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富国银行:软银20亿美元注资英特尔(INTC.US),力挺Arm(ARM.US)加速AI芯片布局
智通财经网·2025-08-19 23:15

Group 1 - SoftBank's $2 billion investment in Intel supports Arm's autonomous chip development and may provide additional foundry capacity [1] - Analysts believe this investment signals Arm's intent to develop proprietary AI chips, with Intel's foundry services as a potential alternative [1] - SoftBank will become Intel's sixth-largest shareholder with approximately 2% ownership [1] Group 2 - Arm's CEO Rene Haas announced increased R&D investment and is evaluating the feasibility of in-house chip manufacturing [2] - Arm has hired industry veterans to strengthen its capabilities, including former HPE executive Nicholas Dube and chip engineer Steve Holt [2] - SoftBank is expanding its presence in the AI industry, having acquired AI chip manufacturer Graphcore and the silicon design company Ampere [2]