+Follow
可芯1976
No personal profile
383
Follow
9
Followers
0
Topic
0
Badge
Posts
Hot
可芯1976
2021-07-23
?
Intel's second-quarter financial report exceeded expectations, rose more than 3% after hours and then turned down
可芯1976
2021-07-23
?
Sorry, the original content has been removed
可芯1976
2021-07-22
?
Sorry, the original content has been removed
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3586592229481546","uuid":"3586592229481546","gmtCreate":1623498498171,"gmtModify":1627103401345,"name":"可芯1976","pinyin":"kx1976kexin1976","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/7d427c4a16aa58261bd69a7c31040cc0","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":9,"headSize":383,"tweetSize":37,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"81.00%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.59%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":175383098,"gmtCreate":1627007043614,"gmtModify":1703482318098,"author":{"id":"3586592229481546","authorId":"3586592229481546","name":"可芯1976","avatar":"https://static.tigerbbs.com/7d427c4a16aa58261bd69a7c31040cc0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586592229481546","idStr":"3586592229481546"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175383098","repostId":"1178083534","repostType":4,"repost":{"id":"1178083534","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626991424,"share":"https://ttm.financial/m/news/1178083534?lang=en_US&edition=fundamental","pubTime":"2021-07-23 06:03","market":"sh","language":"zh","title":"Intel's second-quarter financial report exceeded expectations, rose more than 3% after hours and then turned down","url":"https://stock-news.laohu8.com/highlight/detail?id=1178083534","media":"老虎资讯综合","summary":"美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商英特尔发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于","content":"<p>After the U.S. stock market closed on Thursday, July 22, Eastern Time, the largest U.S. chip manufacturer by revenue<a href=\"https://laohu8.com/S/INTC\">Intel</a>Released the financial report for the second quarter of fiscal year 2021. Despite the positive second-quarter financial report and the guidance provided for the next quarter and full-year, Intel once rose by more than 3% after hours, and then turned down and fell by more than 2%. This may be due to the fact that the closely watched data center revenue is still down 9% year-on-year, and the expected third-quarter revenue is slightly lower than expected.</p><p>Some analysts also said that the adjusted non-GAAP financial report data was \"just in line with market expectations\" and did not provide too many surprises to boost the stock price. After all, Intel is still stuck in the \"quagmire\" of production bottlenecks and delayed release of next-generation advanced process products.</p><p>Intel closed down 0.5% on Thursday at less than $56, falling from a one-week high.<img src=\"https://static.tigerbbs.com/1e44b1f5b13edeceec07010bb6d667de\" tg-width=\"692\" tg-height=\"529\" referrerpolicy=\"no-referrer\"><b>Both revenue and profit in the second quarter increased year-on-year, and the market originally expected a decline, raising the full-year revenue guidance to year-on-year growth</b></p><p>The financial report shows that Intel's adjusted quarterly revenue was US $18.5 billion, a year-on-year increase of 2%, and US $700 million more than the company's previously issued official guidance. This is equivalent to Intel's revenue exceeding expectations for ten consecutive quarters. The market once thought that adjusted revenue was US $17.8 billion, representing a year-on-year decline of nearly 2%.</p><p>The unadjusted quarterly revenue was US $19.6 billion, a slight decrease of 0.6% year-on-year. Some commentators said that Intel sold its flash memory manufacturing business to SK Hynix last year, and this part of the revenue is usually stripped from the financial report analysis.</p><p>Adjusted quarterly EPS of $1.28 per share also exceeded the company's official guidance by $0.23 and increased 4% year-over-year. The market had expected $1.07, representing a 13% decline from $1.23 a year earlier.<img src=\"https://static.tigerbbs.com/54a380ec9f26ad798d138d536762dad0\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\">Intel said that in addition to revenue and EPS exceeding official guidance, gross profit margin was also better than previously expected to 59.2%, a year-on-year increase of nearly 3%, and recorded a record second-quarter personal computer PC business revenue and<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Division revenue.</p><p>The company also raised its full-year earnings guidance for fiscal year 2021, expecting revenue under GAAP to be US $77.6 billion, compared with the company's previous estimate of US $77 billion.<b>Non-GAAP revenue is expected to be $73.5 billion, the company previously expected $72.5 billion, and analysts expected $73.1 billion, which also represents year-on-year growth</b>。 It expects EPS under GAAP to be $4.09 per share and non-GAAP EPS to be $4.80 per share. The latter company previously expected $4.60 and analysts expected $4.62.<img src=\"https://static.tigerbbs.com/188db5648a869808eaffe51754e2dcda\" tg-width=\"500\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p><p>At the same time, the company expects adjusted EPS in the third quarter to be earnings per share of US $1.10, which is also higher than analysts' expectations of US $1.08; Revenue in the third quarter is expected to be US $19.1 billion, and adjusted revenue will be approximately US $18.2 billion, slightly lower than analysts' expectations of US $18.27 billion.</p><p>Pat Gelsinger, CEO of Intel, who pushed for the development of chip foundry manufacturing business after taking up his new post in February this year, said that the second-quarter results showed that the company's momentum was gaining and its execution was improving. The digitalization process in various industries continues to accelerate, creating huge growth opportunities for Intel and its customers in core and emerging business areas. \"I believe this is the beginning of a ten-year growth period for the entire semiconductor industry.\"</p><p><b>PC and Mobileye businesses hit the highest revenue in the second quarter, but data center revenue continues to decline year-on-year</b></p><p><b>In terms of business,</b>Intel's Client Computing Division (CCG), which includes personal computer chips, was US $10.1 billion, a year-on-year increase of 6%, a record high in the second quarter and higher than market expectations of about US $10 billion. Last year, it increased by 8% year-on-year and hit a record high, significantly benefiting from the demand for home office and remote classes under the COVID-19 pandemic.