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软银20亿美元入股英特尔,成第五大股东!
Sou Hu Cai Jing· 2025-08-19 04:03
FactSet的数据显示,这笔投资使软银成为英特尔的第五大股东。这笔投资对于深陷财务危机当中的英特尔 来说是一大助力,该公司一直未能利用先进半导体领域的人工智能热潮所带来的红利,并仍在尚未获得重 要客户的制造业务上投入巨资。 该消息宣布之后,英特尔股价盘后交易中一度上涨约6%,至25美元。 软银集团董事长兼首席执行官孙正义表示:"半导体是每个行业的基础。50 多年来,英特尔一直是值得信 赖的创新领导者。这项战略投资反映了我们相信,先进半导体制造和供应将在美国进一步扩大,英特尔将 发挥关键作用。" 刚刚,日本软银集团与英特尔发布声明,宣布双方已于日本东京时间8月19日、美国当地时间8月18日签署 了最终证券购买协议,根据该协议,软银将以每股 23 美元的价格对英特尔普通股进行 20 亿美元的投资。 该交易受惯例成交条件的约束。 此番软银集团入股英特尔,芯智讯认为,这也将有助于英特尔与Arm后续在晶圆代工业务的上的合作。一 方面,在Arm的助力下,可以吸引更多基于Arm架构的芯片客户的晶圆代工订单;另一方面,Arm本身的 自研芯片也可以交给英特尔来代工。 值得一提的是,根据《彭博社》的最新报道显示,特朗普政府也正 ...
软银140多亿入股英特尔 知情人士:和特朗普无关,不涉及芯片采购
Feng Huang Wang· 2025-08-19 03:58
Group 1 - SoftBank announced a $2 billion investment in Intel, aimed at aiding the struggling chip manufacturer and advancing SoftBank's ambitions in the semiconductor sector [1] - The investment is seen as a "lifeline" for Intel, a once-iconic American chip maker [1] - SoftBank will purchase Intel common stock at $23 per share, making it the sixth-largest shareholder with nearly 2% ownership [1] Group 2 - Following the investment announcement, SoftBank's stock fell over 5%, while Intel's stock surged 5.6% in after-hours trading [2] - SoftBank has not disclosed further details regarding the investment in Intel [2]
特朗普政府考虑入股英特尔10%,或成最大股东,软银“卡位”先投20亿美元
硬AI· 2025-08-19 03:42
Core Viewpoint - The Trump administration is considering a significant shift in U.S. industrial policy by potentially converting federal subsidies into direct equity investments in Intel, which could make the government its largest shareholder [1][2]. Group 1: Government Involvement - The Trump administration is discussing converting part or all of the funding from the CHIPS and Science Act into equity to hold approximately 10% of Intel's shares, valued at around $10.5 billion [2][4]. - Intel is set to receive approximately $10.9 billion in subsidies for commercial and military purposes, which aligns closely with the estimated cost of acquiring a 10% stake [1][2]. - The government’s potential investment is seen as part of a broader trend of increased intervention in strategic industries [10]. Group 2: Market Reactions - Following reports of the government's potential investment, Intel's stock price experienced volatility, initially dropping by 5.5% before narrowing to a decline of over 3.6% [5][6]. - In contrast, SoftBank's announcement of a $2 billion investment in Intel at $23 per share led to a rise in Intel's stock price during after-hours trading [1][7]. Group 3: Intel's Business Challenges - Intel is currently facing stagnation in sales growth and ongoing losses, complicating its efforts to regain technological leadership in the industry [4][10]. - The new CEO, Pat Gelsinger, is focusing on cost-cutting and layoffs as primary measures to turn the company around [4]. - Analysts suggest that while federal funding could provide Intel with some breathing room to revitalize its struggling foundry business, challenges such as a weak product roadmap and difficulty in attracting customers remain [10]. Group 4: Strategic Investments - SoftBank's investment is viewed as a vote of confidence in Intel's role in the expansion of advanced semiconductor manufacturing and supply in the U.S. [1][7]. - The collaboration aims to deepen commitments to U.S. advanced technology and chip innovation [7].
