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2021-08-02
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Samsung Takes Intel’s Chip-Seller Crown, but Bigger Showdown Looms<blockquote>三星夺得英特尔芯片销售商桂冠，但更大的摊牌迫在眉睫</blockquote>
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But for now, it has fallen from the industry’s top spot by one key measure.In the second quarter, $Samsung Electronics Co., Ltd.$ overtook Intel as the world’s top chip maker by revenue. Giv","content":"<p><i><b>Cash is paramount as both companies seek to fund aggressive expansions into high-tech production.</b></i></p><p><blockquote><i><b>随着两家公司寻求为积极扩张高科技生产提供资金，现金至关重要。</b></i></blockquote></p><p> <i>Samsung overtook <a href=\"https://laohu8.com/S/INTC\">Intel</a> in the second quarter as the top chip maker by revenue and is expected to hold on to that distinction in the near future.</i></p><p><blockquote><i>三星反超<a href=\"https://laohu8.com/S/INTC\">英特尔</a>第二季度成为收入最高的芯片制造商，预计在不久的将来将保持这一地位。</i></blockquote></p><p> Intel Corp. aspires tochip-technology supremacy within four years. But for now, it has fallen from the industry’s top spot by one key measure.</p><p><blockquote>英特尔公司渴望在四年内占据芯片技术的主导地位。但就目前而言，它已经从行业第一的位置上跌落了一个关键指标。</blockquote></p><p> In the second quarter, <a href=\"https://laohu8.com/S/SSNNF\">Samsung Electronics Co., Ltd.</a> overtook Intel as the world’s top chip maker by revenue. Given divergent outlooks for their core businesses, the positioning is likely to stay that way in the near future, industry analysts say.</p><p><blockquote>二季度，<a href=\"https://laohu8.com/S/SSNNF\">三星电子有限公司。</a>超过英特尔成为全球收入最高的芯片制造商。行业分析师表示，鉴于其核心业务的前景不同，这种定位在不久的将来可能会保持这种状态。</blockquote></p><p> The South Korean tech company, which specializes in memory chips, racked up 22.74 trillion won, the equivalent of $19.7 billion,in semiconductor revenue during the April-June quarter. Total revenue for Intel, was $19.6 billion—or $18.5 billion after subtracting the contribution of a business unit it has agreed to sell.</p><p><blockquote>这家专注于存储芯片的韩国科技公司在4月至6月季度的半导体收入为22.74万亿韩元，相当于197亿美元。英特尔的总收入为196亿美元，减去其同意出售的一个业务部门的贡献后为185亿美元。</blockquote></p><p> Intel, based in Santa Clara, Calif., has held the No. 1 sales spot for much of the past three decades, ceding it to Samsung in 2017 and 2018 when memory-chip sales boomed.</p><p><blockquote>总部位于加州圣克拉拉的英特尔在过去三十年的大部分时间里一直保持着销量第一的位置，在2017年和2018年存储芯片销售蓬勃发展时将其让给了三星。</blockquote></p><p> The ranking is about more than bragging rights: Intel needs financial clout more than ever. Under new Chief Executive Pat Gelsinger, the company is embarking on an ambitious strategy to manufacture cutting-edge chips—one of the business world’s costliest endeavors.</p><p><blockquote>该排名不仅仅是吹牛的权利：英特尔比以往任何时候都更需要财务影响力。在新任首席执行官帕特·基辛格(Pat Gelsinger)的领导下，该公司正在实施一项雄心勃勃的战略来制造尖端芯片——这是商界成本最高的努力之一。</blockquote></p><p> <b>Chip Fight </b></p><p><blockquote><b>筹码大战</b></blockquote></p><p> A memory-market uptick helped Samsung'sshares outgain Intel's over the past year.</p><p><blockquote>内存市场的上涨帮助三星的股价在过去一年中超过了英特尔。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8a4d0b49449e0776d721454dbe720e88\" tg-width=\"477\" tg-height=\"478\" width=\"100%\" height=\"auto\">Source: FactSet</p><p><blockquote>来源：FactSet</blockquote></p><p> Intel aspires to vault into a top-end foundry business, or the contract manufacturing of the most-advanced chips. In the race to miniaturize chip circuitry to the final nanometers, Intel joins a world populated by <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> and Samsung, both of which have allocated more than $100 billion. More sales provide more cash for capital expenditures and to give to shareholders.