</p><p>Data Center Division (DCG), which focuses on providing chips for cloud computing and server manufacturers, had revenue of US $6.5 billion, a year-on-year decrease of 9% and a month-on-month increase of 16%, better than market expectations of approximately US $5.9 billion or a year-on-year decrease of 18%. Last year, it increased by 11% year-on-year to a new high.</p><p>The analysis pointed out that from competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>And<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Against the backdrop of a surge in pressure and worrying delays in the release of advanced process chip products,<b>Investors are closely watching whether Intel's data center outlook and market share are dragged down.</b></p><p>Currently, Nvidia, which specializes in designing graphics processing chip GPUs, is entering data center CPUs. Last year, it surpassed Intel to become the most valuable chip manufacturer in the United States. In April this year, when Intel disclosed that data center revenue in the first quarter plummeted by 20% year-on-year and AMD's similar business doubled, Intel fell by more than 9% after hours, and its stock price has fallen by 14% since the release of the first quarter report.</p><p>In the Internet of Things business unit, the Internet of Things Group (IOTG) 's revenue in the second quarter was US $984 million, a year-on-year surge of 47%, and the market expected it to be US $9; Mobileye, an artificial intelligence-based autonomous driving business, doubled its quarterly revenue and surged 124%, hitting a record high of US $327 million in the second quarter, but it was lower than the US $360 million expected by some analysts. Mobileye's revenue increased by 10% year-on-year to a new high last year.</p><p>In addition, the revenue of the Non-Volatile Storage Solutions Division (NSG) in the second quarter was US $1.1 billion, a year-on-year decrease of 34%, but higher than analysts' expectations of US $690 million. Last year, it increased by 23% year-on-year to a record high. The revenue of the Programmable Solutions Division (PSG) was US $486 million, a year-on-year decrease of 3%.</p><p><img src=\"https://static.tigerbbs.com/4c296d4a684062b9b88a5635caee35b7\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p>Intel said,<b>Overall second-quarter revenue exceeded guidance provided by the company in April, mainly driven by continued strength in the PC CCG segment and strong recovery in the enterprise segments in the Internet of Things (IOTG) and Data Center segments (DCG)</b>, PC platform sales increased by 33% year-on-year in the quarter, and Mobileye won 10 additional design bids to provide full life cycle technical support for more devices.</p><p><b>Intel stock performs far underperforming competitors as market focuses on expansion and transformation plans under new CEO</b></p><p>In terms of stock price performance, if today's after-hours downward trend continues, it is equivalent to Intel's three after-hours declines after the release of financial reports in the past four quarters. Its stock price fell by more than 12% in the second quarter of this year. During the same period, the Dow Jones Industrial Average, which accommodates it as one of the constituent stocks, rose by 4.6%, the S&P 500 Index rose by more than 8%, the Nasdaq Index, which is mostly technology stocks, rose by 9.5%, and the Philadelphia Semiconductor Index rose by more than 7%.</p><p>Statistics show that as the epidemic has pushed up the demand for chips in cars, laptops and game consoles, the stock prices of most chip manufacturers have soared in the past 12 months. Intel has fallen by more than 9% instead of rising, and competitor Nvidia has risen by more than 80%., AMD rose more than 50%. This is mainly due to Wall Street's short-term bearish view of Intel, which has hurt its stock price due to production mistakes and losing market share to competitors.</p><p>Looking ahead, the market will pay close attention to the transformation strategy given by Intel's management, and CEO Gelsinger is expected to announce more details later this month.</p><p>On the one hand, data center revenue continues to decline year-on-year, which means that Intel continues to lose market share and even its technological leadership. At the same time, the chip shortage will also drag down its sales. Gelsinger once believed that the shortage would last beyond 2022.<b>Company executives said on the earnings conference call: \"The chip shortage problem is expected to bottom out in the second half of this year, but it will take 1-2 years for the chip industry to fully restore production capacity.\"</b></p><p>Earlier this year, Gelsinger announced that it would create a new $20 billion foundry business to manufacture chips for other companies, and additional capacity expansion in the United States and overseas is also in the planning stage. Companies may also benefit from funding bills planned by the U.S. Congress and the Biden administration to enhance domestic chip manufacturing capabilities.</p><p>Last week, some media said that Intel was considering acquiring GlobalFoundries, the world's fourth largest chip foundry, from the Abu Dhabi government's sovereign wealth fund for about US $30 billion. If reached, it will be the largest acquisition in the company's history, and Intel will also become a full-stack supplier in the chip field, not only chips on PCs, but also key fields such as 5G, Internet of Things, and electric vehicles.</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>Intel's second-quarter financial report exceeded expectations, rose more than 3% after hours and then turned down</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 second-quarter financial report exceeded expectations, rose more than 3% after hours and then turned down\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-23 06:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the U.S. stock market closed on Thursday, July 22, Eastern Time, the largest U.S. chip manufacturer by revenue<a href=\"https://laohu8.com/S/INTC\">Intel</a>Released the financial report for the second quarter of fiscal year 2021. Despite the positive second-quarter financial report and the guidance provided for the next quarter and full-year, Intel once rose by more than 3% after hours, and then turned down and fell by more than 2%. This may be due to the fact that the closely watched data center revenue is still down 9% year-on-year, and the expected third-quarter revenue is slightly lower than expected.