人民财讯9月16日电，英特尔公司今日宣布，中国区董事长王锐将于本月退休。这是自今年二月对王稚 聪的任命以来，按计划进行的管理层交接。 ...

来源：环球网 【环球网科技综合报道】9月16日消息，Altera宣布，银湖资本（Silver Lake）已完成对Altera 51%股权 的收购，该股权原由英特尔公司持有。同时，英特尔将保 Altera 49%的股权。 方ic 图源：东 2025年上半年，身为英特尔业务部门的Altera交出了一份这样的业绩答卷：营收达到8.16亿美元，毛利 率为55%，运营支出则为3.56亿美元。 随着英特尔完成向银湖出售Altera业务51%股份这一交易，相关财务核算方式发生变化，英特尔也对自 身运营支出目标作出调整。目前，英特尔已将2025财年的运营支出目标从原先的170亿美元下调至168亿 美元，此调整正是为了反映Altera合并报表的剔除。不过，对于2026财年，英特尔维持160亿美元的运营 支出目标不变。（青山） 值得注意的是，英特尔2025年第三季度合并财务报表将把Altera自2025年6月29日至2025年9月11日的业 绩纳入其中。而在交易于2025年9月12日正式完成后，英特尔将改变对Altera的投资核算方式，采用权益 法来核算其对Altera的少数股权投资。 ...

Group 1 - Intel has slightly lowered its adjusted operating expense target for the full year from $17 billion to $16.8 billion, reflecting the spin-off of its programmable chip business Altera [1] - The company has maintained its operating expense target for next year at $16 billion [1]

Core Viewpoint - Intel (INTC.US) shares rose over 5% to $25.42 following the announcement of a reduction in its adjusted operating expense forecast for 2025 from $17 billion to $16.8 billion, primarily due to the exclusion of its programmable chip business, Altera, from the consolidated financial statements [1] Group 1: Financial Adjustments - Intel announced a decrease in its 2025 adjusted operating expense forecast from $17 billion to $16.8 billion [1] - The adjustment is attributed to the sale of 51% of its Altera business to Silver Lake, which will no longer be included in Intel's consolidated financial statements [1] - The transaction is expected to be completed on September 12, 2025, and will reflect Altera's performance in Intel's Q3 2025 consolidated financial statements from June 29, 2025, to September 11, 2025 [1] Group 2: Altera Business Performance - Altera's performance for the first half of 2025 showed revenue of $816 million and a gross margin of 55% [1] - Operating expenses for Altera during the same period were reported at $35.6 million [1] - Intel maintains its target for total operating expenses of $16 billion for the year 2026 [1]

Core Viewpoint - Intel (INTC.US) shares rose over 5% to $25.42 following the announcement of a reduction in its adjusted operating expense forecast for 2025 from $17 billion to $16.8 billion, primarily due to the exclusion of its programmable chip business, Altera, from consolidated financial statements [1] Group 1: Financial Adjustments - Intel has adjusted its 2025 operating expense forecast down to $16.8 billion from the previous $17 billion [1] - The adjustment is mainly attributed to the sale of 51% of its Altera business to Silver Lake, which was finalized on September 12, 2025 [1] - Intel's 2026 target for total operating expenses remains unchanged at $16 billion [1] Group 2: Altera Business Performance - Altera's performance for the first half of 2025 showed revenue of $816 million with a gross margin of 55% and operating expenses of $35.6 million [1] - Post-transaction, Intel will account for its minority stake in Altera using the equity method [1] - Altera's results will be reflected in Intel's consolidated financial statements from June 29, 2025, to September 11, 2025 [1]

Core Viewpoint - Intel has revised its adjusted operating expense target for 2025 from $17 billion to $16.8 billion, primarily due to the exclusion of its programmable chip business Altera from consolidated financial statements [1] Group 1: Financial Adjustments - The sale of 51% of Altera to Silver Lake Partners was completed in April, with the transaction valuing Altera at $8.75 billion, significantly lower than Intel's acquisition price of nearly $17 billion in 2015 [1] - Altera generated revenue of $816 million in the first half of 2025, with a gross margin of 55% and operating expenses of $356 million during the same period [1] - Intel's target for total operating expenses for 2026 remains unchanged at $16 billion [1] Group 2: Strategic Moves - Under CEO Lip-Bu Tan's leadership, Intel is streamlining operations to enhance cash reserves, which includes multiple rounds of adjustments and management changes this year [1] - The U.S. government acquired a 10% stake in Intel by converting subsidies into equity, indicating a strategic partnership [1]

