Shows
Summation with Auren HoffmanFmr Intel CEO Pat Gelsinger on chips, China, and lessons from Andy GrovePat Gelsinger is the former CEO of Intel and longtime Silicon Valley leader. He joins Auren to unpack the forces reshaping technology, geopolitics and leadership.After more than 30 years at Intel (including serving as its first CTO) and nearly a decade as CEO of VMware, Pat now sits at the intersection of deep tech and purpose-driven innovation as executive chair and head of technology at Gloo and general partner at Playground Global.In this episode of Summation, Pat and Auren discuss:Why the US now imports more from Taiwan than from China -- and w...
2026-03-3158 min
StrictlyVC DownloadX-Light's Nicholas Kelez and Pat Gelsinger on government-backed chipsPat Gelsinger spent 35 years across two stints at Intel, most recently as CEO. Nicholas Kelez is the CEO of X-Light, a semiconductor startup developing breakthrough EUV laser technology for next-generation chipmaking. In this conversation, they unpack what it takes to wake Moore's law from its nap, why the U.S. government just became X-Light's second-largest shareholder, and how faith and deep tech are shaping the future of American competitiveness in the AI era. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-12-1724 min
AI News Daily - Your Daily AI Briefing in 5 MinutesThree AI Shifts for 2026. Apple STARFlow‑V Unveiled. Research Agents Invent Facts. Gelsinger Backs xLight Deal.DeepMind CEO reveals the three radical AI trends for 2026.Apple shows an alternative to diffusion models for video AI.AI research agents would rather fabricate facts than admit that they do not know something.Pat Gelsinger wants to save Moore’s Law, with a little help from the Feds
The AI news for December 7th, 2025--- This episode is sponsored by ---Find our more about our today's sponsor Pickert at pickert.de.---Would you like to create your own AI-generated and 100% automated podcast on your chosen topic? --> Reach out to...
2025-12-0704 min
DIGITIMES每日新聞20251119 Pat Gelsinger攜矽谷7新星訪台 台積鏈助攻落地量產 / 華為傳將發表AI新技術 算力全速追趕NVIDIA今日科技產業新聞要點：1.Pat Gelsinger攜矽谷7新星訪台 台積鏈助攻落地量產2.華為傳將發表AI新技術 算力全速追趕NVIDIA3.三星Exynos 2600良率達60%、價格下壓 技術與成本雙軌迎戰高通4.記憶體超級週期全面啟動 三星、SK海力士庫存大減5.記憶體漲價促手機品牌陷兩難 傳華為Mate 80改採國產供應6.折疊OLED連3季苦悶 等待2026折疊iPhone蘋果甜滋味7.無畏台灣市場高度飽和 品牌手機再添新兵8.「三法剿殺」重創台灣綠電進程 半導體護國群山RE100壓力升溫9.車用零件廠跨界再進化 劍麟鎖定AI散熱分歧管、目標1H26放量10.豐田汽車擬調整產品節奏 全面改款週期拉長至9年IC之音行銷企劃12月6號星期六《IC國際教育展》在清華大學旺宏館舉行知名藝人陶晶瑩、AI教育專家胡筱薇、國際心理學專家陳永儀、棒球12強世界冠軍中華隊情蒐小組徐樂，帶來精采講座，並有留學遊學、國際教育機構、政府機關等各界專家，共創產、官、學的展覽盛會！現場還有美食、文創、永續綠市集熱鬧登場，歡迎親子同遊。12月6號，清大旺宏館，展覽免費入場。講座座位有限，快上IC之音官網報名！https://www.ic975.com/活動專線 0800-222-975 收聽《DIGITIMES每日新聞》：https://reurl.cc/yRz9m6更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 service@ic975.comPodcast廣告合作請洽 sharon.wang@ic975.com03-5163975分機208 王小姐
2025-11-1808 min科技咖【DIGITIMES每日新聞】20251119 Pat Gelsinger攜矽谷7新星訪台 台積鏈助攻落地量產 / 華為傳將發表AI新技術 算力全速追趕NVIDIA今日科技產業新聞要點：1.Pat Gelsinger攜矽谷7新星訪台 台積鏈助攻落地量產2.華為傳將發表AI新技術 算力全速追趕NVIDIA3.三星Exynos 2600良率達60%、價格下壓 技術與成本雙軌迎戰高通4.記憶體超級週期全面啟動 三星、SK海力士庫存大減5.記憶體漲價促手機品牌陷兩難 傳華為Mate 80改採國產供應6.折疊OLED連3季苦悶 等待2026折疊iPhone蘋果甜滋味7.無畏台灣市場高度飽和 品牌手機再添新兵8.「三法剿殺」重創台灣綠電進程 半導體護國群山RE100壓力升溫9.車用零件廠跨界再進化 劍麟鎖定AI散熱分歧管、目標1H26放量10.豐田汽車擬調整產品節奏 全面改款週期拉長至9年IC之音行銷企劃12月6號星期六《IC國際教育展》在清華大學旺宏館舉行知名藝人陶晶瑩、AI教育專家胡筱薇、國際心理學專家陳永儀、棒球12強世界冠軍中華隊情蒐小組徐樂，帶來精采講座，並有留學遊學、國際教育機構、政府機關等各界專家，共創產、官、學的展覽盛會！現場還有美食、文創、永續綠市集熱鬧登場，歡迎親子同遊。12月6號，清大旺宏館，展覽免費入場。講座座位有限，快上IC之音官網報名！https://www.ic975.com/活動專線 0800-222-975 收聽《DIGITIMES每日新聞》：https://reurl.cc/yRz9m6更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 service@ic975.comPodcast廣告合作請洽 sharon.wang@ic975.com03-5163975分機208 王小姐
2025-11-1808 min
The Veritas ForumSuccess, Silicon Valley, & Fulfillment | Pat Gelsinger & John Hennessy
In today’s episode, two Stanford leaders open up about the personal costs and course corrections in their professional lives. Is it possible to lead with integrity and still compete at the highest level? And what do you hold onto when you fail?
You’ll hear from John Hennessy, the former president of Stanford, and Pat Gelsinger, the former CEO of Intel. In their conversation moderated by Stanford student Elli Schulz, they share their stories of finding purpose in the middle of failures, explore the intersection of their Christian faith and work, and offer their thoug...
2025-11-0600 min
KFM On DemandFaith Driven Entrepreneur - Episode 349 - How Faith and Technology Will Shape the Future of the Church | Pat Gelsinger, Ex-Intel CEOAt the Gutenberg Moment: How AI is Reshaping Faith, Technology, and Kingdom ImpactJoin host Justin Forman for a pivotal conversation with Pat Gelsinger in Boulder, Colorado, exploring how faith-driven leaders can steward the most transformative technology cycle of the modern era. From his 45 uninterrupted years in tech to his transition into investing and leading Gloo, Pat shares profound insights on navigating seasons of life, building the faith technology platform, and positioning the church to ride—not watch—the AI wave.This episode tackles critical questions about fragmentation in the faith ecosystem, the power of unif...
2025-10-2841 minFaith Driven EntrepreneurEpisode 349 - How Faith and Technology Will Shape the Future of the Church | Pat Gelsinger, Ex-Intel CEOAt the Gutenberg Moment: How AI is Reshaping Faith, Technology, and Kingdom ImpactJoin host Justin Forman for a pivotal conversation with Pat Gelsinger in Boulder, Colorado, exploring how faith-driven leaders can steward the most transformative technology cycle of the modern era. From his 45 uninterrupted years in tech to his transition into investing and leading Gloo, Pat shares profound insights on navigating seasons of life, building the faith technology platform, and positioning the church to ride—not watch—the AI wave.This episode tackles critical questions about fragmentation in the faith ecosystem, the power of unif...
2025-10-2841 min
Missional AI PodcastShaping AI as a Force for Good with Pat GelsingerIn this episode of the Global Missional AI Podcast, host James Poulter sits down with Pat Gelsinger, retired CEO of Intel and now Executive Chair of Gloo and Head of Technology. Pat shares his perspective on why AI represents the biggest technological shift yet—one where computers finally adapt to humans rather than the other way around.Drawing parallels to the Gutenberg printing press and Martin Luther's moment, Pat makes a compelling case that AI has the potential to reach every person on the planet with transformative impact. But he also issues an urgent warning: the faith community largely mi...
2025-10-1813 min
TBPNAI’s Power Problem, Apple Goes Meta on AI Glasses | Pat Gelsinger, Josh Isner, Sheel Mohnot, Santiago Nestares, Austin Federa(01:18) - AI’s Power Problem
(22:04) - Andrej Karpathy AI Models Law of Diminishing Returns
(35:40) - 𝕏 Timeline Reactions
(56:18) - Apple Goes Meta on AI Glasses
(01:01:31) - Josh Isner, President of Axon, has been with the company since 2009, starting in the Leadership Development Program and advancing through various roles to his current position. In the conversation, he discusses Axon's evolution from a hardware-focused company to a leader in software solutions for public safety, highlighting innovations like the Draft One AI product that generates initial police reports from body camera transcripts, significantly reducing officers' administrative workload. He also touches on the strat...
2025-10-023h 02
Become New with John Ortberg31. How Tech Can Serve the Gospel | John Ortberg & Pat GelsingerToday, as we continue through We Should Get Out More, we’re talking tech, but not just the usual doom-scroll warnings. John sits down with Pat Gelsinger, a tech mogul and lifelong follower of Jesus, to talk about how faith and technology don’t have to live in separate worlds. In fact, Pat argues this moment in history is a “Gutenberg moment”: a once-in-a-generation opportunity for the Church to use technology to spread goodness, beauty, and truth. So instead of running from it, what if we stepped into it, with wisdom and courage?Become New is here to help...
