Sekureva kwaNikkei, Intel inoronga kumisa vanhu zviuru gumi nezvishanu. Izvi zvinouya mushure mekunge kambani yataura kudonha kwe85% gore-pa-gore muchikamu chechipiri chepurofiti nemusi weChina. Mazuva maviri chete apfuura, mukwikwidzi AMD akazivisa kuita kunoshamisa kunotungamirwa nekutengesa kwakasimba kweAI chips.
Mumakwikwi anotyisa eAI machipisi, Intel inotarisana nekuwedzera kukwikwidza kubva ku AMD neNvidia. Intel yakamhanyisa kuvandudzwa kwechizvarwa chinotevera machipisi uye yakawedzera kushandisa mari pakuvaka yayo yekugadzira zvidyarwa, ichiisa kumanikidza kune purofiti yayo.
Kwemwedzi mitatu inopera June 29, Intel yakataura mari yemadhora 12.8 bhiriyoni, 1% gore-pa-gore kuderera. Mari zhinji yakadzikira ne85% kusvika $830 miriyoni. Kusiyana neizvi, AMD yakashuma kuwedzera kwe9% mumari kusvika kumadhora mazana mashanu nemakumi mapfumbamwe emadhora neChipiri. Mari yeNet yakawedzera ne19% kusvika $1.1 bhiriyoni, inotungamirwa nekutengesa kwakasimba kweAI data center chips.
Mukutengesa-maawa nemusi weChina, mutengo weIntel wakadonha ne20% kubva pamutengo wekuvhara wezuva, uku AMD neNvidia vakaona kuwedzera kudiki.
Mukuru weIntel, Pat Gelsinger, akataura mukuburitswa kwenhau, "Ipo isu takawana zvakakosha chigadzirwa uye maitiro ehunyanzvi tekinoroji, kuita kwedu kwemari muchikamu chechipiri kwaiodza mwoyo." Chief Financial Officer George Davis akati kupfava kwekota ku "kukurumidza kukura muzvigadzirwa zvedu zveAI PC, mutengo wakakwira-kupfuura-unotarisirwa une chekuita nemabhizinesi asiri-akakosha, uye kukanganisa kwekusashandiswa zvakanaka."
Sezvo Nvidia achiwedzera kusimbisa chinzvimbo chayo chekutungamira muAI chip munda, AMD neIntel vanga vachirwira chinzvimbo chechipiri uye kubheja paAI-inotsigirwa maPC. Nekudaro, kukura kwekutengesa kwe AMD munzvimbo dzazvino kwave kwakasimba zvakanyanya.
Naizvozvo, Intel ine chinangwa che "kuvandudza mashandiro uye kukwikwidza kwemusika" kuburikidza nehurongwa hwekuchengetedza mutengo wemadhora mabhiriyoni gumi panosvika 2025, kusanganisira kumisa vanhu vangangosvika zviuru gumi nezvishanu, vachiverengera 15% yevashandi vayo vese.
"Mari yedu haina kukura sezvaitarisirwa-hatina kunyatsobatsirwa nemaitiro akasimba akadai seAI," Gelsinger akatsanangura mukutaura kune vashandi neChina.
"Mitengo yedu yakawandisa, uye mibairo yedu yakaderera," akaenderera mberi. "Tinofanira kutora matanho akashinga kuti tigadzirise nyaya mbiri idzi-kunyanya tichifunga nezvekuita kwedu kwemari uye maonero echikamu chechipiri che2024, iyo yakaoma kupfuura yaimbotarisirwa."
Intel CEO Pat Gelsinger akapa hurukuro kuvashandi nezve chirongwa chekambani chinotevera-danho rekushandura.