Core Insights - Intel is facing a significant talent loss in its data center business, with the departure of Ronak Singhal, a senior researcher and chief architect for Xeon products, marking the second such loss in eight months [1][3] - This trend of talent attrition is not isolated and poses a deep impact on Intel's efforts to revitalize its data center business, especially as the company is striving to innovate and grow in this critical area [3] - CEO Lip-Bu Tan is actively pushing for changes to rejuvenate the data center segment, including appointing a new business leader to drive technological innovation and business growth [3] - The competitive landscape is intensifying with rivals like AMD and Nvidia gaining ground in the data center market, necessitating a more proactive approach from Intel to address talent retention and maintain industry competitiveness [3]

Core Insights - Intel announced significant leadership changes, including the departure of Michelle Johnston Holthaus, who has been with the company for over 30 years, transitioning to a strategic advisor role [1] - New leadership appointments include Kevork Kechichian as General Manager of the Data Center Group (DCG), responsible for cloud computing and enterprise data center business, and Jim Johnson, who has been with Intel for 40 years, officially leading the Client Computing Group (CCG) [1] - These changes are seen as a strategic move by Intel to address market competition and facilitate business transformation [1] Leadership Changes - Michelle Johnston Holthaus will leave her position as product chief and serve as a strategic advisor in the coming months [1] - Kevork Kechichian, former Executive Vice President of Engineering at Arm, appointed as General Manager of DCG [1] - Jim Johnson, who has been with Intel for 40 years, transitions from interim to permanent leadership of CCG [1] Strategic Implications - The leadership changes are likely aimed at enhancing Intel's competitive position in the market [1] - Focus areas for the new leaders include innovation in computing solutions and growth in the PC and edge computing ecosystems [1]

Group 1 - Intel's Vice President John Pitzer revealed detailed plans for next-generation desktop CPUs and advanced process technologies at the Goldman Sachs Communacopia + Technology Conference [1] - The Arrow Lake series is set to launch in early 2026, while the Nova Lake series is scheduled for late 2026, with key advancements in 18A and 14A process technologies [1][3] - Arrow Lake will share the 18A process technology with server products Clearwater Forest and Diamond Rapids, featuring Intel's first "PowerVia" backside power delivery technology aimed at significantly improving energy efficiency and transistor density [3] Group 2 - Intel reiterated that the Panther Lake "Core Ultra Series 3" CPU will be launched by the end of this year, with the first SKUs released through various OEM designs, and additional SKUs expected in the first half of 2026 [3] - The Nova Lake series is positioned as Intel's flagship product for late 2026, based on a "completely new microarchitecture" design, potentially integrating 14A process technology, marking the first mention of a commercialization timeline for the 14A node [3]

智通财经APP获悉，芯片制造商英特尔(INTC.US)近期正竭力扭转颓势，公司于周一宣布两项重要人事 调整：为两大核心产品部门任命新负责人，同时确认此前掌管这两个部门的资深高管米歇尔·约翰斯顿· 霍尔索斯(Michelle Johnston Holthaus)将离职。 根据英特尔周一发布的声明，ARM控股公司(Arm Holdings Plc)高管凯沃克·凯奇扬(Kevork Kechichian)将 加盟英特尔，担任数据中心部门负责人;在英特尔任职超40年的吉姆·约翰逊(Jim Johnson)将接管个人电 脑(PC)芯片业务。此外，英特尔还将成立一个中央工程部门，由今年6月加入公司的高级副总裁斯里尼 瓦桑·伊扬加尔(Srinivasan Iyengar)领导。上述三位新负责人均将直接向首席执行官(CEO)陈立武(Lip-Bu Tan)汇报。 陈立武于今年3月出任英特尔CEO，此次任命是其重塑公司战略的关键一步——他正通过组建核心管理 团队，试图扭转这家曾主导半导体行业的巨头的下滑局面。近年来，英特尔在竞争对手面前逐渐失势， 尤其在人工智能(AI)相关产品需求爆发的浪潮中，未能充分抓住机遇。 其中，凯奇扬的 ...