2025-07-2820 minDIGITIMES每日新聞川普稱與越南達成貿易協議 轉口關稅40%劍指中國/Pat Gelsinger認美國需要耐心資本 仍力挺英特爾晶圓製造今日科技產業新聞要點：1.川普稱與越南達成貿易協議 轉口關稅40%劍指中國2.Pat Gelsinger認美國需要耐心資本 仍力挺英特爾晶圓製造3.高通新AP供應商傳重回雙軌制 三星有望以SF2製程代工4.微軟再裁9,000人 重創遊戲部門、聚焦AI成本控管5.微軟自研AI晶片進度延宕 擬推「中繼晶片」抵禦NVIDIA競爭6.中美休戰進行式 三大EDA廠證實美已解除對中出口禁令7.地緣政治風險 比亞迪無限延期墨西哥建廠計畫8.中國車廠加速晶片自主化 比亞迪、蔚來、小米爭鋒9.「大而美法案」突襲 再生能源恐遭毀滅性打擊10.人形機器人加速發展 盼成南韓電池業救命浮木收聽《DIGITIMES每日新聞》：https://reurl.cc/yRz9m6更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 service@ic975.comPodcast廣告合作請洽 sharon.wang@ic975.com03-5163975分機208 王小姐
2025-07-0407 minDIGITIMES每日新聞Pat Gelsinger稱受「第三方」所迫 非自願離職英特爾/中美完成貿易協議簽署 美國分階段解除對中出口限制換取稀土供給今日科技產業新聞要點：1.Pat Gelsinger稱受「第三方」所迫 非自願離職英特爾2.中美完成貿易協議簽署 美國分階段解除對中出口限制換取稀土供給3.傳DeepSeek苦等NVIDIA晶片 R2模型發布延宕4.傳三星S26測試美光LPDDR5X樣品 自家記憶體恐又失寵5.SK海力士12層HBM3E稱霸AI市場 季營益破10兆韓元在望6.電競OLED市場看增 SDC、LGD將擴產、提高出貨量7.美系車降價壓力來襲 三陽吳清源：但求關稅合理化8.價格戰餘波擴及全球 中國「零里程二手車」銷往海外9.日產虧損高於市場預期 啟動裁員關廠計畫10.表後儲能補助到 有量、創揚、智電主打台灣三結義收聽《DIGITIMES每日新聞》：https://reurl.cc/yRz9m6更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 service@ic975.comPodcast廣告合作請洽 sharon.wang@ic975.com03-5163975分機208 王小姐
2025-06-3007 minDIGITIMES每日新聞AI大廠瘋搶日東紡載板材料 先進封裝關鍵材料也成台廠鎖定商機/Pat Gelsinger訪日評Rapidus 強調須與台積電技術差異化今日科技產業新聞要點：1.AI大廠瘋搶日東紡載板材料 先進封裝關鍵材料也成台廠鎖定商機2.Pat Gelsinger訪日評Rapidus 強調須與台積電技術差異化3.傳小米已註冊「玄戒O2」 2奈米製程挑戰高通、蘋果4.台積也難逃專利蟑螂攻擊 台系供應鏈結盟還擊5.「客製化HBM」時代將啟 SK海力士有望持續領航6.膽固醇液晶搭上德鐵「省90%能耗」 達擎攻歐洲綠運輸商機7.歐、中電動車最低價格談判 豬、酒、稀土全擺上桌8.現代汽車、SK On推遲美國合資廠投資 設備商陷資金困境9.Tesla拿下中國GWh儲能 眾中系廠在美擱淺10.中美稀土角力未解 更多美企遭受池魚之殃2025 Ansys Taiwan Simulation World 用戶技術大會 8/13 盛大登場！ 今年以「AI 驅動未來模擬，開啟研發新世代」為主軸重磅邀請台積電、聯發科、AMD、台達等產業領袖分享模擬技術在晶片、3DIC、電動車等領域的應用探討如何加速研發、推動創新！ 席位有限，報名從速！
2025-06-2608 min
The Six Five with Patrick Moorhead and Daniel NewmanEP 255: From Intel to Innovation: Pat Gelsinger's New VenturesFrom OpenAI's $300 Billion Valuation to shake-ups at Intel and more, hosts Patrick Moorhead and Daniel Newman dive into the week's biggest tech stories with a very special guest: Pat Gelsinger. Get ready for insights and unfiltered perspectives you won't hear anywhere else. The handpicked topics for this week are: AI Model Mania: From the latest from OpenAI, Microsoft, and Google, we break down the key AI announcements and what they mean for the future of the industry. The OpenAI Valuation Debate: Is OpenAI's $300 billion valuation justified? We go head-to-head on this hot topic, e...
2025-03-3147 min
Brandsit AudioPat Gelsinger - były CEO Intela - znalazł nową pracę. Teraz inwestuje w przyszłość produkcji chipówPat Gelsinger, po burzliwym rozstaniu z Intelem, rozpoczyna nowy rozdział w świecie venture capital, dołączając do Playground Global. Jego ruch sygnalizuje nie tylko zmianę otoczenia, ale i ambitne plany na rewolucjonizowanie kluczowych technologii w branży półprzewodników.
2025-03-2802 min
Closing BellClosing Bell Overtime: Former Intel CEO Pat Gelsinger’s First Interview Since Ouster; Twilio CEO On AI Integration 3/24/25Carson Group’s Ryan Detrick and Evans May Wealth’s Brooke May break down the latest market trends and today’s big rally. Morgan Stanley Global Chief Economist Seth Carpenter weighs in on the economy and impact of tariffs talk. Twilio CEO Khozema Shipchandler discusses AI’s impact on business—and how the company is using AI internally to drive efficiency. Alan Ratner, Managing Director at Zelman & Associates, analyzes KB Home’s earnings. Plus, former Intel CEO Pat Gelsinger gives his first interview since being ousted from the helm of the chipmaker and an inside look at how China is courting...
2025-03-2442 min
Geek Forever’s Podcastการเดิมพันครั้งสุดท้ายของ Intel เมื่อแผนกู้วิกฤติของ Pat Gelsinger กลายเป็นหายนะ | Geek Story EP306วันที่ 23 มีนาคม 2021 เป็นวันสำคัญในประวัติศาสตร์ของ Intel เมื่อ Pat Gelsinger ซีอีโอคนใหม่ยืนอยู่ท่ามกลางความวุ่นวายของทีมงานกล้องในสตูดิโอ เตรียมตัวประกาศกลยุทธ์ที่จะกอบกู้ยักษ์ใหญ่แห่งวงการเทคโนโลยีที่กำลังประสบปัญหา Intel ในขณะนั้นถูกคู่แข่งเอาชนะซ้ำแล้วซ้ำเล่า ขวัญกำลังใจภายในบริษัทตกต่ำ และนักลงทุนเริ่มหมดความอดทนกับราคาหุ้นที่แทบไม่ขยับมานานกว่า 20 ปี คณะกรรมการของ Intel เชื่อว่าพวกเขาได้พบผู้ที่จะกอบกู้บริษัทแล้ว
เมื่อกล้องเริ่มถ่ายทำ ทุกสายตาจับจ้องอย่างกระตือรือร้นขณะที่ Gelsinger เปิดเผยวิสัยทัศน์ของเขา “บริษัทที่ยิ่งใหญ่สามารถกลับมาจากช่วงเวลาที่ท้าทายและกลับมาแข็งแกร่งและมีความสามารถมากกว่าที่เคยเป็น” เขากล่าวด้วยความมั่นใจ “IDM 2.0 เป็นกลยุทธ์ที่ชาญฉลาดซึ่งมีเพียง Intel เท่านั้นที่สามารถทำมันได้ – และเป็นสูตรแห่งชัยชนะ” ช่วงเวลานั้นเต็มไปด้วยความหวัง พนักงาน นักลงทุน และคณะกรรมการต่างเชื่อมั่นว่า Gelsinger จะนำพา Intel กลับสู่ความรุ่งโรจน์อีกครั้ง
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#IntelIDM2.0 #ความล้มเหลวของIntel #PatGelsinger #วิกฤติชิป #เซมิคอนดักเตอร์ #บทเรียนธุรกิจ #IntelVsTSMC #เทคโนโลยีล้มเหลว #สงครามชิป #IntelFoundry #กลยุทธ์ธุรกิจ #บริษัทยักษ์ใหญ่ล่ม #ธุรกิจเทคโนโลยี #ทำไมIntelล่ม #การลงทุนผิดพลาด #วิเคราะห์ธุรกิจ #IntelVsAMD #วิกฤติเทคโนโลยี #เรียนรู้จากความล้มเหลว #ตลาดเซมิคอนดักเตอร์ #geekstory #geekforeverpodcast
2025-03-0424 min
Người Thành CôngChuyện gì đang xảy ra với Intel?Tải ứng dụng Sách Tinh Gọn để nghe hơn 2000 sách tóm tắt nhé bạn: https://www.sachtinhgon.comChuyện gì đang xảy ra với Intel? Vào ngày 23 tháng 3 năm 2021, Pat Gelsinger, vị CEO mới được bổ nhiệm của Intel, đứng trước ống kính máy quay trong một phòng thu chuyên nghiệp. Xung quanh ông, cả một đội ngũ quay phim đang tất bật chuẩn bị cho một buổi phát biểu mang tính bước ngoặt. Đây không chỉ là một bài diễn văn thông thường, mà là nơ...
2025-03-0427 min
Business Books & Co.The Juggling Act with Pat GelsingerSilicon legend Pat Gelsinger joins us to discuss his book The Juggling Act: Bringing Balance to Your Faith, Family, and Work. How do you live a balanced life, including prioritizing your faith and family, while achieving ambitious goals in the workplace? Pat, the former CEO of Intel, provides key strategies and insights that can help any working professional master the juggling act. We also discuss with Pat the appropriate place for faith and politics in the workplace.
Show Notes
The Juggling Act by Pat Gelsinger via Amazon
Pat Gelsinger on X
Pat Gelsinger on LinkedIn
...
2025-01-2955 min
MacVoices VideoMacVoices #25001: Live! - What Does The Intel Chairman’s Resignation Really Mean?The implications of Pat Gelsinger stepping down as Chairman of Intel are discussed and debated by the MacVoices Live! panel of Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Ben Roethig, Jim Rea, and Mark Fuccio. Will his successor be able to bring Intel back from the brink? Will the company need to divest itself of some divisions to survive? Where does Intel stand in an environment where nanometer processes and AI chip demands are the norm?
MacVoices is supported by the 2024 MacVoices Holiday Gift Guide. Great gift ideas to give and get from your...
2025-01-0325 min
MacVoicesMacVoices #25001: Live! - What Does The Intel Chairman's Resignation Really Mean?The implications of Pat Gelsinger stepping down as Chairman of Intel are discussed and debated by the MacVoices Live! panel of Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Ben Roethig, Jim Rea, and Mark Fuccio. Will his successor be able to bring Intel back from the brink? Will the company need to divest itself of some divisions to survive? Where does Intel stand in an environment where nanometer processes and AI chip demands are the norm? MacVoices is supported by the 2024 MacVoices Holiday Gift Guide. Great gift ideas to give and get from your MacVoices friends...
2024-12-3125 min
Qualcosa di importante17. Pat Gelsinger cacciato da Intel: cosa succederà ora?Torno sull'argomento Intel visto che la dipartita improvvisa e probabilmente violenta di Pat Gelsinger, il suo CEO da appena 3 anni, può significare moltissimo per il colosso dei chip. E non tutte le ipotesi sono positive, anzi...🔵Seguimi su Telegram: https://t.me/ilpigreco314e su 🟣Instagram: https://www.instagram.com/ilpigreco/
2024-12-1015 min
Broken Silicon287. B580 Battlemage Leak, Intel after Pat Gelsinger, ARM GPU, Nvidia | Daniel NenniA semiconductor industry veteran & SemiWiki.com founder joins to discuss Intel’s implosion.
[SPON: Use "brokensilicon“ at CDKeyOffer’s Black Friday Sale to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ]
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0:00 Introducing Industry Veteran Daniel Nenni
3:18 What ultimately led to Intel's downfall?
11:29 Is SAMSUNG a Trailing Edge Foundry in 2025?
13:52 Are we about to deal with an OVERSUPPLY of silicon?
29:13 Why was Pat Gelsinger fired from Intel?
38:08 Will Intel Foundries ever be cost competitive?
41:2...
