美国政府，已收购英特尔10%股份

Core Viewpoint - The U.S. government has acquired a 10% stake in Intel, marking a significant shift in industrial policy and government involvement in the private sector [1][3]. Group 1: Government Investment - The U.S. government purchased 433.3 million shares of Intel at $20.47 per share, totaling approximately $8.9 billion [1]. - Funding sources include $5.7 billion from the approved but not yet disbursed CHIPS and Science Act, and $3.2 billion from a separate government project for secure chip development [2]. - The government also received a warrant to purchase an additional 5% stake in Intel if the company ceases to be the majority owner of its foundry business [2]. Group 2: Intel's Position and Strategy - Intel's CEO emphasized the company's commitment to ensuring advanced technology is manufactured in the U.S. [2]. - Intel is investing hundreds of billions to build chip factories in Ohio, aiming to produce advanced AI chips by 2026, although production timelines have been pushed back to 2030 due to a more cautious spending approach [4]. - Compared to TSMC, Intel is perceived to have a technological gap, as TSMC supplies chips to major companies including Apple and Nvidia [4]. Group 3: Market Reactions and Implications - The acquisition is viewed as a favorable deal for both the U.S. government and Intel, with the current market value of the acquired shares estimated at around $11 billion [2]. - The investment from SoftBank, amounting to $2 billion for a 2% stake, further highlights Intel's attractiveness to major investors [3].