英特尔CEO被逼宫，原因终于曝光！

Core Viewpoint - Intel's CEO Lip-Bu Tan is facing internal conflicts regarding the company's manufacturing strategy and potential acquisitions, particularly in the AI sector, amidst external pressures from political figures like Donald Trump [1][2][5][8]. Group 1: Internal Conflicts - Tan has had disagreements with board members about whether Intel should continue its manufacturing operations or exit this field entirely [1][2]. - The manufacturing division contributed about one-third of Intel's revenue last year but has been operating at a loss [2]. - Some board members, including Frank Yeary, proposed plans to divest from manufacturing, which Tan opposes, believing it is crucial for U.S. semiconductor supply chain security [2][3]. Group 2: External Pressures - Trump's recent comments calling for Tan's resignation due to alleged conflicts of interest related to his past business ties with China have intensified the situation [1][5][6]. - Tan's previous leadership at Cadence Design Systems and his venture capital investments in Chinese companies have drawn scrutiny, particularly after Cadence agreed to pay over $140 million to settle allegations regarding sales to a Chinese military university [6][10]. Group 3: Strategic Initiatives - Intel is exploring the possibility of acquiring an AI company to catch up with competitors like Nvidia and AMD, but board deliberations have delayed this process [3][4]. - The company is also in discussions with Wall Street banks to raise billions for investments in wafer fabrication and to strengthen its balance sheet [2][4]. Group 4: Financial and Operational Adjustments - Intel has announced layoffs of 15% of its workforce and has scaled back plans for new chip factories in Europe, indicating a tightening of expenditures [4][9]. - Tan has emphasized that all investments must have economic justification, reflecting a shift towards more cautious financial management [4][9]. Group 5: Market Position and Future Outlook - Intel's market value has halved since early last year due to its failure to anticipate the rise of AI, which has put additional pressure on Tan to deliver results [1][8]. - The company remains committed to aligning with the U.S. government's "America First" agenda, although the recent turmoil may undermine investor confidence [9][10].