</p><p><blockquote>英特尔渴望进军高端代工业务，即最先进芯片的合同制造业务。在将芯片电路小型化到最后纳米级的竞赛中，英特尔加入了一个由<a href=\"https://laohu8.com/S/TSM\">台积电</a>和三星，这两家公司的拨款都超过了1000亿美元。更多的销售为资本支出和股东提供了更多的现金。</blockquote></p><p> Though many firms, including <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> and <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, design superpowered chips, only TSMC and Samsung are able to manufacture them. Intel could join that list if its contract chip-making ambitions materialize.</p><p><blockquote>尽管许多公司，包括<a href=\"https://laohu8.com/S/NVDA\">英伟达公司</a>和<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>，设计超能力芯片，只有台积电和三星能够制造。如果英特尔的合同芯片制造雄心得以实现，它可能会加入这一名单。</blockquote></p><p> With a global shortage of chips hobbling businesses world-wide, the U.S., Europe and other governments are offering tens of billions of dollars in incentives to spur the building of chip-making plants. But even so, such cutting-edge production requires advanced machines that cancost $150 million apiece, while a single facility can cost $20 billion.</p><p><blockquote>由于全球芯片短缺阻碍了全球企业的发展，美国、欧洲和其他国家政府正在提供数百亿美元的激励措施，以刺激芯片制造厂的建设。但即便如此，这种尖端生产需要先进的机器，每台机器的成本可能高达1.5亿美元，而单个设施的成本可能高达200亿美元。</blockquote></p><p> The next frontiers of chip making are so demanding that only TSMC, Samsung and Intel have the technological capability and deep pockets to proceed, said Dale Gai, a research director at Counterpoint Research. “I don’t see anyone in the No. 4 position,” he said.</p><p><blockquote>Counterpoint Research研究总监戴尔·盖(Dale Gai)表示，芯片制造的下一个前沿领域要求如此之高，以至于只有台积电、三星和英特尔拥有技术能力和雄厚的财力来继续进行。“我没有看到任何人处于第四名的位置，”他说。</blockquote></p><p> The three-company race will ultimately dictate where—and by whom—the advanced semiconductors essential for 5G cellular networks, self-driving cars and artificial intelligence are made. TSMC is currentlythe biggest foundry player, controlling 55% of the market, while Samsung represents 17%, according to first-quarter data from TrendForce, a market researcher.</p><p><blockquote>这场三家公司的竞赛将最终决定5G蜂窝网络、自动驾驶汽车和人工智能所必需的先进半导体的制造地点以及由谁制造。市场研究机构TrendForce第一季度的数据显示，台积电目前是最大的代工企业，控制着55%的市场份额，而三星则占17%。</blockquote></p><p> Samsung and Intel didn’t appear to be on a major collision course until Mr. Gelsinger rejoined Intel in January. He wants the company’s future to be making advanced chips not only for itself, but for others.</p><p><blockquote>直到基辛格一月份重新加入英特尔，三星和英特尔似乎才出现重大冲突。他希望公司的未来不仅为自己制造先进芯片，也为他人制造先进芯片。</blockquote></p><p> Mr. Gelsinger said in July that Intel already had more than 100 potential foundry customers lined up. They include Qualcomm, one of the biggest providers of chips for cellphones and a major Samsung customer. “We fully expect that this is going to be a great business for us,” he said on a call with analysts.</p><p><blockquote>Gelsinger先生在7月份表示，英特尔已经有100多个潜在代工客户在排队。其中包括高通，最大的手机芯片供应商之一，也是三星的主要客户。“我们完全预计这对我们来说将是一项伟大的业务，”他在与分析师的看涨期权中表示。</blockquote></p><p> Samsung said it is targeting 20% annual sales growth for its foundry business this year as demand increases, said Shawn Han, a senior vice president for the company’s foundry operations, in a Thursday earnings call. “We will maximize our capabilities to supply chips,” Mr. Han said.</p><p><blockquote>三星代工业务高级副总裁Shawn Han在周四的财报看涨期权上表示，随着需求的增加，三星今年的代工业务目标是年销售额增长20%。“我们将最大限度地提高芯片供应能力，”韩先生说。</blockquote></p><p> It is a robust time for the chip industry, writ large. Global semiconductor revenue is expected to grow 12.5% this year to $522 billion, according to International Data Corp., a market researcher. Global shortages have handed chip makers pricing power and abundant orders.</p><p><blockquote>对于芯片行业来说，这是一个强劲的时期。