2024-12-081h 46
Les Voix de la TechL'hebdo | Mac Lesggy cloné sur M6, Pat Gelsinger débarqué chez Intel, Nicolas Gaume pour la Bentobox, la première usine en orbiteLes Voix de la Tech, épisode 11 | Vendredi 6 décembre 2024.Mac Lesggy cloné sur M6, Pat Gelsinger débarqué chez Intel, Nicolas Gaume pour REV1 et la Bentobox, la première usine en orbite.Également disponible en version intégrale sur Apple Podcasts avec 52 minutes supplémentaires.Présentation: Benjamin Vincent et Fabrice Neuman.Au programme : M6 a diffusé, la semaine dernière, la toute première bande-annonce TV, générée par l’intelligence artificielle. C’était pour E=M6, l’émission de vulgarisation scientifique, avec un clone de Mac Lesggy. Une auto-promo b...
2024-12-0629 min
IT SPARC CastApple Vulnerabilities, VMware Alternatives, and Pat Gelsinger’s IntelIn this episode of IT SPARC Cast, John and Lou tackle Apple’s latest security vulnerabilities, explore Proxmox and OpenNebula as alternatives to VMware, and analyze Pat Gelsinger’s departure as Intel’s CEO. They also discuss shifting trends in IT infrastructure and the future of virtualization. Stay informed with insights and actionable advice for IT leaders.Show NotesNews Bytes:WordPress Anti-Spam Plugin Vulnerability:•A critical flaw in the CleanTalk anti-spam plugin affects 200,000 sites, scoring a 9.8/10 in severity. Attackers can upload malicious plugins via DNS poisonin...
2024-12-0635 min
The CircuitEpisode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic ValueIn this episode, Ben Bajarin and Jay Goldberg discuss the unexpected retirement of Pat Gelsinger from Intel and its implications for the company's future. They explore the strategic direction Intel may take post-Gelsinger, the challenges of leadership transition, and the importance of product focus versus foundry operations. The conversation delves into the need for a growth strategy in a competitive landscape and the potential paths forward for Intel as it navigates these changes. In this conversation, Jay Goldberg and Ben Bajarin discuss the current state and future of Intel, focusing on its CPU market position, the challenges it faces...
2024-12-0646 min
What's Next｜科技早知道英特尔 CEO 辞职的背后：芯片巨头的兴衰与永续的硅谷精神 ｜硅谷徐老师 S8E2712 月 3 日，英特尔的 CEO 帕特·基尔辛格（Pat Gelsinger）突然宣布辞去首席执行官职务。很多报道透露，基辛格其实是在董事会的压力下「被迫退休」。最近半年，关于英特尔这家芯片巨头的负面消息接连不断。从公司市值上看，过去五年的时间，英特尔的市值缩水了近一半。为了应对财务压力，英特尔近期也宣布了一项高达100亿美元的成本削减计划，以及将裁员约 1.5 万名员工的消息。这一系列的坏消息都预示着这个曾经的科技霸主正经历着其历史上最为艰难的时期。
我们今天的话题就是想一起来分析以下曾经辉煌的英特尔正在遭遇的困境，刚刚辞职的 CEO Pat Gelsinger 为挽回公司所做的一些努力，以及他离开后公司可能的未来。
本期人物
硅谷徐老师，AI 高管、连续创业者、斯坦福客座讲师，小红书和微信视频号：硅谷徐老师 ｜公众号：硅谷云｜ YouTube： Byte into Future
Yaxian，「科技早知道」监制
Sam Li, 曾任职英特尔，现从事虚拟机和高性能计算架构的研发工作
Tom Qin, 连续创业者，曾任职小米，熟悉半导体产业及电子产品供应链体
主要话题
[03:22] Windows 操作系统与 x86 架构形成的 Wintel 联盟让英特尔几乎独占了个人计算机市场
[05:24] 英特尔卖掉 ARM 架构许可证，从此错失掉手机芯片市场
[13:14] 苹果曾希望与英特尔合作开发手机芯片，却遭英特尔拒绝
[15:51] 在成熟的 CPU 带来的市场成功面前，GPU 在英特尔的研发被边缘化
[19:23] 技术的护城河变成了创新的绊脚石，这样的例子在科技企业中屡见不鲜
[22:26] 失去手机芯片市场之后：英特尔的晶圆厂已无法再与台积电相抗衡
[26:46] 假如时光可以倒流，英特尔的 CEO 们还会做出同样错误的决定吗？
[32:58] CEO Pat Gelsinger 的传奇人生：18 岁加入英特尔，08 年负气出走，21 年重新回归
[34:43] Pat 上任后的晶圆厂复兴计划：一个正确但注定失败的选择
[38:57] 冒险精神：大公司最需要也最稀缺的企业文化
[42:10] 悲观的现实和乐观的未来：英特尔可能面临分拆，但硅谷精神将永续
幕后制作
监制：Yaxian
后期：Jack
运营：George
设计：饭团
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欢迎扫码添加声小音，在节目之外和我们保持联系。Special Guests: Sam Li, Tom Qin, and 雅娴.
2024-12-0647 min
Oxide and FriendsIntel after GelsingerHoly Sh**! Pat Gelsinger announced his "retirement" leaving a rudderless Intel without a captain. How did Intel get here? Some of the cultural problems may be deep in the DNA. Bryan and Adam have some ideas for what happens next, and who might be the next CEO.In addition to Bryan Cantrill and Adam Leventhal, speakers included Ian Grunert.Some of the topics we hit on, in the order that we hit them:Intel announces the retirement of Pat GelsingerAndy Jassy/Pat Gelsinger re:Invent 2018 premises/premise supercutAcquired: Adapting Episode 3: IntelCHM: Pat Gelsinger Oral...
2024-12-051h 50
Tech666【產業最新觀察】季辛格（Pat Gelsinger）下台，英特爾的未來動向觀察這一兩天非常紅的科技新聞，就是 Intel的執行長 季辛格(Pat Gelsinger)然臨時宣佈退休消息，引發了整個全球半導體產業震撼彈 Intel 近期在財報表現上似乎差強人意，尤其是在所謂的晶圓代工晶圓製造部門的虧損，在第三季也看到比較持續擴大的跡象。季辛格 在上任之後，其實這幾年在整個執行長任期內跌跌撞撞的，退休的消息其實讓大家，覺得情感複雜 在卸任之後，其實更重要的一件事情是 Intel接下來可以怎麼走，其實是更要去做留意的地方。那下一個問題是，2026年的下半年 Intel有沒有辦法找到好的CEO來重新讓整個 Intel重返榮耀，這件事情是大家比較關注的部分。 以下是我們目前認為需要注意的三點觀察：1. Intel 在晶圓製造虧損上的發展是否會收斂2. Intel 產品競爭力上是否能夠與 AMD、NVIDIA 抗衡3. Intel 的先進製程是否能趕上台積電
2024-12-0505 min
Tech Field Day News RundownPat Gelsinger Retires from Intel | The Gestalt IT Rundown: December 4, 2024The biggest news of the holiday weekend dropped on Monday. Pat Gelsinger has retired from Intel, effective immediately. David Zinsner, CFO, and Michelle Johnston Holthaus, newly named CEO of the Intel Product subunit, have been named as Co-CEOs while the board searches for a permanent member. Gelsinger has been the CEO since 2021. He has been focused on returning Intel to dominance in the chip market while also facing headwinds from industry transitions to mobile and AI computing. Intel stock prices rose on the news. This and more on The Gestalt IT Rundown.
Time Stamps:
0:00 - Welcome to the Rundown
1:14...
2024-12-0439 min
CB-Funk - der ComputerBase-Podcast#94 Pat geht, Arc ist "best in class" und Jan füllt einen Sackmit Fabian und Jan
Neuer Chef gesucht: CEO Pat Gelsinger hat Intel schon gestern verlassen
https://www.computerbase.de/news/wirtschaft/kein-scherz-ceo-pat-gelsinger-hat-intel-schon-gestern-verlassen.90506/
Intel Battlemage: Arc B580 und Arc B570 für 249 und 219 US-Dollar vorgestellt
https://www.computerbase.de/news/grafikkarten/intel-battlemage-arc-b580-und-arc-b570-fuer-249-und-219-us-dollar-vorgestellt.90519/
Windows 10 vs. Windows 11 im Test: Gaming-Leistung im CPU-Limit mit und ohne HVCI im Vergleich
https://www.computerbase.de/artikel/betriebssysteme/windows-10-vs-windows-11-gaming-leistung-test.90348/
Indiana Jones und der Große Kreis: Systemanforderungen lassen jegliche Relikte vermissen
https://www.computerbase.de/news/gaming/indiana-jones-und-der-grosse-kreis-systemanforderungen-lassen-jegliche-relikte-vermissen.90537/
Smartphone und Mobilfunk: Wie te...
2024-12-041h 10DIGITIMES每日新聞英特爾宣布Pat Gelsinger退休 兩位臨時共同CEO暫代職務/美再撒禁令圍堵中國半導體 台積電影響可控 聯電、世界因禍得福今日科技產業新聞要點：1.英特爾宣布Pat Gelsinger退休 兩位臨時共同CEO暫代職務2.美再撒禁令圍堵中國半導體 台積電影響可控 聯電、世界因禍得福3.美禁令難擋HBM竄流 中國DRAM供應鏈重金部署應戰4.華為向蔡司、ASML搶人才 意在突破半導體設備、製程困境？5.品牌AI伺服器訂單大搬風 代工業者看到也吃到6.三星：2028年AI手機佔過半 晶片與終端全面發展7.AI、HPC推動 估2024全球GPU規模進逼千億美元8.Arm雄心不侷限半導體 目標AI軟硬體與生態共進9.AI商機暢旺 光聖2025年三大產品線齊步增10.功率半導體鏈看淡歐美車用展望 台廠切小眾市場求生存11.電氣化轉型風雨飄搖 Stellantis歲末臨陣換將12.川普新政迫近 消費者搶搭EV補貼末班車IC之音行銷企劃打開手機，鎖定您關切的科技關鍵字:AI、半導體、智慧製造《科技D+》Podcast，多元科技話題「攏底加」!DIGITIMES策劃D Forum系列論壇，囊括尖端科技技術、產業趨勢發展分析，及專業B2B活動資訊。《科技D+》收錄實體論壇精華，每集20分鐘，最新趨勢「攏底加」快上各大Podcast平台搜尋《科技D+》收聽《DIGITIMES每日新聞》：https://pse.is/4fjhvz更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 service@ic975.comPodcast廣告合作請洽 sharon.wang@ic975.com03-5163975分機208 王小姐
2024-12-0309 min
Insight AlgorithmEpisode 029: Intel's Leadership Shakeup: What Went Wrong with Pat Gelsinger?In today’s episode, we dive into the fallout from Intel’s decision to oust CEO Pat Gelsinger after a nearly four-year tenure marked by stock price declines and market share losses. We explore the reasons behind his dismissal, including his failure to combat rising competition from Nvidia and unmet expectations for his turnaround strategy. With interim co-CEOs now in place and a CEO search underway, we also discuss governance challenges at Intel, particularly the lack of semiconductor expertise on its board.
