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2021-08-02
The signs are clear that Asia will be the next global powerhouse economy.
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>现金至关重要，因为两家公司都寻求为积极扩张高科技生产提供资金。</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>三星超越<a href=\"https://laohu8.com/S/INTC\">英特尔</a>第二季度是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霸主地位。但就目前而言，它已经从行业榜首位置下滑了一个关键指标。</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>第二季度，<a href=\"https://laohu8.com/S/SSNNF\">三星电子有限公司。</a>按收入计算，超越英特尔成为全球最大的芯片制造商。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不变。</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>这家专门从事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达到 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，扣除已同意出售的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>总部位于加利福尼亚州圣克拉拉的英特尔在过去三十年的大部分时间里一直占据着销量第一的位置，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>排名不仅仅是吹嘘权利：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，生产尖端芯片--这是商界最昂贵的工作之一。</blockquote></p><p> <b>Chip Fight </b></p><p><blockquote><b>芯片战</b></blockquote></p><p> A memory-market uptick helped Samsung'sshares outgain Intel's over the past year.</p><p><blockquote>过去一年，内存市场的上涨帮助三星的股价超过了英特尔。</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>英特尔渴望进入高端代工业务，或最先进芯片的合同制造。在将芯片电路小型化到最后纳米的竞赛中，英特尔加入了一个由<a href=\"https://laohu8.com/S/TSM\">台积电</a>和三星，这两家公司都拨款超过1000亿美元。更多的销售为资本支出和股东提供更多现金。</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\">高通</a>，设计超强芯片，只有台积电和三星有能力制造。如果英特尔的合同芯片制造雄心得以实现，它可能会加入这个名单。</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>随着全球芯片短缺阻碍了世界各地的企业，美国、欧洲和其他国家的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非常高，只有台积电、三星和英特尔拥有推进芯片制造的技术能力和雄厚财力。“他说：”我没有看到任何人处于第四名的位置。</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>这三家公司的竞争最终将决定 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在哪里以及由谁制造。根据市场研究公司TrendForce的第一季度数据，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>直到基尔辛格先生今年 1 月重新加入英特尔，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是为自己，也是为他人制造先进的芯片。</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>基尔辛格先生在 7 月份表示，英特尔已经有 100 多家潜在代工客户排队。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。“他在与分析师的看涨期权上说：”我们完全预计这对我们来说将是一项伟大的业务。</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>三星负责代工业务的高级副总裁肖恩-韩（Shawn Han）在周四的财报看涨期权上表示，随着需求的增长，三星表示今年代工业务的年销售额增长目标是达到 20%。“韩先生说：”我们将最大限度地提高芯片供应能力。</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>总的来说，现在是芯片行业的强劲时期。市场研究公司国际数据公司（International Data Corp.）表示，今年全球半导体收入预计将增长12.5%，达到5220亿美元。全球短缺给了芯片制造商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，三星和英特尔将寻求通过依靠在疫情期间表现良好的摇钱树芯片业务来为其代工愿望提供资金。</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>三星在收入方面跃居第一，反映了对存储芯片的巨大需求--每个存储芯片的成本通常只有几美元，而提供英特尔大部分收入的中央处理器的成本则高达数百美元，甚至更多。</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，全年全球内存销量预计将增长33%，而用于个人电脑和数据服务器的CPU收入预计将增长4%。IDC表示，虽然个人电脑销量在疫情期间飙升，但仍在上升，但增长最近有所放缓。英特尔不得不抵御先进微设备公司等竞争对手CPU制造商，而一些大客户则放弃英特尔制造的芯片，转而使用内部替代品。</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，基尔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的超过 200 亿美元的投资。随后，他在 5 月份在新墨西哥州进行了 35 亿美元的扩张。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，基尔辛格先生对公司的核心业务表示乐观，并列举了对新计算机的需求。<a href=\"https://laohu8.com/S/MSFT\">微软</a>Windows 11 操作系统将于今年晚些时候上市。“他说：”我们认为这种力量将在明年及以后继续下去。</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>现金至关重要，因为两家公司都寻求为积极扩张高科技生产提供资金。