Intel CEO Calls Chip Maker ‘Willing Buyer’ as Industry Consolidates

The Wall Street Journal2021-08-19

The economics of the modern semiconductor industry make deals among chip-makers likely, Pat Gelsinger says. IntelCorp.INTC-0.17%Chief Executive Pat Gelsinger is committed to buying other chip-makers ...

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精彩评论

nelson21
2021-08-19
nelson21
Pls like and comment
- ccmk:
  Woots
Chrissssy
2021-08-19
Chrissssy
Like and comment please
- nelson21:
  Pls like and comment
- 60d48e1:
  Long Intel
- uhhuhbeefy:
  Long AMD
- Tchua:
  Intel will be the ultimate winner

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The talks cooled as GlobalFoundries focuses on an initial public offering, people familiar with the matter said.\nGlobalFoundries now has confidentially filed for an IPO that could value the company at around $25 billion, a person familiar with the matter said. GlobalFoundries is owned by Mubadala Investment Co., an investment arm of the Abu Dhabi government. Reuters previously reported the IPO filing.\nThe talks with Intel have cooled as the focus around GlobalFoundries turned to an IPO, people familiar with the matter said.\nMr. Gelsinger, in the interview, declined to comment on GlobalFoundries directly, though he signaled Intel’s continued interest in deals. “M&A takes willing buyers and willing sellers,” he said when asked about Intel’s pursuit of GlobalFoundries, adding “I’m a willing buyer.”\nMr. Gelsinger, who was involved in about 100 acquisitions in his prior roles as president of EMC Corp. and later CEO of VMware Inc., said he’s looking to bring some of that experience to Intel.\nThe economics of modern chip production make deals likely, he said. The cost of cutting-edge chip manufacturing has risen rapidly in recent years, narrowing the number of companies in the field and likely pushing them to combine forces, he added.\nConsolidation has been playing out for years. Among the most recent big deals,Marvell Technology GroupLtd.last yearsaid it wouldbuy Inphi Corp. andAnalog DevicesInc.said it was buying rivalMaxim Integrated ProductsInc.formore than $20 billion.\nMr. Gelsinger said in the interview that the chip-manufacturing industry has been going through a prolonged reshaping. “Ten to 15 years ago, there were a good dozen companies that were making leading-edge technology, and today that’s down to three because it’s extremely capital-intensive and R&D-intensive, and those effects are continuing,” he said. A modern, top-of-the-line chip factory, he said, costs more than $10 billion today.\nIntel is one of the heavyweights in chip making, alongsideTaiwan Semiconductor ManufacturingCo.and South Korea’sSamsung ElectronicsCo.\nMr. Gelsinger said deals aren’t at the top of an agenda that is focused onturning around the companyhe took over after a series of missteps. Hehas committed to spend bigon his strategy to expand the company’s manufacturing footprint, add a contract chip-making arm, and catch up to rivals that gained a technological edge in recent years.\nIntel is investing $23.5 billion in new factories in Arizona and New Mexico, and nearing completion of a $3 billion expansion in Oregon. Intel has said more investments in the U.S. and abroad are planned.\nMr. Gelsinger, in his few months in the job at Intel, also has had a busy political agenda. He’s urging the Biden administration to provide greater clarity on its plans for trade with China, on which then-President Trump imposed tariffs. “What we’re looking for is clear policy,” he said, adding that 25% or more of Intel’s business is tied to China.\nIntel has some chip operations in China and may add more as part of its expansion plans.\nAnd Mr. Gelsingeris asking governments to help payfor some of the expansion he’s planning, tapping into concerns about chip supplies spurred by a global shortage of semiconductors.\nChip-industry officials expect the shortage thathas led to cuts in car productionand driven up prices of some consumer electronics to ease in the coming months, with some effects likely to be felt for a long time. Mr. Gelsinger said the shortage could last into 2023.