根据市场研究机构国际数据公司（International Data Corp.）的数据，今年全球半导体收入预计将增长12.5%，达到5220亿美元。全球短缺让芯片制造商获得了定价权和充足的订单。</blockquote></p><p> Going forward, Samsung and Intel will look to fund their foundry aspirations by leaning on cash-cow chip businesses that have done well during the pandemic.</p><p><blockquote>展望未来，三星和英特尔将依靠在疫情期间表现良好的摇钱树芯片业务来资助他们的代工愿望。</blockquote></p><p></p><p> Samsung’s rise to No. 1 in revenue reflects the overwhelming demand for memory chips—they typically cost just a few dollars apiece, compared with hundreds of dollars and often more for the central processing units that provide most of Intel’s income.</p><p><blockquote>三星在收入方面跃升至第一，反映了对存储芯片的巨大需求——它们通常每块成本仅为几美元，而为英特尔提供大部分收入的中央处理器的成本则高达数百美元，而且往往更高。</blockquote></p><p> For the full year, global memory sales are expected to rise 33%, while revenue from CPUs, which go in PCs and data servers, is expected to grow by 4%, according to market researcher Gartner Inc. While PC sales soared during the pandemic and are still rising, growth has slowed of late, according to IDC. And Intel is having to fend off rival CPU makers like Advanced Micro Devices Inc., while some big clients forgo Intel-made chips for in-house alternatives.</p><p><blockquote>根据市场研究公司Gartner Inc.的数据，全年全球内存销售额预计将增长33%，而用于PC和数据服务器的CPU收入预计将增长4%。根据IDC的数据，虽然PC销售额在疫情期间飙升，但仍在增长，但最近增长放缓。英特尔不得不抵御像Advanced Micro Devices Inc.这样的竞争对手CPU制造商，而一些大客户放弃了英特尔制造的芯片，转而选择内部替代品。</blockquote></p><p> In March, Mr. Gelsinger unveiled his turnaround plan, along with more than $20 billion in investments in two plants in Arizona. He followed, in May, with a $3.5 billion expansion effort in New Mexico. Additional capacity growth, in the U.S. and abroad, is in the planning stages.</p><p><blockquote>今年3月，基辛格公布了他的扭亏为盈计划，以及对亚利桑那州两家工厂超过200亿美元的投资。随后，他在5月份斥资35亿美元在新墨西哥州进行了扩张。美国和国外的额外产能增长正处于规划阶段。</blockquote></p><p> In an interview after Intel’s second-quarter earnings announcement, Mr. Gelsinger expressed optimism about the company’s core business, citing appetite for new computers a <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>’s Windows 11 operating system hits the market later this year. “We see that strength continuing in the next year and beyond,” he said.</p><p><blockquote>在英特尔公布第二季度财报后的一次采访中，基辛格先生对公司的核心业务表示乐观，理由是对新电脑和<a href=\"https://laohu8.com/S/MSFT\">微软</a>的Windows 11操作系统将于今年晚些时候上市。“我们看到这种实力在明年及以后将持续下去，”他说。</blockquote></p><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>Samsung Takes Intel’s Chip-Seller Crown, but Bigger Showdown Looms<blockquote>三星夺得英特尔芯片销售商桂冠，但更大的摊牌迫在眉睫</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsung Takes Intel’s Chip-Seller Crown, but Bigger Showdown Looms<blockquote>三星夺得英特尔芯片销售商桂冠，但更大的摊牌迫在眉睫</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-08-02 11:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i><b>Cash is paramount as both companies seek to fund aggressive expansions into high-tech production.</b></i></p><p><blockquote><i><b>随着两家公司寻求为积极扩张高科技生产提供资金，现金至关重要。</b></i></blockquote></p><p> <i>Samsung overtook <a href=\"https://laohu8.com/S/INTC\">Intel</a> in the second quarter as the top chip maker by revenue and is expected to hold on to that distinction in the near future.</i></p><p><blockquote><i>三星反超<a href=\"https://laohu8.com/S/INTC\">英特尔</a>第二季度成为收入最高的芯片制造商，预计在不久的将来将保持这一地位。</i></blockquote></p><p> Intel Corp. aspires tochip-technology supremacy within four years. But for now, it has fallen from the industry’s top spot by one key measure.</p><p><blockquote>英特尔公司渴望在四年内占据芯片技术的主导地位。但就目前而言，它已经从行业第一的位置上跌落了一个关键指标。</blockquote></p><p> In the second quarter, <a href=\"https://laohu8.com/S/SSNNF\">Samsung Electronics Co., Ltd.