英特尔盘后涨近11%，任命陈立武为下一任CEO

华尔街见闻03-13

英特尔公司任命陈立武（Lip Bu Tan）为下一任首席执行官。现年65岁的陈立武将于3月18日正式上任CEO。此前他于2024年8月卸任后，将重新加入董事会。上述消息公布后，英特尔股价盘后涨近11%。据英特尔公司周三发布的声明，英特尔公司任命陈立武（Lip Bu Tan）为下一任首席执行官。现年65岁的陈立武将于3月18日正式上任CEO。此前他于2024年8月卸任后，将重新加入董事会。上述消息...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Kein2020
03-13
Kein2020
說說你對這篇新聞的看法...

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2519040988?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/239bc0ce0dd706bacb429afd8a5c02ac","is_english":false,"pubTime":"2025-03-13 06:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2519040988","market":"us","top_or_hot":-1,"title":"英特尔盘后涨近11%，任命陈立武为下一任CEO","media":"华尔街见闻","content":"<div>\n<p>英特尔公司任命陈立武（Lip Bu Tan）为下一任首席执行官。现年65岁的陈立武将于3月18日正式上任CEO。此前他于2024年8月卸任后，将重新加入董事会。上述消息公布后，英特尔股价盘后涨近11%。据英特尔公司周三发布的声明，英特尔公司任命陈立武（Lip Bu Tan）为下一任首席执行官。现年65岁的陈立武将于3月18日正式上任CEO。此前他于2024年8月卸任后，将重新加入董事会。上述消息...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3742940\">Source Link</a>\n\n</div>\n","source":"wallstreetcn_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔盘后涨近11%，任命陈立武为下一任CEO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔盘后涨近11%，任命陈立武为下一任CEO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-13 06:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3742940><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔公司任命陈立武（Lip Bu Tan）为下一任首席执行官。现年65岁的陈立武将于3月18日正式上任CEO。此前他于2024年8月卸任后，将重新加入董事会。上述消息公布后，英特尔股价盘后涨近11%。据英特尔公司周三发布的声明，英特尔公司任命陈立武（Lip Bu Tan）为下一任首席执行官。现年65岁的陈立武将于3月18日正式上任CEO。此前他于2024年8月卸任后，将重新加入董事会。上述消息...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3742940\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"INTC","symbol_name":"英特尔","start_time":0,"source_url":"https://wallstreetcn.com/articles/3742940","article_id":"2519040988","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/239bc0ce0dd706bacb429afd8a5c02ac"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3742940","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2519040988","pubTimestamp":1741817002,"columns":[{"name":"Executive Changes","id":29,"label_key":"executive"}],"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"英特尔公司任命陈立武（Lip\u001eBu Tan）为下一任首席执行官。现年65岁的陈立武将于3月18日正式上任CEO。此前他于2024年8月卸任后，将重新加入董事会。上述消息公布后，英特尔股价大涨逾11%，该股在周三美股常规交易中已上涨4.6%。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"INTC":"英特尔"},"translate_title":"Intel rose nearly 11% after hours and appointed Chen Liwu as its next CEO","themeId":"52cdc22a36b598fa40397d8f9eb161b8","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7e8e8c4c2788e4c04ffa44635f4ee0b0","symbols_score_info":{"INTC":1.1},"content_text":"英特尔公司任命陈立武（Lip Bu Tan）为下一任首席执行官。现年65岁的陈立武将于3月18日正式上任CEO。此前他于2024年8月卸任后，将重新加入董事会。上述消息公布后，英特尔股价盘后涨近11%。据英特尔公司周三发布的声明，英特尔公司任命陈立武（Lip Bu Tan）为下一任首席执行官。现年65岁的陈立武将于3月18日正式上任CEO。此前他于2024年8月卸任后，将重新加入董事会。上述消息公布后，英特尔股价盘后涨近11%，该股在周三美股常规交易中已上涨4.6%。陈立武出生于马来西亚，在新加坡长大，曾就读于南洋理工大学并主修物理学，后来又在麻省理工学院获得核工程硕士学位。他曾攻读博士后转向旧金山大学取得MBA。在从事风险投资工作后，陈立武于2004年加入了Cadence Design Systems Inc.董事会。2008年，在当时的CEO离职后，他成为联合CEO，并于2009年担任单一CEO。陈立武在Cadence工作了十余年后转任董事长，直至2023年离任：Cadence与其竞争对手Synopsys Inc.共同主导着用于设计半导体的计算机辅助设计（CAD）市场。随着设备复杂度的不断提高，他们的软件和服务变得日益重要，工程师们依靠这些产品设计出包含数百亿个晶体管及其互连的微型芯片架构。陈立武的前任英特尔CEO是Pat Gelsinger，因未能有效重振英特尔的产品阵容而被董事会罢免。Gelsinger曾试图将英特尔转型为芯片代工厂，一家为外部客户生产产品的合同制造商，但这一尝试仍处于初级阶段。Gelsinger在2021年执掌公司时被视为潜在的拯救者，但在连续几个季度令人失望的业绩之后——其中包括2024年8月被分析师称为公司历史上最糟糕的一次季度报告，华尔街对他的转型计划失去了信心。掌管英特尔曾经是业界最负盛名的职位，而如今，成为了芯片领域最艰巨工作之一。陈立武肩负起振兴英特尔的重任。挑战重重英特尔曾主导半导体领域数十年，在其巅峰时期，英特尔的盈利能力在制造业中异常突出，其毛利率曾超过60%，而如今已跌至大约一半。英特尔如今正面临市场份额下滑、制造困境以及盈利急剧下降的局面。公司还背负着沉重的债务，最近不得不裁员约1.5万人。对于英特尔来说，最为突出的挑战之一，是开发出能够与英伟达产品竞争的人工智能加速芯片。英伟达曾长期处于英特尔的阴影之下，但在过去两年中，英伟达得益于人工智能计算热潮，其收入和市值大幅飙升。需要说明的是，尽管面临种种挑战，英特尔仍然是全球收入最高的芯片制造商之一，年销售额超过500亿美元。公司的处理器仍然是全球70%以上的个人电脑和服务器的主要组成部分，其工厂也占据了全球先进制造产能的一大部分。然而，产品开发上的失误让竞争对手占据了优势。除了英伟达外，AMD在个人电脑和服务器市场中也获得了市场份额，并且在人工智能芯片领域比英特尔更具优势。