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http://fortune.com/2017/07/27/samsung-intel-chip-semiconductor/
Samsung Dethrones Intel As World's Biggest Chip Maker
Photograph by Getty Images
By Jonathan Vanian
July 28, 2017
Intel has lost its long-held title as the world’s top computer chip maker—at least by one important yardstick.
Samsung’s semiconductor unit brought in $15.8 billion during the latest quarter, surpassing Intel, which reported $14.76 billion in chip sales during the same period.
As The Associated Press notes, Intel had been the leading semiconductor company by sales since 1992. But as sales of personal computers have declined with the rise of smartphones and other mobile devices, Samsung’s chip business has benefited.
“Greater use of smartphones and tablet PCs instead of computers is driving the rise of companies like Samsung,” Nomura Securities senior analyst Chung Chang Won told the news service.
Besides selling consumer electronics like smartphones and televisions, Samsung sells memory chips used in mobile devices and servers. Intel, on the other hand, is known for making microprocessors used to power personal computers, although the company also sells chips for corporate data centers, a market that it dominates.
Data centers are a big focus for Intel, which is looking to offset the decline in personal computers. But the company hasn’t gained business fast enough to keep up with Samsung.
Get Data Sheet, Fortune’s technology newsletter.
Earlier this month, Samsung said it would spend $18 billion to expand its South Korean semiconductor manufacturing facilities.
http://bgr.com/2017/10/18/samsung-vs-intel-chips/
Business
Image Source: opopododo
Samsung is racing ahead of Intel where it really matters
Chris Mills
@chrisfmills
October 18th, 2017 at 5:26 PM
Share 
Tweet
Samsung has completed the development of its 8-nanometer foundry process, and before you X out and go read more about the iPhone 8’s camera, that’s actually a big deal. Samsung has taken the new, smaller process to production three months ahead of schedule, and before its rival Intel can even get its 10-nanometer process up and running.
The new 8-nanometer process uses the same technology Samsung already uses for existing 10-nanometer chips, called “low power plus.” The move to an 8-nanometer process should mean savings of around 10 percent in energy efficiency, as well as a 10 percent saving in the size of the chips themselves.
Don't Miss Want a Super NES Classic in 2 days? They’re in stock on Amazon and prices have dropped
The 8-nanometer process is just a stop-gap for Samsung on its way to the next big thing in chip-making, extreme ultraviolet lithography (EUV). That process will allow Samsung and others to make chips on a 7-nanometer scale. But for the time being, using the existing “low power plus” process will let Samsung ramp up manufacturing of 8-nanometer chips quickly.
To do that, Samsung has stuck with its traditional partner Qualcomm. The 8-nanometer chips should show up in Snapdragon mobile processors early next year, making those chips faster, cheaper, and smaller than the existing processors.
It’s not a huge leap forwards for Samsung and Qualcomm, but it’s another big blow for Intel. The company that once dominated chip manufacturing for electronic devices has really dropped the ball when it comes to mobile processors. Intel has lagged behind the mobile processor industry when it comes to making its low-power chips aimed at tablets and laptops. Intel has yet to release any 10-nanometer chips, and likely won’t do so until 2018 or 2019.
Tags: intel, Samsung
https://www.cnbc.com/2017/07/27/samsung-earnings-semiconductors-bigger-than-intel.html
Samsung's chip division alone may be bigger than Intel's entire business
Published 6:45 AM ET Thu, 27 July 2017 CNBC.com
SeongJoon Cho | Bloomberg | Getty Images
Samsung's semiconductor division has been growing rapidly.
Samsung's chip division, which propelled it to record second quarter earnings, could be almost twice the size of Intel's entire business.
The South Korean electronics giant reported operating profit of 8.03 trillion Korean won ($7.21 billion) in its semiconductor division in the three months to June, accounting for more than 57 percent of its entire earnings. Revenues came in at 17.58 trillion Korean won or $15.78 billion.