</a> overtook Intel as the world’s top chip maker by revenue. Given divergent outlooks for their core businesses, the positioning is likely to stay that way in the near future, industry analysts say.</p><p><blockquote>二季度，<a href=\"https://laohu8.com/S/SSNNF\">三星电子有限公司。</a>超过英特尔成为全球收入最高的芯片制造商。行业分析师表示，鉴于其核心业务的前景不同，这种定位在不久的将来可能会保持这种状态。</blockquote></p><p> The South Korean tech company, which specializes in memory chips, racked up 22.74 trillion won, the equivalent of $19.7 billion,in semiconductor revenue during the April-June quarter. Total revenue for Intel, was $19.6 billion—or $18.5 billion after subtracting the contribution of a business unit it has agreed to sell.</p><p><blockquote>这家专注于存储芯片的韩国科技公司在4月至6月季度的半导体收入为22.74万亿韩元，相当于197亿美元。英特尔的总收入为196亿美元，减去其同意出售的一个业务部门的贡献后为185亿美元。</blockquote></p><p> Intel, based in Santa Clara, Calif., has held the No. 1 sales spot for much of the past three decades, ceding it to Samsung in 2017 and 2018 when memory-chip sales boomed.</p><p><blockquote>总部位于加州圣克拉拉的英特尔在过去三十年的大部分时间里一直保持着销量第一的位置，在2017年和2018年存储芯片销售蓬勃发展时将其让给了三星。</blockquote></p><p> The ranking is about more than bragging rights: Intel needs financial clout more than ever. Under new Chief Executive Pat Gelsinger, the company is embarking on an ambitious strategy to manufacture cutting-edge chips—one of the business world’s costliest endeavors.</p><p><blockquote>该排名不仅仅是吹牛的权利：英特尔比以往任何时候都更需要财务影响力。在新任首席执行官帕特·基辛格(Pat Gelsinger)的领导下，该公司正在实施一项雄心勃勃的战略来制造尖端芯片——这是商界成本最高的努力之一。</blockquote></p><p> <b>Chip Fight </b></p><p><blockquote><b>筹码大战</b></blockquote></p><p> A memory-market uptick helped Samsung'sshares outgain Intel's over the past year.</p><p><blockquote>内存市场的上涨帮助三星的股价在过去一年中超过了英特尔。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8a4d0b49449e0776d721454dbe720e88\" tg-width=\"477\" tg-height=\"478\" width=\"100%\" height=\"auto\">Source: FactSet</p><p><blockquote>来源：FactSet</blockquote></p><p> Intel aspires to vault into a top-end foundry business, or the contract manufacturing of the most-advanced chips. In the race to miniaturize chip circuitry to the final nanometers, Intel joins a world populated by <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> and Samsung, both of which have allocated more than $100 billion. More sales provide more cash for capital expenditures and to give to shareholders.</p><p><blockquote>英特尔渴望进军高端代工业务，即最先进芯片的合同制造业务。在将芯片电路小型化到最后纳米级的竞赛中，英特尔加入了一个由<a href=\"https://laohu8.com/S/TSM\">台积电</a>和三星，这两家公司的拨款都超过了1000亿美元。更多的销售为资本支出和股东提供了更多的现金。</blockquote></p><p> Though many firms, including <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> and <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, design superpowered chips, only TSMC and Samsung are able to manufacture them. Intel could join that list if its contract chip-making ambitions materialize.</p><p><blockquote>尽管许多公司，包括<a href=\"https://laohu8.com/S/NVDA\">英伟达公司</a>和<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>，设计超能力芯片，只有台积电和三星能够制造。如果英特尔的合同芯片制造雄心得以实现，它可能会加入这一名单。</blockquote></p><p> With a global shortage of chips hobbling businesses world-wide, the U.S., Europe and other governments are offering tens of billions of dollars in incentives to spur the building of chip-making plants. But even so, such cutting-edge production requires advanced machines that cancost $150 million apiece, while a single facility can cost $20 billion.</p><p><blockquote>由于全球芯片短缺阻碍了全球企业的发展，美国、欧洲和其他国家政府正在提供数百亿美元的激励措施，以刺激芯片制造厂的建设。但即便如此，这种尖端生产需要先进的机器，每台机器的成本可能高达1.5亿美元，而单个设施的成本可能高达200亿美元。