics</a>,&nbsp;<a href=\"https://laohu8.com/S/AMD\">AMD</a>, and&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> -- and if investors should be concerned.</p>\n<p>GlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%),&nbsp;<b>Samsung</b>&nbsp;(17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.</p>\n<p>TSMC is&nbsp;far ahead&nbsp;of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.</p>\n<p>GlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.</p>\n<p>Therefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.</p>\n<p>Until then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.</p>\n<p>AMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.</p>\n<p>AMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.</p>\n<p>Intel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.</p>\n<p>Nvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.</p>\n<p>Yet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.</p>\n<p>Intel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.</p>\n<p>Buying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&amp;D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.</p>\n<p>That deal might pull some orders away from TSMC and UMC, help Intel avoid future R&amp;D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.</p>\n<p></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>Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers</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\">\nIntel's Interest in GlobalFoundries Could Affect These 4 Chipmakers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","UMC":"联电","TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163358893","content_text":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against AMD and Nvidia.\n\nIntel is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to The Wall Street Journal. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.\nGlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the WSJ report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.\nThese rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact Taiwan Semiconductor Manufacturing, United Microelectronics, AMD, and NVIDIA Corp -- and if investors should be concerned.\nGlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%), Samsung (17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.\nTSMC is far ahead of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.\nGlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.\nTherefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.\nUntil then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.\nAMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.\nAMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.\nIntel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.\nNvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.\nYet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.\nIntel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.\nBuying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.\nThat deal might pull some orders away from TSMC and UMC, help Intel avoid future R&D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":172333370,"gmtCreate":1626934025490,"gmtModify":1631884320820,"author":{"id":"3563436875655076","authorId":"3563436875655076","name":"james_l","avatar":"https://static.tigerbbs.com/7960ea5c640db331ff2de0da32f6a611","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3563436875655076","authorIdStr":"3563436875655076"},"htmlText":"Hope intel becomes attractive as before. At the moment, amd is more attractive.","listText":"Hope intel becomes attractive as before. At the moment, amd is more attractive.","text":"Hope intel becomes attractive as before. At the moment, amd is more attractive.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172333370","repostId":1163358893,"repostType":4,"repost":{"id":"1163358893","kind":"news","pubTimestamp":1626931672,"share":"https://www.laohu8.com/m/news/1163358893?lang=&edition=full","pubTime":"2021-07-22 13:27","market":"us","language":"en","title":"Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers","url":"https://stock-news.laohu8.com/highlight/detail?id=1163358893","media":"The Motley Fool","summary":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly ex","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Intel could be interested in buying GlobalFoundries.</li>\n <li>The purchase could significantly expand its global capacity.</li>\n <li>It could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against <a href=\"https://laohu8.com/S/AMD\">AMD</a> and Nvidia.</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/INTC\">Intel</a>&nbsp;is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to<i>&nbsp;The Wall Street Journal</i>. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.</p>\n<p>GlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the&nbsp;<i>WSJ</i>&nbsp;report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.</p>\n<p>These rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked&nbsp;manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact&nbsp;<a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>,&nbsp;<a href=\"https://laohu8.com/S/UMC\">United Microelectronics</a>,&nbsp;<a href=\"https://laohu8.com/S/AMD\">AMD</a>, and&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> -- and if investors should be concerned.</p>\n<p>GlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%),&nbsp;<b>Samsung</b>&nbsp;(17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.</p>\n<p>TSMC is&nbsp;far ahead&nbsp;of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.</p>\n<p>GlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.</p>\n<p>Therefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.