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韦德布什谈美政府入股英特尔:英特尔获得利好 但改变不了落后事实
Xin Lang Cai Jing· 2025-08-23 05:07
Core Viewpoint - The U.S. government's investment provides Intel with a safety net and some positive momentum, but it does not change the reality of Intel's long-standing competitive disadvantages [1] Group 1 - The investment is seen as a small positive step for Intel amidst challenging circumstances [1] - The investment does not alter the fact that Intel has been lagging behind in competition for many years [1]
特朗普:美国政府没有花任何成本就获得了英特尔10%的股份
Ge Long Hui A P P· 2025-08-23 05:01
Core Viewpoint - The U.S. government has acquired a 10% stake in Intel, valued at approximately $11 billion, marking a significant move to strengthen control over American companies [1] Group 1: Government Acquisition - The U.S. government purchased 10% of Intel's shares, totaling about 433.3 million shares at a price of $20.47 per share, amounting to an investment of approximately $8.9 billion [1] - The acquisition is part of the Trump administration's efforts to enhance control over U.S. enterprises [1] Group 2: Funding Sources - The funding for the acquisition includes $5.7 billion from the approved but not yet disbursed subsidies under the CHIPS and Science Act, and an additional $3.2 billion from a separate government project aimed at developing secure chips [1]
怎么看特朗普政府入股?美知名投行分析师答一财:未改变英特尔落后竞争多年现实
Di Yi Cai Jing· 2025-08-23 04:14
Core Viewpoint - Intel has reached an agreement with the U.S. government for an investment of $8.9 billion, acquiring 9.9% of Intel's common stock at $20.47 per share, which is expected to provide a safety net for the company amid ongoing competitive challenges [2][3]. Investment Details - The U.S. government will purchase shares at a price lower than Intel's recent closing price of $24.80, but similar to the price from early August [3]. - The agreement includes a five-year warrant allowing the government to acquire an additional 5% of Intel's shares at $20 each, contingent upon Intel relinquishing majority control of its foundry business [3]. - Intel's board has approved the transaction without requiring shareholder approval [3]. Company Strategy and Performance - Intel's CEO, Pat Gelsinger, emphasized the importance of U.S.-based design and manufacturing of advanced silicon technology and computing products [2]. - The company recently reported revenue exceeding expectations for Q2 2025 and is implementing a plan to reduce its workforce by approximately 15%, aiming for a total of around 75,000 employees by year-end [3]. - Key growth areas identified by Intel include disciplined foundry operations, revitalizing the x86 ecosystem, and optimizing its AI strategy [3]. Government Ownership and Influence - The U.S. government's ownership will be passive, without board representation or governance rights, but it will support board decisions requiring shareholder approval [4]. - This agreement alleviates pressure on Intel regarding funding from the CHIPS Act, which is contingent on meeting certain milestones [5]. Future Implications - The U.S. government may pursue similar equity transactions in the future, as indicated by President Trump, who expressed interest in more such deals [6]. - The government aims to secure direct benefits for taxpayers through equity stakes rather than merely providing subsidies [6].
【环球财经】美国政府收购英特尔约10%股份 成为大股东
Zhong Guo Jin Rong Xin Xi Wang· 2025-08-23 04:12
Core Viewpoint - Intel has reached an agreement with the U.S. government for an investment of $8.9 billion, resulting in the government acquiring a 9.9% stake in the company, making it one of Intel's largest shareholders [1] Investment Details - The investment consists of $5.7 billion in subsidies from the CHIPS and Science Act and an additional $3.2 billion from a government-funded project [1] - The government will purchase 433.3 million shares at a price of $20.47 per share, totaling $8.9 billion [1] - Including previously received subsidies of $2.2 billion, the total investment from the U.S. government amounts to $11.1 billion [1] Shareholder Rights - The U.S. government will hold a passive stake and will not have board seats, governance rights, or information rights [1] - The government has agreed to align with the company's board on matters requiring shareholder approval, with few exceptions [1]
美国政府收购英特尔约10%股份 成为大股东
Xin Hua She· 2025-08-23 03:49
新华社旧金山8月22日电(记者吴晓凌)美国芯片制造商英特尔公司22日宣布与美国政府达成协议,美 国政府将向英特尔普通股投资89亿美元,收购该公司9.9%的股份。交易成功后,美国政府将成为英特 尔的大股东。 英特尔称,美国政府将以每股20.47美元的价格收购4.333亿股英特尔普通股。加上此前英特尔已获得的 22亿美元补贴,美国政府对英特尔的总投资额为111亿美元。美国媒体报道,交易成功后,美国政府将 成为英特尔"最大股东之一"。 美国政府对英特尔的投资属于被动持股,不享有董事会席位、治理权及知情权。政府还同意除极少数例 外情况,将在需要股东批准的事项上与公司董事会保持一致。(完) 根据英特尔发布的声明,美国政府的收购资金来源是此前根据《芯片与科学法案》授予英特尔但尚未支 付的57亿美元补贴,以及另一笔32亿美元政府资助项目资金。 ...