</p><p>Some analysts also said that the adjusted non-GAAP financial report data was \"just in line with market expectations\" and did not provide too many surprises to boost the stock price. After all, Intel is still stuck in the \"quagmire\" of production bottlenecks and delayed release of next-generation advanced process products.</p><p>Intel closed down 0.5% on Thursday at less than $56, falling from a one-week high.<img src=\"https://static.tigerbbs.com/1e44b1f5b13edeceec07010bb6d667de\" tg-width=\"692\" tg-height=\"529\" referrerpolicy=\"no-referrer\"><b>Both revenue and profit in the second quarter increased year-on-year, and the market originally expected a decline, raising the full-year revenue guidance to year-on-year growth</b></p><p>The financial report shows that Intel's adjusted quarterly revenue was US $18.5 billion, a year-on-year increase of 2%, and US $700 million more than the company's previously issued official guidance. This is equivalent to Intel's revenue exceeding expectations for ten consecutive quarters. The market once thought that adjusted revenue was US $17.8 billion, representing a year-on-year decline of nearly 2%.</p><p>The unadjusted quarterly revenue was US $19.6 billion, a slight decrease of 0.6% year-on-year. Some commentators said that Intel sold its flash memory manufacturing business to SK Hynix last year, and this part of the revenue is usually stripped from the financial report analysis.</p><p>Adjusted quarterly EPS of $1.28 per share also exceeded the company's official guidance by $0.23 and increased 4% year-over-year. The market had expected $1.07, representing a 13% decline from $1.23 a year earlier.<img src=\"https://static.tigerbbs.com/54a380ec9f26ad798d138d536762dad0\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\">Intel said that in addition to revenue and EPS exceeding official guidance, gross profit margin was also better than previously expected to 59.2%, a year-on-year increase of nearly 3%, and recorded a record second-quarter personal computer PC business revenue and<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Division revenue.</p><p>The company also raised its full-year earnings guidance for fiscal year 2021, expecting revenue under GAAP to be US $77.6 billion, compared with the company's previous estimate of US $77 billion.<b>Non-GAAP revenue is expected to be $73.5 billion, the company previously expected $72.5 billion, and analysts expected $73.1 billion, which also represents year-on-year growth</b>。 It expects EPS under GAAP to be $4.09 per share and non-GAAP EPS to be $4.80 per share. The latter company previously expected $4.60 and analysts expected $4.62.<img src=\"https://static.tigerbbs.com/188db5648a869808eaffe51754e2dcda\" tg-width=\"500\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p><p>At the same time, the company expects adjusted EPS in the third quarter to be earnings per share of US $1.10, which is also higher than analysts' expectations of US $1.08; Revenue in the third quarter is expected to be US $19.1 billion, and adjusted revenue will be approximately US $18.2 billion, slightly lower than analysts' expectations of US $18.27 billion.</p><p>Pat Gelsinger, CEO of Intel, who pushed for the development of chip foundry manufacturing business after taking up his new post in February this year, said that the second-quarter results showed that the company's momentum was gaining and its execution was improving. The digitalization process in various industries continues to accelerate, creating huge growth opportunities for Intel and its customers in core and emerging business areas. \"I believe this is the beginning of a ten-year growth period for the entire semiconductor industry.\"</p><p><b>PC and Mobileye businesses hit the highest revenue in the second quarter, but data center revenue continues to decline year-on-year</b></p><p><b>In terms of business,</b>Intel's Client Computing Division (CCG), which includes personal computer chips, was US $10.1 billion, a year-on-year increase of 6%, a record high in the second quarter and higher than market expectations of about US $10 billion. Last year, it increased by 8% year-on-year and hit a record high, significantly benefiting from the demand for home office and remote classes under the COVID-19 pandemic.</p><p>Data Center Division (DCG), which focuses on providing chips for cloud computing and server manufacturers, had revenue of US $6.5 billion, a year-on-year decrease of 9% and a month-on-month increase of 16%, better than market expectations of approximately US $5.9 billion or a year-on-year decrease of 18%. Last year, it increased by 11% year-on-year to a new high.</p><p>The analysis pointed out that from competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>And<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Against the backdrop of a surge in pressure and worrying delays in the release of advanced process chip products,<b>Investors are closely watching whether Intel's data center outlook and market share are dragged down.</b></p><p>Currently, Nvidia, which specializes in designing graphics processing chip GPUs, is entering data center CPUs. Last year, it surpassed Intel to become the most valuable chip manufacturer in the United States. In April this year, when Intel disclosed that data center revenue in the first quarter plummeted by 20% year-on-year and AMD's similar business doubled, Intel fell by more than 9% after hours, and its stock price has fallen by 14% since the release of the first quarter report.</p><p>In the Internet of Things business unit, the Internet of Things Group (IOTG) 's revenue in the second quarter was US $984 million, a year-on-year surge of 47%, and the market expected it to be US $9; Mobileye, an artificial intelligence-based autonomous driving business, doubled its quarterly revenue and surged 124%, hitting a record high of US $327 million in the second quarter, but it was lower than the US $360 million expected by some analysts. Mobileye's revenue increased by 10% year-on-year to a new high last year.</p><p>In addition, the revenue of the Non-Volatile Storage Solutions Division (NSG) in the second quarter was US $1.1 billion, a year-on-year decrease of 34%, but higher than analysts' expectations of US $690 million. Last year, it increased by 23% year-on-year to a record high. The revenue of the Programmable Solutions Division (PSG) was US $486 million, a year-on-year decrease of 3%.