</p>\n<p>Until then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.</p>\n<p>AMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.</p>\n<p>AMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.</p>\n<p>Intel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.</p>\n<p>Nvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.</p>\n<p>Yet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.</p>\n<p>Intel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.</p>\n<p>Buying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&amp;D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.</p>\n<p>That deal might pull some orders away from TSMC and UMC, help Intel avoid future R&amp;D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.</p>\n<p></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>Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers</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\">\nIntel's Interest in GlobalFoundries Could Affect These 4 Chipmakers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","UMC":"联电","TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163358893","content_text":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against AMD and Nvidia.\n\nIntel is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to The Wall Street Journal. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.\nGlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the WSJ report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.\nThese rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact Taiwan Semiconductor Manufacturing, United Microelectronics, AMD, and NVIDIA Corp -- and if investors should be concerned.\nGlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%), Samsung (17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.\nTSMC is far ahead of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.\nGlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.\nTherefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.\nUntil then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.\nAMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.\nAMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.\nIntel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.\nNvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.\nYet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.\nIntel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.\nBuying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.\nThat deal might pull some orders away from TSMC and UMC, help Intel avoid future R&D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":172392929,"gmtCreate":1626933373961,"gmtModify":1633769588295,"author":{"id":"4090029692775440","authorId":"4090029692775440","name":"blms89","avatar":"https://static.tigerbbs.com/cf7caed291e4c008b10934079a413b13","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4090029692775440","authorIdStr":"4090029692775440"},"htmlText":"Interesting.","listText":"Interesting.","text":"Interesting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172392929","repostId":1163358893,"repostType":4,"repost":{"id":"1163358893","kind":"news","pubTimestamp":1626931672,"share":"https://www.laohu8.com/m/news/1163358893?lang=&edition=full","pubTime":"2021-07-22 13:27","market":"us","language":"en","title":"Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers","url":"https://stock-news.laohu8.com/highlight/detail?id=1163358893","media":"The Motley Fool","summary":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly ex","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Intel could be interested in buying GlobalFoundries.</li>\n <li>The purchase could significantly expand its global capacity.</li>\n <li>It could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against <a href=\"https://laohu8.com/S/AMD\">AMD</a> and Nvidia.</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/INTC\">Intel</a>&nbsp;is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to<i>&nbsp;The Wall Street Journal</i>. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.</p>\n<p>GlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the&nbsp;<i>WSJ</i>&nbsp;report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.</p>\n<p>These rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked&nbsp;manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact&nbsp;<a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>,&nbsp;<a href=\"https://laohu8.com/S/UMC\">United Microelectronics</a>,&nbsp;<a href=\"https://laohu8.com/S/AMD\">AMD</a>, and&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> -- and if investors should be concerned.</p>\n<p>GlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%),&nbsp;<b>Samsung</b>&nbsp;(17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.</p>\n<p>TSMC is&nbsp;far ahead&nbsp;of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.</p>\n<p>GlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.</p>\n<p>Therefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.</p>\n<p>Until then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.</p>\n<p>AMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.</p>\n<p>AMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.</p>\n<p>Intel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.</p>\n<p>Nvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.</p>\n<p>Yet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.</p>\n<p>Intel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.</p>\n<p>Buying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&amp;D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.</p>\n<p>That deal might pull some orders away from TSMC and UMC, help Intel avoid future R&amp;D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.