</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>三星超越<a href=\"https://laohu8.com/S/INTC\">英特尔</a>第二季度是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霸主地位。但就目前而言，它已经从行业榜首位置下滑了一个关键指标。</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>第二季度，<a href=\"https://laohu8.com/S/SSNNF\">三星电子有限公司。</a>按收入计算，超越英特尔成为全球最大的芯片制造商。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不变。</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>这家专门从事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达到 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，扣除已同意出售的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>总部位于加利福尼亚州圣克拉拉的英特尔在过去三十年的大部分时间里一直占据着销量第一的位置，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>排名不仅仅是吹嘘权利：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，生产尖端芯片--这是商界最昂贵的工作之一。</blockquote></p><p> <b>Chip Fight </b></p><p><blockquote><b>芯片战</b></blockquote></p><p> A memory-market uptick helped Samsung'sshares outgain Intel's over the past year.</p><p><blockquote>过去一年，内存市场的上涨帮助三星的股价超过了英特尔。</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>英特尔渴望进入高端代工业务，或最先进芯片的合同制造。在将芯片电路小型化到最后纳米的竞赛中，英特尔加入了一个由<a href=\"https://laohu8.com/S/TSM\">台积电</a>和三星，这两家公司都拨款超过1000亿美元。更多的销售为资本支出和股东提供更多现金。</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\">高通</a>，设计超强芯片，只有台积电和三星有能力制造。如果英特尔的合同芯片制造雄心得以实现，它可能会加入这个名单。</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>随着全球芯片短缺阻碍了世界各地的企业，美国、欧洲和其他国家的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非常高，只有台积电、三星和英特尔拥有推进芯片制造的技术能力和雄厚财力。“他说：”我没有看到任何人处于第四名的位置。</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>这三家公司的竞争最终将决定 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在哪里以及由谁制造。根据市场研究公司TrendForce的第一季度数据，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>直到基尔辛格先生今年 1 月重新加入英特尔，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是为自己，也是为他人制造先进的芯片。</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>基尔辛格先生在 7 月份表示，英特尔已经有 100 多家潜在代工客户排队。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。“他在与分析师的看涨期权上说：”我们完全预计这对我们来说将是一项伟大的业务。</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>三星负责代工业务的高级副总裁肖恩-韩（Shawn Han）在周四的财报看涨期权上表示，随着需求的增长，三星表示今年代工业务的年销售额增长目标是达到 20%。“韩先生说：”我们将最大限度地提高芯片供应能力。</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>总的来说，现在是芯片行业的强劲时期。市场研究公司国际数据公司（International Data Corp.）表示，今年全球半导体收入预计将增长12.5%，达到5220亿美元。全球短缺给了芯片制造商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，三星和英特尔将寻求通过依靠在疫情期间表现良好的摇钱树芯片业务来为其代工愿望提供资金。</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>三星在收入方面跃居第一，反映了对存储芯片的巨大需求--每个存储芯片的成本通常只有几美元，而提供英特尔大部分收入的中央处理器的成本则高达数百美元，甚至更多。</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，全年全球内存销量预计将增长33%，而用于个人电脑和数据服务器的CPU收入预计将增长4%。IDC表示，虽然个人电脑销量在疫情期间飙升，但仍在上升，但增长最近有所放缓。英特尔不得不抵御先进微设备公司等竞争对手CPU制造商，而一些大客户则放弃英特尔制造的芯片，转而使用内部替代品。</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，基尔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的超过 200 亿美元的投资。随后，他在 5 月份在新墨西哥州进行了 35 亿美元的扩张。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，基尔辛格先生对公司的核心业务表示乐观，并列举了对新计算机的需求。<a href=\"https://laohu8.com/S/MSFT\">微软</a>Windows 11 操作系统将于今年晚些时候上市。“他说：”我们认为这种力量将在明年及以后继续下去。</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":{"SSNNF":0.9,"INTC":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2562,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["00662"],"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":61,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/805629236"}
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