</p><p><img src=\"https://static.tigerbbs.com/4c296d4a684062b9b88a5635caee35b7\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p>Intel said,<b>Overall second-quarter revenue exceeded guidance provided by the company in April, mainly driven by continued strength in the PC CCG segment and strong recovery in the enterprise segments in the Internet of Things (IOTG) and Data Center segments (DCG)</b>, PC platform sales increased by 33% year-on-year in the quarter, and Mobileye won 10 additional design bids to provide full life cycle technical support for more devices.</p><p><b>Intel stock performs far underperforming competitors as market focuses on expansion and transformation plans under new CEO</b></p><p>In terms of stock price performance, if today's after-hours downward trend continues, it is equivalent to Intel's three after-hours declines after the release of financial reports in the past four quarters. Its stock price fell by more than 12% in the second quarter of this year. During the same period, the Dow Jones Industrial Average, which accommodates it as one of the constituent stocks, rose by 4.6%, the S&P 500 Index rose by more than 8%, the Nasdaq Index, which is mostly technology stocks, rose by 9.5%, and the Philadelphia Semiconductor Index rose by more than 7%.</p><p>Statistics show that as the epidemic has pushed up the demand for chips in cars, laptops and game consoles, the stock prices of most chip manufacturers have soared in the past 12 months. Intel has fallen by more than 9% instead of rising, and competitor Nvidia has risen by more than 80%., AMD rose more than 50%. This is mainly due to Wall Street's short-term bearish view of Intel, which has hurt its stock price due to production mistakes and losing market share to competitors.</p><p>Looking ahead, the market will pay close attention to the transformation strategy given by Intel's management, and CEO Gelsinger is expected to announce more details later this month.</p><p>On the one hand, data center revenue continues to decline year-on-year, which means that Intel continues to lose market share and even its technological leadership. At the same time, the chip shortage will also drag down its sales. Gelsinger once believed that the shortage would last beyond 2022.<b>Company executives said on the earnings conference call: \"The chip shortage problem is expected to bottom out in the second half of this year, but it will take 1-2 years for the chip industry to fully restore production capacity.\"</b></p><p>Earlier this year, Gelsinger announced that it would create a new $20 billion foundry business to manufacture chips for other companies, and additional capacity expansion in the United States and overseas is also in the planning stage. Companies may also benefit from funding bills planned by the U.S. Congress and the Biden administration to enhance domestic chip manufacturing capabilities.</p><p>Last week, some media said that Intel was considering acquiring GlobalFoundries, the world's fourth largest chip foundry, from the Abu Dhabi government's sovereign wealth fund for about US $30 billion. If reached, it will be the largest acquisition in the company's history, and Intel will also become a full-stack supplier in the chip field, not only chips on PCs, but also key fields such as 5G, Internet of Things, and electric vehicles.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔","09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178083534","content_text":"美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商英特尔发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于备受关注的数据中心收入仍同比下跌9%，以及三季度预期营收略跌于预期。\n也有分析称，经调整后非GAAP的财报数据“只是符合市场预期”，没有提供太多的惊喜来提振股价，毕竟英特尔当前还陷在生产瓶颈和下一代先进制程产品延迟发布的“泥沼”中。\n英特尔周四收跌0.5%，报收不足56美元，从一周新高回落。二季度营收和盈利均同比增长，市场原本预期下滑，提升全年营收指引至同比增长\n财报显示，英特尔经调整后的季度营收为185亿美元，同比增长2%，也比公司此前发布的官方指引多出7亿美元。这等于英特尔连续十个季度营收超预期，市场曾认为调整后营收为178亿美元，代表同比下滑近2%。\n而未调整前的季度营收为196亿美元，同比微跌0.6%。有评论称，英特尔去年出售其闪存制造业务给韩国的SK海力士，这部分收入通常从财报分析中剥离。\n经调整后的季度EPS为每股收益1.28美元，也比公司的官方指引高出0.23美元，同比增长4%。市场曾预期为1.07美元，代表较去年同期的1.23美元下跌13%。英特尔表示，除了营收和EPS超出官方指引，毛利率也好于此前预期至59.2%，同比上升近3%，并录得创纪录的二季度个人电脑PC业务收入和Mobileye部门收入。\n公司还提升2021财年全年的盈利指引，预计GAAP项下的营收为776亿美元，此前公司预计为770亿美元。预计非GAAP的营收为735亿美元，公司此前预计为725亿美元，分析师预期为731亿美元，这也代表将实现同比增长。预计GAAP项下的EPS为每股收益4.09美元，非GAAP的EPS为每股收益4.80美元，后者公司此前预计为4.60美元，分析师预期为4.62美元。\n同时，公司预计三季度调整后EPS为每股收益1.10美元，同样高于分析师预期的1.08美元；预计三季度营收191亿美元，调整后营收约为182亿美元，略低于分析师预期的182.7亿美元。\n今年2月履新后力推开拓芯片代工制造业务的英特尔首席执行官Pat Gelsinger表示，二季度业绩表明公司势头正在增强、执行力正在提高。各行各业的数字化进程继续加速，为英特尔及其客户在核心和新兴业务领域创造了巨大的增长机会，“相信这是整个半导体行业十年增长期的开始。”\n个人电脑和Mobileye业务创二季度营收最高，但数据中心收入持续同比下滑\n分业务来看，包括个人电脑芯片在内的英特尔客户端计算事业部（CCG）101亿美元，同比增长6%，创二季度新高纪录，也高于市场预期的约100亿美元。去年全年曾同比增8%并创历史最高，显著受益于新冠疫情下的居家办公和远程上课需求。\n专注为云计算和服务器制造商提供芯片的数据中心事业部（DCG）营收65亿美元，同比下跌9%，环比增长16%，好于市场预期的约59亿美元或同比下降18%。去年全年同比增11%至新高。\n分析指出，在来自竞争对手AMD和英伟达的压力激增，以及令人担忧的先进制程芯片产品不断延迟发布的背景下，投资者密切关注英特尔的数据中心前景和市场份额是否受到拖累。\n当前，专门设计图形处理芯片GPU的英伟达正在进军数据中心CPU，去年超过英特尔成为美国市值最高的芯片商。而在今年4月，当英特尔披露一季度数据中心营收同比骤降20%、AMD的同类业务翻倍时，英特尔曾盘后跌超9%，而且一季报发布至今股价累跌14%。\n在物联网业务部中，物联网集团（IOTG）二季度营收9.84亿美元，同比激增47%，市场预期为9美元；基于人工智能的自动驾驶业务Mobileye季度营收翻倍激增124%，创史上二季度最高至3.27亿美元，但低于部分分析师预期的3.6亿美元，Mobileye营收去年曾同比增10%至新高。\n此外，非易失性存储解决方案事业部（NSG）二季度营收11亿美元，同比下跌34%，但高于分析师预期的6.9亿美元，去年曾同比增23%至历史最高。可编程解决方案事业部（PSG）营收4.86亿美元，同比下跌3%。\n\n英特尔表示，二季度整体营收超过公司4月提供的指引，主要由个人电脑CCG部门的持续强劲，以及物联网事业部（IOTG）和数据中心事业部（DCG）中的企业部门强劲复苏推动，当季PC平台销量同比增长 33%，Mobileye 获得 10 个额外的设计中标，为更多设备提供全生命周期技术支持。\n英特尔股价表现远逊于竞争对手，市场聚焦新CEO领导下的扩产和转型计划\n在股价表现方面，今日盘后转跌的态势如果延续，等于英特尔在过去四份季度财报发布后有三次盘后下跌。其股价今年二季度整体跌超12%，同期容纳其作为成分股之一的道指累涨4.6%、标普500指数累涨逾8%、科技股居多的纳指累涨9.5%，费城半导体指数累涨超7%。\n统计显示，由于疫情推升了汽车、笔记本电脑和游戏机中的芯片需求，过去12个月大部分芯片制造商股价飙升，英特尔不升反降了逾9%，竞争对手英伟达则涨超80%，AMD涨超50%。这主要是由于华尔街对英特尔短期内看跌，令其股价因生产失误和市场份额输给竞争对手而受到伤害。\n展望未来，市场将密切关注英特尔管理层给出的转型战略，CEO Gelsinger预计在本月晚些时候公布更多细节。\n一方面，数据中心收入持续同比下降，代表英特尔不断输掉市场份额，甚至输掉技术领先能力。同时，芯片短缺也会拖累其销售，Gelsinger曾认为短缺会持续到2022年以后。公司高管在财报电话会上称：“芯片短缺问题料将在今年下半年见底，但芯片行业完全恢复产能还需1-2年。”\n今年年初，Gelsinger曾宣布将创建一个价值200亿美元的新代工业务，为其他公司制造芯片，美国和海外的额外产能扩张也处于规划阶段。公司还可能受益于美国国会与拜登政府筹划的增强国内芯片制造能力的拨款法案。\n上周有媒体称，英特尔正考虑从阿布扎比政府主权财富基金手中以约300亿美元，收购全球第四大芯片代工厂GlobalFoundries。