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Should You Be Cautious About Intel Stock?
Forbes· 2025-12-17 19:45
Our multi-factor evaluation indicates that now might be the right moment to sell INTC stock. Overall, our outlook on the stock is negative, and a target price of $26 seems plausible. We view multiple concerns regarding INTC stock due to its overall Weak operational performance and financial standings. This is not accurately represented in the stock's Moderate valuation, which is why we consider it Unattractive.Signage with logo at the Silicon Valley headquarters of computer chip manufacturer Intel, Santa Cl ...
Republican lawmakers decry Intel's testing of Chinese-linked tools after Reuters report
Reuters· 2025-12-17 18:03
Republican lawmakers accused Intel this week of threatening U.S. national security after Reuters revealed the chipmaker was evaluating chipmaking equipment made by a company with deep ties to China an... ...
半导体十大预测,“进度条”几何?
3 6 Ke· 2025-12-17 11:59
2025年进入尾声,年初刷屏的"半导体十大技术趋势预测"也到了交答卷的时刻。2nm、HBM4、先进封装、AI 处理器、智驾芯片、量子处理器等核心方 向,始终是行业关注重点。这一年来,这些预测的 "进度条" 究竟走了多少?今天一起顺着时间线,拆解十大方向的真实进展。 01 半导体十大预测,兑现几何? | 十大预测 | 年初预测 | 达成进度 | | --- | --- | --- | | 2nm | 台积电、三星、英特尔均将在这一年里陆续推出自家的 | 台积电本季度晚些时候量产,三星、英特尔均已量产,但良 | | | 2nm或Intel 18A工艺制程。 | 率各异。 | | HBM4 | SK海力士、三星均计划今年实现量产。 | SK海力士HBM4已开始量产,第四季度开始出货。三星 | | | | HBM4大规模量产时间指向2026年。 | | 先进封装 | 台积电加速CoWoS产能扩充并扩大光罩尺寸;长电科技、 | 台积电CoWoS持续扩产,国内封测企业的工厂规划也顺利进 | | | 华天科技等一系列工厂建成投产。 | 行。 | | | 英特尔将推出Panther Lake和Clearwater Fores ...
曝AI芯片独角兽挥泪大甩卖,卖身大厂,估值打骨折
3 6 Ke· 2025-12-17 02:45
根据PitchBook的数据,截至2025年初,SambaNova Systems已筹集了11.4亿美元(约合人民币80.4亿 元)的资金。 2020年,该公司从资产管理公司贝莱德、英特尔资本、风险投资公司GV和其他投资者处筹集了2.5亿美 元(约合人民币17.6亿元),使其估值达到25亿美元(约合人民币176.4亿元)。 芯东西12月16日消息,据外媒12月13日报道,知情人士透露,英特尔正就以约16亿美元(约合人民币 112.9亿元)(含债务)收购美国AI芯片独角兽SambaNova Systems一事进行深入谈判,最早将在下个月 达成交易。SambaNova Systems最新估值为50亿美元(约合人民币352.7亿元)。 知情人士补充说,SambaNova Systems已经与其他潜在金融投资者签署了条款书,交易结果并不确定。 SambaNova Systems致力于研发用于推理计算的AI芯片平台,由Kunle Olukotun、Rodrigo Liang和 Christopher Ré于2017年创立。 其中,联合创始人Kunle Olukotun和Christopher Ré是斯坦福大学的教授。联 ...
