美国联邦人事管理局（OPM）新任局长Scott Kupor表示，政府今年可能裁减约30万名员工（相当于自1月以来联邦雇员总数减少12.5%）。Kupor说，其中80%的员工将采用自愿离职方式，只有20%会被解雇。 ...

Group 1 - Goldman Sachs will not proceed with a second round of layoffs due to improved outlook [1]

Core Viewpoint - The earnings growth for S&P 500 companies in Q2 is expected to slow significantly, with a projected increase of only 5%, marking the slowest growth since Q4 2023, down from 13% in Q1 [1][2][4]. Earnings Expectations - Analysts have downgraded earnings expectations due to tariff policies and weaker economic data, with a 4% reduction in Q2 forecasts, exceeding the historical average of 3% [4]. - Among the 11 sectors, 6 are expected to see year-over-year growth, led by communication services and information technology, while 5 sectors, including energy, are projected to decline [2][6]. Early Reporting Performance - Early reporting companies have shown strong performance, with 71% exceeding EPS expectations and 81% surpassing sales expectations among the 21 S&P 500 companies that have reported [4][5]. - The current forecast suggests a slight EPS beat of 2%, reaching $64, which represents a 6% year-over-year increase [4]. Sector Analysis - Technology and communication services are expected to drive earnings growth, with a combined growth rate of 20%. Excluding these sectors, S&P 500 earnings growth is projected to be negative 3% [6]. - The growth range for the overall market is expected to be narrow, with negative growth anticipated when excluding technology and communication services [5]. Guidance Trends - Recent trends indicate an improvement in earnings guidance, with the three-month guidance ratio returning to the average level of 0.8 [9]. - Approximately 30% of S&P 500 companies provided annual EPS guidance, a significant increase from 10% during the pandemic [11]. Tariff Impact - Tariff uncertainties remain a key volatility factor, with estimates suggesting a potential 5% direct impact on S&P 500 revenues if no mitigation measures are taken [11]. - Analysts are divided on the ability of companies to pass on tariff costs, with 25% expecting price increases to cover most tariff hikes, while 21% believe companies will struggle to raise prices [11]. Key Themes for Investors - Investors are advised to focus on four key themes: capital expenditure guidance, layoffs, foreign exchange impacts, and the influence of the "Big Beautiful Bill" [12][22]. - The proportion of CEOs planning to increase capital expenditures has dropped to 28%, the lowest level since the pandemic began [12]. Foreign Exchange and Economic Indicators - A 10% depreciation of the dollar is estimated to boost S&P 500 EPS by 3%, with foreign exchange providing a 60-70 basis point benefit in Q2 [18]. - The performance of large tech companies remains strong, with significant capital expenditure growth expected to continue [15][17].

我们做出这些决定是基于对未来业务定位的慎重考虑，在完成这项重要工作的同时，我们将以关怀和尊 重的态度对待员工。 英特尔此轮裁员的重点预计将包括负责半导体制造的英特尔代工、车用技术业务和营销部门，该企业在 2024 年末的员工总数为 10.89 万人。 据悉，去年加入英特尔的前美光高管、英特尔代工技术与制造部门总经理纳加在发给员工的电子邮件中 表示，裁员举措虽然艰难，但对于应对公司挑战和当前财务状况至关重要。 据介绍，此次裁员计划是在首席执行官陈立武宣布削减运营和资本支出以精简组织、消除管理层级 和加快决策速度后制定的。陈立武在公开备忘录中告诉员工，这些重大变动将减少员工规模，但公 司将在裁员与留住关键人才之间取得平衡。 外媒称，陈立武在4月底宣布大规模削减成本计划时表示，将迅速采取行动提高执行力和运营效 率，赋能工程师创造优秀产品，并倾听客户声音做出改变。这些举措旨在帮助英特尔在竞争激烈的 半导体市场中重获优势。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 7月8日消息，据美国媒体报道，英特尔正式启动了全球范围裁员，将逐一通知员工是否在受影响 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源： 内容 编译自 calcalistech 。 英特尔以色列公司最新一轮裁员给员工带来了一个严峻的选择：要么接受根据服务年限计算的巨额 遣散费，要么挑战这一决定，承担离职时收入远低于原定数额的风险。 第二组受影响的人员是远程操作中心 (ROC) 的技术人员，据 ROC 员工向 Calcalist 透露。这些操 作人员远程控制、监控和管理生产流程。ROC 技术人员无需亲临生产线，也不穿洁净服，而是在 控制室全天候工作，操作连接到晶圆厂所有工具和工位的计算机系统。他们使用这些工具运行机 器、审批流程、跟踪统计数据并实时检测故障。这一角色需要同时管理数百个复杂的生产流程，最 大限度地减少停机时间，并快速响应问题。工作采用轮班制，全天候 24/7 进行。 作为公司全面削减成本措施的一部分，英特尔将向预计将受到影响的数百名以色列员工提供丰厚的 薪酬待遇。 根据目前的计划，在英特尔工作五年的员工如果接受该方案，将获得相当于四个月工资的赔偿。在 英特尔工作十年以上的员工将获得相当于十个月工资的赔偿。服务超过三十年的资深员工将获得相 当于十九个月工资的赔偿。 但这项遣散计划附带 ...