</p>\n<p></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>Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers</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\">\nIntel's Interest in GlobalFoundries Could Affect These 4 Chipmakers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","UMC":"联电","TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163358893","content_text":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against AMD and Nvidia.\n\nIntel is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to The Wall Street Journal. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.\nGlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the WSJ report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.\nThese rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact Taiwan Semiconductor Manufacturing, United Microelectronics, AMD, and NVIDIA Corp -- and if investors should be concerned.\nGlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%), Samsung (17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.\nTSMC is far ahead of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.\nGlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.\nTherefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.\nUntil then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.\nAMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.\nAMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.\nIntel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.\nNvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.\nYet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.\nIntel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.\nBuying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.\nThat deal might pull some orders away from TSMC and UMC, help Intel avoid future R&D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5291507,"gmtCreate":1626935820662,"gmtModify":1635223913165,"authorId":3581591918943142,"author":{"id":3581591918943142,"idStr":"3581591918943142","authorId":3581591918943142,"name":"股市搜搜搜","avatar":"https://static.tigerbbs.com/ecb301544fcb1c72efc07593fdb9ebcf","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":172392929,"type":1,"supId":0,"prevId":0,"content":"I am Waiting","text":"I am Waiting","html":"I am Waiting"}],"langContent":"EN"},{"id":172390567,"gmtCreate":1626932865559,"gmtModify":1631883982013,"author":{"id":"3554873215379647","authorId":"3554873215379647","name":"Jenjorjack","avatar":"https://static.tigerbbs.com/d9d4687aa5519f0d2fb1b18f916be861","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3554873215379647","authorIdStr":"3554873215379647"},"htmlText":"They look like they might be losing for a while.But that how the price is what it is or perhapscan go lower. But as an investment, one needs to predict how it may grow forward if not it is just gambling. Please like comment and follow thanks","listText":"They look like they might be losing for a while.But that how the price is what it is or perhapscan go lower. But as an investment, one needs to predict how it may grow forward if not it is just gambling. Please like comment and follow thanks","text":"They look like they might be losing for a while.But that how the price is what it is or perhapscan go lower. But as an investment, one needs to predict how it may grow forward if not it is just gambling. Please like comment and follow thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172390567","repostId":1163358893,"repostType":4,"repost":{"id":"1163358893","kind":"news","pubTimestamp":1626931672,"share":"https://www.laohu8.com/m/news/1163358893?lang=&edition=full","pubTime":"2021-07-22 13:27","market":"us","language":"en","title":"Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers","url":"https://stock-news.laohu8.com/highlight/detail?id=1163358893","media":"The Motley Fool","summary":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly ex","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Intel could be interested in buying GlobalFoundries.</li>\n <li>The purchase could significantly expand its global capacity.</li>\n <li>It could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against <a href=\"https://laohu8.com/S/AMD\">AMD</a> and Nvidia.</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/INTC\">Intel</a>&nbsp;is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to<i>&nbsp;The Wall Street Journal</i>. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.</p>\n<p>GlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the&nbsp;<i>WSJ</i>&nbsp;report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.</p>\n<p>These rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked&nbsp;manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact&nbsp;<a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>,&nbsp;<a href=\"https://laohu8.com/S/UMC\">United Microelectronics</a>,&nbsp;<a href=\"https://laohu8.com/S/AMD\">AMD</a>, and&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> -- and if investors should be concerned.</p>\n<p>GlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%),&nbsp;<b>Samsung</b>&nbsp;(17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.</p>\n<p>TSMC is&nbsp;far ahead&nbsp;of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.</p>\n<p>GlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.</p>\n<p>Therefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.</p>\n<p>Until then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.</p>\n<p>AMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.</p>\n<p>AMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.</p>\n<p>Intel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.</p>\n<p>Nvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.</p>\n<p>Yet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.