U.S. rival Intel, which is a semiconductor giant, is set to report second quarter earnings after the market close on Thursday. Analysts surveyed by Reuters are expecting an operating profit of $3.89 billion in the second quarter. If that is realized, Samsung's semiconductor business alone would be almost twice the size of Intel's in terms of operating profit.
Samsung first overtook Intel in the first quarter of 2017 when it reported operating profit in its semiconductor unit of 6.31 trillion Korean won or $5.66 billion, more than Intel's $3.9 billion figure. However, revenues were still slightly behind Intel. But the second quarter is shaping up to be the first time Samsung's operating profit and revenues for its chip division, will surpass those of Intel's whole business.
Focus on chips
The South Korean firm is still the world's largest smartphone player, and its recently-released flagship Galaxy S8 has performed well. But in recent times, it has been investing heavily in the chip business.
Buy Samsung on the dips? 1:33 AM ET Thu, 27 July 2017 | 02:17
Earlier this month it announced plans to invest $18 billion in South Korea in its chip business, as it doubles down on the division.
"Based on its history, we believe Samsung is either entrenching itself in areas where it is a market share leader … or making a push to gain market share," investment bank Stifel said in a research note Thursday.
A number of trends are driving the uptake of so-called NAND and DRAM chips Samsung produces, which can be used in devices such as laptops and smartphones, through to data centers. There is rising demand, but not enough supply, which is pushing prices higher. At the same time, the number of data centers are growing.
Intel has been particularly strong in the data center business. Revenues in its data center group rose 8 percent in 2016 to $17.2 billion. But it is facing threats from Samsung, but also other players such as Nvidia and AMD.
Investment house Jeffries downgraded Intel from hold to underperform earlier this month saying the chipmaker has the "most to lose" in the "4th tectonic shift in computing." The industry shifted from PCs to mobile at first. But now another shift is underway towards the internet of things, meaning loads of devices that are connected to the internet, as well as artificial intelligence.
"As the incumbent with dominant share, we think INTC (Intel) has the most to lose," Jefferies analyst Mark Lipacis wrote in a research note dated July 10.
Intel shares to rally?
Analysts have a mixed view on Intel shares. There are 4 strong buy ratings, 18 buys, 15 holds, 4 sells, and 2 strong sell ratings on the stock. But there does seem to be a growing consensus that feels Intel shares are undervalued, and the market is too bearish.
And the company is also keeping abreast of changes in the semiconductor market. Earlier this month it unveiled a new line of chips aimed at servers and data centers called the Xeon Scalable Line. Intel touted improved performance and already a number of high-end customers are using the product. This was encouraging for some analysts.
Calls of the Day: Costco, Intel, & Nvidia 2:43 PM ET Mon, 10 July 2017 | 07:02
"While there are a lot of moving parts within the story, we think that an improving margin structure and continued focus on increasing operational efficiencies, coupled with a renewed focus on non-PC related growth markets will ultimately yield continuing improvement in profitability metrics," MKM Partners said in a note on July 12.
The average price target for Intel's stock, according to analysts surveyed by Reuters, is $39.53, representing roughly 14 percent upside from Wednesday's close. But Intel's stock is down over 4 percent year-to-date.
In contrast, Samsung has seen a 38 percent rally in the same period. The majority of analyst have either a strong buy or buy rating, with just two holds and no sellers. The average price target on the stock is 2,928,529 Korean won, representing 18 percent upside from Thursday's close.
