Group 1 - US stock indices opened slightly lower, with Dow down 0.13%, S&P 500 down 0.06%, and Nasdaq down 0.04% [1] - Eli Lilly's oral GLP-1 drug orforglipron achieved positive results in Phase 3 clinical trials, leading to plans for a global regulatory submission within the year [4] - South Korea's Korean Air signed a $50 billion procurement agreement with Boeing for 103 new-generation aircraft and engine maintenance services over the next 20 years [5] Group 2 - Beike reported a 11.3% year-on-year increase in revenue for Q2, totaling 26 billion yuan, while NON-GAAP net profit decreased by 32.4% to 1.82 billion yuan [6]

Our next guest is going to weigh in on the administration's intel state, future deals, the US China chip war, uh, and so much more. Commerce Secretary Howard Lutnik joins us this morning. Mr.. Secretary, it's great to see you. Uh, we want to talk about Intel. I also want to ask your thoughts, by the way, on the Lisa Cook situation, but let's start with Intel because I think there's a lot of questions in the business community this morning about what the administration's intention is as it relates to buying ...

格隆汇8月26日｜美国商务部长卢特尼克表示，此前授予英特尔(INTC.US)的拨款并未提出任何要求。 (就英特尔交易)我们一致认为必须确保对我们公平。芯片法案被执行不当。卢特尼克批评"给企业送 钱"。 ...

当地时间8月25日，美国总统特朗普在白宫回答记者提问时称，美国芯片制造商英特尔公司将大约10% 的股份给美国政府"对公司来说是好事"，而自己"一下子就为美国赚了上百亿美元"，如果以后再有这样 的机会，他"还会这么做"。特朗普称，虽然有些人说"这么做可耻"，"但这不丢人，这叫生意"。 8月22日，英特尔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。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。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。 来源：央视新闻客户端 ...

01服务器CPU，变革丛生 "2030 年，数据中心服务器半导体价值将达 5000 亿美元。"市场研究机构 Yole 的这一预测，正指向一个快速膨胀的赛道。而 IDC 半导体研究副总裁 Mario Morales 的判断更直接："未来五年，数据中心将成为半导体全行业增长最快的领域。" 数据中心这条赛道，好像没人不看好。 在服务器 CPU 领域，x86、ARM、RISC-V 正在进行一场静默的架构革命。不同架构的市场里，各自酝酿着不寻常的变局。 x86架构，权力正在重构 服务器CPU作为数据中心的核心组件，其重要性和复杂性正日益凸显。 过去十余年里，x86架构在服务器CPU中占据主导地位，其中英特尔凭借深厚的技术积累与完善的生态布局，多年来几乎独霸这片市场，形成难以撼动的 行业格局。 不过，这样的稳固态势正在悄然松动。 服务器CPU市场份额 | 时间 | 英特尔 | AMD | | --- | --- | --- | | 2021年01 | 91.1% | 8.9% | | 2021年02 | 90.5% | 9.5% | | 2021年Q3 | 89.8% | 10.2% | | 2021年Q4 | 89.3 ...

Welcome back to Squawk. We are watching shares of Intel again this morning. Take a look.We're about 2450. Uh they fell about 1% yesterday. Speaking to reporters, President Trump defended his deal for the US to take a 10% stake in Intel and said he would make similar moves with other companies if he has the opportunity.Meanwhile, Intel warning in a securities filing that the government stake could pose business risks, including potentially harming international sales and impacting the company's ability to ge ...

Core Viewpoint - The U.S. government has acquired a 9.9% stake in Intel for $8.9 billion, becoming its largest shareholder, to prevent Intel from selling its foundry business and to promote domestic chip manufacturing [4][5]. Group 1: Government Investment and Strategy - The investment of $8.9 billion from the U.S. government is part of the CHIPS Act and other federal subsidy programs, aimed at ensuring Intel maintains control over its foundry business [5][6]. - If Intel reduces its stake in the foundry business below 51% in the next five years, the U.S. government has the right to purchase an additional 5% stake [5]. - The U.S. government has indicated it will not participate in Intel's governance or daily management, aligning its voting on major issues with Intel's board [5][6]. Group 2: Financial Challenges and Future Prospects - Intel's current cash and short-term investments total $21.2 billion, with a quarterly operating cash flow of only $2 billion, and negative free cash flow for seven consecutive quarters [6]. - The capital expenditure needs for Intel's next-generation chip factory, "18A" (1.8nm), are unlikely to be met solely by the government investment and previous funding from SoftBank [5][6]. - Intel has struggled to find external customers for its foundry services since 2018, relying primarily on internal production, raising concerns about the viability of new capacity investments [6][7]. Group 3: Broader Implications for the Chip Industry - The U.S. government may consider similar investments in other companies beyond the chip sector, as part of a strategy to establish a "sovereign wealth fund" [7][8]. - The rationale behind government investments is to ensure that key industries align with U.S. national interests, rather than purely focusing on financial returns for taxpayers [9][10]. - The competitive landscape in the semiconductor industry is expected to remain dominated by TSMC, Samsung, and Intel, with the U.S. government encouraging investment in domestic production [10][11].

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ：内容来自 semiwiki 。 关于英特尔（Intel）的种种失误，人们议论纷纷，最新的说法是它错失了AI浪潮，但人们似乎忘 记了英特尔历史上一个更具决定性的重大失误。2012年4月，英特尔客户电脑事业部新任总经理柯 克·斯考根（Kirk Skaugen）主持了一场问答会，参与者包括在英特尔工作了33年以上的院士马克· 博 尔 （ Mark Bohr ） 以 及 当 时 负 责 22 纳 米 Ivy Bridge 项 目 的 项 目 经 理 布 拉 德 · 希 尼 （ Brad Heaney）。他们都是非常杰出的人物。 博尔当时说道："作为一家集成设备制造商（IDM）确实帮助我们解决了制造如此微小而复杂的设 备所面临的问题……晶圆代工厂和无晶圆厂公司将无法跟上英特尔的步伐。" 这 是 一 种 垄 断 思 维 ， 也 标 志 着 英 特 尔 走 向 衰 落 的 开 端 。 在 我 看 来 ， 这 是 英 特 尔 的 " 珍 珠 港 时 刻"："我恐怕我们所做的，只是唤醒了一个沉睡的巨人，并让他充满了可怕的决心。"这个"巨 人"指的是台积电、苹果、英伟达、AMD ...

Group 1 - The U.S. government has agreed to invest $8.9 billion in Intel, acquiring approximately 9.9% of the company's shares, making it a major shareholder [3] - The investment is funded by $5.7 billion in subsidies previously granted to Intel under the CHIPS and Science Act, along with an additional $3.2 billion from government-funded projects [3] - President Trump stated that this transaction is beneficial for Intel and the U.S., claiming it could generate over $10 billion for the country [2][3] Group 2 - The U.S. government's stake in Intel will be a passive investment, meaning it will not have board seats, governance rights, or information rights [3] - The government has agreed to align with Intel's board on matters requiring shareholder approval, except for a few exceptions [3]

Core Viewpoint - The U.S. government has acquired approximately 10% of Intel's shares for $8.9 billion, positioning itself as a major shareholder in the company, which President Trump views as a beneficial business move for both parties [1] Group 1: Government Investment - Intel announced an agreement with the U.S. government for an investment of $8.9 billion, resulting in the government acquiring 9.9% of the company's shares [1] - The funding for this investment comes from $5.7 billion in subsidies previously granted to Intel under the CHIPS and Science Act, along with an additional $3.2 billion from government-funded projects [1] Group 2: Shareholder Rights - The U.S. government's investment is classified as passive, meaning it 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]