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2021-04-23
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2021-04-23
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Intel’s new CEO has another big problem to fix<blockquote>英特尔新任首席执行官又要解决一个大问题</blockquote>
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10:58","market":"us","language":"en","title":"Intel’s new CEO has another big problem to fix<blockquote>英特尔新任首席执行官又要解决一个大问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145865439","media":"MarketWatch","summary":"Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if riva","content":"<p> Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if rival AMD is gaining ground. Intel Corp.’s new chief executive, Pat Gelsinger, has another urgent problem to deal with, in addition to restoring the chip giant’s manufacturing business to its former glory.</p><p><blockquote>基辛格表示，数据中心芯片销量的急剧下降只是暂时的，但分析师怀疑竞争对手 AMD 是否正在取得进展。英特尔公司新任首席执行官帕特-基尔辛格（Pat Gelsinger）除了要让这家芯片巨头的制造业务恢复昔日辉煌外，还有另一个紧迫的问题需要处理。</blockquote></p><p> In its earning report Thursday, Intel INTC, -1.77% said its highly profitable business of selling chips to data-center customers had its worst quarter in a year, with revenue dropping an unexpected 20%, which included a 14% drop in average selling prices. Overall, the company’s total revenue of $19.7 billion came in better than expected, even while it was down 1% year over year.</p><p><blockquote>在周四的财报中，英特尔INTC（-1.77%）表示，其向数据中心客户销售芯片的高利润业务遭遇了一年来最糟糕的季度，收入意外下降了20%，其中包括平均销售价格下降了14%。总体而言，该公司 197 亿美元的总收入好于预期，尽管同比下降了 1%。</blockquote></p><p> But the surprise double-digit drop in data-center sales unsettled investors, and Intel shares slipped more than 2% in after-hours trading, at one point falling to $60.61 in the extended session.</p><p><blockquote>但数据中心销售额意外两位数下降令投资者感到不安，英特尔股价在盘后交易中下跌超过 2%，在延长交易时段一度跌至 60.61 美元。</blockquote></p><p> The state of the data-center business was the dominant topic on the earnings call Thursday afternoon, during which some analysts tried to glean if competitive pressure from rival Advanced Micro Devices Inc. AMD, -3.12% was having an effect.</p><p><blockquote>数据中心业务的状况是周四下午财报看涨期权的主要话题，在此期间，一些分析师试图了解来自竞争对手 Advanced Micro Devices Inc. AMD（-3.12%）的竞争压力是否产生了影响。</blockquote></p><p> Intel executives tried to bat away that notion, saying that over half of the drop in average selling prices was due to strong sales of lower-priced network system-on-a-chip products and other product-mix issues. In addition, Intel was seeing a very tough comparison to the first quarter of 2020, when revenue soared 23% overall and data-center revenue surged 34%. They also said many customers were digesting past purchases.</p><p><blockquote>英特尔高管试图驳斥这种观点，称平均售价下降一半以上是由于低价网络系统产品的强劲销售和其他产品组合问题。此外，与 2020 年第一季度相比，英特尔的情况非常艰难，当时总收入飙升 23%，数据中心收入飙升 34%。他们还表示，许多顾客正在消化过去的购买。</blockquote></p><p> But it is that area that was left mostly undiscussed, with analysts suspecting the sizeable drop in average selling price may be due to competition from AMD. Intel cited higher startup expenses for its newest manufacturing nodes, as it moves to 10-nanometer geometries its next generation.</p><p><blockquote>但正是这个领域基本上没有被讨论，分析师怀疑平均售价的大幅下降可能是由于来自 AMD 的竞争。英特尔表示，随着下一代产品转向 10 纳米几何尺寸，其最新制造节点的启动费用将会增加。</blockquote></p><p> “Can you help us understand why you’re comfortable that this is digestion and not something more, like cloud guys going to more internal solutions or solutions away from Intel?” asked John Pitzer, a Credit Suisse analyst. “I know you have another hard compare year-over-year on Q2, but what gives you confidence that this is digestion and not something more?”</p><p><blockquote>“你能帮我们理解为什么你觉得这是消化，而不是更多，比如云计算的人去更多的内部解决方案或远离英特尔的解决方案吗？”瑞士信贷分析师约翰·皮策问道。“我知道你对第二季度的同比比较又很难，但是什么让你有信心认为这是消化，而不是更多？”