</p>\n<p>Intel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.</p>\n<p>Buying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&amp;D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.</p>\n<p>That deal might pull some orders away from TSMC and UMC, help Intel avoid future R&amp;D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.</p>\n<p></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>Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers</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\">\nIntel's Interest in GlobalFoundries Could Affect These 4 Chipmakers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","UMC":"联电","TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163358893","content_text":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against AMD and Nvidia.\n\nIntel is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to The Wall Street Journal. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.\nGlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the WSJ report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.\nThese rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact Taiwan Semiconductor Manufacturing, United Microelectronics, AMD, and NVIDIA Corp -- and if investors should be concerned.\nGlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%), Samsung (17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.\nTSMC is far ahead of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.\nGlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.\nTherefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.\nUntil then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.\nAMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.\nAMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.\nIntel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.\nNvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.\nYet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.\nIntel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.\nBuying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.\nThat deal might pull some orders away from TSMC and UMC, help Intel avoid future R&D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":172302327,"gmtCreate":1626932476669,"gmtModify":1633769595128,"author":{"id":"3579391265651951","authorId":"3579391265651951","name":"CharlesKing","avatar":"https://static.tigerbbs.com/d8fbdcf3295ba7f84c1f2205610ea968","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3579391265651951","authorIdStr":"3579391265651951"},"htmlText":"Like and comment plz👇👇👇","listText":"Like and comment plz👇👇👇","text":"Like and comment plz👇👇👇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172302327","repostId":1163358893,"repostType":4,"repost":{"id":"1163358893","kind":"news","pubTimestamp":1626931672,"share":"https://www.laohu8.com/m/news/1163358893?lang=&edition=full","pubTime":"2021-07-22 13:27","market":"us","language":"en","title":"Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers","url":"https://stock-news.laohu8.com/highlight/detail?id=1163358893","media":"The Motley Fool","summary":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly ex","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Intel could be interested in buying GlobalFoundries.</li>\n <li>The purchase could significantly expand its global capacity.</li>\n <li>It could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against <a href=\"https://laohu8.com/S/AMD\">AMD</a> and Nvidia.</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/INTC\">Intel</a>&nbsp;is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to<i>&nbsp;The Wall Street Journal</i>. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.</p>\n<p>GlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the&nbsp;<i>WSJ</i>&nbsp;report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.</p>\n<p>These rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked&nbsp;manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact&nbsp;<a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>,&nbsp;<a href=\"https://laohu8.com/S/UMC\">United Microelectronics</a>,&nbsp;<a href=\"https://laohu8.com/S/AMD\">AMD</a>, and&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> -- and if investors should be concerned.</p>\n<p>GlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%),&nbsp;<b>Samsung</b>&nbsp;(17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.</p>\n<p>TSMC is&nbsp;far ahead&nbsp;of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.</p>\n<p>GlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.</p>\n<p>Therefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.</p>\n<p>Until then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.</p>\n<p>AMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.</p>\n<p>AMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.</p>\n<p>Intel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.</p>\n<p>Nvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.</p>\n<p>Yet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.</p>\n<p>Intel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.</p>\n<p>Buying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&amp;D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.</p>\n<p>That deal might pull some orders away from TSMC and UMC, help Intel avoid future R&amp;D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.</p>\n<p></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>Intel's Interest in GlobalFoundries Could Affect These 4 Chipmakers</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\">\nIntel's Interest in GlobalFoundries Could Affect These 4 Chipmakers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/><strong>The Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","UMC":"联电","TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/07/21/intels-interest-in-globalfoundries-could-affect-th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163358893","content_text":"Key Points\n\nIntel could be interested in buying GlobalFoundries.