在这些挑战的阴影下，英特尔甚至未能进入全球市值前十的芯片公司行列。收购压力2024年，英特尔在费城半导体指数中表现最差，下跌了60%。随着公司的价值暴跌至1990年代水平，曾经被认为不可想象的英特尔被收购的想法如今也变得更加现实。英特尔的新任领导者将不得不应对来自收购方的种种接洽，并决定是否继续坚持Gelsinger关于公司不需分拆的立场。华尔街中一些人士建议，将英特尔的芯片设计和制造业务分拆，这两者在运营上已是分离状态。市场曾报道，高通、博通和Arm等公司已经探索过收购英特尔全部或部分业务的可能性。如果有正式提议出现，英特尔董事会将面临巨大的压力，需考虑Gelsinger可能早已否决的方案。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"executive","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":413001700778168,"gmtCreate":1741849666916,"gmtModify":1741849670646,"author":{"id":"3547929199452150","authorId":"3547929199452150","name":"Kein2020","avatar":"https://static.tigerbbs.com/65249682dcf9baa8ca041c4121572010","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3547929199452150","authorIdStr":"3547929199452150"},"htmlText":"說說你對這篇新聞的看法...","listText":"說說你對這篇新聞的看法...","text":"說說你對這篇新聞的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/413001700778168","repostId":2519040988,"repostType":2,"repost":{"id":"2519040988","kind":"news","pubTimestamp":1741817002,"share":"https://ttm.financial/m/news/2519040988?lang=en_US&edition=fundamental","pubTime":"2025-03-13 06:03","market":"us","language":"zh","title":"Intel rose nearly 11% after hours and appointed Chen Liwu as its next CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=2519040988","media":"华尔街见闻","summary":"英特尔公司任命陈立武（Lip\u001eBu Tan）为下一任首席执行官。现年65岁的陈立武将于3月18日正式上任CEO。此前他于2024年8月卸任后，将重新加入董事会。上述消息公布后，英特尔股价大涨逾11%，该股在周三美股常规交易中已上涨4.6%。","content":"<p><html><head></head><body><strong>Intel has named Lip Bu Tan as its next CEO. Chen Liwu, 65, will officially take office as CEO on March 18. He will rejoin the board after stepping down in August 2024. After the above news was announced, Intel's stock price rose nearly 11% after hours.</strong></p><p><p style=\"text-align: justify;\">Intel Corp. named Lip Bu Tan as its next CEO, according to a statement released by the company on Wednesday. Chen Liwu, 65, will officially take office as CEO on March 18. He will rejoin the board after stepping down in August 2024.</p><p><p style=\"text-align: justify;\">After the announcement of the above news, Intel's stock price rose nearly 11% after hours, and the stock rose 4.6% in regular U.S. stock trading on Wednesday.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa61211ab006b5c5f2e6c8ee28fc8ade\" title=\"\" tg-width=\"916\" tg-height=\"516\"/></p><p><p style=\"text-align: justify;\">Born in Malaysia and raised in Singapore, Chen Liwu studied at Nanyang Technological University and majored in physics, and later received a master's degree in nuclear engineering from MIT. He studied as a postdoctoral fellow and turned to the University of San Francisco to get an MBA.</p><p><p style=\"text-align: justify;\">After working in venture capital, Chen Liwu joined the board of directors of Cadence Design Systems Inc. in 2004. He became co-CEO in 2008, following the departure of the then CEO, and became single CEO in 2009. Chen Liwu worked at Cadence for more than ten years and was transferred to the post of chairman until his resignation in 2023:</p><p><p style=\"text-align: justify;\">Together with its competitor Synopsys Inc., Cadence dominates the computer-aided design (CAD) market for designing semiconductors. With the increasing complexity of devices, their software and services become increasingly important, and engineers rely on these products to design microchip architectures containing tens of billions of transistors and their interconnects.</p><p><p style=\"text-align: justify;\">Chen Liwu's predecessor, Intel CEO, was Pat Gelsinger, who was dismissed by the board of directors for failing to effectively revive Intel's product lineup. Gelsinger has tried to transform Intel into a chip foundry, a contract manufacturer that makes products for outside customers, but that attempt is still in its infancy.