来源：EETOP 事情出现意外转折——英特尔代工服务（Intel Foundry）负责人凯文·奥布克利（Kevin O'Buckley）在任职仅两年后，决定跳槽至高通。即日起，英特尔代 工服务将由此前负责前端工艺技术研发与制造的印度裔高管纳加·钱德拉塞卡兰（Naga Chandrasekaran）接任。 至于奥布克利，他将出任高通执行副总裁，主管全球运营与供应链，领导高通全球芯片生产业务，监管制造工程、代工厂合作及元器件供应商关系。奥布 克利将直接向高通执行副总裁、首席财务官兼首席运营官阿卡什·帕尔希瓦拉（Akash Palkhiwala）汇报。 与之不同，钱德拉塞卡兰将负责新一代逻辑工艺节点、先进封装方案与测试技术的研发及落地，同时监管全球前端晶圆制造、后端封装测试业务。此外， 他还负责英特尔代工服务的客户合作、生态建设、战略规划、集团质量与可靠性项目，以及供应链运营。简而言之，他同时掌管技术路线图与工厂运营。 钱德拉塞卡兰此前担任英特尔代工服务技术与运营负责人，监管前端工艺技术研发与制造。在此期间，他已同时负责技术研发（TD）部门与代工制造及 供应链（FMSC）部门（自2024年年中起接管），因此此次晋升 ...

Core Insights - The Vietnamese Minister of Finance, Nguyen Van Dung, held a meeting with Intel's Senior Vice President of Global Government Affairs, Robin Colwell, to discuss collaboration in the semiconductor industry and celebrate Intel's 20 years of operation in Vietnam [1] Group 1: Intel's Role in Vietnam - Intel is recognized as a leading strategic partner in the semiconductor and high-tech sectors in Vietnam, particularly for its collaboration with the National Innovation Center on artificial intelligence [1] - The Intel factory in Vietnam is the largest chip packaging and testing facility globally, reflecting Intel's strategic confidence in Vietnam's investment environment and technological capabilities [1] Group 2: Vietnam's Semiconductor Industry Strategy - Vietnam has identified the semiconductor industry as a strategic sector in its industrialization and modernization process, aiming for Intel to expand production, upgrade technology, and develop a supplier ecosystem [1] - The Vietnamese government emphasizes creating a stable and transparent policy environment to facilitate long-term investments from high-tech companies, including semiconductors [1] Group 3: Future Collaborations - Intel expressed willingness to closely cooperate with the Vietnamese Ministry of Finance and other entities to make Vietnam a significant base in the global semiconductor value chain [1] - Intel plans to hold a strategic raw materials supplier conference in Vietnam this year to promote the development of the semiconductor ecosystem [1]

科技股普跌，甲骨文跌超4%，闪迪、博通跌超3%，英伟达、微软、美光科技跌逾2%，英特尔、特斯拉 等跌超1%。 | 名称 | 涨跌幅 ▲ | 坝价 | | --- | --- | --- | | 甲骨文(ORACLE) | -4.16% | 144.060 | | 博通(BROADCOM) | -3.43% | 310.655 | | 闪进 | -3.04% | 632.100 | | 英伟达(NVIDIA) | -2.50% | 180.269 | | 超威半导体(AMD) | -2.55% | 198.480 | | 微软(MICROSOFT) | -2.38% | 392.150 | | 美光科技(MICRON TECHNOLOGY) | -2.38% | 405.655 | | 英特尔(INTEL) | -1.88% | 44.607 | | 西部数据(WESTERN DIGITAL) | -1.87% | 276.970 | | 高通(QUALCOMM) | -1.74% | 143.060 | | 特斯拉(TESLA) | -1.66% | 401.780 | | 苹果(APPLE) | -1.29 ...

Core Insights - Intel has experienced significant stock rallies, with gains exceeding 30% in less than two months, and notable spikes of over 50% in 2011 and 2024, indicating potential for substantial upside for investors if similar catalysts arise [1][2]. Catalysts - **Catalyst 1: Foundry Break-even Pull-Forward** Intel is accelerating its path to profitability in the Foundry segment, aiming for a break-even point earlier than the 2027 target, which could unlock a higher valuation multiple [10]. - **Catalyst 2: AI-Driven Data Center Share Recapture** The company is focused on regaining market share in the data center sector, which is expected to enhance revenue projections for Data Center and AI (DCAI) by Q2 2026 [10]. - **Catalyst 3: Gross Margin Inflection from Advanced Node Yields** Intel anticipates increasing gross margins beyond consensus expectations, improving profitability in the Client Computing Group (CCG) with yield enhancements and reduced production costs [10]. Financial Performance - Revenue growth has been negative, with a -0.5% last twelve months (LTM) growth and a -5.5% average over the last three years [11]. - Free cash flow margin is nearly -9.4%, and the operating margin is -0.04% LTM [11]. - The stock currently trades at a P/E multiple of -825.4, indicating significant valuation challenges [11].

