與AMD開打價格戰 Intel至強CPU均價下滑7%
週五Intel公司發布了Q2季度財報，PC業務受益於銷量大漲而創造了記錄，部門營收首次超過100億美元，不過數據中心部門DCG營收下滑了9%，在這個領域受到AMD的競爭壓力越來越大，Intel至強CPU也要降價了。
根據Intel的財報信息，Q2季度中數據中心部門營收65億美元，同比下滑9%，運營利潤則從31億美元下滑到了19億美元，運營利潤率從44%跌到了現在的30%。
Intel解釋說，數據中心部門營收盈利下滑有成本增加的因素，特別是要準備7nm工藝的生產，拖累了表現。
值得注意的是，數據中心部門的出貨量下滑了1%，而且ASP均價也同時下滑了7%，意味著Intel的至強CPU價格越來越低了。
這也證實了之前Intel的表態，那就是在數據中心市場上Intel可以為了保住份額而開打價格戰。
當然，Intel打價格戰也是有底氣的，一方面14nm工藝發展多年，成本早就很低了，7年時間都可以把折舊費攤完了，另一方面10nm工藝也傳來好消息，成本降低了45%，這也是打價格戰的關鍵。
Intel的10nm工藝至強代號為Sapphire Rapids，最多可以做到80核160線程，核心數上跟AMD的霄龍可以硬剛了，同時還支持8通道DDR5、PCIe 5.0，還集成了64GB HBM2內存，性能很強悍。
不過Sapphire Rapids的問題在於又跳票了，明年上半年才能問世，AMD明年要推5nm Zen4了，預計會升級到96核192線程，這個比賽又得重新開始。
消息來源
Domestic shipping firms reject price-fixing claims
Domestic shipping firms reject price-fixing claims
Staff writer, with CNA
Evergreen Marine Corp (長榮海運) and Yang Ming Marine Transport Corp (陽明海運) last week denied US accusations of colluding with other shipping companies to fix prices, pledging to help in an investigation into such complaints amid a global shortage in marine cargo shipping services.
The allegations came as the US is experiencing high inflation, partly driven by the expensive cost of shipping since its economy began reopening after disruptions related to COVID-19.
Evergreen and Yang Ming said that cargo service prices are set based on US regulations, and their pricing had been reported to US marine authorities.
Gantry cranes and shipping containers are pictured at the Port of Keelung on April 28. Photo: Bloomberg
The two shippers said they would work with the US Federal Maritime Commission (FMC) in its probe into complaints regarding fees charged by shipping companies and terminal operators.
Earlier last week, the commission announced an audit program and a dedicated team to assess compliance with its rule on detention and demurrage — a charge paid to the owner of a chartered ship for failure to load or discharge the ship within the agreed time — as cargo vessels are stuck in major US ports.
The move aims to provide more information that benefits the market by regularly monitoring cargo services, the commission said.
The audit program would analyze the top nine carriers by market share for compliance with detention and demurrage rules in the US, it said.
The commission’s probe targets Evergreen and Yang Ming, as well as Denmark’s A.P. Moller-Maersk A/S, Switzerland-headquartered Mediterranean Shipping Co, China-based COSCO Shipping Holdings Ltd (中遠海運控股), France’s Le Groupe CMA CGM, Germany’s Hapag-Lloyd AG, South Korea’s Hyundai Merchant Marine Co and Japan’s Ocean Network Express.
Evergreen and Yang Ming said that if the commission needs more information, they would provide it to facilitate the investigation.
There has been no collusion in pricing among the world’s major shippers, Yang Ming president Patrick Tu (杜書勤) said.
Tu quoted US President Joe Biden as saying that the US government has no intention of intervening in the international cargo shipping market.
Average US price of gas rises 2 cents per gallon to $3.22
CAMARILLO, Calif. (AP) — The average U.S. price of regular-grade gasoline rose 2 cents over the past two weeks, to $3.22 per gallon.
Industry analyst Trilby Lundberg of the Lundberg Survey said Sunday that gas supply is abundant, which could keep prices from spiking further.
The price at the pump is 98 cents higher than it was a year ago.
Nationwide, the highest average price for regular-grade gas is in the San Francisco Bay Area, at $4.39 per gallon. The lowest average is in Baton Rouge, Louisiana, at $2.71 per gallon.
The average price of diesel in the survey taken Friday was $3.31 a gallon, up 2 cents from two weeks earlier.