Jù bàodào, yīngtè'ěr shǒuxí zhíxíng guān pà tè·jī xīn gé (Pat Gelsinger) yú dāngdì shíjiān zhōusān zài měiguó xiāofèi zhě xīnwén yǔ shāngyè píndào (CNBC) de zuòtán huì shàng biǎoshì, tā yùjì bàndǎotǐ hángyè jiāng yíng lái 10 gè zēngzhǎng de “hǎo nián jǐng”. “Wǒmen xiāngxìn shìchǎng, shìjiè zhèng chǔyú yīgè kuòzhāng shíqí,” jī xīn gé shuō,“wǒ yùcè wǒmen miànqián hái yǒu 10 nián de hǎo rìzi, yīnwèi shìjiè zhèng biàn dé yuè lái yuè shùzìhuà, suǒyǒu shùzìhuà de dōngxī dū xūyào bàndǎotǐ.” Zhè jù huà biǎomíng, yīngtè'ěr zài xīnpiàn shēngchǎn fāngmiàn de tóuzī, bǐrú jìhuà chìzī 200 yì měiyuán zài yǎlìsāngnà zhōu jiànlì yījiā xīnpiàn zhìzào chǎng, jíshǐ dāngqián quánqiú xīnpiàn duǎnquē yǒu suǒ huǎnjiě hòu, réng jiāng chuàngzào kě shǐyòng de chǎnnéng. Yīngtè'ěr zuìjìn hái xuānbùle chéngwéi “dài gōngchǎng” de jìhuà, jí wéi qítā gōngsī zhìzào wēi xīnpiàn. Jī xīn gé chēng, yīngtè'ěr jìhuà niándǐ qián xuānbù zài měiguó huò ōuzhōu jiànlì lìng yīgè “dàxíng zhìzào chǎng”. Jī xīn gé hé gāotōng shǒuxí zhíxíng guān kèlǐsīdì ān nuò·ān méng (Cristiano Amon) gòngtóng chūxíle CNBC de zuòtán huì. Èr rén dōu zài jīnnián zǎo xiē shíhòu kāishǐ lǐngdǎo gèzì de gōngsī. Suīrán liǎng jiā gōngsī shì jìngzhēng duìshǒu, dàn liǎng wèi shǒuxí zhíxíng guān dànhuàle jìngzhēng, bìng ànshì liǎng jiā xīnpiàn zhìzào shāng zuìzhōng kěnéng zài hùbǔ de lǐngyù zhǎnkāi hézuò. Gāotōng shēngchǎn liánjiē 5G wǎngluò de xīnpiàn, ér yīngtè'ěr zhǔyào shēngchǎn tígōng jīběn jìsuàn nénglì de zhōngyāng chǔlǐ qì. “Nǐ zhīdào, wǒmen shì wúyōng zhìyí de jìsuànjī lǐngyù lǐngdǎo zhě, ér gāotōng shì wúyōng zhìyí de tōngxìn lǐngyù lǐngdǎo zhě. Jìsuàn yǔ tōngxùn. Shì de, yǒu hěnduō xīn de shǐyòng ànlì,” jī xīn gé shuō. Ān méng biǎoshì, tā rènwéi yīngtè'ěr de dài gōng jìhuà duì gāotōng kěnéng shì yīgè yōushì, gāotōng shǐyòng wàibù dài gōng lái shēngchǎn xīnpiàn. “Liǎng jiā gōngsī yǒu hěnduō hézuò jīhuì. Kàn, wǒmen rènwéi yīngtè'ěr hé gāotōng shì měiguó zhēnzhèng de kējì gōngsī, wǒmen zuòle hěnduō xiānjìn hé jīchǔ de yánjiū lái tuīdòng zhège hángyè xiàng qián fāzhǎn.” Zhè liǎng jiā gōngsī quèshí yǒu yīxiē gòngtóng de zhànlüè guānqiè. Měiguó zhòngyìyuàn mùqián tōngguò de yī xiàng jìshù fǎ'àn jiāng tígōng 520 yì měiyuán zīzhù bàndǎotǐ yánjiū, shèjì hé zhìzào, cǐ fǎ'àn kěnéng huì tuīdòng zhè liǎng jiā gōngsī fāzhǎn. “Wǒmen yě hěn gāoxìng néng jiànlì yīgè gèng yǒu tánxìng de gōngyìng liàn, bàndǎotǐ zhìzào zài àn, wǒ rènwéi zhè yěshì fēicháng zhòngyào de,” ān méng shuō,“yào zuò dào zhè yīdiǎn, nǐ xūyào dàliàng de tóuzī.” Liǎng jiā gōngsī hái mìqiè guānzhù jìngzhēng duìshǒu yīngwěidá (Nvidia) yǐ 400 yì měiyuán cóng ruǎnyín shǒuzhōng shōugòu Arm de jiāoyì.Arm jìshù duì gāotōng yóuqí zhòngyào, yīnwèi tā duìyú shèjì zhìnéng shǒujī dì nà zhǒng dī gōng hào wéi chǔlǐ qì zhì guān zhòngyào. Gāi jiāoyì lìng xīnpiàn qǐyè dānxīn, tāmen jiāng xūyào cóng jìngzhēng duìshǒu nàlǐ huòdé bìyào de zhīshì chǎnquán xǔkě, bìng zài ōuzhōu miànlín jiānguǎn tiǎozhàn. Mùqián,Arm bìng bù shēngchǎn rènhé wánzhěng de xīnpiàn——tā zhǐshì shèjì dǐcéng jìshù. Ān méng jìnrì céng biǎoshì, rúguǒ gāi jiāoyì bèi zǔzhǐ, huòzhě Arm bǎochí dúlì, gāotōng jiāng yǒu xìngqù tóuzī Arm. Dàn Arm de yī wèi fāyán rén biǎoshì, gāi gōngsī “fēicháng yǒu xìnxīn” zhè bǐ jiāoyì jiāng huòdé pīzhǔn. Dāng bèi wèn jí ān méng de pínglùn shí, jī xīn gé shuō:“Wǒmen yǐjīng gōngkāi biǎoshì, wǒmen duì yīngwěidá shōugòu arm de jiāoyì biǎoshì guānxīn. Rúguǒ yǒu qítā kěxíng de fāngfǎ, wǒmen kěndìng yǒu xìngqù qù lǐjiě tāmen.”