Group 1 - The ADP data for June shows a surprising decrease in private sector employment by 33,000 jobs, marking the first negative reading in over two years, contrary to economists' expectations of a 100,000 job increase [1] - The Department of Government Efficiency (DOGE) is expected to cut 288,628 federal government positions within the year, contributing to a slowdown in the labor market at a critical time [1] - Job vacancies in government sectors have decreased by 5% from January to April, while the application rate remains stagnant at 2014 levels, indicating a challenging environment for job seekers [3] Group 2 - There has been a 150% increase in job applications from government employees, particularly in data analysis, marketing, and software development roles, as they seek new opportunities amid fears of layoffs [3] - The search volume for positions such as "policy analyst" and "contract specialist" has surged, with a tenfold increase in searches for "policy analyst" roles among federal employees [3] - The labor market is expected to show complex dynamics, with a total of over 2.47 million layoffs in the second quarter, the highest since the second quarter of 2020, despite a 49% decrease in layoffs from May to June [5] Group 3 - The upcoming non-farm payroll report is anticipated to show only 115,000 new jobs added in June, which would represent the slowest job growth in the first half of the year since the financial crisis, with an expected slight increase in the unemployment rate to 4.3% [4] - The demand for white-collar jobs is significantly higher than for skilled labor jobs, posing a challenge for job seekers entering the labor market [6] - The tech sector is facing hiring difficulties due to sustained high interest rates, which hinder the growth of debt-dependent tech companies, particularly startups, leading to a reduction in hiring [6]

Core Points - Microsoft is set to cut up to 9,100 jobs, approximately 4% of its total workforce, as part of a new round of layoffs [1] - The layoffs will significantly impact the Xbox division within Microsoft Gaming, although specific job numbers and affected departments have not been disclosed [1] - Phil Spencer, head of Xbox, indicated that the restructuring aims to focus resources on strategic growth areas and enhance agility and efficiency by reducing management layers [1][4] Layoff Details - The layoffs follow a series of previous cuts, with over 15,000 jobs eliminated since early 2023, including more than 6,000 in January and an additional 305 in June [3] - Affected projects include a 10% reduction (approximately 200 employees) at King, the developer of Candy Crush, and layoffs at other European units like Zenimax [1][3] - The cancellation of the long-developed game project Everwild by Rare and potential layoffs of up to 100 employees from the team behind Activision Blizzard's Project Arclight are also noted [1][3] Internal Communication - Phil Spencer's internal memo emphasized the importance of focusing on high-potential opportunities while acknowledging the contributions of affected employees [4][6] - The company is providing severance packages in accordance with local laws, including salary settlements, health insurance, and career transition support for impacted employees [5] Company Strategy - The restructuring is part of a broader strategy to consolidate existing strengths and focus on high-growth potential areas to ensure continued success in the gaming sector [4][6]