特朗普出手!美国政府收购英特尔股份,斥资超600亿元!公司今年已裁员超2万人,华裔CEO此前被特朗普要求辞职
Mei Ri Jing Ji Xin Wen· 2025-08-23 03:48
Group 1 - Intel has reached an agreement with the U.S. federal government for an investment of $8.9 billion, acquiring 433.3 million shares at $20.47 per share, representing 9.9% of the company [1][3] - Following the announcement, Intel's stock price increased by 5.53% to $24.8, with a total market capitalization of $108.6 billion [1] - The U.S. government proposed converting $10.9 billion in federal subsidies under the CHIPS and Science Act into equity to support Intel and the semiconductor industry [3] Group 2 - In July 2023, Intel announced significant layoffs and the cancellation of some overseas projects due to poor management, with plans to reduce its workforce from approximately 109,800 to 75,000 by the end of the year [5][6] - The company reported a net loss of $2.9 billion in Q2 2023, including $1.9 billion in restructuring costs, leading to a GAAP loss of $0.67 per share [6] - Intel's Q2 revenue was $12.9 billion, slightly up from $12.8 billion year-over-year, with client products revenue down 3% and data center and AI revenue up 4% [6] Group 3 - Intel's CEO, Pat Gelsinger, initiated multiple rounds of layoffs in previous years, with the latest round in 2025 resulting in a total of approximately 24,000 job cuts [5][6] - The company is focusing on simplifying its organizational structure and reallocating resources towards future growth areas, particularly in AI and foundry services [5][6]
怎么看特朗普政府入股?美知名投行分析师答一财:未改变英特尔落后竞争多年现实|独家
Di Yi Cai Jing· 2025-08-23 03:09
Core Viewpoint - The U.S. government has reached an agreement to invest $8.9 billion in Intel, acquiring 9.9% of its shares at a price of $20.47 per share, which has led to a 5.5% increase in Intel's stock price [1][5]. Group 1: Investment Details - The U.S. government will purchase 433.3 million shares of Intel, which is a significant investment aimed at bolstering the semiconductor industry [1]. - The transaction price is lower than Intel's closing price of $24.80 but aligns with earlier trading prices from August [5]. - The government will also receive a five-year warrant to purchase an additional 5% of Intel's shares at $20 per share, contingent upon Intel relinquishing majority control of its foundry business [5][6]. Group 2: Strategic Implications - The investment is seen as a safety net for Intel, providing some positive momentum, although it does not change the reality of Intel's competitive lag in the industry [2]. - Intel's CEO has emphasized the importance of designing and manufacturing advanced silicon technology in the U.S. [2]. - The agreement alleviates pressure on Intel regarding funding from the CHIPS Act, which is contingent on meeting certain milestones [7]. Group 3: Future Outlook - There is speculation about the potential for similar transactions in the future, as the U.S. government seeks to gain direct benefits from investments in key companies [8][9]. - The government’s ownership will be passive, without board representation, but it will support board decisions requiring shareholder approval [6]. - The trend of government involvement in strategic companies may lead to a slippery slope effect, as indicated by industry analysts [9].
