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%.
