此前两家公司被列入不需要特别许可程序的"经验证最终用户（VEU）"名单，但目前已被剔除。如果两 家公司将美国生产的半导体制造设备引入中国工厂，必须单独从美国政府获得出口许可…… 在中美对立下，韩国厂商在中国的半导体生产可能受阻（图片由SK海力士提供） 后与美方进行磋商。 美国商务部9月2日宣布，针对韩国半导体巨头三星电子和SK海力士的中国法人，将取消对于 在美国生产的半导体制造设备的出口优惠措施。如果两家公司将美国生产的半导体制造设备 引入中国工厂，必须单独从美国政府获得出口许可。 美国商务部在官方公报中披露了上述消息。此前，两家公司被列入不需要特别许可程序的"经 验证最终用户（VEU）"名单，但目前已被剔除。新措施自2025年12月31日起实施。 三星在中国西安市、SK在无锡市和大连市分别设有工厂，主要生产旧一代半导体。今后在引 进美国的应用材料公司和泛林集团（Lam Research）等的半导体制造设备时，需要获得美国 政府的出口许可。 SK表示，"将与韩国和美国政府紧密沟通，尽量减少对业务的影响"。三星也表示，"无法置 评"。韩国政府认为本国企业运营的中国工厂"对全球半导体供应链的稳定至关重要"，计划今 ...

陈立武在内部信中指出，此次人员缩减涵盖裁员和自然流失。二季度末，裁员计划已初见成效，管理层级也削减了约50%。他强调，"这些是必要且 艰难的决策，旨在简化组织结构、提高执行效率、把更多资源投入未来增长领域，尤其是AI和晶圆代工。" 英特尔近年来已有多次裁员。早在2023年，该公司裁撤了汽车芯片项目并计划裁员约2万人。随后在2024年8月，时任CEO帕特·基辛格（Pat Gelsinger）发布内部信，宣布削减约1.5万个岗位（约15%）以节省约100亿美元开支。 据央视新闻，美国芯片制造商英特尔公司22日宣布与美国联邦政府达成协议，后者将向英特尔普通股投资89亿美元（约合人民币638亿元），以每股 20.47美元的价格收购4.333亿股英特尔普通股，相当于该公司9.9%的股份。 截至当地时间8月22日收盘，英特尔股价涨5.53%，报24.8美元，总市值1086亿美元（约合人民币7782亿元）。 因经营不善，英特尔今年7月宣布将裁员并取消部分海外项目。据美国媒体报道，美国联邦政府提出将英特尔获批的《芯片与科学法》约109亿美元联 邦补贴转换为英特尔股权，以支持美国半导体制造业并重振这家陷入困境的芯片制造商。彭博 ...

Group 1 - Intel has reached an agreement with the U.S. federal government for an investment of $8.9 billion, acquiring 433.3 million shares at $20.47 per share, representing 9.9% of the company [1][3] - Following the announcement, Intel's stock price increased by 5.53% to $24.8, with a total market capitalization of $108.6 billion [1] - The U.S. government proposed converting $10.9 billion in federal subsidies under the CHIPS and Science Act into equity to support Intel and the semiconductor industry [3] Group 2 - In July 2023, Intel announced significant layoffs and the cancellation of some overseas projects due to poor management, with plans to reduce its workforce from approximately 109,800 to 75,000 by the end of the year [5][6] - The company reported a net loss of $2.9 billion in Q2 2023, including $1.9 billion in restructuring costs, leading to a GAAP loss of $0.67 per share [6] - Intel's Q2 revenue was $12.9 billion, slightly up from $12.8 billion year-over-year, with client products revenue down 3% and data center and AI revenue up 4% [6] Group 3 - Intel's CEO, Pat Gelsinger, initiated multiple rounds of layoffs in previous years, with the latest round in 2025 resulting in a total of approximately 24,000 job cuts [5][6] - The company is focusing on simplifying its organizational structure and reallocating resources towards future growth areas, particularly in AI and foundry services [5][6]

Core Viewpoint - The Trump administration is considering acquiring a 10% stake in Intel, which would make the U.S. government the largest shareholder of the company [2] Group 1: Government's Intentions - The government is contemplating converting approximately $10.9 billion in federal subsidies approved under the CHIPS and Science Act into equity in Intel to support the U.S. semiconductor manufacturing industry [2] - This move aims to revitalize Intel, which is currently facing challenges [2] Group 2: Intel's Current Status - Intel's market capitalization is approximately $103.6 billion [2] - The potential acquisition is still uncertain regarding internal government support, the specific stake size, and whether similar arrangements will be sought with other companies receiving CHIPS Act subsidies [2] Group 3: Approval and Legitimacy Concerns - If negotiations are successful, the transaction would require approval from Intel's board of directors [2] - The deal may face scrutiny regarding its legality from Intel's shareholders or competitors [2]