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经济学人:芯片巨头Intel还能逆风翻盘,向阳而生吗?(1)
Can Pat Gelsinger turn the chipmaking giant around?
帕特·盖尔辛格能扭转芯片制造业巨头英特尔的颓势吗？
“Success breeds complacency. Complacency breeds failure. Only the paranoid survive.” So said Andy Grove, the Hungarian emigre who helped turn Intel from a scrappy startup in the 1960s into the firm that did more than any other to put the “silicon” in Silicon Valley. They will be ringing in the ears of Pat Gelsinger, Intel’s new boss, who took over on February 15th. He takes the helm of a company that looks, from some angles, to be in rude health. With $78bn in revenue in 2020, it is the world’s biggest chipmaker by sales. It has a 93% share of the market for powerful—and lucrative—chips that go into data-centre computers, an 81% share in desktop pcs, and operating margins of around 30%.
“成功滋生自满，自满导致失败，只有多虑之人才能生存下去。”匈牙利移民安迪·格鲁夫如是说。安迪·格鲁夫帮助上世纪60年代时破败的初创公司英特尔摇身一变成为无出其右的硅谷本“硅”。他的这番话将继续在2月15日上任的英特尔新老板帕特·盖尔辛格的耳边回响。从某些角度来看，帕特·盖尔辛格执掌之下的英特尔状态稳健。英特尔2020年营收为780亿美元，是全球销量最大的芯片制造商。关于功能强大且利润丰厚的芯片市场，因特尔在计算机数据中心市场占有93%的份额，在台式电脑市场占有81%的份额，运营利润率在30%左右。
Can Pat Gelsinger turn the chipmaking giant around?
帕特·盖尔辛格能扭转芯片制造业巨头英特尔的颓势吗？
“Success breeds complacency. Complacency breeds failure. Only the paranoid survive.” So said Andy Grove, the Hungarian emigre who helped turn Intel from a scrappy startup in the 1960s into the firm that did more than any other to put the “silicon” in Silicon Valley. They will be ringing in the ears of Pat Gelsinger, Intel’s new boss, who took over on February 15th. He takes the helm of a company that looks, from some angles, to be in rude health. With $78bn in revenue in 2020, it is the world’s biggest chipmaker by sales. It has a 93% share of the market for powerful—and lucrative—chips that go into data-centre computers, an 81% share in desktop pcs, and operating margins of around 30%.
“成功滋生自满，自满导致失败，只有多虑之人才能生存下去。”匈牙利移民安迪·格鲁夫如是说。安迪·格鲁夫帮助上世纪60年代时破败的初创公司英特尔摇身一变成为无出其右的硅谷本“硅”。他的这番话将继续在2月15日上任的英特尔新老板帕特·盖尔辛格的耳边回响。从某些角度来看，帕特·盖尔辛格执掌之下的英特尔状态稳健。英特尔2020年营收为780亿美元，是全球销量最大的芯片制造商。关于功能强大且利润丰厚的芯片市场，因特尔在计算机数据中心市场占有93%的份额，在台式电脑市场占有81%的份额，运营利润率在30%左右。
