重磅！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

Core Viewpoint - The Trump administration is considering converting part or all of the funding from the CHIPS and Science Act into equity to hold approximately 10% of Intel, valued at around $10.5 billion, which aligns with the planned subsidy amount [1][3][5]. Group 1: Government Involvement - The potential government investment could make it the largest shareholder in Intel, which has been allocated approximately $10.9 billion in subsidies for commercial and military purposes [3]. - The government’s involvement reflects a broader trend of increased intervention in strategic industries, as seen in previous actions regarding semiconductor sales and defense-related investments [8]. Group 2: Market Reactions - Following reports of the government's potential stake in Intel, the company's stock experienced volatility, initially dropping by 5.5% before stabilizing to a decline of over 3.6% [6]. - In contrast, SoftBank's announcement of a $2 billion investment at $23 per share led to a rise in Intel's stock during after-hours trading, following a week of significant gains [3][7]. Group 3: Financial Context - Intel has received nearly $8 billion in subsidies, making it one of the largest beneficiaries of the CHIPS Act, although the new CEO is currently focused on cost-cutting and layoffs rather than expansion [9]. - The current financial situation of Intel includes stagnant sales growth and ongoing losses, raising questions about the effectiveness of government aid in revitalizing its business [5]. Group 4: Strategic Implications - The potential equity investment by the government may provide Intel with more breathing room to revitalize its struggling foundry business, although challenges such as a weak product roadmap and customer attraction remain [8]. - The strategic investment from SoftBank is seen as a vote of confidence in Intel's role in advancing U.S. semiconductor manufacturing and innovation [7].