Arjun KharpalTechnology Correspondent
https://tw.news.yahoo.com/半導體三星全球居冠-台廠沒進10大-151600733--finance.html
半導體三星全球居冠 台廠沒進10大
聯合新聞網
1k 人追蹤
記者謝佳雯╱台北報導
2017年11月20日 下午11:16
據IC Insights統計指出，今年全球半導體廠排名將大洗牌，三星將擠下長年霸主英特爾，取得第一名寶座；聯發科則在記憶體和人工智慧（AI）勢力崛起下，今年將被擠出十名以外，造成台廠無一進榜。
IC Insights這分調查並不包含專業晶圓代工廠，因此台積電即使今年營收已超越九千億元大關，仍未出現在統計排名上。
據IC Insights調查指出，三星今年營收預估可達六百五十六億美元、折合新台幣逼近二兆元，市占率達到百分之十五，將會擠掉英特爾，成為全球最大半導體廠。這將是英特爾自一九九三年起穩居半導體業龍頭廿四年來，首度交出冠軍寶座。
IC Insights表示，英特爾在今年第一季營收規模仍大於三星，第二季起排名掉到第二名；預估今年全年營收可達六百十億美元，市占率為百分之十三點九，營收雖較去年的五百七十億美元、年成長約百分之七，但市占率將下滑一點七個百分點。
IC Insights認為，英特爾營收規模仍持續成長，代表三星可以奪冠，並不是因為英特爾本身的衰退，而是三星受惠記憶體價格上漲，帶動營收成長同步成長，再推升市占率攀升。
記憶體產業供不應求，價格逐季拉升，除了三星外，另外兩家記憶體大廠SK海力士與美光同受惠，營收排名明顯成長。
IC Insights指出，SK海力士今年營收預估可達二百六十二億美元，排名全球第三，較去年第五名進步兩個名次；美光也因為營收可達二百卅四億美元而進入第四名，同樣進步兩名。
全球網通晶片龍頭博通今年營收預估達一百七十六億美元，略高於高通的一百七十一億美元，分居全球第五和第六大廠；其後依序是德儀、東芝、輝達和恩智浦。
由於聯發科今年營收將年減百分之十一，降至八億美元左右，加上輝達受惠繪圖卡以及人工智慧需求帶動，營收預估達九十二億美元，年成長四成，將擠掉去年第十名的聯發科，讓聯發科跌出十名之外。
" data-reactid="20">
★想看LIVE直播明星名嘴、超夯高清動漫、影劇影音、電競直播，就上Yahoo TV！一起看、一起聊
Samsung Dethrones Intel As World's Biggest Chip Maker
Photograph by Getty Images
By Jonathan Vanian
July 28, 2017
Intel has lost its long-held title as the world’s top computer chip maker—at least by one important yardstick.
Samsung’s semiconductor unit brought in $15.8 billion during the latest quarter, surpassing Intel, which reported $14.76 billion in chip sales during the same period.
As The Associated Press notes, Intel had been the leading semiconductor company by sales since 1992. But as sales of personal computers have declined with the rise of smartphones and other mobile devices, Samsung’s chip business has benefited.
“Greater use of smartphones and tablet PCs instead of computers is driving the rise of companies like Samsung,” Nomura Securities senior analyst Chung Chang Won told the news service.
Besides selling consumer electronics like smartphones and televisions, Samsung sells memory chips used in mobile devices and servers. Intel, on the other hand, is known for making microprocessors used to power personal computers, although the company also sells chips for corporate data centers, a market that it dominates.
Data centers are a big focus for Intel, which is looking to offset the decline in personal computers. But the company hasn’t gained business fast enough to keep up with Samsung.
Get Data Sheet, Fortune’s technology newsletter.
Earlier this month, Samsung said it would spend $18 billion to expand its South Korean semiconductor manufacturing facilities.
http://bgr.com/2017/10/18/samsung-vs-intel-chips/
Business
Image Source: opopododo
Samsung is racing ahead of Intel where it really matters
Chris Mills
@chrisfmillsOctober 18th, 2017 at 5:26 PM
Share TweetSamsung has completed the development of its 8-nanometer foundry process, and before you X out and go read more about the iPhone 8’s camera, that’s actually a big deal. Samsung has taken the new, smaller process to production three months ahead of schedule, and before its rival Intel can even get its 10-nanometer process up and running.
The new 8-nanometer process uses the same technology Samsung already uses for existing 10-nanometer chips, called “low power plus.” The move to an 8-nanometer process should mean savings of around 10 percent in energy efficiency, as well as a 10 percent saving in the size of the chips themselves.