软银集团20亿美元入股英特尔
Huan Qiu Wang Zi Xun· 2025-08-19 03:23
Group 1 - SoftBank has signed a final securities purchase agreement with Intel to invest $2 billion by purchasing Intel's newly issued common stock at $23 per share [1][3] - The share price for SoftBank's purchase represents a discount of approximately 2.8% compared to Intel's closing price of $23.66 on the day of the announcement, but is significantly higher than Intel's one-year low [3] - Intel's CEO, Pat Gelsinger, stated that the investment reflects SoftBank's confidence in Intel's ability to regain its technological leadership [3] Group 2 - Intel is facing intense competition globally, particularly from TSMC and Samsung, which are building advanced process factories in the U.S., while Intel is lagging in the mass production of 3nm process technology [3] - Intel has announced a $20 billion investment to build two new fabs in Arizona and is restarting its foundry business, aiming to become the second-largest chip foundry by 2030 [3] - Despite an 18% increase in Intel's stock price this year, it has still declined over 60% from its historical peak in 2020, and the $2 billion investment will significantly alleviate its funding pressure for R&D and capacity expansion [3]
英特尔获软银20亿美元投资,特朗普政府据悉将收购其10%股份
Xin Lang Cai Jing· 2025-08-19 02:27
8月19日,软银集团与英特尔公司宣布,双方已签署最终证券购买协议。根据该协议,软银将对英特尔普通股进行20亿美元的投资。根据协议条款,软银将 向英特尔每股支付23美元。 FactSet的数据显示,这笔投资使软银成为英特尔的第五大股东。英特尔CEO陈立武在一份声明中表示:"孙正义和我已经密切合作了几十年,我很感激他通 过这笔投资表达对英特尔的信心。"孙正义为软银集团创始人兼CEO。 另有报道称,美国特朗普政府正在讨论持有英特尔约10%的股份,该投资涉及将英特尔根据《芯片与科学法案》获得的部分或全部拨款转换为股权。英特尔 预计将获得总计109亿美元的芯片法案拨款,用于商业和军事生产。以英特尔目前的市值计算,这家芯片制造商10%的股份价值约为105亿美元。若交易成 行,美国政府将一跃成为这家芯片制造商的最大股东。 这一入股计划或源于特朗普与陈立武的会面。有分析人士称,美国政府的入股将能够为英特尔目前在俄亥俄州规划的新建工厂提供资金。此前,英特尔曾承 诺将把这座工厂建设成全球最大的芯片制造厂,但项目多次延期。 特朗普在其创办的"真相社交"(Truth Social)社交平台上发帖称:"我与英特尔公司的陈立武先生、商务 ...
特朗普政府欲斥资109亿收购英特尔10%股权!软银20亿抢跑成功
Jin Rong Jie· 2025-08-19 01:37
特朗普政府探讨通过《芯片与科学法案》资金收购英特尔约10%股权,或成其最大股东,涉及金额可能 涵盖已获批的109亿美元补贴。日本软银已抢先达成20亿美元投资协议。具体操作细节及时间表未明, 白宫等相关方未作评论。 此次谈判背景复杂,英特尔技术落后亚洲厂商,是美国重振本土芯片业关键。此前拜登、特朗普团队都 曾有相关方案但未实质进展,内部引入阿联酋资本设想进展不明。若收购推进,延续特朗普政府战略干 预模式。 软银以每股23美元购入英特尔普通股,孙正义称彰显推动美技术与制造领先决心,陈立武感谢其信心。 英特尔面临困境,股价受消息影响有波动,软银投资后盘后股价涨超5%。 本文源自:金融界 作者:电报君 ...
刚刚!软银投资20亿美元入股英特尔,成第五大股东
是说芯语· 2025-08-19 00:49
Core Viewpoint - SoftBank Group has signed a final share purchase agreement with Intel Corporation to invest $2 billion at a price of $23 per share, acquiring approximately 2% of Intel's shares, making it the fifth-largest shareholder [1][3]. Group 1: Investment Details - The investment price of $23 per share represents a discount of about 2.8% compared to Intel's closing price of $23.66, but the stock rose 6% in after-hours trading to $25, indicating market optimism about the partnership [3]. - SoftBank's investment will provide critical financial support to Intel, alleviating funding pressures in advanced process research and factory expansion [3][4]. Group 2: Intel's Current Challenges - Intel faces challenges such as delays in advanced process technology and market share erosion from competitors like TSMC and Samsung [3][4]. - Despite a 7% year-over-year revenue increase to $14.3 billion in Q1 2025 and a gross margin improvement to 42.1%, Intel reported a negative adjusted free cash flow of $1.5 billion, highlighting financial pressures during its transformation [3][4]. Group 3: Strategic Alignment - The investment aligns with the U.S. CHIPS and Science Act, under which Intel has received $7.86 billion in funding for advanced manufacturing projects [4]. - SoftBank's investment may enhance collaboration between its subsidiary Arm and Intel, potentially accelerating innovation in AI chips and cloud computing infrastructure [4]. Group 4: Future Outlook - Analysts view the partnership as a "strong alliance," combining SoftBank's investment experience in AI and IoT with Intel's expertise in chip design and manufacturing [4]. - The collaboration is expected to foster more efficient AI chip architectures and promote vertical integration within the U.S. semiconductor industry [4].