</blockquote></p><p> Gelsinger noted that the company works very closely with its customers and the supply chain, and is building its forecasts based on data from these relationships.</p><p><blockquote>基辛格指出，该公司与其客户和供应链密切合作，并根据这些关系的数据进行预测。</blockquote></p><p> “We know what their inventory levels are. These are very intimate relationships,” Gelsinger said. “So I’d just say at that level, we’re confident when we speak that what they’re doing, and what we’re going to see in the future, and how they’re digesting and deploying the products that we delivered to them last year, are now ramping in.”</p><p><blockquote>“我们知道他们的库存水平。这是非常亲密的关系，”盖尔辛格说。“因此，我只想说，在这个层面上，当我们谈到他们正在做的事情、我们未来将看到的情况，以及他们如何消化和部署我们去年交付给他们的产品时，我们是有信心的。”</blockquote></p><p> Even so, not everyone is buying it. Patrick Moorhead, an analyst with Moor Insights, said in a brief note that he attributed the lower prices in the data-center group “to a combination to mix shift lower and competitive pressure. “</p><p><blockquote>即便如此，也不是每个人都买。Moor Insights 的分析师帕特里克-穆尔黑德（Patrick Moorhead）在一份简短的报告中说，他将数据中心集团的价格下降归因于 “混合下班和竞争压力”。</blockquote></p><p> With data center as such a big profit driver for Intel, investors are hoping that Gelsinger is right and that after a brief digestion period, those sales will come back. Next Tuesday, when AMD reports its earnings, should provide another data point. But it may be that Gelsinger not only has a manufacturing issue to work on and build up again, but an increasingly stronger opponent in AMD.</p><p><blockquote>由于数据中心是英特尔的一大利润驱动力，投资者希望基辛格是对的，经过短暂的消化期，这些销售额将会回来。下周二，AMD 公布财报时，应该会提供另一个数据点。但基辛格可能不仅面临制造问题需要解决和重建，而且在 AMD 中的对手也越来越强大。</blockquote></p><p></p>","source":"market_watch","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 new CEO has another big problem to fix<blockquote>英特尔新任首席执行官又要解决一个大问题</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\">\nIntel’s new CEO has another big problem to fix<blockquote>英特尔新任首席执行官又要解决一个大问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-23 10:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if rival AMD is gaining ground. Intel Corp.’s new chief executive, Pat Gelsinger, has another urgent problem to deal with, in addition to restoring the chip giant’s manufacturing business to its former glory.</p><p><blockquote>基辛格表示，数据中心芯片销量的急剧下降只是暂时的，但分析师怀疑竞争对手 AMD 是否正在取得进展。英特尔公司新任首席执行官帕特-基尔辛格（Pat Gelsinger）除了要让这家芯片巨头的制造业务恢复昔日辉煌外，还有另一个紧迫的问题需要处理。</blockquote></p><p> In its earning report Thursday, Intel INTC, -1.77% said its highly profitable business of selling chips to data-center customers had its worst quarter in a year, with revenue dropping an unexpected 20%, which included a 14% drop in average selling prices. Overall, the company’s total revenue of $19.7 billion came in better than expected, even while it was down 1% year over year.</p><p><blockquote>在周四的财报中，英特尔INTC（-1.77%）表示，其向数据中心客户销售芯片的高利润业务遭遇了一年来最糟糕的季度，收入意外下降了20%，其中包括平均销售价格下降了14%。总体而言，该公司 197 亿美元的总收入好于预期，尽管同比下降了 1%。</blockquote></p><p> But the surprise double-digit drop in data-center sales unsettled investors, and Intel shares slipped more than 2% in after-hours trading, at one point falling to $60.61 in the extended session.</p><p><blockquote>但数据中心销售额意外两位数下降令投资者感到不安，英特尔股价在盘后交易中下跌超过 2%，在延长交易时段一度跌至 60.61 美元。</blockquote></p><p> The state of the data-center business was the dominant topic on the earnings call Thursday afternoon, during which some analysts tried to glean if competitive pressure from rival Advanced Micro Devices Inc. AMD, -3.12% was having an effect.</p><p><blockquote>数据中心业务的状况是周四下午财报看涨期权的主要话题，在此期间，一些分析师试图了解来自竞争对手 Advanced Micro Devices Inc. AMD（-3.12%）的竞争压力是否产生了影响。