英特尔又拆分一个业务

Core Viewpoint - Intel plans to spin off its networking and communications division into an independent company as part of a strategy to streamline operations and reduce costs under new CEO Lip-Bu Tan [3][4][9]. Group 1: Company Strategy - The new CEO is focusing on divesting non-core assets and reducing significant investments and workforce to cut expenses [3][4]. - Intel is considering the separation of its networking and edge business, previously referred to as NEX, to better position itself for future growth [4][5]. - The company has already sold a majority stake in its Altera programmable chip business to Silver Lake Partners for approximately $8.75 billion, which is about half of what it paid in 2015 [4][11]. Group 2: Financial Performance - Intel reported an unexpected adjusted loss in the second quarter and anticipates that losses in the third quarter will exceed expectations [9][11]. - The networking division is projected to generate $5.8 billion in revenue for 2024, accounting for about 11% of Intel's total sales [6]. - The company's stock price fell by 9% following warnings that it might exit the chip manufacturing business if it cannot secure major customers [4][8]. Group 3: Market Position and Competition - Intel has been struggling to maintain its market share in the personal computer and data center markets, while also facing challenges in the rapidly growing artificial intelligence sector [9][11]. - The company's current valuation is approximately $100 billion, which is less than half of AMD's market cap exceeding $260 billion [11]. - Intel's stock performance has lagged behind competitors like Nvidia and AMD, with year-to-date increases of only 12.8% compared to Nvidia's 30% and AMD's 34% [11].