美国政府,成了英特尔最大股东
Hu Xiu· 2025-08-23 02:15
Core Points - Intel has reached a historic agreement with the U.S. government, which will invest $8.9 billion in Intel's common stock to support the company's plan to invest over $100 billion in expanding its semiconductor supply chain [1][21] - This investment supplements the $2.2 billion Intel has already received from the U.S. CHIPS and Science Act, bringing the total to $11.1 billion [2] - The U.S. government will acquire 9.9% of Intel's shares at a price of $20.47 per share, making it the largest shareholder, surpassing BlackRock [9][10] Investment Details - The investment will be funded through $5.7 billion in remaining grants from the CHIPS Act and $3.2 billion from the Secure Enclave program [4] - The U.S. government will not have board seats or governance rights but will have a passive ownership stake [12][16] - The government will receive warrants to purchase an additional 5% of Intel's common stock at $20 per share, contingent on Intel's business structure [13] Strategic Implications - This transaction is one of the largest government interventions in a U.S. company since the 2008 financial crisis [17][18] - Intel has committed to maintaining its role in U.S. semiconductor manufacturing and has invested significantly in domestic capabilities [20][21] - The agreement is seen as a move by the Trump administration to reinforce its influence over the semiconductor industry and the CHIPS Act [19] Market Reaction - Following the announcement, Intel's stock price increased by 5.53% [23] Public and Expert Reactions - There is public skepticism regarding the government's investment in Intel, with some expressing concerns about the implications of state ownership in a capitalist system [8][9] - Analysts have raised questions about whether this relationship will lead to preferential treatment for Intel from other companies seeking government contracts [24][25]
“上交100亿美元,英特尔CEO保住工作了”
Guan Cha Zhe Wang· 2025-08-23 02:10
Core Viewpoint - The Trump administration has reached an agreement with Intel, where the U.S. government will acquire 10% of Intel's shares, valued at approximately $11 billion, to support the development of advanced semiconductor technology [1][2][5]. Group 1: Agreement Details - The agreement involves the U.S. government purchasing 433.3 million shares of Intel at a price of $20.47 per share, totaling around $8.9 billion, which corresponds to 10% ownership [5]. - The funding for this investment includes $5.7 billion from the previously approved CHIPS Act and $3.2 billion from a separate government project aimed at developing secure chips [5]. - The total investment from the U.S. government in Intel, including prior subsidies, amounts to $11.1 billion [5]. Group 2: Implications and Reactions - This transaction is considered one of the largest interventions by the U.S. government in a private company since the 2008 financial crisis, marking a significant shift in U.S. semiconductor policy [6][7]. - The deal may require approval from Intel's board of directors, and it has been described as unusual given the current economic conditions, which are not in crisis [6]. - The agreement reflects a departure from traditional free-market principles, as the Trump administration has previously pressured other semiconductor companies for similar concessions [6][7].
达成收购英特尔10%股权协议,特朗普显摆:上交100亿美元,陈立武保住工作了
Guan Cha Zhe Wang· 2025-08-23 02:07
【文/观察者网 阮佳琪】 美国特朗普政府"收割"的大刀还是砍向了芯片巨头英特尔。据美媒《纽约时报》、NBC等23日报道,当 地时间周五,特朗普宣布,双方已达成一项收购协议,英特尔同意给予政府10%的股份,以打造尖端的 半导体和芯片。 在白宫的新闻记者会上,特朗普表示,这份协议是上周与英特尔首席执行官陈立武谈判后的结果。 他再次绘声绘色地描述起当时的谈判的情景,"我说,'你知道吗?我认为美国应该获得英特尔10%的股 份',他说,'我会考虑'。我说,'我希望你能这么做,因为和我们的一些朋友,比如黄仁勋的英伟达相 比,英特尔已经落后太多了'。" 他接着说,"英特尔本来是最强大的芯片公司,但他们离开了,去了别的地方发展,尤其是(中国)台 湾。如果我们有一个总统说,'如果你要去台湾,那我们要征收100%、200%、300%甚至500%的关税, 任何在美国销售产品的人都必须付钱'。(企业)就不会离开美国了。" 据路透社报道,一位白宫官员表示,特朗普预计将于周五晚些时候再与陈立武会面。 彭博社视 频截图 同日,英特尔发布官方声明证实,美国政府以每股20.47美元的价格购入4.333亿股普通股,总投资额约 89亿美元,对应1 ...