</blockquote></p><p> The next frontiers of chip making are so demanding that only TSMC, Samsung and Intel have the technological capability and deep pockets to proceed, said Dale Gai, a research director at Counterpoint Research. “I don’t see anyone in the No. 4 position,” he said.</p><p><blockquote>Counterpoint Research研究总监戴尔·盖(Dale Gai)表示，芯片制造的下一个前沿领域要求如此之高，以至于只有台积电、三星和英特尔拥有技术能力和雄厚的财力来继续进行。“我没有看到任何人处于第四名的位置，”他说。</blockquote></p><p> The three-company race will ultimately dictate where—and by whom—the advanced semiconductors essential for 5G cellular networks, self-driving cars and artificial intelligence are made. TSMC is currentlythe biggest foundry player, controlling 55% of the market, while Samsung represents 17%, according to first-quarter data from TrendForce, a market researcher.</p><p><blockquote>这场三家公司的竞赛将最终决定5G蜂窝网络、自动驾驶汽车和人工智能所必需的先进半导体的制造地点以及由谁制造。市场研究机构TrendForce第一季度的数据显示，台积电目前是最大的代工企业，控制着55%的市场份额，而三星则占17%。</blockquote></p><p> Samsung and Intel didn’t appear to be on a major collision course until Mr. Gelsinger rejoined Intel in January. He wants the company’s future to be making advanced chips not only for itself, but for others.</p><p><blockquote>直到基辛格一月份重新加入英特尔，三星和英特尔似乎才出现重大冲突。他希望公司的未来不仅为自己制造先进芯片，也为他人制造先进芯片。</blockquote></p><p> Mr. Gelsinger said in July that Intel already had more than 100 potential foundry customers lined up. They include Qualcomm, one of the biggest providers of chips for cellphones and a major Samsung customer. “We fully expect that this is going to be a great business for us,” he said on a call with analysts.</p><p><blockquote>Gelsinger先生在7月份表示，英特尔已经有100多个潜在代工客户在排队。其中包括高通，最大的手机芯片供应商之一，也是三星的主要客户。“我们完全预计这对我们来说将是一项伟大的业务，”他在与分析师的看涨期权中表示。</blockquote></p><p> Samsung said it is targeting 20% annual sales growth for its foundry business this year as demand increases, said Shawn Han, a senior vice president for the company’s foundry operations, in a Thursday earnings call. “We will maximize our capabilities to supply chips,” Mr. Han said.</p><p><blockquote>三星代工业务高级副总裁Shawn Han在周四的财报看涨期权上表示，随着需求的增加，三星今年的代工业务目标是年销售额增长20%。“我们将最大限度地提高芯片供应能力，”韩先生说。</blockquote></p><p> It is a robust time for the chip industry, writ large. Global semiconductor revenue is expected to grow 12.5% this year to $522 billion, according to International Data Corp., a market researcher. Global shortages have handed chip makers pricing power and abundant orders.</p><p><blockquote>对于芯片行业来说，这是一个强劲的时期。根据市场研究机构国际数据公司（International Data Corp.）的数据，今年全球半导体收入预计将增长12.5%，达到5220亿美元。全球短缺让芯片制造商获得了定价权和充足的订单。</blockquote></p><p> Going forward, Samsung and Intel will look to fund their foundry aspirations by leaning on cash-cow chip businesses that have done well during the pandemic.</p><p><blockquote>展望未来，三星和英特尔将依靠在疫情期间表现良好的摇钱树芯片业务来资助他们的代工愿望。</blockquote></p><p></p><p> Samsung’s rise to No. 1 in revenue reflects the overwhelming demand for memory chips—they typically cost just a few dollars apiece, compared with hundreds of dollars and often more for the central processing units that provide most of Intel’s income.</p><p><blockquote>三星在收入方面跃升至第一，反映了对存储芯片的巨大需求——它们通常每块成本仅为几美元，而为英特尔提供大部分收入的中央处理器的成本则高达数百美元，而且往往更高。</blockquote></p><p> For the full year, global memory sales are expected to rise 33%, while revenue from CPUs, which go in PCs and data servers, is expected to grow by 4%, according to market researcher Gartner Inc. While PC sales soared during the pandemic and are still rising, growth has slowed of late, according to IDC. And Intel is having to fend off rival CPU makers like Advanced Micro Devices Inc., while some big clients forgo Intel-made chips for in-house alternatives.</p><p><blockquote>根据市场研究公司Gartner Inc.的数据，全年全球内存销售额预计将增长33%，而用于PC和数据服务器的CPU收入预计将增长4%。根据IDC的数据，虽然PC销售额在疫情期间飙升，但仍在增长，但最近增长放缓。英特尔不得不抵御像Advanced Micro Devices Inc.