如果达成将是公司史上最大的一笔收购，英特尔也会变成芯片领域的全栈供应商，不仅仅是PC上的芯片，还包括5G、物联网、电动汽车等关键领域。","news_type":1,"symbols_score_info":{"03086":0.9,"09086":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175389176,"gmtCreate":1627007012695,"gmtModify":1703482316787,"author":{"id":"3586592229481546","authorId":"3586592229481546","name":"可芯1976","avatar":"https://static.tigerbbs.com/7d427c4a16aa58261bd69a7c31040cc0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586592229481546","idStr":"3586592229481546"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175389176","repostId":"1169392936","repostType":4,"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172578002,"gmtCreate":1626968718106,"gmtModify":1703481680394,"author":{"id":"3586592229481546","authorId":"3586592229481546","name":"可芯1976","avatar":"https://static.tigerbbs.com/7d427c4a16aa58261bd69a7c31040cc0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586592229481546","idStr":"3586592229481546"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172578002","repostId":"1167162490","repostType":4,"isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":175383098,"gmtCreate":1627007043614,"gmtModify":1703482318098,"author":{"id":"3586592229481546","authorId":"3586592229481546","name":"可芯1976","avatar":"https://static.tigerbbs.com/7d427c4a16aa58261bd69a7c31040cc0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586592229481546","authorIdStr":"3586592229481546"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175383098","repostId":"1178083534","repostType":4,"repost":{"id":"1178083534","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626991424,"share":"https://ttm.financial/m/news/1178083534?lang=en_US&edition=fundamental","pubTime":"2021-07-23 06:03","market":"sh","language":"zh","title":"Intel's second-quarter financial report exceeded expectations, rose more than 3% after hours and then turned down","url":"https://stock-news.laohu8.com/highlight/detail?id=1178083534","media":"老虎资讯综合","summary":"美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商英特尔发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于","content":"<p>After the U.S. stock market closed on Thursday, July 22, Eastern Time, the largest U.S. chip manufacturer by revenue<a href=\"https://laohu8.com/S/INTC\">Intel</a>Released the financial report for the second quarter of fiscal year 2021. Despite the positive second-quarter financial report and the guidance provided for the next quarter and full-year, Intel once rose by more than 3% after hours, and then turned down and fell by more than 2%. This may be due to the fact that the closely watched data center revenue is still down 9% year-on-year, and the expected third-quarter revenue is slightly lower than expected.</p><p>Some analysts also said that the adjusted non-GAAP financial report data was \"just in line with market expectations\" and did not provide too many surprises to boost the stock price. After all, Intel is still stuck in the \"quagmire\" of production bottlenecks and delayed release of next-generation advanced process products.</p><p>Intel closed down 0.5% on Thursday at less than $56, falling from a one-week high.<img src=\"https://static.tigerbbs.com/1e44b1f5b13edeceec07010bb6d667de\" tg-width=\"692\" tg-height=\"529\" referrerpolicy=\"no-referrer\"><b>Both revenue and profit in the second quarter increased year-on-year, and the market originally expected a decline, raising the full-year revenue guidance to year-on-year growth</b></p><p>The financial report shows that Intel's adjusted quarterly revenue was US $18.5 billion, a year-on-year increase of 2%, and US $700 million more than the company's previously issued official guidance. This is equivalent to Intel's revenue exceeding expectations for ten consecutive quarters. The market once thought that adjusted revenue was US $17.8 billion, representing a year-on-year decline of nearly 2%.</p><p>The unadjusted quarterly revenue was US $19.6 billion, a slight decrease of 0.6% year-on-year. Some commentators said that Intel sold its flash memory manufacturing business to SK Hynix last year, and this part of the revenue is usually stripped from the financial report analysis.</p><p>Adjusted quarterly EPS of $1.28 per share also exceeded the company's official guidance by $0.23 and increased 4% year-over-year. The market had expected $1.07, representing a 13% decline from $1.23 a year earlier.<img src=\"https://static.tigerbbs.com/54a380ec9f26ad798d138d536762dad0\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\">Intel said that in addition to revenue and EPS exceeding official guidance, gross profit margin was also better than previously expected to 59.2%, a year-on-year increase of nearly 3%, and recorded a record second-quarter personal computer PC business revenue and<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Division revenue.</p><p>The company also raised its full-year earnings guidance for fiscal year 2021, expecting revenue under GAAP to be US $77.6 billion, compared with the company's previous estimate of US $77 billion.<b>Non-GAAP revenue is expected to be $73.5 billion, the company previously expected $72.5 billion, and analysts expected $73.1 billion, which also represents year-on-year growth</b>。 It expects EPS under GAAP to be $4.09 per share and non-GAAP EPS to be $4.80 per share. The latter company previously expected $4.60 and analysts expected $4.62.<img src=\"https://static.tigerbbs.com/188db5648a869808eaffe51754e2dcda\" tg-width=\"500\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p><p>At the same time, the company expects adjusted EPS in the third quarter to be earnings per share of US $1.10, which is also higher than analysts' expectations of US $1.08; Revenue in the third quarter is expected to be US $19.1 billion, and adjusted revenue will be approximately US $18.2 billion, slightly lower than analysts' expectations of US $18.27 billion.</p><p>Pat Gelsinger, CEO of Intel, who pushed for the development of chip foundry manufacturing business after taking up his new post in February this year, said that the second-quarter results showed that the company's momentum was gaining and its execution was improving. The digitalization process in various industries continues to accelerate, creating huge growth opportunities for Intel and its customers in core and emerging business areas. \"I believe this is the beginning of a ten-year growth period for the entire semiconductor industry.\"</p><p><b>PC and Mobileye businesses hit the highest revenue in the second quarter, but data center revenue continues to decline year-on-year</b></p><p><b>In terms of business,</b>Intel's Client Computing Division (CCG), which includes personal computer chips, was US $10.1 billion, a year-on-year increase of 6%, a record high in the second quarter and higher than market expectations of about US $10 billion. Last year, it increased by 8% year-on-year and hit a record high, significantly benefiting from the demand for home office and remote classes under the COVID-19 pandemic.</p><p>Data Center Division (DCG), which focuses on providing chips for cloud computing and server manufacturers, had revenue of US $6.5 billion, a year-on-year decrease of 9% and a month-on-month increase of 16%, better than market expectations of approximately US $5.9 billion or a year-on-year decrease of 18%. Last year, it increased by 11% year-on-year to a new high.