Musi waNyamavhuvhu 1, 2024, zvichitevera chiziviso cheIntel chechipiri chechipiri chezvemari cha2024, CEO Pat Gelsinger akatumira chiziviso chinotevera kuvashandi:
Team,
Tiri kufambisa musangano wemakambani ese kusvika nhasi, zvichitevera kufona kwemuhoro, kwatichazivisa matanho akakosha ekudzikisa mutengo. Isu tinoronga kuwana madhora bhiriyoni gumi mukuchengetedza mari panosvika 2025, kusanganisira kumisa vanhu vangangosvika zviuru gumi nezvishanu, izvo zvinoita gumi neshanu muzana yevashandi vedu vese. Mazhinji ematanho aya achapedzwa mukupera kwegore rino.
Kwandiri, aya mashoko anorwadza. Ndinoziva kuti zvichatonyanya kukuomerai mose. Nhasi izuva rakaoma kwazvo reIntel sezvo tiri kuita dzimwe shanduko dzakakosha kwazvo munhoroondo yekambani. Patinosangana mumaawa mashoma, ndichataura nezvekuti sei tiri kuita izvi uye zvaungatarisira mumavhiki anotevera. Asi izvi zvisati zvaitika, ndinoda kugovera pfungwa dzangu.
Muchidimbu, isu tinofanirwa kuenzanisa chimiro chedu chemutengo nemamodheru matsva ekushanda uye kunyatso shandura maitiro atinoita. Mari yedu haina kukura sezvaitarisirwa, uye isu hatina kunyatsobatsirwa nemaitiro akasimba akadai seAI. Mari yedu yakakwira zvakanyanya, uye mibairo yedu yakaderera. Tinofanira kutora danho rakasimba kuti tigadzirise zvinhu zviviri izvi-kunyanya tichifunga nezvekuita kwedu kwemari uye maonero ehafu yechipiri ya2024, izvo zvinonetsa kupfuura zvaimbotarisirwa.
Sarudzo idzi dzave dzakandiomera pachangu, uye ndicho chinhu chakaomesesa chandakaita mubasa rangu. Ndinokuvimbisai kuti mumavhiki nemwedzi iri kuuya, tichakoshesa tsika yekutendeseka, kubuda pachena, nekuremekedza.
Vhiki rinouya, tichazivisa hurongwa hwekuzorora hwevashandi vanokodzera mukambani yese uye tinopa zvakanyanya chirongwa chekuzvidira chekuparadzanisa. Ini ndinotenda mashandisiro atinoita shanduko idzi kwakakosha sekuchinja kwacho, uye isu tichasimudzira hunhu hweIntel mukati mekuita.
Zvinonyanya Kukosha
Zviito zvatiri kutora zvichaita kuti Intel ive yakaonda, yakapusa, uye yakawanda agile kambani. Rega ndiratidze nzvimbo dzedu dzakakosha dzekutarisa:
Kuderedza mutengo wekushandisa: Isu tichatyaira kushanda uye mutengo unoshanda mukambani yese, kusanganisira iyo yambotaurwa mari yekuchengetedza uye kuderedzwa kwevashandi.
Kurerutsa zvigadzirwa zvedu portfolio: Tichapedzisa zviito kurerutsa bhizinesi redu mwedzi uno. Imwe neimwe bhizinesi unit iri kuita wongororo yechigadzirwa chayo uye kuona zvigadzirwa zvisingaite. Isu tichabatanidzawo zvakakosha zvesoftware muzvikamu zvedu zvebhizinesi kuti tikurumidze kuchinjika kune system-based mhinduro. Tichadzikisa pfungwa dzedu pamapurojekiti mashoma, ane simba.
Kubvisa kuomarara: Tichadzikisa maseru, kubvisa mabasa anopindirana, kumisa basa risingakoshi, uye kusimudzira tsika yevaridzi uye kuzvidavirira. Semuyenzaniso, isu tichabatanidza dhipatimendi rekubudirira kwevatengi mukutengesa, kushambadzira, uye kutaurirana kuti kurerutsa maitiro edu ekuenda-kumusika.