2024-12-0317 min
奇客情报站｜你的全球科技雷达英特尔 CEO Pat Gelsinger 宣布退休|加拿大多媒体联合起诉 OpenAI 侵犯版权本期奇客情报站，主播孙小美将为您播报：1、英特尔 CEO Pat Gelsinger 宣布退休2、加拿大多媒体联合起诉 OpenAI 侵犯版权
2024-12-0302 min
L'IA aujourd'hui !L'IA aujourd'hui épisode du 2024-12-03Bonjour à toutes et à tous, bienvenue dans L’IA Aujourd’hui, le podcast de l’IA par l’IA qui vous permet de rester à la page ! Aujourd’hui : l'intégration de la publicité dans les produits d'OpenAI, le lancement d'un nouveau navigateur IA par The Browser Company, et la retraite du PDG d'Intel, Pat Gelsinger. C’est parti !Commençons par une nouvelle qui pourrait transformer notre interaction avec les outils d'intelligence artificielle : OpenAI explore la possibilité d'intégrer des publicités dans ses produits. Cette initiative, rapportée par The Verge, vise à monétiser davantage les services d'OpenAI tout en offrant des expériences...
2024-12-0303 min
OPB AudioIntel CEO Pat Gelsinger steps downIntel CEO Pat Gelsinger announced he was retiring from the struggling semiconductor manufacturer.
2024-12-0305 min
Bloomberg TechIntel's Gelsinger Retires, Retailers Ready for Cyber MondayBloomberg's Caroline Hyde discusses Intel's next steps as CEO Pat Gelsinger retires. And, retailers get set for what could be a record Cyber Monday. Plus, the future of TikTok's potential ban as President-elect Trump readies for his second term in the White House.See omnystudio.com/listener for privacy information.
2024-12-0242 min
CNBC’s “Money Movers”Pat Exists Intel…What’s ahead for Europe in 2025…Corporate America’s anti-DEI movement 12/2/24Pat Gelsinger is out as CEO of Intel as the stock has taken a huge hit under his leadership, is this the beginning of a turnaround? Plus, Europe is dealing with political changes, the threat of tariffs and a declining Euro – what will 2025 bring? We’ve got your playbook. And, corporate America is walking back its DEI efforts – we’ll look at why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2024-12-0242 min
Tech Brew Ride HomeMon. 12/02 – Gelsinger Out At Intel!Pat Gelsinger is out at Intel. So where do they go from here? The first announces from the AWS re:Invent conference. More signs that crypto is in the ascendency. Elon files to block OpenAI from going for profit. Is he the greatest threat to that company? And a new startup taking on Nvidia.Links:Intel CEO Pat Gelsinger retires (TechCrunch)AWS opens physical outlets that let customers upload their data (TechCrunch)Ripple-Linked XRP Soars to Third-Largest Token After Trump Win (Bloomberg)Elon Musk files for injunction to halt OpenAI’s transition to a for-profit (TechCrunch)Musk’s...
2024-12-0218 min
Squawk on the StreetPat Gelsinger Steps Down As Intel CEO, Black Friday Boost, Trump Throws BRICs on Tariffs 12/2/24On the first trading day of December, Carl Quintanilla, Jim Cramer and David Faber led off the show with big news in the world of tech: Intel announced that CEO Pat Gelsinger is retiring. The anchors assessed his nearly four-year tenure, during which shares of the chipmaker lost 60% of their value. Flashback: Hear what Gelsinger told Jim on CNBC in 2021, just months after becoming Intel CEO. Also in focus: Black Friday $11 billion online bonanza. President-elect Trump sends BRIC nations a 100% tariff threat, the CEO of Jeep maker Stellantis steps down , Disney's "Moana 2" leads the Thanksgiving weekend box office surge...
2024-12-0242 min
Talking Heads - Craft ComputingEp. 361 - Pat Gelsinger Out; Intel's Battlemage B580 GPUPat Gelsinger Out; Intel's Battlemage B580 GPU
2024-11-282h 10
AOD – IC之音竹科廣播 FM97.5Pat Gelsinger 傳11月來台見魏哲家 台積取消英特爾折扣傳言太荒唐/美超微會計風波延燒 輕則衝擊伺服器市佔、重則下市今日科技產業新聞要點：
1.Pat Gelsinger 傳11月來台見魏哲家 台積取消英特爾折扣傳言太荒唐
2.美超微會計風波延燒 輕則衝擊伺服器市佔、重則下市
3.深度分析：Supermicro財務連環爆 供應鏈緊盯兩件事
4.日月光擴先進封裝趕進度 2025仍由AI擔綱成長車頭
5. 愛德萬2度上調今年業績 GenAI需求旺、營益翻倍
6. 長華封裝材料調漲發酵 看好後市營運動能
7. 三星MX 3Q營利年減14.5% 未來寄望AI、新形態手機？
8.SDC營收、營業利益雙降 8.6代IT OLED可望2026量產
9. 比亞迪季營收首超Tesla 中國EV巔峰時刻背後的陰霾
10.中國市場利潤重挫 保時捷、賓士承諾削減成本
11.歐對中EV課稅生效 兩供應鏈急忙啟動B計畫
12.全國科技動態調查結果出爐 台廠研發投入首破8,000億元
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IC之音 i Forum國際教育論壇
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知名作家、哈佛大學教育學院心理學碩士 劉軒
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鏡新聞主播、雪城大學雙學士 王顯瑜
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03-5163975分機208 王小姐
2024-11-0310 minAOD – IC之音竹科廣播 FM97.5Pat Gelsinger 傳11月來台見魏哲家 台積取消英特爾折扣傳言太荒唐/美超微會計風波延燒 輕則衝擊伺服器市佔、重則下市今日科技產業新聞要點：
1.Pat Gelsinger 傳11月來台見魏哲家 台積取消英特爾折扣傳言太荒唐
2.美超微會計風波延燒 輕則衝擊伺服器市佔、重則下市
3.深度分析：Supermicro財務連環爆 供應鏈緊盯兩件事
4.日月光擴先進封裝趕進度 2025仍由AI擔綱成長車頭
5. 愛德萬2度上調今年業績 GenAI需求旺、營益翻倍
6. 長華封裝材料調漲發酵 看好後市營運動能
7. 三星MX 3Q營利年減14.5% 未來寄望AI、新形態手機？
8.SDC營收、營業利益雙降 8.6代IT OLED可望2026量產
9. 比亞迪季營收首超Tesla 中國EV巔峰時刻背後的陰霾
10.中國市場利潤重挫 保時捷、賓士承諾削減成本
11.歐對中EV課稅生效 兩供應鏈急忙啟動B計畫
12.全國科技動態調查結果出爐 台廠研發投入首破8,000億元
IC之音行銷企劃
橫跨歐美亞的學習力，踏出去 一點都不難！
海外的學習環境，如何讓人獲得嶄新的想法？
出國留遊學、開闊眼界，可以得到什麼？
IC之音 i Forum國際教育論壇
哈佛、雪城到巴黎，跨越歐美亞的學習力。
邀請
知名作家、哈佛大學教育學院心理學碩士 劉軒
清大中文系副教授、巴黎新索邦大學戲劇學博士 羅仕龍
鏡新聞主播、雪城大學雙學士 王顯瑜
暢談跨文化學習力！
現場並匯聚國際教育與趨勢專家，提供最新專業資訊，
十一月十六號 星期六早上九點 新竹喜來登飯店，
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異業合作洽詢 service@ic975.com
Podcast廣告合作請洽 sharon.wang@ic975.com
03-5163975分機208 王小姐
2024-11-0310 minDIGITIMES每日新聞Pat Gelsinger 傳11月來台見魏哲家 台積取消英特爾折扣傳言太荒唐/美超微會計風波延燒 輕則衝擊伺服器市佔、重則下市今日科技產業新聞要點：1.Pat Gelsinger 傳11月來台見魏哲家 台積取消英特爾折扣傳言太荒唐2.美超微會計風波延燒 輕則衝擊伺服器市佔、重則下市3.深度分析：Supermicro財務連環爆 供應鏈緊盯兩件事4.日月光擴先進封裝趕進度 2025仍由AI擔綱成長車頭5. 愛德萬2度上調今年業績 GenAI需求旺、營益翻倍6. 長華封裝材料調漲發酵 看好後市營運動能7. 三星MX 3Q營利年減14.5% 未來寄望AI、新形態手機？8.SDC營收、營業利益雙降 8.6代IT OLED可望2026量產9. 比亞迪季營收首超Tesla 中國EV巔峰時刻背後的陰霾10.中國市場利潤重挫 保時捷、賓士承諾削減成本11.歐對中EV課稅生效 兩供應鏈急忙啟動B計畫12.全國科技動態調查結果出爐 台廠研發投入首破8,000億元IC之音行銷企劃橫跨歐美亞的學習力，踏出去 一點都不難！海外的學習環境，如何讓人獲得嶄新的想法？出國留遊學、開闊眼界，可以得到什麼？IC之音 i Forum國際教育論壇哈佛、雪城到巴黎，跨越歐美亞的學習力。邀請知名作家、哈佛大學教育學院心理學碩士 劉軒清大中文系副教授、巴黎新索邦大學戲劇學博士 羅仕龍鏡新聞主播、雪城大學雙學士 王顯瑜暢談跨文化學習力！現場並匯聚國際教育與趨勢專家，提供最新專業資訊，十一月十六號 星期六早上九點 新竹喜來登飯店，免費入場，座位有限！快上IC之音官網報名！活動專線 0800-222-975收聽《DIGITIMES每日新聞》：https://pse.is/4fjhvz更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 service@ic975.comPodcast廣告合作請洽 sharon.wang@ic975.com03-5163975分機208 王小姐
2024-11-0310 min
Bloomberg Daybreak: Asia EditionApple, Amazon, and Intel Earnings; Intel CEO Pat GelsingerFeaturing: Elfreda Jonker, Client Portfolio Manager and Investment Specialist at Alphinity Investment Management Pat Gelsinger, Chief Executive Officer at Intel Maribel Lopez, Founder and Principal Analyst at Lopez Research What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy in...
2024-11-0127 min
Bloomberg Daybreak: US EditionBloomberg Technology Special: Intel CEO Pat GelsingerOn a special edition of Bloomberg Technology, host Ed Ludlow speaks with Intel CEO Pat Gelsinger after the company gave a fourth-quarter revenue forecast slight above estimates, leading to a spike in shares after hours.See omnystudio.com/listener for privacy information.
2024-11-0127 min
Bloomberg IntelligenceBloomberg Technology Special: Intel CEO Pat GelsingerOn a special edition of Bloomberg Technology, host Ed Ludlow speaks with Intel CEO Pat Gelsinger after the company gave a fourth-quarter revenue forecast slight above estimates, leading to a spike in shares after hours. See omnystudio.com/listener for privacy information.
2024-11-0127 minBloomberg TechBloomberg Technology Special: Intel CEO Pat GelsingerOn a special edition of Bloomberg Technology, host Ed Ludlow speaks with Intel CEO Pat Gelsinger after the company gave a fourth-quarter revenue forecast slight above estimates, leading to a spike in shares after hours.See omnystudio.com/listener for privacy information.
2024-11-0127 min
Closing BellClosing Bell Overtime: Apple & Amazon Earnings; Intel CEO Pat Gelsinger 10/31/24Nearly $5.5T in earnings reported after the bell, including behemoths Apple and Amazon. We have you covered with instant analysis and reaction from every angle. Plus, Pat Gelsinger, Intel CEO, discuss his company’s earnings, the outlook for the business and moving forward after some difficult quarters. iPhone co-creator Tony Fadell weighs in on Apple Intelligence and the company’s larger strategy with AI.