</blockquote></p><p> Intel executives tried to bat away that notion, saying that over half of the drop in average selling prices was due to strong sales of lower-priced network system-on-a-chip products and other product-mix issues. In addition, Intel was seeing a very tough comparison to the first quarter of 2020, when revenue soared 23% overall and data-center revenue surged 34%. They also said many customers were digesting past purchases.</p><p><blockquote>英特尔高管试图驳斥这种观点，称平均售价下降一半以上是由于低价网络系统产品的强劲销售和其他产品组合问题。此外，与 2020 年第一季度相比，英特尔的情况非常艰难，当时总收入飙升 23%，数据中心收入飙升 34%。他们还表示，许多顾客正在消化过去的购买。</blockquote></p><p> But it is that area that was left mostly undiscussed, with analysts suspecting the sizeable drop in average selling price may be due to competition from AMD. Intel cited higher startup expenses for its newest manufacturing nodes, as it moves to 10-nanometer geometries its next generation.</p><p><blockquote>但正是这个领域基本上没有被讨论，分析师怀疑平均售价的大幅下降可能是由于来自 AMD 的竞争。英特尔表示，随着下一代产品转向 10 纳米几何尺寸，其最新制造节点的启动费用将会增加。</blockquote></p><p> “Can you help us understand why you’re comfortable that this is digestion and not something more, like cloud guys going to more internal solutions or solutions away from Intel?” asked John Pitzer, a Credit Suisse analyst. “I know you have another hard compare year-over-year on Q2, but what gives you confidence that this is digestion and not something more?”</p><p><blockquote>“你能帮我们理解为什么你觉得这是消化，而不是更多，比如云计算的人去更多的内部解决方案或远离英特尔的解决方案吗？”瑞士信贷分析师约翰·皮策问道。“我知道你对第二季度的同比比较又很难，但是什么让你有信心认为这是消化，而不是更多？”</blockquote></p><p> Gelsinger noted that the company works very closely with its customers and the supply chain, and is building its forecasts based on data from these relationships.</p><p><blockquote>基辛格指出，该公司与其客户和供应链密切合作，并根据这些关系的数据进行预测。</blockquote></p><p> “We know what their inventory levels are. These are very intimate relationships,” Gelsinger said. “So I’d just say at that level, we’re confident when we speak that what they’re doing, and what we’re going to see in the future, and how they’re digesting and deploying the products that we delivered to them last year, are now ramping in.”</p><p><blockquote>“我们知道他们的库存水平。这是非常亲密的关系，”盖尔辛格说。“因此，我只想说，在这个层面上，当我们谈到他们正在做的事情、我们未来将看到的情况，以及他们如何消化和部署我们去年交付给他们的产品时，我们是有信心的。”</blockquote></p><p> Even so, not everyone is buying it. Patrick Moorhead, an analyst with Moor Insights, said in a brief note that he attributed the lower prices in the data-center group “to a combination to mix shift lower and competitive pressure. “</p><p><blockquote>即便如此，也不是每个人都买。Moor Insights 的分析师帕特里克-穆尔黑德（Patrick Moorhead）在一份简短的报告中说，他将数据中心集团的价格下降归因于 “混合下班和竞争压力”。</blockquote></p><p> With data center as such a big profit driver for Intel, investors are hoping that Gelsinger is right and that after a brief digestion period, those sales will come back. Next Tuesday, when AMD reports its earnings, should provide another data point. But it may be that Gelsinger not only has a manufacturing issue to work on and build up again, but an increasingly stronger opponent in AMD.</p><p><blockquote>由于数据中心是英特尔的一大利润驱动力，投资者希望基辛格是对的，经过短暂的消化期，这些销售额将会回来。下周二，AMD 公布财报时，应该会提供另一个数据点。但基辛格可能不仅面临制造问题需要解决和重建，而且在 AMD 中的对手也越来越强大。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/intels-new-ceo-has-another-big-problem-to-fix-11619137489?mod=home-page\">MarketWatch</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":{"INTC":"英特尔"},"source_url":"https://www.marketwatch.com/story/intels-new-ceo-has-another-big-problem-to-fix-11619137489?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1145865439","content_text":"Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if rival AMD is gaining ground.\n\nIntel Corp.’s new chief executive, Pat Gelsinger, has another urgent problem to deal with, in addition to restoring the chip giant’s manufacturing business to its former glory.\nIn its earning report Thursday, Intel INTC, -1.77% said its highly profitable business of selling chips to data-center customers had its worst quarter in a year, with revenue dropping an unexpected 20%, which included a 14% drop in average selling prices. Overall, the company’s total revenue of $19.7 billion came in better than expected, even while it was down 1% year over year.