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随着大型科技股被屠杀,英特尔从灰烬中崛起

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  发表于 Jan 22, 2022 04:35:11 | 只看该作者 回帖奖励 |倒序浏览 |阅读模式
纽约(CNN Business)英特尔曾经是半导体行业无可争议的王者,直到近年来这家芯片巨头失去了竞争对手英伟达和先进微设备公司的势头。现在,有了新的 CEO,英特尔正在重新获得它的一些傲慢。

尽管对全球芯片短缺的担忧挥之不去,但英特尔 (INTC) 的股价在 2020 年下跌超过 15%,去年几乎没有变动,但似乎有望实现可持续反弹。

该公司正在采取措施解决这个问题,最明显的是通过加强在美国的生产。英特尔周五宣布计划投资超过 200 亿美元在俄亥俄州新建两家半导体工厂。拜登总统将在周五晚些时候讨论英特尔的新闻。

英特尔股价在 2022 年上涨 3%,而竞争对手英伟达 (NVDA) AMD (AMD) 的股价均下跌超过 10%。英特尔的表现也优于其他芯片行业。 iShares Semiconductor (SOXX) 上市交易基金今年迄今已下跌 8%。

去年从软件公司 VMware (VMW) 重新加入公司的英特尔 CEO Pat Gelsinger 也充满信心。它甚至可能接近于,嗯......自大。

上周,Gelsinger LinkedIn 上发布了一条假期/新年视频消息,以吹嘘最近的成就。 Gelsinger 身穿一件印有英特尔标志的丑陋圣诞毛衣,表示该公司用于 PC 的新 Alder Lake 芯片已将英特尔推回芯片世界的制高点。

“突然之间,砰!我们又回到了游戏中,”他叫道。 “后视镜中的 AMD……它们再也不会出现在挡风玻璃上,我们只是在引领市场!”他叫道。 Gelsinger 在英特尔担任了 30 年的首位首席技术官,后来担任高级副总裁兼总经理,然后于 2009 年离职,在 EMC 工作。 (EMC 已与 VMWare 合并,现在归戴尔 (DELL) 所有。)

As Big Tech stocks get slaughtered, Intel rises from the ashes

New York (CNN Business)Intel was once the undisputed king of the semiconductor industry until the chip giant lost momentum to rivals Nvidia and Advanced Micro Devices in recent years. Now, with a new CEO, Intel is regaining some of its swagger.

Intel (INTC), whose stock fell more than 15% in 2020 and barely budged last year, appears poised for a sustainable rebound, despite lingering worries about a global chip shortage.

The company is taking steps to address the issue, most notably by stepping up production in America. Intel announced plans Friday to invest more than $20 billion on two new semiconductor plants in Ohio. President Biden will discuss the Intel news later Friday.

Intel shares are up 3% in 2022 while rivals Nvidia (NVDA) and AMD (AMD) have each fallen more than 10%. Intel is outperforming the rest of the chip industry, too. The iShares Semiconductor (SOXX) exchange-traded fund is down 8% so far this year.

Intel CEO Pat Gelsinger, who rejoined the company last year from software firm VMware (VMW), is feeling confident, too. It might even be bordering on, well...cocky.

Last week, Gelsinger posted a holiday/New Year's video message on LinkedIn to brag about recent accomplishments. Wearing an ugly Christmas sweater with Intel's logo on it, Gelsinger said the company's new Alder Lake chips for PCs have thrust Intel back into a winning position in the chip world.

"All of a sudden, boom! We are back in the game," he crowed. "AMD in the rear view mirror...and never again will they be in the windshield, we are just leading the market!" he crowed. Gelsinger spent 30 years at Intel as its first chief technology officer and later senior vice president and general manager before leaving in 2009 to take a job at EMC. (EMC has since merged with VMWare and is now owned by Dell (DELL).)

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