2024-10-3142 min
Coder Caffeine#36.Harness 'We', Unlock Productivity! (Pat Gelsinger: CEO of Intel, Former CEO of VMware, Conquerer of Mt. Kilimanjaro!)On this episode of Coder Caffeine we talk fresh-squeezed apple cider in Robesonia, Pennsylvania, decode a meaningful quote from Pat Gelsinger, and provide a quick mental framework to go from working solely to collaborating toward greatness!
You'll also hear a powerful Mantra brought to you with a large quantity of chai tea based enthusiasm to power your day - all because we want you to find your tribe, increase your productivity, and spark synergies that propel progress and fuel unparalleled success - just like Patrick Gelsinger!
Pat Gelsinger spearheaded...
2024-08-2002 min
FCCI Pathway to Purpose PodcastEpisode 74 - Leading a Large Company for Christ...Impossible? (part 2) w Pat GelsingerHe chose us to deliver His message...to be Psalm 128 leaders...to transform society through leadership that is marked by integrity and biblical stewardship of all that God has entrusted to us.On this episode, Ken Powell host of FCCI's Pathway to Purpose podcast pulls an International Conference message from the archives that features Pat Gelsinger (CEO of Intel) when he had just stepped into the leadership role at EMC, following years of executive leadership at both Intel and VMware.Watch this episode on YouTube HERE.Register soon for the FCCI International Conference 2024.
2024-08-1221 minFCCI Pathway to Purpose PodcastEpisode 73 - Leading a Large Company for Christ...Impossible? (part 1) - w Pat GelsingerThere aren't many people on the planet today who can make a claim like Pat Gelsinger when it comes to potential impact through his God-given role, talent, and opportunity to influence nearly every person on earth through technology.On this episode, Ken Powell host of FCCI's Pathway to Purpose podcast pulls an International Conference message from the archives that features Pat Gelsinger (CEO of Intel) when he had just stepped into the leadership role at EMC, following years of executive leadership at both Intel and VMware.Watch this episode on YouTube HERE.Register...
2024-08-0521 min
English ShotsNEW // 2024 COMPUTEX: Taiwan Embraces the AI Revolution 2024台北國際電腦展覽會，迎接台灣AI革命Leave a comment and share your thoughts: https://open.firstory.me/user/cluwa9bpy0f9801vvhev5g640/comments Vocabulary 學習單字： ✦ Significant(Adjective) 重要的 The presence of industry giants made this year's COMPUTEX particularly significant. Lisa Su of AMD also made waves with her announcement of AMD's latest AI chip, the MI325X, slated for release later this year. These revelations have ignited curiosity about Taiwan's role in the global AI landscape. 產業巨頭的到來使今年的COMPUTEX特別重要。 AMD的Lisa Su也因宣布AMD最新的AI晶片MI325X而引起轟動，該晶片預計將在今年晚些時候發布。這些消息引發了人們對台灣在全球AI領域角色的好奇心。 ✦ Waves(Noun) 廣泛的轟動 Lisa Su's announcement made waves in the tech industry. Intel CEO Pat Gelsinger further underscored Taiwan's importance in technology during his keynote speech. He eloquently stated, "The 'I' in Intel and the 'T' in...
2024-06-2803 min
Washington Post LiveSen. Mark Warner, Sen. Todd Young, and Intel CEO Pat Gelsinger on the new era of techSen. Todd Young (R-Ind.) and Sen. Mark Warner (D-Va.) discuss the national security concerns around TikTok, U.S. competitiveness in AI and the CHIPS and Science Act. Then, Intel CEO Pat Gelsinger breaks down the federal support for his company to produce chips and why his manufacturing goals for the technology are “higher” than those of President Biden.
Conversations recorded on Thursday, March 21, 2024 at The Futurist Summit: The New Age of Tech.
2024-03-2144 min
Meet The LeaderDavos 2024: A conversation with Pat GelsingerIntel Chief Executive Officer Pat Gelsinger talks with World Economic Forum Executive Chairman Klaus Schwab in this wide ranging conversation on technology, leading edge semiconductor production and the trends shaping the year ahead. Recorded January 17, 2024. Watch the session here: https://www.weforum.org/events/world-economic-forum-annual-meeting-2024/sessions/a-conversation-with-pat-gelsinger-and-klaus-schwab ---- Check out all our podcasts on wef.ch/podcasts: YouTube: https://www.youtube.com/@wef Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552
2024-01-1833 min
Squawk PodSquawk Pod Reports from Davos: Intel CEO Pat Gelsinger 01/16/24In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with Intel CEO Pat Gelsinger. Intel has a new line of chips for generative AI, and investors are excited–bumping the stock up 12% in the wake of that announcement. Gelsinger sees his business and the expansion of semiconductor production in Europe and the US as crucial to establishing a stable world order. He says, a balanced supply chain is key to geopolitics. In this episode:Becky...
2024-01-1614 min
Masters of ScaleRapid Response: Inside Intel’s AI ambitions, w/CEO Pat GelsingerThe AI boom in 2023 left Intel chasing rival Nvidia, whose chips — and shares — have been in high demand. Like other laggards amid this year’s AI mania, Intel is now fighting back, announcing the first-ever AI PC. Intel’s CEO Pat Gelsinger sits down with Rapid Response host Bob Safian to discuss how the company is working to re-establish itself — and sharing lessons for leaders everywhere about the long-term trajectory of the AI wave and how to practically position yourself to ride it. Plus, Pat shares leadership insights from his unceremonious exit from Intel a decade ago, and how he’s apply...
2023-12-1421 min
Rapid ResponseInside Intel’s AI ambitions, w/CEO Pat GelsingerThe AI boom in 2023 left Intel chasing rival Nvidia, whose chips — and shares — have been in high demand. Like other laggards amid this year’s AI mania, Intel is now fighting back, announcing the first-ever AI PC. Intel’s CEO Pat Gelsinger sits down with Rapid Response host Bob Safian to discuss how the company is working to re-establish itself — and sharing lessons for leaders everywhere about the long-term trajectory of the AI wave and how to practically position yourself to ride it. Plus, Pat shares leadership insights from his unceremonious exit from Intel a decade ago, and how he’s apply...
2023-12-1421 min
Big Technology PodcastIntel's CEO Shares His Plan To Win The AI Chip War — With Pat GelsingerPat Gelsinger is the CEO of Intel. He joins Big Technology Podcast to discuss how the AI chip war is playing out and why it's growing more competitive. In this episode, we break down the various components of the chip business, the difference between CPUs and GPUs, who's ahead in the AI chip war, NVIDIA's underrated weakness, and why Intel is getting back into the foundry business after a couple of failed attempts. Tune in for a vibrant, deep discussion of the state of the AI chip business and the state of Intel's comeback.---...
2023-12-1328 min
The Global Leadership PodcastEp 128: Intel CEO Pat Gelsinger — Leadership Wisdom from a 40-Year Career in TechThere aren't many individuals who can honestly say that they helped invent such everyday technology as USB, Wi-Fi, the Cloud, and multiple generations of Intel processors. However, Intel CEO Pat Gelsinger did just that during a decades-long career as an engineer. Moreover, Pat rose from being an engineer to senior leadership at Intel, and, after a painful detour, eventually into the role of. In this conversation with Global Leadership Summit Producer Lori Hermann, Pat shares some of his leadership learnings from the front line of technology, including the importance of mentors, of ongoing curiosity, and some lessons he learned...
2023-11-1447 minThe Global Leadership PodcastEp 128: Intel CEO Pat Gelsinger — Leadership Wisdom from a 40-Year Career in TechThere aren't many individuals who can honestly say that they helped invent such everyday technology as USB, Wi-Fi, the Cloud, and multiple generations of Intel processors. However, Intel CEO Pat Gelsinger did just that during a decades-long career as an engineer. Moreover, Pat rose from being an engineer to senior leadership at Intel, and, after a painful detour, eventually into the role of. In this conversation with Global Leadership Summit Producer Lori Hermann, Pat shares some of his leadership learnings from the front line of technology, including the importance of mentors, of ongoing curiosity, and some lessons he learned...
2023-11-1447 min
C-Suite Conversations with Dr. Patrick LeddinEpisode #72 Pat GelsingerPat Gelsinger joins Scott Miller to discuss the past, present, and future state of chip manufacturing and what it means for the US economy. Pat shares the importance of building a character-driven organization focused on doing the right thing while also embracing opportunities to grow and learn from challenges along the way.
2023-06-0829 minDIGITIMES每日新聞英特爾CEO Pat Gelsinger來台首訪 6月底說明製造、設計兩全其美藍圖今日科技產業新聞要點：1. 英特爾CEO Pat Gelsinger來台首訪 6月底說明製造、設計兩全其美藍圖2. 中國反制G7貿易戰 對美光開出第一槍3. 超微Genoa傳災情 伺服器鏈偏逢連夜雨4. 記憶體現貨市場風向轉變 高階DDR5止跌、低容量NAND回穩5. IAR：RISC-V車用機會最顯著 台IC設計默默布局者眾6. 高瓦數充電板為未來趨勢 車用PCB商機發酵7. EV大廠研發採購晶片自己來 台系檢測分析相挺助拳8. 台廠布局燃料電池零組件 切入國際氫能供應鏈9. 挖掘台灣AI產業潛力 業者：發展通用機器人平台10. 越南成IC設計新據點？美系大廠搶進駐、台廠觀望中 收聽《DIGITIMES每日新聞》：https://pse.is/4fjhvz更多科技趨勢 https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 service@ic975.com
2023-05-2510 min
Develop Great ManagersDGM 13: Pat Gelsinger's Career Path - How He Got ThereIn this podcast, I talk to Pat Gelsinger about his career.
Pat is the CEO of VMware, where he has been since late 2012.
Pat has more than 35 years of technology and leadership experience. Before joining VMware, Pat led EMC’s Information Infrastructure Products business as President and COO. And before that, he was at Intel for 30 years rising to become the company's first CTO.
Pat has a master's degree in Electrical Engineering and Computer Science from Stanford, a bachelor's in Electrical Engineering from Santa Clara University, and an associate's degree in electronics from Li...
2023-02-1716 minDevelop Great ManagersDGM 12: Pat Gelsinger Interview: Incredibly Successful Executive With The Right PrioritiesIn this podcast, I interview Pat Gelsinger.
Pat is the CEO of VMware, where he has been since late 2012.
Pat has more than 35 years of technology and leadership experience. Before joining VMware, Pat led EMC’s Information Infrastructure Products business as President and COO. And before that, he was at Intel for 30 years rising to become the company's first CTO.
Pat has a master's degree in Electrical Engineering and Computer Science from Stanford, a bachelor's in Electrical Engineering from Santa Clara University, and an associate's degree in electronics from Lincoln Technical Institute.
...
2023-02-1719 min
TechCheckIntel CEO Pat Gelsinger on Q4 Earnings Miss, Salesforce to Add New Board Members & Previewing Meta’s Results 1/27/23Our anchors begin today’s show with Intel CEO Pat Gelsinger as shares of the chipmaker plunge following a Q4 earnings miss. Then Bernstein Managing Director Stacy Rasgon offers his perspective on Intel’s quarter, and KKM Financial CEO Jeff Kilburg shares his outlook for Tesla. Later, our team covers Salesforce confirming plans to add three new board members, and RBC Managing Director Brad Erickson previews next week’s earnings from Meta, Alphabet and Amazon. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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advertising.