SoftBank is investing $2 billion in Intel as part of its AI bet
Business Insider· 2025-08-19 00:07
Group 1: Investment Overview - SoftBank is investing $2 billion in Intel common stock at a price of $23 per share, indicating a strong commitment to the semiconductor sector in the context of AI development [1] - This investment aligns with SoftBank's strategy to support advanced semiconductor manufacturing and supply in the United States, highlighting Intel's critical role in this expansion [1] Group 2: Strategic Implications - Intel views SoftBank's investment as a reinforcement of its long-term vision to facilitate the AI revolution, emphasizing the importance of semiconductors in powering AI technologies [2] - SoftBank has positioned itself as a significant investor in AI, notably backing OpenAI, which underscores its focus on the intersection of AI and semiconductor technology [2] Group 3: Market Reactions - Following the announcement of SoftBank's investment, Intel's stock experienced an increase in after-hours trading, reflecting positive market sentiment [3] - The stock surge was also influenced by recent government considerations regarding a potential stake in Intel, indicating heightened interest in the company [2]
凌晨1时15分特朗普将与泽连斯基在白宫会晤;三大期指齐跌,中概股普涨,爱奇艺涨超15%;加密货币交易所股齐跌【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-08-18 12:08
每经记者|岳楚鹏 每经编辑|陈柯名 高涵 ④ 【中概股普涨,爱奇艺涨超15%】中概股普涨。截至盘前,小鹏汽车上涨2.94%,携程上涨1.86%,迅雷上涨20.18%,爱奇艺上涨15.07%,怪兽充电上 涨16.6%。 ⑤ 【美联储放松银行加密货币监管,加密货币交易所股齐跌】当地时间15日,美联储发声明称,已停止其在2023年设立的"新型活动监管计划",该计划 的部分职能是加强银行业的加密货币业务监管。有业内人士担忧,这会使得加密货币市场竞争加剧。截至发稿,Coinbase下跌1.67%,Circle下跌1.07%, Bullish下跌4.39%。 ⑥ 【Wegovy获美批准治疗肝病,诺和诺德涨超4%】近日,诺和诺德公司的明星减肥药Wegovy获得了美国食品药品监督管理局的批准,用于治疗代谢性 脂肪性肝炎,适用于肝脏中度至晚期瘢痕组织的成年人。美国食品药品监督管理局表示,该疾病影响约6%的美国成年人。截至发稿,诺和诺德上涨 4.02%。 ⑦ 【OpenAI员工将出售60亿美元股票】近日,据媒体援引知情人士透露,OpenAI现任和前任员工计划向包括Thrive Capital、软银集团和Dragoneer Inv ...
【美股盘前】凌晨1时15分特朗普将与泽连斯基在白宫会晤,三大期指齐跌;中概股普涨,爱奇艺涨超15%;美联储放松银行加密货币监管,加密货币交易所股齐跌;W...
Mei Ri Jing Ji Xin Wen· 2025-08-18 11:11
Group 1 - Ukrainian President Zelensky arrived in Washington for a meeting with President Trump, scheduled for August 18, 1:15 PM ET, followed by a multilateral meeting with European leaders to discuss the Russia-Ukraine conflict [1] - Major U.S. stock index futures showed a decline, with Dow futures down 0.15%, S&P 500 futures down 0.16%, and Nasdaq futures down 0.16% [2] - U.S. semiconductor stocks experienced a collective drop, with Intel down 1.18%, AMD down 0.77%, and Nvidia down 0.38% [3] Group 2 - The Federal Reserve announced the cessation of its "new activity regulatory program" aimed at enhancing cryptocurrency business oversight in banks, leading to declines in cryptocurrency exchange stocks, with Coinbase down 1.67% and Circle down 1.07% [5] - Novo Nordisk's weight loss drug Wegovy received FDA approval for treating metabolic fatty liver disease, resulting in a 4.02% increase in the company's stock [6] - OpenAI employees plan to sell approximately $6 billion worth of stock at a valuation of $500 billion to a group of investors including Thrive Capital and SoftBank [7] Group 3 - Tesla is offering rental discounts of about 40% in the UK due to a significant drop in sales, with July sales falling to 987 units, a year-on-year decrease of approximately 60% [8] - NIO announced plans to enter the markets of Singapore, Uzbekistan, and Costa Rica between 2025 and 2026, with a collaboration in Singapore to launch its first right-hand drive model [9]