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Intel Taps Micron Leader To Strengthen AI Chip Strategy

Intel Taps Micron Leader To Strengthen AI Chip Strategy

英特尔选择美光领导者以加强ai芯片策略。
Benzinga ·  13:50

Intel Corp (NASDAQ:INTC) tapped Dr. Naga Chandrasekaran of Micron Technology, Inc (NASDAQ:MU) as chief global operations officer, executive vice president and general manager of Intel Foundry Manufacturing and Supply Chain organization, effective August 12.

英特尔公司(NASDAQ: INTC)于8月12日任命Micron Technology, Inc(NASDAQ: MU)的Dr. Naga Chandrasekaran为首席全球运营官、执行副总裁和英特尔Foundry制造和供应链组织的总经理。

Chandrasekaran, an Oklahoma State University, University of California, Berkeley, and University of California, Los Angeles alumni, served as Micron's senior vice president for Technology Development.

Chandrasekaran是俄克拉何马州立大学、加州大学伯克利分校和加州大学洛杉矶分校的校友,担任Micron的技术开发高级副总裁。

Chandrasekaran took over from Keyvan Esfarjani, who has decided to retire from Intel after nearly 30 years of service.

Chandrasekaran接替了Keyvan Esfarjani,后者决定在服务英特尔近30年后退休。

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Chandrasekaran will lead Intel Foundry's worldwide manufacturing operations, including Fab Sort Manufacturing, Assembly Test Manufacturing, strategic planning for Intel Foundry, corporate quality assurance, and supply chain.

Chandrasekaran将领导英特尔Foundry的全球制造业务,包括晶圆分类制造、装配测试制造、英特尔Foundry的战略规划、企业质量保证和供应链。

The Intel Foundry business combines all the critical components that fabless customers need to design and manufacture chips for a new era of AI-driven computing.

Intel Foundry业务汇集了半导体客户设计和制造用于新时代以人工智能为驱动的计算的关键组件。

The leadership change will be crucial for Intel as it sets ambitious targets, including $1 billion in software revenue before 2027, up from over $100 million in 2021, where its upcoming Gaudi 3 chip will play a key role.

领导层的更迭对英特尔至关重要,因为它制定了雄心勃勃的目标,包括2027年前实现10亿美元的软件收入,而2021年的收入超过1亿美元,即将推出的Gaudi3芯片将发挥关键作用。

Intel remains aggressively invested in its AI ambitions. It expects to ship chips for over 100 million AI PCs by 2025, including over 40 million in 2024.

英特尔仍然在积极投资于其人工智能追求。它预计到2025年将为超过1亿台人工智能电脑提供芯片,其中2024年将超过4000万台。

In the second quarter of 2024, DNB Asset Management, with AUM of $88 billion, more than doubled its investment in Intel.

2024年第二季度,DNb资产管理的管理资产总额达到880亿美元,将其在英特尔的投资增加了一倍多。

Intel stock lost 8% in the last 12 months. Investors can gain exposure to the stock through Invesco QQQ Trust, Series 1 (NASDAQ:QQQ), and SPDR S&P 500 (NYSE:SPY).

英特尔股票在过去12个月中下跌了8%。投资者可以通过Invesco QQQ Trust Series 1(纳斯达克QQQ)和SPDR S&P 500(纽约证交所SPY)来获得该股票的收益。

Intel Stock Prediction For 2024

2024年英特尔股票预测

Intel's revenue growth in FY23 was -14.0%, reflecting the influence of various factors including the macroeconomic environment, demand for its products and services, and its position relative to competitors. This growth is a critical indicator for investors assessing the company's future prospects.

英特尔2023财年的营业收入增长为-14.0%,反映出各种因素的影响,包括宏观经济环境、其产品和服务的需求以及其相对于竞争对手的地位。这种增长是评估公司未来前景的重要指标。

Some macro factors that could impact the company's performance in the next year include higher interest rates, progress on reeling in inflation and labor market strength. The Fed's benchmark rate is currently at 5.33%, while PPI recently came in at 0.2%, growing 2.6% from last year. The unemployment rate was most recently reported as 4.1%.

一些可能影响公司未来一年表现的宏观因素包括较高的利率、抑制通胀进展和劳动力市场强度。联邦基准利率目前为5.33%,而PPI最近为0.2%,较去年增长2.6%。最近报告的失业率为4.1%。

An investor should pay attention to economic conditions to decide whether they think the macro environment is positive or negative for Intel stock. For real time economic data and breaking market updates, check out Benzinga Pro. Try it for free.

投资者应关注经济条件,以决定宏观环境是否对英特尔股票积极或消极。有关实时经济数据和突发市场更新,请查看Benzinga Pro。免费试用。

How does this stack up against Intel's peers?

这与英特尔的同行相比如何?

Investors may also want to analyze a stock in comparison to companies with similar products or in similar industries. Intel operates in the Information Technology sector. The stock has experienced average annual growth of -16.55% compared to the 12.31% average of its peer companies. This is below the broader sector movement of Intel.

投资者也可能想要将一只股票与拥有相似产品或行业的公司进行比较。英特尔属于信息技术领域。该股票的年均增长率为-16.55%,低于同行公司的12.31%平均增长率。这低于英特尔的更广泛的行业运动。

Price Action: INTC shares are down 0.14% at $31.66 at the last check Thursday.

最后一次查看英特尔股票价格为31.66美元,下跌0.14%。

Photo via Shutterstock

图片来自shutterstock。

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