2023-01-2746 minTechCheckElon Musk Takes Over Twitter, Intel CEO Pat Gelsinger on Earnings & Apple’s Results Beat the Street 10/28/22Our anchors begin today’s show with CNBC’s Steve Kovach breaking down Apple’s latest earnings beat, and our Julia Boorstin joins with insight as Elon Musk takes over Twitter. Then, Intel CEO Pat Gelsinger breaks down the chipmaker’s Q3 results and perspective on the broader sector, and Needham analyst Laura Martin shares her thoughts on opportunities in big tech. Later, we take a second look at Apple’s quarter with Bank of America analyst Wamsi Mohan, and CNBC’s Diana Olick reports on tech firms cutting costs by leasing less real estate. Hosted by Simplecast, an AdsWizz company. See...
2022-10-2843 min
Faith Driven InvestorEpisode 131 - Pastoring 120,000 in Public Markets with Pat GelsingerIntel CEO, Pat Gelsinger, has been a leader in the Faith and Work movement for decades. In this interview from the 2022 Faith Driven Investor Conference, Pat talks about some of the most important lessons he’s learned as he’s sought to bring his whole self into the workplace over the years. He also gives insight into how leaders can balance their work and family life, empower their communities, and love their employees, partners, and coworkers who come to work with different faith backgrounds. Let’s listen in.
2022-10-2429 min
Decoder with Nilay PatelPat Gelsinger came back to turn Intel around – here’s how it’s goingToday I'm talking to Pat Gelsinger, the CEO of Intel. I’ve been excited to have this conversation for a very long time – ever since Pat took over as CEO a little over a year and a half ago. After all. Intel is a very important company with a huge series of challenges in front of it. It’s still the largest chip manufacturer by revenue, and makes more chips than any other company in the United States. In fact there are basically only three major chip manufacturers: Taiwan Semiconductor Manufacturing Company, or TSMC, which is in Taiwan, Samsung, based...
2022-10-041h 08
Tech Field Day News RundownGelsinger's New Intel - How's It Looking? | Gestalt IT Rundown: September 28, 2022Intel Innovation 2022 is happening this week and that means lots of coverage of the things that Intel is talking about and showing off. Pat Gelsinger has been on the job for a little less than two years and he's been working tirelessly to keep Intel relevant. From the admission that Moore's Law isn't dead just yet but may involve chiplets to the end of Optane and the anticipation for Sapphire Rapids there is a lot of buzz going on. Stephen, there's a lot to discuss around the announcements but let's start with a simple appraisal - How does Intel...
2022-09-2845 min
Washington Post LivePat Gelsinger on the CHIPS act and the future of U.S. semiconductor manufacturingWashington Post associate editor and columnist David Ignatius speaks with Intel CEO Pat Gelsinger about the global race to produce computer chips, Intel’s investments in U.S. manufacturing capacity and the role of government support.
Conversation was recorded on Tuesday, July 12, 2022.
2022-07-1229 minTechCheckIntel CEO Pat Gelsinger on Earnings, Snap CEO Evan Spiegel on New Innovations & Amazon Results Send Shares Plunging 4/29/22Our anchors begin today’s show with Intel CEO Pat Gelsinger breaking down the chipmaker’s latest earnings, and Snap CEO Evan Spiegel joins for an exclusive conversation following the social media firm’s annual Partner Summit. Then, CNBC’s Dom Chu looks at Amazon from a valuation perspective after the e-commerce giant posted earnings that missed the Street’s expectations. Later, our Julia Boorstin shares highlights from her exclusive interview with streaming platform Roku CEO Anthony Wood, and CNBC’s Steve Kovach weighs in on Apple’s quarterly results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for inform...
2022-04-2943 min
Breaking Analysis with Dave VellantePat Gelsinger has the Vision Intel Just Needs Time, Cash & a MiracleIntel’s future would be a disaster without Pat Gelsinger. Even with his clear vision, fantastic leadership, deep technical and business acumen and amazing positivity, the company’s future is in serious jeopardy. It’s the same story we’ve been telling for years. Volume is king in the semiconductor industry and Intel no longer is the volume leader. Despite Intel’s efforts to change that dynamic with several recent moves, including making another go at its foundry business, the company is years away from reversing its lagging position relative to today’s leading foundries and design shops. Intel’s best chance...
2022-03-1416 min
Making MarketsMaking Markets EP27: Intel CEO Pat Gelsinger Unleashes the Company’s Vision and Plans to Innovate at a Torrid PaceIn this episode of Making Markets, Intel CEO Pat Gelsinger shares the company’s aggressive plans to capitalize on the growing demand for semiconductors to build the next wave of growth and technology leadership for Intel. From macroeconomics and policy to process leadership and innovation, we cover a wide spectrum of Intel’s strategy, plans, and vision, shared during the same week as the company's annual investor day event and their announcement of the $5.4 billion acquisition of Tower Semiconductor.
2022-02-2226 min
Studio 1.0Pat GelsingerOn the latest episode of Bloomberg Studio 1.0., Emily Chang speaks with Intel CEO Pat Gelsinger on the heels of his one year anniversary, about Intel's bold bets to bring semiconductor manufacturing back to the United States, and his vision to reshape the competitive landscape of the $500 billion chip industry. See omnystudio.com/listener for privacy information.