Kudzikisa mari uye zvimwe zvinodhura: Nekupedzwa kwenhoroondo yedu yemakore mana-mashanu-node mugwagwa, isu tichaongorora ese ari kushanda mapurojekiti uye midziyo kuti titange kushandura tarisiro yedu kukubudirira kwemari uye mamwe mazinga ekushandisa akajairwa. Izvi zvichaguma nekudzikiswa kweanopfuura makumi maviri muzana mukushandisa kwedu kukuru kwe2024, uye isu tinoronga kudzikisa mitengo isingachinjike yekutengesa neinosvika bhiriyoni imwe yemadhora panosvika 2025.
Kumisa kubhadharwa kwezvikamu: Kutanga chikamu chinotevera, tichamisa kubhadharwa kwegovedhi kuti tiise pamberi pekudyara kwebhizinesi uye kuwana pundutso yakawedzera.
Kuchengetedza kukura kwekudyara: Yedu IDM 2.0 zano rinoramba risina kuchinja. Mushure mekuedza kuvaka patsva injini yedu yekuvandudza, isu ticharamba tichitarisa pakudyara mukuita tekinoroji uye hutungamiriri hwechigadzirwa.
Future
Handifungi kuti nzira yekumberi ichave yakatsetseka. Iwewo haufanire kudaro. Nhasi izuva rakaoma kwatiri tose, uye kuchava nemazuva akaoma zvikuru mberi. Asi zvisinei nematambudziko, tiri kuita shanduko dzinodiwa kusimbisa kufambira mberi kwedu uye kuunza nguva itsva yekukura.
Sezvatinotanga rwendo urwu, tinofanira kuramba tichishuva, tichiziva kuti Intel inzvimbo inoberekerwa mazano makuru uye simba rekuita rinogona kukunda chimiro. Mushure mezvose, basa redu nderekugadzira tekinoroji inoshandura nyika uye inovandudza hupenyu hwemunhu wese ari panyika. Isu tinoyedza kutevedzera izvi zvibodzwa kupfuura chero imwe kambani pasirese.
Kuti tizadzise basa iri, tinofanira kuenderera mberi nekutyaira IDM 2.0 yedu, iyo inoramba isina kuchinja: kugadza zvakare hutungamiri hwetekinoroji; kuisa mari mumaketani makuru, akasimba epasi rose kuburikidza nekuwedzera kugona kwekugadzira muUS neEU; kuve nyika-yepasi, yekucheka-kumucheto foundry yemukati nekunze vatengi; kuvakazve chigadzirwa portfolio hutungamiri; uye kuwana ubiquitous AI.
Mumakore mashoma apfuura, takavaka patsva injini yekuvandudza inogadzirika, iyo ikozvino yave munzvimbo uye inoshanda. Ikozvino yave nguva yekuisa pfungwa pakuvaka injini yezvemari yakagadzikana kuti tifambise kukura kwekuita kwedu. Isu tinofanirwa kuvandudza mashandiro, kujairana nemisika mitsva yechokwadi, uye kushanda nenzira inokurumidza. Uyu ndiwo mweya watiri kutora matanho—tinoziva kuti sarudzo dzatinoita nhasi, kunyange dzakaoma, dzichawedzera kugona kwedu kushandira vatengi uye kukura bhizinesi redu mumakore anotevera.
Sezvatinotora danho rinotevera parwendo rwedu, ngatisakanganwa kuti zvatiri kuita hazvina kumbobvira zvanyanya kukosha kupfuura zvazvaita iye zvino. Nyika ichawedzera kuvimba nesilicon kuti ishande-Intel ine hutano, ine simba inodiwa. Ndosaka basa ratinoita richikosha. Hatisi kungogadzirisa zvakare kambani huru, asiwo kugadzira tekinoroji uye kugona kugadzira izvo zvinozogadzirisa nyika kwemakumi emakore ari kuuya. Ichi chimwe chinhu chatisingafaniri kukanganwa mukutsvaga kwedu zvinangwa zvedu.
Tichaenderera mberi nehurukuro mumaawa mashoma. Ndokumbira uuye nemibvunzo yako kuti tive nenhaurirano yakavhurika uye yechokwadi nezvezvinotevera.
Nguva yekutumira: Aug-12-2024