\nThe pandemic has increased spending on digital items, from laptops to data centers used for computing services that businesses and consumers increasingly rely on. That has contributed to the chip-supply bottleneck, but also provided some benefits to chip suppliers, industry officials have said.\nMr. Gelsinger said that the shortage is driving up some of Intel’s manufacturing costs. The company,like other semiconductor suppliers, has said it is passing on some but not all of those increases to customers. In some cases the shortage is allowing companies to focus on selling higher-value products, Mr. Gelsinger said, providing an earnings benefit.\nThere are few indications that the scaling up of chip industry production will swamp demand anytime soon, he said. “I’m just anxious mostly for the day that I can actually say, ‘Oh, I have a few spare parts.’”","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":838816367,"gmtCreate":1629384840559,"gmtModify":1633685232214,"author":{"id":"3581678664547146","authorId":"3581678664547146","name":"nelson21","avatar":"https://static.tigerbbs.com/f3bfb16048c75dbf023d98c18914333e","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3581678664547146","authorIdStr":"3581678664547146"},"htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838816367","repostId":1128138695,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5583033,"gmtCreate":1629408149543,"gmtModify":1635147546822,"authorId":3575640395742421,"author":{"id":3575640395742421,"idStr":"3575640395742421","authorId":3575640395742421,"name":"ccmk","avatar":"https://static.tigerbbs.com/a90d67ad1fb38a136eae07512ce11d0f","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838816367,"type":1,"supId":0,"prevId":0,"content":"<u>Woots</u>","text":"<u>Woots</u>","html":"<u>Woots</u>"}],"langContent":"EN"},{"id":838837215,"gmtCreate":1629384636337,"gmtModify":1633685235444,"author":{"id":"3581992421704233","authorId":"3581992421704233","name":"Chrissssy","avatar":"https://static.tigerbbs.com/670519b0df7f01f6802e6a220a6fc578","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3581992421704233","authorIdStr":"3581992421704233"},"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/838837215","repostId":1128138695,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5581098,"gmtCreate":1629384852020,"gmtModify":1635147655706,"authorId":3581678664547146,"author":{"id":3581678664547146,"idStr":"3581678664547146","authorId":3581678664547146,"name":"nelson21","avatar":"https://static.tigerbbs.com/f3bfb16048c75dbf023d98c18914333e","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838837215,"type":1,"supId":0,"prevId":0,"content":"Pls like and comment","text":"Pls like and comment","html":"Pls like and comment"},{"id":5581285,"gmtCreate":1629385530126,"gmtModify":1635147643754,"authorId":3577963183517164,"author":{"id":3577963183517164,"idStr":"3577963183517164","authorId":3577963183517164,"name":"60d48e1","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838837215,"type":1,"supId":0,"prevId":0,"content":"Long <u>Intel</u>","text":"Long <u>Intel</u>","html":"Long <u>Intel</u>"},{"id":5581410,"gmtCreate":1629385989050,"gmtModify":1635147636991,"authorId":3561951548692317,"author":{"id":3561951548692317,"idStr":"3561951548692317","authorId":3561951548692317,"name":"uhhuhbeefy","avatar":"https://static.tigerbbs.com/63e5786af4352b41e06dfb440db517aa","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838837215,"type":1,"supId":0,"prevId":0,"content":"Long AMD","text":"Long AMD","html":"Long AMD"},{"id":5581938,"gmtCreate":1629388183768,"gmtModify":1635147604413,"authorId":3561859229387101,"author":{"id":3561859229387101,"idStr":"3561859229387101","authorId":3561859229387101,"name":"Tchua","avatar":"https://static.tigerbbs.com/245ba7d1360ad877e076f09e9d78c378","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":838837215,"type":1,"supId":5581410,"prevId":0,"content":"Intel will be the ultimate winner","text":"Intel will be the ultimate winner","html":"Intel will be the ultimate winner"}],"langContent":"EN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":28,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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