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When can the chip shortage crisis can solve? Texas Instruments to Left, Intel Instruments to Left
Will the continuous soaring chip demand and backward capacity be able to alleviate in the second half of this year? This week, the world's two major chip manufacturers Intel and Texas instruments have given a distinct view, and there may be a next week's financial interpretation to understand this issue more clearly.
According to Reuters on July 24, Texas Instruments gave a look at the third-quarter sales this year, indicating that the revenue was basically flat, the company executives refused to reveal the forecast of this year's last quarter, but implied that orders may Will slow down.
In contrast, Intel has raised the annual forecast on Thursday. CEO Pat Gelsinger said that the production capacity of the chip industry may take two years to catch the user's "explosive needs", and predict the cause of the epidemic, next year PC Sales still maintain a prosperous situation.
However, numerous analysts believe that Intel's second quarter has been promoted, but the growth of growth has been weak, predicted that the last quarter of 2021 will weaken, and the US Eastern China's share price fell 6.3%.
Summit Insights Group Analyst Kinngai Chan did not agree with Intel's prediction of the PC market will maintain growth next year. He said: "We do not agree with Intel's point of view, that is, PC will have a big year in 2022, we have already seen In stock in Chromebook and game desktops, we believe that the supply of PC laptops will also catch up in the fourth quarter of this year. "
Raymond James analyst Chris Caso said that Intel's data center business may also have long-term issues, although the competitors AMD is very strong in the market, the cycle of obtaining chip finished products is very short, but he expects Intel data center business to achieve growth in this quarter. : "We agree that the capacity of AMD may further inhibit the recent significant share growth - but AMD obtains more capacity only time problems, AMD will become a catalyst next year."
Despite this, Intel raised the prospects of the bullies given by Typical Power, TSMS expects sales in this quarter to grow strong, which is beneficial to smartphones, high-performance PCs and cars. Strong demand.
The automotive industry executives continue to imply, and the phenomenon of lack of chip production capacity that is stimulated by this year's car sales will continue until next year. Other economists and industry executives agreed to this, and other manufacturers will also be affected even if the shortage of automakers is eased. At present, investors may need to wait until next week, they can be more clear about the current situation, because AMD, Gao Tong, Samsung Electronics and SK Hills will publish new quarters.
In contrast, Intel has raised the annual forecast on Thursday. CEO Pat Gelsinger said that the production capacity of the chip industry may take two years to catch the user's "explosive needs", and predict the cause of the epidemic, next year PC Sales still maintain a prosperous situation.
However, numerous analysts believe that Intel's second quarter has been promoted, but the growth of growth has been weak, predicted that the last quarter of 2021 will weaken, and the US Eastern China's share price fell 6.3%.
Summit Insights Group Analyst Kinngai Chan did not agree with Intel's prediction of the PC market will maintain growth next year. He said: "We do not agree with Intel's point of view, that is, PC will have a big year in 2022, we have already seen In stock in Chromebook and game desktops, we believe that the supply of PC laptops will also catch up in the fourth quarter of this year. "
Raymond James analyst Chris Caso said that Intel's data center business may also have long-term issues, although the competitors AMD is very strong in the market, the cycle of obtaining chip finished products is very short, but he expects Intel data center business to achieve growth in this quarter. : "We agree that the capacity of AMD may further inhibit the recent significant share growth - but AMD obtains more capacity only time problems, AMD will become a catalyst next year."
Despite this, Intel raised the prospects of the bullies given by Typical Power, TSMS expects sales in this quarter to grow strong, which is beneficial to smartphones, high-performance PCs and cars. Strong demand.
The automotive industry executives continue to imply, and the phenomenon of lack of chip production capacity that is stimulated by this year's car sales will continue until next year. Other economists and industry executives agreed to this, and other manufacturers will also be affected even if the shortage of automakers is eased. At present, investors may need to wait until next week, they can be more clear about the current situation, because AMD, Gao Tong, Samsung Electronics and SK Hills will publish new quarters.