</p><p><p style=\"text-align: justify;\">Gelsinger was seen as a potential rescuer when he took the helm in 2021, but after several consecutive quarters of disappointing results-including what analysts called the worst quarterly report in the company's history in August 2024, Wall Street lost faith in his transformation plan.</p><p><p style=\"text-align: justify;\">Being in charge of Intel was once the most prestigious position in the industry, but now it has become one of the toughest jobs in the chip field. Chen Liwu shoulders the important task of revitalizing Intel.</p><p><h2 id=\"id_2337696007\">Full challenges</h2><p style=\"text-align: justify;\">Intel dominated the semiconductor space for decades. At its peak, Intel's profitability was exceptionally outstanding in manufacturing. Its gross profit margin once exceeded 60%, but now it has fallen to about half.</p><p><p style=\"text-align: justify;\">Intel is now facing declining market share, manufacturing woes, and a sharp decline in earnings. The company is also saddled with heavy debt and recently had to lay off about 15,000 jobs.</p><p><p style=\"text-align: justify;\">For Intel, one of the most prominent challenges is developing artificial intelligence acceleration chips that can compete with Nvidia products. Nvidia has been in the shadow of Intel for a long time, but in the past two years, Nvidia has benefited from the artificial intelligence computing boom, and its revenue and market value have soared.</p><p><p style=\"text-align: justify;\">To be clear, despite all the challenges, Intel remains one of the world's highest chipmakers by revenue, with annual sales of more than $50 billion. The company's processors remain a major component of more than 70% of the world's personal computers and servers, and its factories also account for a large part of the world's advanced manufacturing capacity.</p><p><p style=\"text-align: justify;\">However, product development missteps gave competitors an advantage. In addition to Nvidia, AMD has also gained market share in the PC and server markets, and has an edge over Intel in artificial intelligence chips. In the shadow of these challenges, Intel failed to even enter the ranks of the top ten chip companies in the world by market cap.</p><p><h2 id=\"id_1564003194\">Acquisition Pressure</h2><p style=\"text-align: justify;\">In 2024, Intel was the worst performer in the Philadelphia Semiconductor Index, down 60%. With the company's value plummeting to 1990s levels, the idea of an Intel acquisition, once considered unthinkable, has become more realistic today.</p><p><p style=\"text-align: justify;\">Intel's new leader will have to deal with various approaches from acquirers and decide whether to continue to stick to Gelsinger's position that the company does not need to be spun off. Some people on Wall Street have suggested splitting Intel's chip design and manufacturing businesses, which are already operationally separated.</p><p><p style=\"text-align: justify;\">The market has reported that companies such as Qualcomm, Broadcom and Arm have explored the possibility of acquiring all or part of Intel's business. If a formal proposal emerges, Intel's board of directors will face tremendous pressure to consider a plan that Gelsinger may have already rejected.</p><p></body></html></p>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel rose nearly 11% after hours and appointed Chen Liwu as its next CEO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel rose nearly 11% after hours and appointed Chen Liwu as its next CEO\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2025-03-13 06:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Intel has named Lip Bu Tan as its next CEO. Chen Liwu, 65, will officially take office as CEO on March 18. He will rejoin the board after stepping down in August 2024. After the above news was announced, Intel's stock price rose nearly 11% after hours.