Don't Miss Want a Super NES Classic in 2 days? They’re in stock on Amazon and prices have dropped
The 8-nanometer process is just a stop-gap for Samsung on its way to the next big thing in chip-making, extreme ultraviolet lithography (EUV). That process will allow Samsung and others to make chips on a 7-nanometer scale. But for the time being, using the existing “low power plus” process will let Samsung ramp up manufacturing of 8-nanometer chips quickly.
To do that, Samsung has stuck with its traditional partner Qualcomm. The 8-nanometer chips should show up in Snapdragon mobile processors early next year, making those chips faster, cheaper, and smaller than the existing processors.
It’s not a huge leap forwards for Samsung and Qualcomm, but it’s another big blow for Intel. The company that once dominated chip manufacturing for electronic devices has really dropped the ball when it comes to mobile processors. Intel has lagged behind the mobile processor industry when it comes to making its low-power chips aimed at tablets and laptops. Intel has yet to release any 10-nanometer chips, and likely won’t do so until 2018 or 2019.
Tags: intel, Samsung
https://www.cnbc.com/2017/07/27/samsung-earnings-semiconductors-bigger-than-intel.html
Samsung's chip division alone may be bigger than Intel's entire business
- Samsung reported operating profit of 8.03 trillion Korean won ($7.21 billion) in its semiconductor division in the second quarter.
- Intel reports second quarter earnings after the bell on Thursday, with analysts expecting operating profit of $3.89 billion.
- Analysts say Intel is facing a stiff challenge from rivals.
Published 6:45 AM ET Thu, 27 July 2017 CNBC.com
SeongJoon Cho | Bloomberg | Getty Images
Samsung's semiconductor division has been growing rapidly.
Samsung's chip division, which propelled it to record second quarter earnings, could be almost twice the size of Intel's entire business.
The South Korean electronics giant reported operating profit of 8.03 trillion Korean won ($7.21 billion) in its semiconductor division in the three months to June, accounting for more than 57 percent of its entire earnings. Revenues came in at 17.58 trillion Korean won or $15.78 billion.
U.S. rival Intel, which is a semiconductor giant, is set to report second quarter earnings after the market close on Thursday. Analysts surveyed by Reuters are expecting an operating profit of $3.89 billion in the second quarter. If that is realized, Samsung's semiconductor business alone would be almost twice the size of Intel's in terms of operating profit.
Samsung first overtook Intel in the first quarter of 2017 when it reported operating profit in its semiconductor unit of 6.31 trillion Korean won or $5.66 billion, more than Intel's $3.9 billion figure. However, revenues were still slightly behind Intel. But the second quarter is shaping up to be the first time Samsung's operating profit and revenues for its chip division, will surpass those of Intel's whole business.
Focus on chips
The South Korean firm is still the world's largest smartphone player, and its recently-released flagship Galaxy S8 has performed well. But in recent times, it has been investing heavily in the chip business.
Buy Samsung on the dips? 1:33 AM ET Thu, 27 July 2017 | 02:17
Earlier this month it announced plans to invest $18 billion in South Korea in its chip business, as it doubles down on the division.
"Based on its history, we believe Samsung is either entrenching itself in areas where it is a market share leader … or making a push to gain market share," investment bank Stifel said in a research note Thursday.
A number of trends are driving the uptake of so-called NAND and DRAM chips Samsung produces, which can be used in devices such as laptops and smartphones, through to data centers. There is rising demand, but not enough supply, which is pushing prices higher. At the same time, the number of data centers are growing.
Intel has been particularly strong in the data center business. Revenues in its data center group rose 8 percent in 2016 to $17.2 billion. But it is facing threats from Samsung, but also other players such as Nvidia and AMD.
Investment house Jeffries downgraded Intel from hold to underperform earlier this month saying the chipmaker has the "most to lose" in the "4th tectonic shift in computing." The industry shifted from PCs to mobile at first. But now another shift is underway towards the internet of things, meaning loads of devices that are connected to the internet, as well as artificial intelligence.