2022-02-1725 minTechCheckIntel CEO Pat Gelsinger on Latest Earnings, Softbank COO Marcelo Claure’s Plans to Step Down & Pershing Square’s Massive Netflix InvestmentOur anchors start today’s show joined by Intel CEO Pat Gelsinger in a first-on interview after the chipmaker posted earnings yesterday. Then, CNBC’s Andrew Ross Sorkin reports on Softbank COO Marcelo Claure’s plans to step down, and CNBC’s Mike Santoli breaks down the tech stock rally and the volatility hitting the sector. Next, Guggenheim Managing Director of Automotive Research Ali Faghri discusses Tesla’s latest quarterly results, and Bank of America analyst Wamsi Mohan previews Apple’s earnings before the tech giant reports after the bell. Our Julia Boorstin also covers investor Bill Ackman’s hedge fund Pershing...
2022-01-2743 min
天下文化‧相信閱讀EP47 | 半導體競爭日趨白熱化，美國龍頭廠商英特爾（Intel）將在歐洲建廠。 / KPMG 公佈《2021年首席執行官展望動向調查》，數據顯示，疫後的產業環境將會大不同。一週財經聚焦 一、美國半導體龍頭英特爾（Intel）宣佈將豪擲800億歐元（950億美元），在歐洲建置兩座新廠，擴充在當地的晶片產能。半導體產業的競爭日趨白熱化，我們要怎麼解讀？ 國際媒體相關報導 ●Fortune《財富》雜誌：〈Intel CEO says ‘big, honkin’ fab’ planned for Europe will be world’s most advanced〉(英特爾 CEO 表示，計畫在歐洲建造的大型晶圓廠，將是世界上最先進的晶圓廠) ●CNBC：〈Tech giants are rushing to develop their own chips — here’s why〉(科技巨頭急於開發自己的晶片—原因在此) ●The Wall Street Journal華爾街日報：〈Intel CEO Pitches Pricey Chip Plants to Officials at Home and Abroad〉(英特爾 CEO 向國內外官員推銷昂貴的晶片廠) 分析解讀 英特爾CEO Pat Gelsinger說，為了歐洲這項擴廠計畫，英特爾10年內將投資800億歐元，正當電腦、汽車、電子產品對晶片需求若渴之際，新廠設施應能迎合半導體的海量需求。 英特爾的競爭勁敵--全球晶圓代工龍頭台積電（TSMC）今年也曾表示，未來三年內斥資1,000億美元擴充產能，投資金額創新紀錄。 另三星電子上月也指出，往後三年投資額計畫加碼三分之一到2,050億美元以上，為的是成為晶片製造的領頭羊。 英特爾特別將汽車晶片視為戰略優先項目。Gelsinger表示，預估2030年前晶片將占汽車製造成本的20％，是2019年占比（4％）的五倍。Gelsinger也提到，往後10年汽車晶片市場整體產值，預料擴張到1,150億美元，是目前規模逾兩倍。 事實上，英特爾早在今年3月就喊出了IDM2.0戰略政策，重返晶圓代工業務，正名數位製程，並積極與客戶爭取合作機會，向美國政府爭取補助，企圖在2025年之前技術趕上臺積電與三星電子。英特爾執行長Pat Gelsinger 9月7日宣佈，更堅定地宣示其決心。 英特爾7月公佈新的製程與封裝創新藍圖規劃，很大程度取決於能否拿到荷蘭半導體設備商艾司摩爾(ASML)的EUV機台。而EUV機台目前供貨吃緊，除了英特爾之外，台積電、三星以及美光都在排隊等貨，因為這是保持先進製程技術的關鍵半導體生產設備。 Semiconductor Advisors的Robert Maire報告揭露，如果英特爾可以搶先採用這些工具，可能是在摩爾定律的競賽當中，有機會超車台積電的好機會。 FactSet數據顯示，英特爾未來3年將投入200億美元，台積電則是未來3年投入1000億美元，憑藉在該行業的領先地位，研發所面臨的風險低於英特爾。也就是說，英特爾想要重奪晶圓代工領域領先地位，就必須採取大膽的行動，在歐洲的投資關鍵性不只一個方面。 除此之外，對美國產業發展比較清楚的人都知道。2014 年，當Satya Nadella接任微軟老闆時，率先打開了 Windows系統，與將這個軟體巨頭的皇冠上寶石和外界完全隔絕的前任CEO不同，他將作業系統 (OS) 暴露在了競爭的微風中。 微軟的程式以往只能在 Windows 上運行，現在則可以在其他的作業系統上運行；這樣的改變既擴大了微軟的市場，又通過迫使其在更平等的條件下與競爭對手競爭，以改進 Windows。在這個過程中，它激烈動搖了微軟的原來文化，並幫助它擺脫了惡劣壟斷者的聲譽，也為驚人的崛起鋪平了道路，現在它的市值已經飆升至到了2 兆美元以上。 Intel這家美國半導體巨頭，長期以來一直像曾經的微軟保護作業系統一樣，神秘地保護著它的核心晶片製造業務。經過多年的產品延遲、錯誤的技術賭注和不斷變化的管理體系，它現在似乎將採取同樣的開放策略，準備好要迎接嶄新的未來。 英特爾新任CEO Pat Gelsinger表示，Intel的工藝、製造以及代工服務（為其他晶片製造商生產處理器）擁有的所有智慧財產，都將向全世界開放。如果成功，Gelsinger 的戰略可能會重塑一個價值 6000 億美元的產業，這個產業正處於快速數位化的全球經濟核心，而且擁有的發展機會更好。從短期來看，如果失敗可能會加劇全球晶片的短缺，這會讓從汽車到資料中心的所有製造商都面臨困境。 我們來看看 Gelsinger 先生的背景。他在 2 月份成為英特爾第三位CEO之前 ，曾長期擔任公司的CTO，加上身為軟體製造商 Vmware 的老闆，他非常了解長達十年的「晶片行業假期」，使他能夠在幾周內改變局面。他的「IDM 2.0戰略」並沒有像一些激進投資者所希望的，將英特爾拆分為一家代工廠和一家晶片設計產業，而是選擇了一種虛擬解構，利用包括 TSMC在內的外部代工廠來節省成本，同時也會從 TSMC的領先製造工藝中受益。 Gelsinger 先生現在正在全球巡演，以解釋和宣傳他的新戰略。在今年早些時候大漲之後，英特爾的股價已大致回落到他被任命之前的水準。Gelsinger 先生似乎無所畏懼，他說，投資者正在問兩個問題：「英特爾能否成功執行這一戰略？」，以及 「這什麼時候會出現在收益中？」 答案將部分取決於英特爾是否可以改變其態度。 這意味著，重新點燃 Gelsinger 所說的「Grovian精神」--這是對公司傳奇聯合創始人安迪格羅夫的引用，他以「只有偏執狂才能生存」的口號而聞名。除此之外，它還必須學習如何與外部客戶合作，並使用其他地方構建的工具。 不過，最重要的是，成功將取決於完美的執行。 所謂的「虛擬代工服務」也面臨挑戰，大多數分析師都同意，代工業務無法與台積電真正競爭。這不僅僅是成本、規模和技術滯後的問題。 哈佛商學院教授 Willy Shih 指出，英特爾還必須說服客戶，它可以克服試圖同時成為 IDM(指從設計、製造、封裝測試到銷售自有品牌都一手包辦的半導體垂直整合型公司)和代工廠的內在利益衝突。在未來半導體短缺的情況下，該公司可能需要決定，是將產能分配給自己的處理器，還是履行與代工客戶的合約。 因此，這個賭注很高，不僅僅是英特爾。 如果它繼續失去優勢，結果幾乎肯定是會讓其他半導體企業進一步整合，今天的少數幾家大型晶片製造商，最終可能會被縮減為雙頭壟斷。 即使有更多的工廠倖存下來，大多數晶圓廠也可能都設在亞洲（儘管 TSMC計劃在亞利桑那州建廠）。 西方政府並不是唯一應該關注 Gelsinger 先生開放舉措結果的人，今天的科技巨頭也應該如此。 與之前的微軟一樣，英特爾陷入困境，主要是因為它對其皇冠上的珠寶過度保護；其他人則可能會認為，避免此類問題的最佳方法是先發制人。 蘋果成為了其App Store 裡有容乃大的管家；Facebook 可以讓其社交網絡與競爭對手的社交網絡更好地合作；Google可以讓手機製造商更自由地修改其 Android 移動操作系統…..這不但減輕了反壟斷的擔憂，也使股東更加的快樂。而英特爾應該也有開放的機會。 半導體產業對台積電的嚴重倚賴，在今
2021-09-1415 min
Economía Global - GolfoRadio 98.3FM DohaEconomia Global Programa #289Programa #289
En 2020, los estadounidenses utilizaron 447 millones de toneladas cortas (para distinguirlas de las toneladas métricas) de carbón. Eso es suficiente para llenar 4 millones de vagones de ferrocarril, lo que parece mucho. Pero también es el consumo anual de carbón más bajo del país desde 1965, e incluso eso apenas insinúa el territorio histórico que el carbón puede explorar pronto. Unos años más a este ritmo, y el uso de carbón regresará a los niveles vistos por última vez en el siglo XIX. Aunque en 2021 el carbón está recibiendo un respiro por l...
2021-05-2503 min
天下文化‧相信閱讀EP23 l 蘇伊士運河擱淺事件，比你想像的嚴重，這會進一步加劇通貨膨脹？Intel的CEO Pat Gelsinger宣佈將自造晶片，並提供晶圓代工及封測服務一週財經聚焦 一、3月23日，長榮海運巨型貨櫃輪「長賜輪Ever Given」意外擱淺蘇伊士運河，初估蘇伊士運河的受阻將讓全球貨貿每小時損失約4億美元（約新台幣114億）。 在通貨膨脹蠢蠢欲動的今天發生這個事情，如果這個不是雪上加霜，什麼是雪上加霜？ 國際媒體相關報導 ●CNBC：〈Maritime historian sees 'ominous' signs that the Suez Canal blockage may take time to fix〉(海事歷史學家認為蘇伊士運河堵塞，需要一些時間來解決，是個不祥的跡象) ●WSJ華爾街日報：〈Hopes Fade for Quickly Freeing Ship From Suez Canal〉(希望迅速將船從蘇伊士運河中解救出來，但似乎越來越不可能)；小標：〈Rescue teams have made progress, but authorities were wary of offering a timeline for unsticking the Ever Given〉(救援隊雖然取得了進展，但有關當局對提供一個明確解決的時間表，表示謹慎) ●New York Times紐約時報：〈” Very Big Problem.”Giant Ship in the Suez Remains Stuck.〉(這是一個非常大的問題。蘇伊士的巨型戰艦目前為止仍陷於困境。) 分析解讀 屋漏偏逢連夜雨，台灣在疫情期間、好的壞的消息不斷，台積電護國神山話題還沒有燒完，長榮貨運又因為蘇伊士運河堵塞，讓全世界認識了另外一家台灣企業。現在，通貨膨脹的陰影未散，誰料得到這麼一艘近400米長的巨輪會橫擺在蘇伊士運河上，而且問題持續將近一週。這條最繁忙運河之一的「歐亞大動脈」，出現了不可思議的「大塞船」。 眾所周知，蘇伊士運河全長約163公里，連接著地中海和紅海，提供了亞洲和歐洲之間最短的海上通道，全球貿易大約12％都需透過它來完成。 如何「解救」這艘巨輪，讓埃及蘇伊士運河管理局傷透了腦筋。迄今為止，這次中斷已阻礙了超過327艘船過境，其中包括30多艘集裝箱船。 數據分析稱，運河封鎖會造成每小時約4億美元的損失，一天下來就損失百億，而船東和保險公司或將面臨總計超過1億美元的索賠。現在很多人關心的是怎麼善了？誰最倒霉？誰會倒閉？我覺得都是行外話。長賜輪真正的所有者，也就是法律意義上的船東並不是長榮公司，而是日本正榮汽船株式會社。所以，事件發生後，日本船東的出鏡率和受關注度比長榮高得多。 航運業是高度國際化的產業，發展很成熟，有一套複雜的經營模式。長賜輪是個國際分工合作的典型，也就是租船模式—A機構出資造船，由B機構負責資產管理，租給C機構實際投入航運運營。A就是日本正榮、B是貝仕船舶管理（母公司是德國貝仕集團，全資家族企業，全球多國開設了分公司）、C是臺灣長榮海運。 而長賜輪的船籍國是巴拿馬，船籍國就是船舶的「戶口」所在國，登記在哪國就懸掛哪一國的國旗，向哪一國繳納相關稅收。巴拿馬對掛本國旗的船舶管理寬鬆、稅收低廉，各國船東都很樂意去蹭個戶口，因此這類國家被稱為「方便旗」國家—這有個業內冷笑話，連內陸國也可以成為方便旗國家，比如蒙古和瑞士。 最後出場的是印度，長賜輪25名船員全部為印度籍。所以這個百年產業受損情況肯定耗時費日，最後還會船過水無痕。 但更令人擔憂的是，蝴蝶效應已經顯現。如果不盡快「釋放」這艘船，將影響物價，甚至有評估指出，「塞船效應」會波及商店中看到的任何東西的價格。 影響最大的，主要是以下三項： 第一，「塞船」導致油價顯著上漲 隨著部分地區疫情趨緩，全球貿易有所回暖，多數企業在尋求補充庫存。在這一年中最繁忙的時刻，長賜號卻擱淺了。 運河突然被切斷，首當其衝的，是對油價的影響。在全球需要通過海路運輸的石油中，大約有30%都要經過蘇伊士運河。