</strong></p><p><p style=\"text-align: justify;\">Intel Corp. named Lip Bu Tan as its next CEO, according to a statement released by the company on Wednesday. Chen Liwu, 65, will officially take office as CEO on March 18. He will rejoin the board after stepping down in August 2024.</p><p><p style=\"text-align: justify;\">After the announcement of the above news, Intel's stock price rose nearly 11% after hours, and the stock rose 4.6% in regular U.S. stock trading on Wednesday.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa61211ab006b5c5f2e6c8ee28fc8ade\" title=\"\" tg-width=\"916\" tg-height=\"516\"/></p><p><p style=\"text-align: justify;\">Born in Malaysia and raised in Singapore, Chen Liwu studied at Nanyang Technological University and majored in physics, and later received a master's degree in nuclear engineering from MIT. He studied as a postdoctoral fellow and turned to the University of San Francisco to get an MBA.</p><p><p style=\"text-align: justify;\">After working in venture capital, Chen Liwu joined the board of directors of Cadence Design Systems Inc. in 2004. He became co-CEO in 2008, following the departure of the then CEO, and became single CEO in 2009. Chen Liwu worked at Cadence for more than ten years and was transferred to the post of chairman until his resignation in 2023:</p><p><p style=\"text-align: justify;\">Together with its competitor Synopsys Inc., Cadence dominates the computer-aided design (CAD) market for designing semiconductors. With the increasing complexity of devices, their software and services become increasingly important, and engineers rely on these products to design microchip architectures containing tens of billions of transistors and their interconnects.</p><p><p style=\"text-align: justify;\">Chen Liwu's predecessor, Intel CEO, was Pat Gelsinger, who was dismissed by the board of directors for failing to effectively revive Intel's product lineup. Gelsinger has tried to transform Intel into a chip foundry, a contract manufacturer that makes products for outside customers, but that attempt is still in its infancy.</p><p><p style=\"text-align: justify;\">Gelsinger was seen as a potential rescuer when he took the helm in 2021, but after several consecutive quarters of disappointing results-including what analysts called the worst quarterly report in the company's history in August 2024, Wall Street lost faith in his transformation plan.</p><p><p style=\"text-align: justify;\">Being in charge of Intel was once the most prestigious position in the industry, but now it has become one of the toughest jobs in the chip field. Chen Liwu shoulders the important task of revitalizing Intel.</p><p><h2 id=\"id_2337696007\">Full challenges</h2><p style=\"text-align: justify;\">Intel dominated the semiconductor space for decades. At its peak, Intel's profitability was exceptionally outstanding in manufacturing. Its gross profit margin once exceeded 60%, but now it has fallen to about half.</p><p><p style=\"text-align: justify;\">Intel is now facing declining market share, manufacturing woes, and a sharp decline in earnings. The company is also saddled with heavy debt and recently had to lay off about 15,000 jobs.</p><p><p style=\"text-align: justify;\">For Intel, one of the most prominent challenges is developing artificial intelligence acceleration chips that can compete with Nvidia products. Nvidia has been in the shadow of Intel for a long time, but in the past two years, Nvidia has benefited from the artificial intelligence computing boom, and its revenue and market value have soared.