\nThe purchase could significantly expand its global capacity.\nIt could also spell trouble for overseas foundries like TSMC and UMC, and grant it new advantages against AMD and Nvidia.\n\nIntel is considering a $30 billion takeover of GlobalFoundries, the world's fourth-largest chip foundry, according to The Wall Street Journal. The rumored deal would mark Intel's biggest acquisition ever, and cancel GlobalFoundries' planned IPO.\nGlobalFoundries CEO Thomas Caulfield recently dismissed those rumors, but the WSJ report implies that Intel has actually been holding talks with GlobalFoundries' top stakeholder -- Abu Dhabi's sovereign wealth fund Mubadala Investment -- instead of GlobalFoundries' executives.\nThese rumors aren't surprising, since buying GlobalFoundries would significantly accelerate Intel's plans to expand its first-party foundries. But itstill rocked manychip stocksas investors processed the news Let's see how an Intel takeover of GlobalFoundries could impact Taiwan Semiconductor Manufacturing, United Microelectronics, AMD, and NVIDIA Corp -- and if investors should be concerned.\nGlobalFoundries controlled 5% of the global foundry market in the first quarter of 2021, according to TrendForce, putting it in fourth place behind TSMC (55%), Samsung (17%), and UMC (7%). Samsung isn't listed in the U.S., so let's focus on the two U.S.-listed Taiwanese foundries: TSMC and UMC.\nTSMC is far ahead of GlobalFoundries and UMC in the \"process race\" to create smaller chips, which are measured in nanometers. TSMC started mass producing 7nm chips in 2019 and 5nm chips in 2020.\nGlobalFoundries still can't manufacture any chips smaller than 12nm. It tried to develop 10nm and 7nm chips, but abandoned those efforts after AMD -- its former parent company -- outsourced its newest chips to TSMC instead. UMC's most advanced node is 14nm.\nTherefore, Intel won't catch up to TSMC by simply buying GlobalFoundries. However, Intel could integrate its own foundry technologies -- which are currently transitioning from 10nm to 7nm chips -- then pump billions of additional dollars into GlobalFoundries to gradually produce smaller and denser chips.\nUntil then, Intel and GlobalFoundries could continue receiving orders for less advanced chips. That expansion could impact TSMC's orders for older chips (larger than 7nm), which still accounted for 59% of its revenue last year, as well as UMC's entire business.\nAMD spun off GlobalFoundries in 2009 to cut costs and begin its transformation into a \"fabless\" chipmaker. It retained a stake in GlobalFoundries until 2012.\nAMD initially outsourced its production to GlobalFoundries after the spin-off, but shifted to TSMC's more advanced processes three years ago. That move enabled AMD to stay ahead of Intel -- which fumbled its transition from 14nm to 10nm chips, then dropped the ball again with its troubled 7nm process -- in the race to develop more advanced chips.\nIntel's mistakes, which caused periodic chip shortages, resulted in massivemarket share lossesto AMD over the past few years. But if Intel gobbles up GlobalFoundries, it could accelerate its development of new chips, while its increased scale could help it avoid future chip shortages. Intel could also use that expanded capacity to accelerate the production of its new discrete GPUs to challenge Nvidia and AMD.\nNvidia probablyisn't too worriedabout Intel's GPUs, since it controlled 81% of the discrete GPU market in the first quarter of 2021, according to JPR. AMD controlled 19%, while Intel held a zero percent share.\nYet it's still too early to tell if Intel will gain a foothold in the GPU market with aggressive pricing and bundling strategies. Intel's expanded capacity might also enable it to manufacture new GPUs at lower prices than Nvidia and AMD -- which both outsource their GPU production to Samsung and TSMC.\nIntel's manufacturing future looked murky under CEO Bob Swan last year. But under Pat Gelsinger, the engineering veteran who replaced Swan earlier this year, it looks much clearer. Intel is doubling down on its internal foundries with a $20 billion investment in its domestic plants, and it will continue expanding with the help of government subsidies in the U.S. and Europe.\nBuying GlobalFoundries -- which operates two foundries, three manufacturing plants, and five R&D centers across the United States -- complements those plans, and could help American and European chipmakers reduce their dependence on Asia's largest contract chipmakers.\nThat deal might pull some orders away from TSMC and UMC, help Intel avoid future R&D blunders and chip shortages, and possibly help it crack NVIDIA and AMD's near-duopoly in discrete GPUs. That's all speculation for now, but investors should nonetheless be prepared for a mega-deal that could shake up the entire semiconductor sector.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5291245,"gmtCreate":1626932881317,"gmtModify":1635223929587,"authorId":3554873215379647,"author":{"id":3554873215379647,"idStr":"3554873215379647","authorId":3554873215379647,"name":"Jenjorjack","avatar":"https://static.tigerbbs.com/d9d4687aa5519f0d2fb1b18f916be861","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":172302327,"type":1,"supId":0,"prevId":0,"content":"Done please help me do the same too ya","text":"Done please help me do the same too ya","html":"Done please help me do the same too ya"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":72,"commentSize":9,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}