Ge Long Hui·2025-08-26 01:40Core Viewpoint - Intel warns of potential negative reactions from investors, employees, and other stakeholders if the Trump administration acquires a 10% stake in the company, highlighting international sales as a core concern due to 76% of its revenue coming from outside the U.S. in the previous fiscal year [2][3]. Group 1: Financial Impact - For the fiscal year 2024, Intel's revenue is projected to be $53.1 billion, a decrease of 2% from the previous year [2]. - Intel has received $2.2 billion from the CHIPS Act and has an additional $5.7 billion pending, along with $3.2 billion from a separate federal project, totaling $11.1 billion in funding [3]. Group 2: Political and Regulatory Concerns - The company expresses concerns that the changing political landscape in Washington could challenge the transaction or lead to its failure, posing risks to current and future shareholders [3]. - The agreement requires the U.S. government to align its voting with Intel's board, which could dilute shareholder voting rights and limit future beneficial transactions [4]. Group 3: Leadership Changes - Intel's fiscal year 2024 is marked by instability, including the departure of CEO Pat Gelsinger in December after a significant decline in stock price during his tenure, with Lip-Bu Tan set to take over in March 2025 [6].