</p><p>The analysis pointed out that from competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>And<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Against the backdrop of a surge in pressure and worrying delays in the release of advanced process chip products,<b>Investors are closely watching whether Intel's data center outlook and market share are dragged down.</b></p><p>Currently, Nvidia, which specializes in designing graphics processing chip GPUs, is entering data center CPUs. Last year, it surpassed Intel to become the most valuable chip manufacturer in the United States. In April this year, when Intel disclosed that data center revenue in the first quarter plummeted by 20% year-on-year and AMD's similar business doubled, Intel fell by more than 9% after hours, and its stock price has fallen by 14% since the release of the first quarter report.</p><p>In the Internet of Things business unit, the Internet of Things Group (IOTG) 's revenue in the second quarter was US $984 million, a year-on-year surge of 47%, and the market expected it to be US $9; Mobileye, an artificial intelligence-based autonomous driving business, doubled its quarterly revenue and surged 124%, hitting a record high of US $327 million in the second quarter, but it was lower than the US $360 million expected by some analysts. Mobileye's revenue increased by 10% year-on-year to a new high last year.</p><p>In addition, the revenue of the Non-Volatile Storage Solutions Division (NSG) in the second quarter was US $1.1 billion, a year-on-year decrease of 34%, but higher than analysts' expectations of US $690 million. Last year, it increased by 23% year-on-year to a record high. The revenue of the Programmable Solutions Division (PSG) was US $486 million, a year-on-year decrease of 3%.</p><p><img src=\"https://static.tigerbbs.com/4c296d4a684062b9b88a5635caee35b7\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p>Intel said,<b>Overall second-quarter revenue exceeded guidance provided by the company in April, mainly driven by continued strength in the PC CCG segment and strong recovery in the enterprise segments in the Internet of Things (IOTG) and Data Center segments (DCG)</b>, PC platform sales increased by 33% year-on-year in the quarter, and Mobileye won 10 additional design bids to provide full life cycle technical support for more devices.</p><p><b>Intel stock performs far underperforming competitors as market focuses on expansion and transformation plans under new CEO</b></p><p>In terms of stock price performance, if today's after-hours downward trend continues, it is equivalent to Intel's three after-hours declines after the release of financial reports in the past four quarters. Its stock price fell by more than 12% in the second quarter of this year. During the same period, the Dow Jones Industrial Average, which accommodates it as one of the constituent stocks, rose by 4.6%, the S&P 500 Index rose by more than 8%, the Nasdaq Index, which is mostly technology stocks, rose by 9.5%, and the Philadelphia Semiconductor Index rose by more than 7%.</p><p>Statistics show that as the epidemic has pushed up the demand for chips in cars, laptops and game consoles, the stock prices of most chip manufacturers have soared in the past 12 months. Intel has fallen by more than 9% instead of rising, and competitor Nvidia has risen by more than 80%., AMD rose more than 50%. This is mainly due to Wall Street's short-term bearish view of Intel, which has hurt its stock price due to production mistakes and losing market share to competitors.</p><p>Looking ahead, the market will pay close attention to the transformation strategy given by Intel's management, and CEO Gelsinger is expected to announce more details later this month.</p><p>On the one hand, data center revenue continues to decline year-on-year, which means that Intel continues to lose market share and even its technological leadership. At the same time, the chip shortage will also drag down its sales. Gelsinger once believed that the shortage would last beyond 2022.<b>Company executives said on the earnings conference call: \"The chip shortage problem is expected to bottom out in the second half of this year, but it will take 1-2 years for the chip industry to fully restore production capacity.\"</b></p><p>Earlier this year, Gelsinger announced that it would create a new $20 billion foundry business to manufacture chips for other companies, and additional capacity expansion in the United States and overseas is also in the planning stage. Companies may also benefit from funding bills planned by the U.S. Congress and the Biden administration to enhance domestic chip manufacturing capabilities.</p><p>Last week, some media said that Intel was considering acquiring GlobalFoundries, the world's fourth largest chip foundry, from the Abu Dhabi government's sovereign wealth fund for about US $30 billion. If reached, it will be the largest acquisition in the company's history, and Intel will also become a full-stack supplier in the chip field, not only chips on PCs, but also key fields such as 5G, Internet of Things, and electric vehicles.</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>Intel's second-quarter financial report exceeded expectations, rose more than 3% after hours and then turned down</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 second-quarter financial report exceeded expectations, rose more than 3% after hours and then turned down\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-23 06:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the U.S. stock market closed on Thursday, July 22, Eastern Time, the largest U.S. chip manufacturer by revenue<a href=\"https://laohu8.com/S/INTC\">Intel</a>Released the financial report for the second quarter of fiscal year 2021. Despite the positive second-quarter financial report and the guidance provided for the next quarter and full-year, Intel once rose by more than 3% after hours, and then turned down and fell by more than 2%. This may be due to the fact that the closely watched data center revenue is still down 9% year-on-year, and the expected third-quarter revenue is slightly lower than expected.</p><p>Some analysts also said that the adjusted non-GAAP financial report data was \"just in line with market expectations\" and did not provide too many surprises to boost the stock price. After all, Intel is still stuck in the \"quagmire\" of production bottlenecks and delayed release of next-generation advanced process products.