Group 1 - Microsoft announced a global workforce reduction affecting approximately 9,000 employees, which is less than 4% of its total workforce, impacting multiple teams, regions, and levels of staff [1] - The gaming division is undergoing significant changes, with hundreds of employees laid off from various studios, including those behind popular franchises like Call of Duty and Halo [1] - Microsoft has canceled several long-developed game projects, including Everwild and an original online game from ZeniMax Online Studios, as well as the reboot of Perfect Dark [1] Group 2 - Phil Spencer, CEO of Microsoft's gaming division, stated that the company is making strategic choices to focus on growth areas and improve agility and efficiency by reducing management layers [2] - Spencer mentioned that affected employees will receive priority consideration for other open positions within the company, emphasizing the strength of Microsoft's platform, hardware, and game development roadmap [2] - Microsoft has conducted multiple rounds of layoffs this year, totaling approximately 18,000 employees, including a previous reduction of over 6,000 in May and around 2,300 in June [2] Group 3 - The layoffs in the gaming division were anticipated due to pressure to improve profit margins following Microsoft's $69 billion acquisition of Activision Blizzard in October 2023 [3] - This marks the fourth major round of layoffs in the Xbox division over the past 18 months, with a focus on the marketing department [3] - As of July 2, Microsoft's stock price slightly decreased by 0.2% to $491.09 per share, with a total market capitalization of $3.65 trillion [3]

Core Viewpoint - Intel is undergoing significant leadership changes and restructuring under CEO Lip-Bu Tan, including the departure of Chief Strategy Officer Safroadu Yeboah-Amankwah and plans for substantial layoffs to streamline operations and improve efficiency [1][2][3]. Leadership Changes - Safroadu Yeboah-Amankwah will leave Intel on June 30, 2024, after serving as Chief Strategy Officer since 2020, overseeing growth plans, strategic partnerships, and equity investments [2]. - Sachin Katti has been promoted to Chief Technology and AI Officer, taking over some of Yeboah-Amankwah's strategic responsibilities [2]. - Intel Capital, the company's venture capital arm, will report directly to CEO Lip-Bu Tan [2]. Restructuring and Layoffs - Intel has initiated layoffs in California, with approximately 107 employees at its Santa Clara headquarters being affected [5]. - The layoffs are part of a broader strategy to reduce the workforce by 15% to 20% in the chip manufacturing division, as announced in an internal memo [6][9]. - The company plans to cut $500 million in operating expenses this year and an additional $1 billion next year to enhance execution and operational efficiency [6]. Job Impact - The layoffs will impact various engineering roles, including physical design engineers, cloud software architects, and product development engineers, among others [7]. - The restructuring aims to reduce middle management to accelerate decision-making and address bureaucratic challenges within the organization [7]. Business Focus - Intel is shifting its focus back to core customers and data center products, which includes plans to gradually shut down its automotive chip business [9]. - The company is also outsourcing certain marketing functions to consulting firm Accenture to modernize its digital capabilities and improve service delivery [9].

Core Insights - Intel is undergoing significant restructuring, including the closure of its automotive business and a large-scale layoff plan initiated by new CEO Pat Gelsinger, aimed at cost reduction and refocusing on core chip operations [2][3][7] Business Restructuring - The decision to shut down the automotive division is part of Intel's strategy to concentrate on its core customer and data center business, ensuring a smooth transition for existing clients [3][5] - Intel's automotive business was not a primary revenue source, and the company has not disclosed specific revenue or employee numbers for this division [3][4] - Despite the closure, Intel's majority stake in Mobileye, an autonomous driving technology company, is expected to remain unaffected [3][4] Historical Context - Intel previously aimed to penetrate the automotive market, highlighted by its acquisition of Mobileye in 2017 and subsequent announcements to enhance AI capabilities in automotive applications [4][5] - The company had ambitious plans to establish a strong presence in the automotive sector, particularly in the Chinese market, which included setting up its automotive headquarters in China [4][5] Financial Performance - Intel's revenue has been declining, with figures of $79 billion in 2021, $63.1 billion in 2022, and $54.2 billion in 2023, with a further drop to $53.1 billion projected for 2024 [8] - The company reported a net loss of $18.8 billion in 2024, primarily due to losses in its core foundry business [8][9] Leadership Changes - The appointment of Pat Gelsinger as CEO marked a shift towards focusing on core business areas and divesting non-core assets, with a goal to become a leading foundry by 2030 [7][8] - Gelsinger's leadership has initiated a comprehensive reform strategy, including significant layoffs and a focus on core chip manufacturing [7][8]