Investment Summary - Nvidia invested approximately $7.93 billion in Intel Corporation (INTC) during the October-to-December quarter of 2025, resulting in a stock price increase from $24.21 to $46.51, a gain of roughly 92% [1] - Nvidia also invested around $1.08 billion in Nokia (NOK), with the stock rising from $4.23 to $7.57, marking a gain of approximately 79% [2] - However, Nvidia's investment in Synopsys Inc. worth about $2.26 billion saw a decline of around 24% since September 2nd [2] Existing Investments Performance - The value of Nvidia's stake in CoreWeave decreased from $3.32 billion to $1.58 billion, a drop of nearly 50% [3] - Nvidia's investment in Nebius fell from $133.65 million to approximately $99.65 million [3] Divestments - Nvidia divested its entire stakes in four firms: Arm Holdings, Applied Digital Corporation, Recursion Pharmaceuticals, and WeRide Inc., with a combined worth of $387.64 million [4]

1、美股周四收盘，道指微涨，标普500指数跌0.5%，纳斯达克 综合指数跌1.18%。英伟达绩后收跌 5.5%，AMD和英特尔跌3%。纳斯达克中国金龙指数收跌1.78%，阿里巴巴跌2.7%，百度跌5.6%。 2、 戴尔美股盘后涨幅扩大至12%，奈飞美股盘后大涨近8%。 3、美伊谈判取得重大进展，双方同意在不到 一周内再次会晤，计划于下周在维也纳展开技术层面磋商。伊朗外长称部分达成共识，美方评价积极。 4、美联储古尔斯比表示利率可以下调，但不想在通胀缓解之前就提前大幅降息。 5、伊朗南部阿巴丹 工业综合体发生大火，火灾位于园区内聚合物工厂，未造成人员伤亡，园区内伊朗最大炼油厂未受影 响，六支消防队正扑救火情，预计一小时内扑灭。 6、美国30年期抵押贷款利率跌穿6%，为2022年以 来首次。 7、六架美国空中加油机正飞往以色列本·古里安 机场，加入该地区美军部署。 8、美乌日内瓦 会谈结束，未公布具体成果。 9、沙特阿美取消2月和3月从朱艾马码头装运的液化 石油气货物，该港输 送系统部分结构受损，维修预计持续一个多月。 10、特朗普政府放宽对古巴新兴私营部门燃料运输举 措，旨在提升美国推动古巴政治经济变革筹码。 ...

DUBAI, United Arab Emirates--(BUSINESS WIRE)-- #AI--SambaNova today introduced their SN50 AI chip, which boasts a max speed that's 5X faster than competitive chips. The company also announced a planned collaboration with Intel to deliver highperformance, costefficient AI inference solutions, and more than $350M in investment from new and existing investors. Positioned as the most efficient chip for agentic AI, the SN50 chip offers enterprises a 3X lower total cost of ownership — a powerful foundati. ...

Key Takeaways Intel formed a multiyear partnership with SambaNova to deliver AI inference solutions on Xeon-based systems.Intel is expanding its portfolio to tap rising demand for real-time AI inference workloads.Intel faces stiff competition from NVDA and AMD in the AI inference domain.Intel Corporation (INTC) recently announced a multiyear strategic collaboration with SambaNova, a leading AI inference platform and hardware provider. The partnership is set to focus on delivering high-performance, cost-effi ...

滋养新经济 驾驭人工智能革命的影响 2026 年 1 月 前言 马修・派恩（ Matthew Pine ） 赛莱默总裁兼首席执行官 人工智能超级周期的发展速度超越了历史上任何一次工业变革。它正在重塑 一块芯片、每一个数据中心、每兆瓦电力，都依赖稳定的清洁水供应。 经济格局，重新定义竞争力。但这场人工智能革命存在一个隐藏的脆弱点：每 直到最近，关于人工智能的讨论仍聚焦于能源、原材料等常见制约因素。如今，行业、社区和政策制 定者逐渐意识到，在这个本就面临水资源压力的世界里，人工智能带来了新的影响。然而，由于缺 乏相关数据和对人工智能的深入了解，解决方案的探索进程受阻。《滋养新经济》报告提供了一个 基于事实的战略框架，助力人们理解其中的挑战与机遇。 本报告梳理了人工智能对全球水资源供应造成的压力点 ⸺ 随着水资源日益稀缺，工业与社区可 能会为争夺水资源产生竞争。更为重要的是，报告指出了能够实现双重目标的路径：既保障社区获 得经济实惠、安全健康的水资源，又维护人工智能经济带来的创新红利。 选择至关重要。若管理不当，水资源需求可能会演变为人类与发展之间的零和博弈；若管理得当， 它将成为更大变革的催化剂：推动全球向更高水 ...

费城 半导体指数跌超4%。英伟达公布强劲的业绩及指引后仍遇冷跌超4%，拖累半导体板块走低，应用 材料跌超6%，博通、阿斯麦跌超5%，美光科技、英特尔、台积电跌超4%，AMD、安森美半导体跌超 3%。(格隆汇) ...