</p><p>Intel closed down 0.5% on Thursday at less than $56, falling from a one-week high.<img src=\"https://static.tigerbbs.com/1e44b1f5b13edeceec07010bb6d667de\" tg-width=\"692\" tg-height=\"529\" referrerpolicy=\"no-referrer\"><b>Both revenue and profit in the second quarter increased year-on-year, and the market originally expected a decline, raising the full-year revenue guidance to year-on-year growth</b></p><p>The financial report shows that Intel's adjusted quarterly revenue was US $18.5 billion, a year-on-year increase of 2%, and US $700 million more than the company's previously issued official guidance. This is equivalent to Intel's revenue exceeding expectations for ten consecutive quarters. The market once thought that adjusted revenue was US $17.8 billion, representing a year-on-year decline of nearly 2%.</p><p>The unadjusted quarterly revenue was US $19.6 billion, a slight decrease of 0.6% year-on-year. Some commentators said that Intel sold its flash memory manufacturing business to SK Hynix last year, and this part of the revenue is usually stripped from the financial report analysis.</p><p>Adjusted quarterly EPS of $1.28 per share also exceeded the company's official guidance by $0.23 and increased 4% year-over-year. The market had expected $1.07, representing a 13% decline from $1.23 a year earlier.<img src=\"https://static.tigerbbs.com/54a380ec9f26ad798d138d536762dad0\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\">Intel said that in addition to revenue and EPS exceeding official guidance, gross profit margin was also better than previously expected to 59.2%, a year-on-year increase of nearly 3%, and recorded a record second-quarter personal computer PC business revenue and<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Division revenue.</p><p>The company also raised its full-year earnings guidance for fiscal year 2021, expecting revenue under GAAP to be US $77.6 billion, compared with the company's previous estimate of US $77 billion.<b>Non-GAAP revenue is expected to be $73.5 billion, the company previously expected $72.5 billion, and analysts expected $73.1 billion, which also represents year-on-year growth</b>。 It expects EPS under GAAP to be $4.09 per share and non-GAAP EPS to be $4.80 per share. The latter company previously expected $4.60 and analysts expected $4.62.<img src=\"https://static.tigerbbs.com/188db5648a869808eaffe51754e2dcda\" tg-width=\"500\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p><p>At the same time, the company expects adjusted EPS in the third quarter to be earnings per share of US $1.10, which is also higher than analysts' expectations of US $1.08; Revenue in the third quarter is expected to be US $19.1 billion, and adjusted revenue will be approximately US $18.2 billion, slightly lower than analysts' expectations of US $18.27 billion.</p><p>Pat Gelsinger, CEO of Intel, who pushed for the development of chip foundry manufacturing business after taking up his new post in February this year, said that the second-quarter results showed that the company's momentum was gaining and its execution was improving. The digitalization process in various industries continues to accelerate, creating huge growth opportunities for Intel and its customers in core and emerging business areas. \"I believe this is the beginning of a ten-year growth period for the entire semiconductor industry.\"</p><p><b>PC and Mobileye businesses hit the highest revenue in the second quarter, but data center revenue continues to decline year-on-year</b></p><p><b>In terms of business,</b>Intel's Client Computing Division (CCG), which includes personal computer chips, was US $10.1 billion, a year-on-year increase of 6%, a record high in the second quarter and higher than market expectations of about US $10 billion. Last year, it increased by 8% year-on-year and hit a record high, significantly benefiting from the demand for home office and remote classes under the COVID-19 pandemic.</p><p>Data Center Division (DCG), which focuses on providing chips for cloud computing and server manufacturers, had revenue of US $6.5 billion, a year-on-year decrease of 9% and a month-on-month increase of 16%, better than market expectations of approximately US $5.9 billion or a year-on-year decrease of 18%. Last year, it increased by 11% year-on-year to a new high.</p><p>The analysis pointed out that from competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>And<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Against the backdrop of a surge in pressure and worrying delays in the release of advanced process chip products,<b>Investors are closely watching whether Intel's data center outlook and market share are dragged down.</b></p><p>Currently, Nvidia, which specializes in designing graphics processing chip GPUs, is entering data center CPUs. Last year, it surpassed Intel to become the most valuable chip manufacturer in the United States. In April this year, when Intel disclosed that data center revenue in the first quarter plummeted by 20% year-on-year and AMD's similar business doubled, Intel fell by more than 9% after hours, and its stock price has fallen by 14% since the release of the first quarter report.</p><p>In the Internet of Things business unit, the Internet of Things Group (IOTG) 's revenue in the second quarter was US $984 million, a year-on-year surge of 47%, and the market expected it to be US $9; Mobileye, an artificial intelligence-based autonomous driving business, doubled its quarterly revenue and surged 124%, hitting a record high of US $327 million in the second quarter, but it was lower than the US $360 million expected by some analysts. Mobileye's revenue increased by 10% year-on-year to a new high last year.</p><p>In addition, the revenue of the Non-Volatile Storage Solutions Division (NSG) in the second quarter was US $1.1 billion, a year-on-year decrease of 34%, but higher than analysts' expectations of US $690 million. Last year, it increased by 23% year-on-year to a record high. The revenue of the Programmable Solutions Division (PSG) was US $486 million, a year-on-year decrease of 3%.</p><p><img src=\"https://static.tigerbbs.com/4c296d4a684062b9b88a5635caee35b7\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p>Intel said,<b>Overall second-quarter revenue exceeded guidance provided by the company in April, mainly driven by continued strength in the PC CCG segment and strong recovery in the enterprise segments in the Internet of Things (IOTG) and Data Center segments (DCG)</b>, PC platform sales increased by 33% year-on-year in the quarter, and Mobileye won 10 additional design bids to provide full life cycle technical support for more devices.