"As the incumbent with dominant share, we think INTC (Intel) has the most to lose," Jefferies analyst Mark Lipacis wrote in a research note dated July 10.
Intel shares to rally?
Analysts have a mixed view on Intel shares. There are 4 strong buy ratings, 18 buys, 15 holds, 4 sells, and 2 strong sell ratings on the stock. But there does seem to be a growing consensus that feels Intel shares are undervalued, and the market is too bearish.
And the company is also keeping abreast of changes in the semiconductor market. Earlier this month it unveiled a new line of chips aimed at servers and data centers called the Xeon Scalable Line. Intel touted improved performance and already a number of high-end customers are using the product. This was encouraging for some analysts.
Calls of the Day: Costco, Intel, & Nvidia 2:43 PM ET Mon, 10 July 2017 | 07:02
"While there are a lot of moving parts within the story, we think that an improving margin structure and continued focus on increasing operational efficiencies, coupled with a renewed focus on non-PC related growth markets will ultimately yield continuing improvement in profitability metrics," MKM Partners said in a note on July 12.
The average price target for Intel's stock, according to analysts surveyed by Reuters, is $39.53, representing roughly 14 percent upside from Wednesday's close. But Intel's stock is down over 4 percent year-to-date.
In contrast, Samsung has seen a 38 percent rally in the same period. The majority of analyst have either a strong buy or buy rating, with just two holds and no sellers. The average price target on the stock is 2,928,529 Korean won, representing 18 percent upside from Thursday's close.
Arjun KharpalTechnology Correspondent
https://tw.news.yahoo.com/半導體三星全球居冠-台廠沒進10大-151600733--finance.html
半導體三星全球居冠 台廠沒進10大
聯合新聞網
1k 人追蹤
記者謝佳雯╱台北報導
2017年11月20日 下午11:16
據IC Insights統計指出，今年全球半導體廠排名將大洗牌，三星將擠下長年霸主英特爾，取得第一名寶座；聯發科則在記憶體和人工智慧（AI）勢力崛起下，今年將被擠出十名以外，造成台廠無一進榜。
IC Insights這分調查並不包含專業晶圓代工廠，因此台積電即使今年營收已超越九千億元大關，仍未出現在統計排名上。
據IC Insights調查指出，三星今年營收預估可達六百五十六億美元、折合新台幣逼近二兆元，市占率達到百分之十五，將會擠掉英特爾，成為全球最大半導體廠。這將是英特爾自一九九三年起穩居半導體業龍頭廿四年來，首度交出冠軍寶座。
IC Insights表示，英特爾在今年第一季營收規模仍大於三星，第二季起排名掉到第二名；預估今年全年營收可達六百十億美元，市占率為百分之十三點九，營收雖較去年的五百七十億美元、年成長約百分之七，但市占率將下滑一點七個百分點。
IC Insights認為，英特爾營收規模仍持續成長，代表三星可以奪冠，並不是因為英特爾本身的衰退，而是三星受惠記憶體價格上漲，帶動營收成長同步成長，再推升市占率攀升。
記憶體產業供不應求，價格逐季拉升，除了三星外，另外兩家記憶體大廠SK海力士與美光同受惠，營收排名明顯成長。
IC Insights指出，SK海力士今年營收預估可達二百六十二億美元，排名全球第三，較去年第五名進步兩個名次；美光也因為營收可達二百卅四億美元而進入第四名，同樣進步兩名。
全球網通晶片龍頭博通今年營收預估達一百七十六億美元，略高於高通的一百七十一億美元，分居全球第五和第六大廠；其後依序是德儀、東芝、輝達和恩智浦。
由於聯發科今年營收將年減百分之十一，降至八億美元左右，加上輝達受惠繪圖卡以及人工智慧需求帶動，營收預估達九十二億美元，年成長四成，將擠掉去年第十名的聯發科，讓聯發科跌出十名之外。
" data-reactid="20">
★想看LIVE直播明星名嘴、超夯高清動漫、影劇影音、電競直播，就上Yahoo TV！一起看、一起聊