</p><p><p style=\"text-align: justify;\">To be clear, despite all the challenges, Intel remains one of the world's highest chipmakers by revenue, with annual sales of more than $50 billion. The company's processors remain a major component of more than 70% of the world's personal computers and servers, and its factories also account for a large part of the world's advanced manufacturing capacity.</p><p><p style=\"text-align: justify;\">However, product development missteps gave competitors an advantage. In addition to Nvidia, AMD has also gained market share in the PC and server markets, and has an edge over Intel in artificial intelligence chips. In the shadow of these challenges, Intel failed to even enter the ranks of the top ten chip companies in the world by market cap.</p><p><h2 id=\"id_1564003194\">Acquisition Pressure</h2><p style=\"text-align: justify;\">In 2024, Intel was the worst performer in the Philadelphia Semiconductor Index, down 60%. With the company's value plummeting to 1990s levels, the idea of an Intel acquisition, once considered unthinkable, has become more realistic today.</p><p><p style=\"text-align: justify;\">Intel's new leader will have to deal with various approaches from acquirers and decide whether to continue to stick to Gelsinger's position that the company does not need to be spun off. Some people on Wall Street have suggested splitting Intel's chip design and manufacturing businesses, which are already operationally separated.</p><p><p style=\"text-align: justify;\">The market has reported that companies such as Qualcomm, Broadcom and Arm have explored the possibility of acquiring all or part of Intel's business. If a formal proposal emerges, Intel's board of directors will face tremendous pressure to consider a plan that Gelsinger may have already rejected.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3742940\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/239bc0ce0dd706bacb429afd8a5c02ac","relate_stocks":{"INTC":"英特尔"},"source_url":"https://wallstreetcn.com/articles/3742940","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2519040988","content_text":"英特尔公司任命陈立武（Lip Bu Tan）为下一任首席执行官。现年65岁的陈立武将于3月18日正式上任CEO。此前他于2024年8月卸任后，将重新加入董事会。上述消息公布后，英特尔股价盘后涨近11%。据英特尔公司周三发布的声明，英特尔公司任命陈立武（Lip Bu Tan）为下一任首席执行官。现年65岁的陈立武将于3月18日正式上任CEO。此前他于2024年8月卸任后，将重新加入董事会。上述消息公布后，英特尔股价盘后涨近11%，该股在周三美股常规交易中已上涨4.6%。陈立武出生于马来西亚，在新加坡长大，曾就读于南洋理工大学并主修物理学，后来又在麻省理工学院获得核工程硕士学位。他曾攻读博士后转向旧金山大学取得MBA。在从事风险投资工作后，陈立武于2004年加入了Cadence Design Systems Inc.董事会。2008年，在当时的CEO离职后，他成为联合CEO，并于2009年担任单一CEO。陈立武在Cadence工作了十余年后转任董事长，直至2023年离任：Cadence与其竞争对手Synopsys Inc.共同主导着用于设计半导体的计算机辅助设计（CAD）市场。随着设备复杂度的不断提高，他们的软件和服务变得日益重要，工程师们依靠这些产品设计出包含数百亿个晶体管及其互连的微型芯片架构。陈立武的前任英特尔CEO是Pat Gelsinger，因未能有效重振英特尔的产品阵容而被董事会罢免。Gelsinger曾试图将英特尔转型为芯片代工厂，一家为外部客户生产产品的合同制造商，但这一尝试仍处于初级阶段。Gelsinger在2021年执掌公司时被视为潜在的拯救者，但在连续几个季度令人失望的业绩之后——其中包括2024年8月被分析师称为公司历史上最糟糕的一次季度报告，华尔街对他的转型计划失去了信心。掌管英特尔曾经是业界最负盛名的职位，而如今，成为了芯片领域最艰巨工作之一。陈立武肩负起振兴英特尔的重任。挑战重重英特尔曾主导半导体领域数十年，在其巅峰时期，英特尔的盈利能力在制造业中异常突出，其毛利率曾超过60%，而如今已跌至大约一半。英特尔如今正面临市场份额下滑、制造困境以及盈利急剧下降的局面。公司还背负着沉重的债务，最近不得不裁员约1.5万人。对于英特尔来说，最为突出的挑战之一，是开发出能够与英伟达产品竞争的人工智能加速芯片。英伟达曾长期处于英特尔的阴影之下，但在过去两年中，英伟达得益于人工智能计算热潮，其收入和市值大幅飙升。需要说明的是，尽管面临种种挑战，英特尔仍然是全球收入最高的芯片制造商之一，年销售额超过500亿美元。公司的处理器仍然是全球70%以上的个人电脑和服务器的主要组成部分，其工厂也占据了全球先进制造产能的一大部分。然而，产品开发上的失误让竞争对手占据了优势。除了英伟达外，AMD在个人电脑和服务器市场中也获得了市场份额，并且在人工智能芯片领域比英特尔更具优势。在这些挑战的阴影下，英特尔甚至未能进入全球市值前十的芯片公司行列。收购压力2024年，英特尔在费城半导体指数中表现最差，下跌了60%。随着公司的价值暴跌至1990年代水平，曾经被认为不可想象的英特尔被收购的想法如今也变得更加现实。英特尔的新任领导者将不得不应对来自收购方的种种接洽，并决定是否继续坚持Gelsinger关于公司不需分拆的立场。华尔街中一些人士建议，将英特尔的芯片设计和制造业务分拆，这两者在运营上已是分离状态。市场曾报道，高通、博通和Arm等公司已经探索过收购英特尔全部或部分业务的可能性。如果有正式提议出现，英特尔董事会将面临巨大的压力，需考虑Gelsinger可能早已否决的方案。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":16,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2519040988","isCrawlerRequest":true}