这样的竞争对手CPU制造商，而一些大客户放弃了英特尔制造的芯片，转而选择内部替代品。</blockquote></p><p> In March, Mr. Gelsinger unveiled his turnaround plan, along with more than $20 billion in investments in two plants in Arizona. He followed, in May, with a $3.5 billion expansion effort in New Mexico. Additional capacity growth, in the U.S. and abroad, is in the planning stages.</p><p><blockquote>今年3月，基辛格公布了他的扭亏为盈计划，以及对亚利桑那州两家工厂超过200亿美元的投资。随后，他在5月份斥资35亿美元在新墨西哥州进行了扩张。美国和国外的额外产能增长正处于规划阶段。</blockquote></p><p> In an interview after Intel’s second-quarter earnings announcement, Mr. Gelsinger expressed optimism about the company’s core business, citing appetite for new computers a <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>’s Windows 11 operating system hits the market later this year. “We see that strength continuing in the next year and beyond,” he said.</p><p><blockquote>在英特尔公布第二季度财报后的一次采访中，基辛格先生对公司的核心业务表示乐观，理由是对新电脑和<a href=\"https://laohu8.com/S/MSFT\">微软</a>的Windows 11操作系统将于今年晚些时候上市。“我们看到这种实力在明年及以后将持续下去，”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/samsung-takes-intels-chip-seller-crown-but-bigger-showdown-looms-11627812000?mod=hp_lista_pos5\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.wsj.com/articles/samsung-takes-intels-chip-seller-crown-but-bigger-showdown-looms-11627812000?mod=hp_lista_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131303656","content_text":"Cash is paramount as both companies seek to fund aggressive expansions into high-tech production.\nSamsung overtook Intel in the second quarter as the top chip maker by revenue and is expected to hold on to that distinction in the near future.\nIntel Corp. aspires tochip-technology supremacy within four years. But for now, it has fallen from the industry’s top spot by one key measure.\nIn the second quarter, Samsung Electronics Co., Ltd. overtook Intel as the world’s top chip maker by revenue. Given divergent outlooks for their core businesses, the positioning is likely to stay that way in the near future, industry analysts say.\nThe South Korean tech company, which specializes in memory chips, racked up 22.74 trillion won, the equivalent of $19.7 billion,in semiconductor revenue during the April-June quarter. Total revenue for Intel, was $19.6 billion—or $18.5 billion after subtracting the contribution of a business unit it has agreed to sell.\nIntel, based in Santa Clara, Calif., has held the No. 1 sales spot for much of the past three decades, ceding it to Samsung in 2017 and 2018 when memory-chip sales boomed.\nThe ranking is about more than bragging rights: Intel needs financial clout more than ever. Under new Chief Executive Pat Gelsinger, the company is embarking on an ambitious strategy to manufacture cutting-edge chips—one of the business world’s costliest endeavors.\nChip Fight \nA memory-market uptick helped Samsung'sshares outgain Intel's over the past year.\nSource: FactSet\nIntel aspires to vault into a top-end foundry business, or the contract manufacturing of the most-advanced chips. In the race to miniaturize chip circuitry to the final nanometers, Intel joins a world populated by Taiwan Semiconductor Manufacturing and Samsung, both of which have allocated more than $100 billion. More sales provide more cash for capital expenditures and to give to shareholders.\nThough many firms, including NVIDIA Corp and Qualcomm, design superpowered chips, only TSMC and Samsung are able to manufacture them. Intel could join that list if its contract chip-making ambitions materialize.