</p><p><b>Intel stock performs far underperforming competitors as market focuses on expansion and transformation plans under new CEO</b></p><p>In terms of stock price performance, if today's after-hours downward trend continues, it is equivalent to Intel's three after-hours declines after the release of financial reports in the past four quarters. Its stock price fell by more than 12% in the second quarter of this year. During the same period, the Dow Jones Industrial Average, which accommodates it as one of the constituent stocks, rose by 4.6%, the S&P 500 Index rose by more than 8%, the Nasdaq Index, which is mostly technology stocks, rose by 9.5%, and the Philadelphia Semiconductor Index rose by more than 7%.</p><p>Statistics show that as the epidemic has pushed up the demand for chips in cars, laptops and game consoles, the stock prices of most chip manufacturers have soared in the past 12 months. Intel has fallen by more than 9% instead of rising, and competitor Nvidia has risen by more than 80%., AMD rose more than 50%. This is mainly due to Wall Street's short-term bearish view of Intel, which has hurt its stock price due to production mistakes and losing market share to competitors.</p><p>Looking ahead, the market will pay close attention to the transformation strategy given by Intel's management, and CEO Gelsinger is expected to announce more details later this month.</p><p>On the one hand, data center revenue continues to decline year-on-year, which means that Intel continues to lose market share and even its technological leadership. At the same time, the chip shortage will also drag down its sales. Gelsinger once believed that the shortage would last beyond 2022.<b>Company executives said on the earnings conference call: \"The chip shortage problem is expected to bottom out in the second half of this year, but it will take 1-2 years for the chip industry to fully restore production capacity.\"</b></p><p>Earlier this year, Gelsinger announced that it would create a new $20 billion foundry business to manufacture chips for other companies, and additional capacity expansion in the United States and overseas is also in the planning stage. Companies may also benefit from funding bills planned by the U.S. Congress and the Biden administration to enhance domestic chip manufacturing capabilities.</p><p>Last week, some media said that Intel was considering acquiring GlobalFoundries, the world's fourth largest chip foundry, from the Abu Dhabi government's sovereign wealth fund for about US $30 billion. If reached, it will be the largest acquisition in the company's history, and Intel will also become a full-stack supplier in the chip field, not only chips on PCs, but also key fields such as 5G, Internet of Things, and electric vehicles.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔","09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178083534","content_text":"美东时间7月22日周四美股盘后，按收入计算的美国最大芯片制造商英特尔发布了2021财年二季度财报。尽管二季度财报和提供的下季度及全年指引均利好，英特尔盘后一度涨超3%，随后转跌并跌超2%。这可能是由于备受关注的数据中心收入仍同比下跌9%，以及三季度预期营收略跌于预期。\n也有分析称，经调整后非GAAP的财报数据“只是符合市场预期”，没有提供太多的惊喜来提振股价，毕竟英特尔当前还陷在生产瓶颈和下一代先进制程产品延迟发布的“泥沼”中。\n英特尔周四收跌0.5%，报收不足56美元，从一周新高回落。二季度营收和盈利均同比增长，市场原本预期下滑，提升全年营收指引至同比增长\n财报显示，英特尔经调整后的季度营收为185亿美元，同比增长2%，也比公司此前发布的官方指引多出7亿美元。这等于英特尔连续十个季度营收超预期，市场曾认为调整后营收为178亿美元，代表同比下滑近2%。\n而未调整前的季度营收为196亿美元，同比微跌0.6%。有评论称，英特尔去年出售其闪存制造业务给韩国的SK海力士，这部分收入通常从财报分析中剥离。\n经调整后的季度EPS为每股收益1.28美元，也比公司的官方指引高出0.23美元，同比增长4%。市场曾预期为1.07美元，代表较去年同期的1.23美元下跌13%。英特尔表示，除了营收和EPS超出官方指引，毛利率也好于此前预期至59.2%，同比上升近3%，并录得创纪录的二季度个人电脑PC业务收入和Mobileye部门收入。\n公司还提升2021财年全年的盈利指引，预计GAAP项下的营收为776亿美元，此前公司预计为770亿美元。预计非GAAP的营收为735亿美元，公司此前预计为725亿美元，分析师预期为731亿美元，这也代表将实现同比增长。预计GAAP项下的EPS为每股收益4.09美元，非GAAP的EPS为每股收益4.80美元，后者公司此前预计为4.60美元，分析师预期为4.62美元。\n同时，公司预计三季度调整后EPS为每股收益1.10美元，同样高于分析师预期的1.08美元；预计三季度营收191亿美元，调整后营收约为182亿美元，略低于分析师预期的182.7亿美元。\n今年2月履新后力推开拓芯片代工制造业务的英特尔首席执行官Pat Gelsinger表示，二季度业绩表明公司势头正在增强、执行力正在提高。各行各业的数字化进程继续加速，为英特尔及其客户在核心和新兴业务领域创造了巨大的增长机会，“相信这是整个半导体行业十年增长期的开始。”\n个人电脑和Mobileye业务创二季度营收最高，但数据中心收入持续同比下滑\n分业务来看，包括个人电脑芯片在内的英特尔客户端计算事业部（CCG）101亿美元，同比增长6%，创二季度新高纪录，也高于市场预期的约100亿美元。去年全年曾同比增8%并创历史最高，显著受益于新冠疫情下的居家办公和远程上课需求。\n专注为云计算和服务器制造商提供芯片的数据中心事业部（DCG）营收65亿美元，同比下跌9%，环比增长16%，好于市场预期的约59亿美元或同比下降18%。去年全年同比增11%至新高。\n分析指出，在来自竞争对手AMD和英伟达的压力激增，以及令人担忧的先进制程芯片产品不断延迟发布的背景下，投资者密切关注英特尔的数据中心前景和市场份额是否受到拖累。\n当前，专门设计图形处理芯片GPU的英伟达正在进军数据中心CPU，去年超过英特尔成为美国市值最高的芯片商。而在今年4月，当英特尔披露一季度数据中心营收同比骤降20%、AMD的同类业务翻倍时，英特尔曾盘后跌超9%，而且一季报发布至今股价累跌14%。\n在物联网业务部中，物联网集团（IOTG）二季度营收9.84亿美元，同比激增47%，市场预期为9美元；基于人工智能的自动驾驶业务Mobileye季度营收翻倍激增124%，创史上二季度最高至3.27亿美元，但低于部分分析师预期的3.6亿美元，Mobileye营收去年曾同比增10%至新高。\n此外，非易失性存储解决方案事业部（NSG）二季度营收11亿美元，同比下跌34%，但高于分析师预期的6.9亿美元，去年曾同比增23%至历史最高。可编程解决方案事业部（PSG）营收4.86亿美元，同比下跌3%。\n\n英特尔表示，二季度整体营收超过公司4月提供的指引，主要由个人电脑CCG部门的持续强劲，以及物联网事业部（IOTG）和数据中心事业部（DCG）中的企业部门强劲复苏推动，当季PC平台销量同比增长 33%，Mobileye 获得 10 个额外的设计中标，为更多设备提供全生命周期技术支持。\n英特尔股价表现远逊于竞争对手，市场聚焦新CEO领导下的扩产和转型计划\n在股价表现方面，今日盘后转跌的态势如果延续，等于英特尔在过去四份季度财报发布后有三次盘后下跌。其股价今年二季度整体跌超12%，同期容纳其作为成分股之一的道指累涨4.6%、标普500指数累涨逾8%、科技股居多的纳指累涨9.5%，费城半导体指数累涨超7%。\n统计显示，由于疫情推升了汽车、笔记本电脑和游戏机中的芯片需求，过去12个月大部分芯片制造商股价飙升，英特尔不升反降了逾9%，竞争对手英伟达则涨超80%，AMD涨超50%。这主要是由于华尔街对英特尔短期内看跌，令其股价因生产失误和市场份额输给竞争对手而受到伤害。\n展望未来，市场将密切关注英特尔管理层给出的转型战略，CEO Gelsinger预计在本月晚些时候公布更多细节。\n一方面，数据中心收入持续同比下降，代表英特尔不断输掉市场份额，甚至输掉技术领先能力。同时，芯片短缺也会拖累其销售，Gelsinger曾认为短缺会持续到2022年以后。公司高管在财报电话会上称：“芯片短缺问题料将在今年下半年见底，但芯片行业完全恢复产能还需1-2年。”\n今年年初，Gelsinger曾宣布将创建一个价值200亿美元的新代工业务，为其他公司制造芯片，美国和海外的额外产能扩张也处于规划阶段。公司还可能受益于美国国会与拜登政府筹划的增强国内芯片制造能力的拨款法案。\n上周有媒体称，英特尔正考虑从阿布扎比政府主权财富基金手中以约300亿美元，收购全球第四大芯片代工厂GlobalFoundries。如果达成将是公司史上最大的一笔收购，英特尔也会变成芯片领域的全栈供应商，不仅仅是PC上的芯片，还包括5G、物联网、电动汽车等关键领域。","news_type":1,"symbols_score_info":{"03086":0.9,"09086":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175389176,"gmtCreate":1627007012695,"gmtModify":1703482316787,"author":{"id":"3586592229481546","authorId":"3586592229481546","name":"可芯1976","avatar":"https://static.tigerbbs.com/7d427c4a16aa58261bd69a7c31040cc0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586592229481546","authorIdStr":"3586592229481546"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175389176","repostId":"1169392936","repostType":4,"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172578002,"gmtCreate":1626968718106,"gmtModify":1703481680394,"author":{"id":"3586592229481546","authorId":"3586592229481546","name":"可芯1976","avatar":"https://static.tigerbbs.com/7d427c4a16aa58261bd69a7c31040cc0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586592229481546","authorIdStr":"3586592229481546"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172578002","repostId":"1167162490","repostType":4,"isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