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According to reports, Intel CEO Pat Gelsinger (Pat Gelsinger) said at the US Consumer News and Business Channel (CNBC) symposium on Wednesday local time that he expects the semiconductor industry to usher in 10 growth " Good year."
"We believe in the market and the world is in a period of expansion," Kissinger said. "I predict that there are still 10 years ahead of us, because the world is becoming more and more digital, and all digital things need semiconductors."
This sentence shows that Intel’s investment in chip production, such as the plan to spend 20 billion US dollars to build a chip manufacturing plant in Arizona, will create usable production capacity even after the current global chip shortage has eased. Intel also recently announced plans to become a "foundry", that is, to make microchips for other companies.
Kissinger said that Intel plans to announce the establishment of another "large manufacturing plant" in the United States or Europe before the end of the year.
Kissinger and Qualcomm CEO Cristiano Amon attended the CNBC symposium. Both began leading their respective companies earlier this year.
Although the two companies are competitors, the two CEOs played down the competition and hinted that the two chip makers may eventually cooperate in complementary areas. Qualcomm produces chips that connect to 5G networks, while Intel mainly produces central processing units that provide basic computing power.
"You know, we are the undisputed leader in the field of computing, and Qualcomm is the undisputed leader in the field of communications. Computing and communications. Yes, there are many new use cases," Kissinger said.
Anmeng said that he thinks Intel’s foundry plan may be an advantage for Qualcomm, and Qualcomm uses external foundries to produce chips.
"The two companies have many opportunities for cooperation. Look, we think that Intel and Qualcomm are real technology companies in the United States. We have done a lot of advanced and basic research to promote the development of this industry."
The two companies do have some common strategic concerns. A technology bill currently passed by the US House of Representatives will provide $52 billion in funding for semiconductor research, design, and manufacturing. This bill may promote the development of these two companies.
"We are also very happy to build a more resilient supply chain with semiconductor manufacturing onshore. I think this is also very important," said UNITA. "To do this, you need a lot of investment."
The two companies are also paying close attention to rival Nvidia's acquisition of Arm from SoftBank for $40 billion. Arm technology is particularly important to Qualcomm because it is essential for designing low-power microprocessors for smartphones.
The transaction worries chip companies that they will need to obtain necessary intellectual property licenses from competitors and face regulatory challenges in Europe. Currently, Arm does not produce any complete chips-it just designs the underlying technology.
Anmeng has said recently that if the transaction is blocked or Arm remains independent, Qualcomm will be interested in investing in Arm. But an Arm spokesperson said the company is "very confident" that the transaction will be approved.
When asked about Anmeng’s comments, Kissinger said: “We have publicly stated that we are concerned about Nvidia’s acquisition of arm. If there are other feasible methods, we would definitely be interested in understanding them.”
Intel CEO: There are still 10 years of good days in the chip industry
Feb
02
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