\nWith a global shortage of chips hobbling businesses world-wide, the U.S., Europe and other governments are offering tens of billions of dollars in incentives to spur the building of chip-making plants. But even so, such cutting-edge production requires advanced machines that cancost $150 million apiece, while a single facility can cost $20 billion.\nThe next frontiers of chip making are so demanding that only TSMC, Samsung and Intel have the technological capability and deep pockets to proceed, said Dale Gai, a research director at Counterpoint Research. “I don’t see anyone in the No. 4 position,” he said.\nThe three-company race will ultimately dictate where—and by whom—the advanced semiconductors essential for 5G cellular networks, self-driving cars and artificial intelligence are made. TSMC is currentlythe biggest foundry player, controlling 55% of the market, while Samsung represents 17%, according to first-quarter data from TrendForce, a market researcher.\nSamsung and Intel didn’t appear to be on a major collision course until Mr. Gelsinger rejoined Intel in January. He wants the company’s future to be making advanced chips not only for itself, but for others.\nMr. Gelsinger said in July that Intel already had more than 100 potential foundry customers lined up. They include Qualcomm, one of the biggest providers of chips for cellphones and a major Samsung customer. “We fully expect that this is going to be a great business for us,” he said on a call with analysts.\nSamsung said it is targeting 20% annual sales growth for its foundry business this year as demand increases, said Shawn Han, a senior vice president for the company’s foundry operations, in a Thursday earnings call. “We will maximize our capabilities to supply chips,” Mr. Han said.\nIt is a robust time for the chip industry, writ large. Global semiconductor revenue is expected to grow 12.5% this year to $522 billion, according to International Data Corp., a market researcher. Global shortages have handed chip makers pricing power and abundant orders.\nGoing forward, Samsung and Intel will look to fund their foundry aspirations by leaning on cash-cow chip businesses that have done well during the pandemic.\nSamsung’s rise to No. 1 in revenue reflects the overwhelming demand for memory chips—they typically cost just a few dollars apiece, compared with hundreds of dollars and often more for the central processing units that provide most of Intel’s income.\nFor the full year, global memory sales are expected to rise 33%, while revenue from CPUs, which go in PCs and data servers, is expected to grow by 4%, according to market researcher Gartner Inc. While PC sales soared during the pandemic and are still rising, growth has slowed of late, according to IDC. And Intel is having to fend off rival CPU makers like Advanced Micro Devices Inc., while some big clients forgo Intel-made chips for in-house alternatives.\nIn March, Mr. Gelsinger unveiled his turnaround plan, along with more than $20 billion in investments in two plants in Arizona. He followed, in May, with a $3.5 billion expansion effort in New Mexico. Additional capacity growth, in the U.S. and abroad, is in the planning stages.\nIn an interview after Intel’s second-quarter earnings announcement, Mr. Gelsinger expressed optimism about the company’s core business, citing appetite for new computers a Microsoft’s Windows 11 operating system hits the market later this year. “We see that strength continuing in the next year and beyond,” he said.","news_type":1,"symbols_score_info":{"TSM":0.9,"SSNNF":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":993,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/805294182"}
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