d**********r
发帖数: 502 | 1 【 以下文字转载自 EE 讨论区 】
发信人: mbright (可能吧※躺倒不干), 信区: EE
标 题: Chips Face Tough Times (ZT)
发信站: BBS 未名空间站 (Fri Apr 4 11:14:39 2014, 美东)
Chips Face Tough Times
SAN JOSE, Calif. — The semiconductor industry's business model "is really
broken" with more belt tightening and consolidation ahead, said Steve Sanghi
, the chief executive of Microchip, speaking in a candid interview from the
EE Live! show floor.
"We are evolving to a slower-growth industry, and even though Microchip is
still growing we will e... 阅读全帖 |
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m*****t
发帖数: 3477 | 2 Chips Face Tough Times
SAN JOSE, Calif. — The semiconductor industry's business model "is really
broken" with more belt tightening and consolidation ahead, said Steve Sanghi
, the chief executive of Microchip, speaking in a candid interview from the
EE Live! show floor.
"We are evolving to a slower-growth industry, and even though Microchip is
still growing we will eventually converge to the mean," said Sanghi who has
led the microcontroller vendor through generally increasing revenues since
199... 阅读全帖 |
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S*****s
发帖数: 2290 | 3 Steve Sanghi
Mr. Sanghi was named the President of Microchip in August 1990, Chief
Executive Officer in October 1991 and the Chairman of the Board of Directors
in October 1993. Before joining the Company, Mr. Sanghi was Vice President
of Operations at Waferscale Integration, Inc., a semiconductor company, from
1988 to 1990. Mr. Sanghi was employed by Intel Corporation from 1978 to
1988, where he held various positions in management and engineering, the
most recent serving as General Manager of P... 阅读全帖 |
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发帖数: 1 | 4 芯片股再遭华尔街打击 英特尔卖出评级
高盛将英特尔评级从“中性”下调至“卖出”，称英特尔反复推迟采用下一代芯片
制造技术，“是个大问题”。摩根士丹利也将将美国半导体行业评级从“持平”下调至
“谨慎”。周五芯片类股集体下跌，英特尔收跌2.57%。
image.png
在摩根士丹利发出对芯片类股“撤离”警告之后，芯片股再遭投行重击。
美东时间8月10日周五，高盛将英特尔评级从“中性”下调至“卖出”。高盛指出
，英特尔反复推迟采用下一代芯片制造技术，说明它的芯片制造技术问题是个大问题。
该行分析师Toshiya Hari在给客户的一份报告中表示，英特尔在采用10纳米芯片制
造技术上陷入了困境，这让它面临着竞争优势的挑战，也影响到它一系列的产品。
我们认为英特尔面临的制造问题可能比大多数人认为的要更严重，这将对它的市场
份额和支出水平产生持续影响，因为英特尔需要与其越来越强大的竞争对手台积电生态
圈进行对抗。
Hari把英特尔目标股价从49美元下调至44美元。周五，英特尔收跌2.57%，收盘报
48.85美元，意味着调整后的目标价距离周五收盘价还有10%的下跌空间。
不过，与此同时，高盛将AM... 阅读全帖 |
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c********1
发帖数: 5269 | 5 我印象
儿子的老印同学有美国名啊..
以前工作公司的印度人ceo: Stephen Sanghi |
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N****p
发帖数: 1691 | 6 MCHP CEO Sanghi is shit. Blaming industry for his own impotence. Or maybe
Wall Street paid him a lot for the statement last Friday.
Bears starting to pay for their behavior last Friday. |
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