光是去年，歐洲每天需要從蘇伊士以東的國家進口55萬桶石油，其中52萬桶通過運河。 這次堵船，阻塞了一條重要的原油運輸路線，使得石油價格在國際市場上攀升，基準油價在週三飆升了約6％。人們擔心石油在運河上停滯越久，越可能會擠壓原油和精煉產品的供應，從而給全球供應鏈帶來壓力。 第二，衛生紙、咖啡等面臨短缺 除了油價，還有物價。除了影響能源運輸，堵船還將會及與每個人息息相關的電子產品、生活用品、食品等物資。 船隻被堵在航道上，歐洲的商品因收不到到來自亞洲的零部件和原材料而延誤製程，而空的集裝箱也無法返回亞洲再次裝運。運河封鎖，會造成每小時約4億美元的損失。其中，裝滿即溶咖啡的集裝箱被卡在路上，預計很快就會影響咖啡供應。傢具方面也受到波及，有很多客戶開始反應，自己訂購傢具的交付日期已經被推遲。 第三，國際航運商會秘書長蓋伊·普拉滕表示，不僅長賜號上的貨品會嚴重延誤，其他被堵住的數百艘船上的物品，也會延遲交貨，這對全球供應鏈的損害將是巨大的。考慮到包括醫療設備和個人防護設備在內的重要貨物，正在透過這些船隻運輸，我們呼籲埃及當局盡一切可能，盡快重新開放運河。」 那麼，該怎麼「解救」這艘巨輪？ 目前，長賜號的船東—日本正榮汽船株式會社，已為這次事件道歉，並表示，將由荷蘭和日本打撈公司組成的專業救援隊，與地方當局合作，努力幫助船隻復位。據估計，船東和保險公司可能將面臨總計超過1億美元的索賠。 眼下最要緊的，是趕緊讓船「脫困」。然而，僅靠拖船和挖泥機的組合，還不夠解決問題。研究小組還必須找到一種減輕船隻巨大重量的方法。他們可能要卸下部分船上的貨物，還需要排乾燃油和壓艙水，然後再次嘗試使用拖船推動該船。 同時，由於船上還有多個集裝箱，用起重機將這些集裝箱卸下的操作將是極具挑戰性的，該過程還可能造成損壞甚至使船體失去平衡。 根據蘇伊士運河管理局的數據，2020年間，有近1萬9千艘船舶通過運河，平均每天有51.5艘。想要將大宗貨物從亞洲運往歐洲，除了海運幾乎沒有其他選擇。運河堵塞之後，一些船舶只能在非洲各地選擇替代路線，不過，航程大約會增加兩周時間，運費也會大幅增加。 2017年，一艘日本集裝箱船也曾因機械故障擱淺堵住了運河。 埃及當局部署了拖船，並在數小時內使船隻重新漂浮了起來。美國海事歷史學家表示，此次堵船事件非常少見，而且這是有史以來在蘇伊士運河上擱淺的最大船隻。 儘管蘇伊士運河最初是為處理較小的船舶而設計的，但在近50年來，蘇伊士運河已經在規模和寬度上增加了一倍。最近的一次是六年前，埃及政府對運河進行了大規模擴建，加深了主航道，並為船隻提供了一條與之平行的35公里航道，耗資超過80億美元。 不過，這些努力似乎還不夠。由於這一次的長賜號巨輪是世界上最大的集裝箱船之一，長度堪比帝國大廈的高度，蘇伊士運河處理大型船隻的能力已經遭到質疑。 天災人禍，看來仍然沒有放過這個世界。 二、3月 24 日凌晨， Intel的CEO Pat Gelsinger宣佈了多項計劃。 其中包括未來把更多的自有晶片製造業務外包給代工廠，以及將在美國亞利桑那州投資 200 億美元，建設兩座全新的晶片廠。 國際媒體相關報導 ●Nikkei Asia日經亞洲：〈Intel challenges Taiwan's TSMC in chip foundry business〉(英特爾在晶圓代工方面挑戰台灣的台積電)；小標：〈US tech titan earmarks $20bn for plants in Arizona to woo Apple and Qualcomm〉(美國科技巨頭斥資200億美元在亞利桑那建立工廠，以吸引蘋果和高通的訂單) ●WSJ華爾街日報：〈TSMC Still Has the Edge Over Intel in Brewing Foundry Fight〉(台積電在這場日益激烈的晶圓代工戰役中，仍保有優勢)；小標：〈Intel is moving in, but the incumbent will be tough to dislodge〉(英特爾決定進軍，但既有玩家很難被打敗) ●Market Watch：〈Intel must execute its new strategy perfectly to win back investo
2021-03-3016 min
天下文化‧相信閱讀EP18 l 英特爾宣佈Pat Gelsinger接任CEO，對台灣護國神山群有什麼影響？全球半導體又將何去何從？比特幣、特斯拉、GameStop紛創新高，「數位散戶」正靜悄悄的進行一場金融革命。一週財經聚焦 一、2月15日，英特爾宣佈Pat Gelsinger接任CEO。 美國半導體巨頭Intel近年來面臨晶片製程落後，PC處理器市場AMD來勢洶洶，顯卡市場被NVIDIA拋在腦後，甚至7奈米製程研發也被延宕。英特爾會有什麼新動作？對台灣護國神山群有什麼影響？全球半導體又會何去何從？ 國際媒體相關報導 ●The Economist經濟學人，商業板塊第二篇：《Can Pat Gelsinger turn Intel around?》(Pat Gelsinger能不能反轉Intel)；小標：《The giant chipmaker’s new boss has his work cut out》(這個晶片巨擘新老闆必須先做減法) ●Bloomberg彭博商業週刊：《Intel Tumbles After New CEO Recommits to Chip Manufacturing 》(英特爾在宣佈重回晶片製造後股價大跌) Gelsinger表示，2023年大部分的晶片將在Intel工廠生產；CFO認為，筆記型電腦的強勁需求將在2021年上半年出現。 ●FT倫敦經金融時報：《The risks from a dash to chip nationalism》(從衝擊到晶片民族主義的風險)；小標：《The global shortage has deepened anxieties about national security》(全球短缺，加劇了人們對國家安全的憂慮) 分析解讀 很少企業能夠像今天的台積電一樣享盡光環，它不僅成為地緣政治強權爭取的對象，也成為台灣的護國神山。但對台積電而言，是好是壞、是利是弊，恐怕現在尚無人可說得準。 2月15日，英特爾新任執行長Pat Gelsinger正式上任，外界對於這位曾在Intel效力30年、第一代的CTO紛紛寄予厚望。實際上，Pat Gelsinger能否帶領英特爾重振雄風，也攸關了美國能否守住在半導體領域的創新霸主地位。 我說了好幾次，當我們因為半導體產業短缺而沾沾自喜時，一定要知道，疫情過後，全世界即將迎來的區域化發展以及半導體自主權爭奪戰，正方興未艾。在眼前晶片嚴重短缺之際，英特爾很可能藉機重新形塑自家的潛力，向美國政府強調，該公司扮演著制衡亞洲晶圓代工業者的重要角色，以捍衛國安與美國創新領導地位。我相信，英特爾會尋求擴大製造規模與製造品項，向同業提供晶片產能，甚至尋求解決製程問題。 首先，英特爾可以要求台積電擴大在美製造，因為繼續增加委交給台積電、聯電或三星等亞洲晶圓代工業者的生產，勢必會引發美國商務部、國安機構與貿易組織的關切。如果有人提議，美國政府應該為半導體業者擴張提供補貼，以做為強化美國晶片產能的方式之一，並創造高薪就業機會，那麼美國商務部等機構可能會快速讓英特爾與同業的擴張計畫通關。 在這種狀況下，台積電或三星可能會被迫選擇併購，或在美國建立晶圓廠，藉此平衡在亞洲的產能。 第二，英特爾重振一旦被定位為「對東亞晶片霸權崛起，進行地緣政治的制衡」，則英特爾的先進製程就會得到支持，並想方設法取得成功。這樣一來，可以為那些尋求降低對台積電曝險的公司，擴大在美國本土的晶片生產。即便現在英特爾在很多方面仍不如台積電，但很可能因為美國政府的補貼而成長。 另外，蘋果、亞馬遜、Google、AMD、高通和輝達，都可能為支持提升美國的先進生產能力提供金援，藉此降低對台積電的依賴。一旦這些美國科技大廠達成共識、抱團取暖，對台灣怎麼會沒有影響？ 還有，川普在任內把供應鏈武器化，破壞各國間依據商業原則運作的基本信任。但另一方面，各國還有一個更恐怖的發現是：對半導體，他們竟是如此的缺乏。 幾乎所有國家都會被美國一指就掐死，看看中國固然手機生產威風八面、半導體設計看似先進、晶圓代工也已發展十多年，但沒有核心技術與生產能力，還是被美國一掐就死。即使是歐洲、日本這些美國的盟邦，回頭盤點自己手上擁有的半導體技術與製造能力，大概都會打寒顫。 即使是坐擁大部份核心技術、擁有眾多半導體生產能力的美國，也發現最先進的生產能力不在手上，所以歐盟啟動半導體計劃，日本有意找聯電或台積電去投資設廠，中國更是大手筆投資要強化半導體自主能力，避免再被美國「卡脖子」。 未來，不只Apple這種大公司想要自製晶片，包括亞馬遜、Google等也都有類似計畫。無論如何，迄今美國仍在晶片設計上具有主導地位；荷蘭 ASML 則壟斷最好的半導體設備；日本則是關鍵化學、設備主要供應商。台積電必須想辦法鞏固自己的領先地位。 半導體的民族主義以及自主權爭奪戰已經不可避免，美國共和黨籍聯邦眾議院議員 Michael McCaul正與參眾兩院國會議員合作，優先考慮讓《為半導體生產建立有效激勵措施法案（CHIPS for America Act）》剩餘條款盡快通過。去年12月，歐盟17個成員國也簽署了《歐洲處理器和半導體科技計劃聯合聲明》，準備花費1450億歐元，用於半導體研究投資。而中國大陸去年10月發表的五年計畫（至2025年），將提撥1.4兆美元預算，資助包括半導體產業在內的科技業。 此外，台灣IC去年出口1225億美元，佔出口35.5%，成長率22%。但檢視其出口市場，大陸和香港佔61%，成長率近27%，是帶動IC成長的主力，集中度過高是IC產業的風險之一。 其次，去年台灣IC進口623億美元，用於內需和封裝測試後再出口，來源包括大陸、南韓、日本等亞洲國家佔76%，美、歐佔10%。IC進口和出口比值高達50%以上，顯示台灣是亞洲IC產業分工體系的一環，而非全球獨強。 另外，2018年日韓貿易摩擦，日本對南韓就氟化聚醯亞胺、光阻劑、高純度氟化氫三項IC製程關鍵特用化學品出口，取消優惠待遇，造成南韓半導體產業重大困擾。凡此種種，說明了在半導體產業生態體系的構建，台灣仍有許多待努力的重要節點。 在美國壓力之下，台積電已不得不前往亞歷桑納州投資設廠。這可能只是開端，半導體產業未來只會面對更激烈的競爭。 台灣產業本身也存在生態體系強化、研發投入誘因不足、政府科技投入縮減、人才欠缺、下游應用市場過於狹小等問題。鑒於半導體是科技發展和武器的關鍵，美、日、歐、大陸等無不以各種租稅、財政補助等優惠措施，積極促進本土產業發展，未來台灣半導體產業勢將面對艱困挑戰。台積電和半導體產業成為護國神山固是可喜，但懷璧其罪，也可能帶來危機。 二、2月19日，比特幣寫下5萬4182美元新高價位，貨幣總市值正式突破了1兆美元。 如果說美國的GameStop是 2021 年最狂妄的一隻股票，那比特幣就是春節期間最大的驚奇。我們看見一大群小散戶一夕暴富，熱血沸騰的金融大戲，變成只談股價無關價值的多空大激戰。這是金融市場靜悄悄的一場革命，年輕散戶對建制派下了戰帖，對日益擴大的貧富差距發出怒吼，「數位散戶」的力量，勢必將形塑投資市場的新生態，讓傳統金融走向另外一個新境界。 國際媒體相關報導 ●CNBC：《Yes, bitcoin could be the new GameStop》(是的，比特幣可能是新的Gamestop) ●WSJ華爾街日報：《The GameStop Short Squeeze Shows an Ugly Side of the Investing World》( GameStop的賣空，展示了投資世界的醜陋一面)；小標：《Short sellers are thick-skinned, but the nasty comments, insults and threats leveled at them feel like political fights, not investing differences.》(看空者通常很強悍，但批評他們的評論、侮辱和威脅，聽起來更像是政治鬥爭，而不是投資看法的差異表述。) ●New York Times紐約時報：《Palantir becomes an unlikely darling of the GameStop crowd》(Palantir成為下一個Gamestop) 分析解讀 春節期間，比特幣仍是全球漲幅最大的資產，就如過去一年一樣。截至2021年2月17日，一枚比特幣的價值，首度漲破51000美元。 也就在2020年3月，即全球疫情暴發之初，比特幣曾經大跌，一枚比特幣的價格最低跌至近3800美元。近11個月過去了，如今比特幣的上漲幅度超過了1200%。更可怕的昰，目前華爾街主流機構似乎認為這個「剛性泡沫」還可以更大。 我個人會把比特幣現象拿來和去年的特斯拉相比擬。為什麼？他們一樣代表新的商業模式，代表充滿想象空間的未來，更重要的是，它們佔據了那塊想象空間的龍頭角色。但比特幣還有另外一層的意義，就像特斯拉對傳統車廠的警示，比特幣可以當做傳統金融業的啓發。 曾經，金融科技Financial teck確實是近年來金融產業許多人在談的話題，但本來大多數金融科技企業正開始啟動，但疫情對於金融科技的發展，一下子起了推波助瀾的功效。 以美國為例，以前很多美國人習慣用支票、去銀行櫃台辦理業務、去保險公司的現場購買保單。但疫情爆發之後，很多人被迫把金融業務轉移到網上進行、實現移動支付等等。相信2021年，還會有大量實質性的金融、保險、投資、資產管理等業務，由傳統金融機構轉向科技化、數位化。 我們先看看2020年美國股市最大的意外事件--GameStop，它的成因包括免費券商平台興起、年輕人大量進入市場。這一年，免手續費券商羅賓漢崛起，羅賓漢以劫富濟貧的英雄命名，迎合當今社會貧富不均的氛圍。打著「奪回華爾街超收的手續費」口號（傳統券商交易一
2021-02-2313 min