今日A股市场重要快讯汇总|2025年12月17日
Xin Lang Cai Jing· 2025-12-17 00:32
一、宏观经济与市场分析 中央财办有关负责同志在解读中央经济工作会议精神时表示,扩大内需是明年排在首位的重点任务。 今年我国内需总体保持稳健,前三季度内需对经济增长贡献率达到71%,提振消费政策成效明显,扩大 有效投资扎实推进,但近几个月消费和投资增速有所放缓,需要持续加力扩内需。 二、上市公司重要公告 万科在上海清算所发布公告称,提议将2022年度第四期中期票据的本金兑付时间展期12个月至2026年12 月15日,于2025年12月15日到期的应付利息6000万元人民币在宽限期内(即2025年12月22日内)支付, 宽限期间未偿付本金按照3.00%计息,未偿付利息不计复利,展期期间票面利率维持3.00%不变,新增 利息随本金兑付一同支付,本期中期票据展期将由发行人提供相应的增信措施。 12月16日盘后,丽尚国潮、诺瓦星云、行动教育披露增持情况;宁波色母、赛微微电、德科立、华塑股 份、孚能科技在内的5家A股上市公司披露减持情况。 纳斯达克中国金龙指数收跌0.34%,中进医疗跌10.36%,康迪车业跌5.70%,复朗集团跌5.61%,小赢科 技跌4.07%,优品车跌4.05%。 国际油价方面,WTI原油日内跌3% ...
原油,崩了
Zhong Guo Ji Jin Bao· 2025-12-16 22:36
科技股普遍下跌。 | ▽ 筛选 | | 最新价 = | 涨跌幅 = □ | | --- | --- | --- | --- | | 安谋 | | 119.15 | -4.20% | | US ARM | | | | | Applovin Corporation | | 660.55 | -2.16% | | US APP | | | | | 美光科技 | | 233.70 | -1.60% | | us MU | | | | | 高遵 | | 176.60 | -1.48% | | us QCOM | | | | | 台积电 | | 285.04 | -0.94% | | us TSM | | | | | 阿斯麦 | | 1077.86 | -0.92% | | US ASML | | | | | 英特尔 | | 37.32 | -0.51% | | US INTC | | | | | 博通 | | 338.20 | -0.48% | | US AVGO | | | | | 赛富时 | | 253.58 | -0.39% | | us CRM | | | | | 苹果 | W | 273.73 | -0.14 ...
Intel Shelves Its Plan To Separate Network And Edge Group
Forbes· 2025-12-16 22:26
(Photo by Justin Sullivan/Getty Images)Getty ImagesOn Dec. 3, 2025, Intel Corp (NASDAQ: INTC, $37.51, Market Capitalization: $178.9 billion) stated that it would not be separating its Network and Edge Group. According to several media reports, Intel’s management has decided that the Network and Edge (NEX) business is more likely to succeed if it remains part of the Company’s core operations (For details refer to spinoffresearch.com). Intel stated that after a thorough review of strategic options for NEX - ...
Can Intel's AI Focus Restore Its Competitive Edge & Boost Shares?
ZACKS· 2025-12-16 17:36
Key Takeaways INTC is in advanced talks to acquire SambaNova Systems for about $1.6B to expand its AI capabilities.Deal provides Intel ready-made AI chips, software stacks and talent, cutting years of internal development.INTC is pushing AI momentum with new chips, Xeon 6 wins, Cisco collaboration and a $5B NVIDIA investment.Per a Bloomberg news report, Intel Corporation ((INTC) is in advanced talks to acquire AI start-up SambaNova Systems for about $1.6 billion. SambaNova is known for designing custom AI c ...
Intel hires former Trump official to lead government affairs
Proactiveinvestors NA· 2025-12-16 16:20
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
英特尔IT数据中心策略白皮书:过去15年节省超114亿美元成本
Ge Long Hui A P P· 2025-12-16 13:01
格隆汇12月16日|英特尔今日发表IT数据中心策略白皮书,指出公司通过数据中心架构升级、服务器创 新、储存与网络最佳化及智慧化营运等方式,在2010至2024年间累计节省超过114.1亿美元的成本。展 望未来,英特尔将依循最佳可达模型,推动以下核心策略方案,包括导入突破性服务器架构,部署超高 密度、电力最佳化的解构式服务器节点,在满足运算需求的同时,降低数据中心空间占用与整体用电 量。 ...