\nBut the surprise double-digit drop in data-center sales unsettled investors, and Intel shares slipped more than 2% in after-hours trading, at one point falling to $60.61 in the extended session.\nThe state of the data-center business was the dominant topic on the earnings call Thursday afternoon, during which some analysts tried to glean if competitive pressure from rival Advanced Micro Devices Inc. AMD, -3.12% was having an effect.\nIntel executives tried to bat away that notion, saying that over half of the drop in average selling prices was due to strong sales of lower-priced network system-on-a-chip products and other product-mix issues. In addition, Intel was seeing a very tough comparison to the first quarter of 2020, when revenue soared 23% overall and data-center revenue surged 34%. They also said many customers were digesting past purchases.\nBut it is that area that was left mostly undiscussed, with analysts suspecting the sizeable drop in average selling price may be due to competition from AMD. Intel cited higher startup expenses for its newest manufacturing nodes, as it moves to 10-nanometer geometries its next generation.\n“Can you help us understand why you’re comfortable that this is digestion and not something more, like cloud guys going to more internal solutions or solutions away from Intel?” asked John Pitzer, a Credit Suisse analyst. “I know you have another hard compare year-over-year on Q2, but what gives you confidence that this is digestion and not something more?”\nGelsinger noted that the company works very closely with its customers and the supply chain, and is building its forecasts based on data from these relationships.\n“We know what their inventory levels are. These are very intimate relationships,” Gelsinger said. “So I’d just say at that level, we’re confident when we speak that what they’re doing, and what we’re going to see in the future, and how they’re digesting and deploying the products that we delivered to them last year, are now ramping in.”\nEven so, not everyone is buying it. Patrick Moorhead, an analyst with Moor Insights, said in a brief note that he attributed the lower prices in the data-center group “to a combination to mix shift lower and competitive pressure. “\nWith data center as such a big profit driver for Intel, investors are hoping that Gelsinger is right and that after a brief digestion period, those sales will come back. Next Tuesday, when AMD reports its earnings, should provide another data point. But it may be that Gelsinger not only has a manufacturing issue to work on and build up again, but an increasingly stronger opponent in AMD.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":376769825,"gmtCreate":1619149562567,"gmtModify":1634288169543,"author":{"id":"3577161765762514","authorId":"3577161765762514","name":"JJ11","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577161765762514","authorIdStr":"3577161765762514"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376769825","repostId":"1145865439","repostType":4,"isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376724566,"gmtCreate":1619150968255,"gmtModify":1634288157898,"author":{"id":"3577161765762514","authorId":"3577161765762514","name":"JJ11","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577161765762514","authorIdStr":"3577161765762514"},"themes":[],"title":"","htmlText":"Norm","listText":"Norm","text":"Norm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376724566","repostId":"1199011167","repostType":4,"isVote":1,"tweetType":1,"viewCount":1913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
