Taiwan Semi Founder Calls For New Strategy After Intel Chief's Departure
Taiwan Semi Founder Calls For New Strategy After Intel Chief's Departure
In November, Chang released his biography, which included Taiwan Semiconductor's deals with Taiwan Semiconductor Manufacturing Co (NYSE:TSM) founder Morris Chang told Reuters Monday that Intel Corp (NASDAQ:INTC) should have focused on developing its artificial intelligence moat instead of contract chipmaking.
台积电创始人张忠谋周一在接受路透社采访时表示，英特尔应该专注于发展其人工智能护城河，而不是合同芯片制造。
Chang's comments followed Intel chief Pat Gelsinger's departure after he failed to impress the board with his turnaround efforts. Intel stock has plunged 58% year-to-date.
张的评论是在英特尔首席执行官帕特·基尔辛格因未能让董事会对他的扭转努力留下深刻印象而辞职后发表的。英特尔股票年初至今已经暴跌了58%。
During Chang's autobiography launch event, he emphasized the need for a new strategy and CEO for Intel.
在张的自传发布会上，他强调了英特尔需要新的策略和首席执行官。
In November, Chang released his biography, which included Taiwan Semiconductor's deals with Apple Inc (NASDAQ:AAPL) and Qualcomm Inc (NASDAQ:QCOM) and how Intel abandoned an invitation to invest in Taiwan Semiconductor in the 1980s before becoming a key customer.
在11月，张发布了他的传记，其中包括台积电与苹果公司（纳斯达克：AAPL）和高通公司（纳斯达克：QCOM）的交易，以及英特尔在1980年代放弃投资台积电的邀请，随后成为其主要客户的经过。
Gelsinger's turnaround efforts involved making the fastest and most minor computer chips for other companies, but Taiwan Semiconductor eventually overtook this advantage. Taiwan Semiconductor stock surged over 89% year-to-date.
基尔辛格的扭转努力涉及为其他公司制造最快和最小的计算机芯片，但台积电最终超越了这一优势。台积电股票年初至今上涨了超过89%。
Chang said Intel lost or canceled contracts with major clients while aiming for ambitious manufacturing and AI capabilities.
张表示，英特尔在追求雄心勃勃的制造和人工智能能力时，与主要客户失去了或取消了合同。
On Tuesday, S&P Global Ratings downgraded Intel's credit rating to 'BBB' from 'BBB+ citing weak business recovery and uncertainty following Gelsinger's exit.
周二，标普全球评级将英特尔的信用评级从 'BBB+' 下调至 'BBB'，理由是业务复苏疲软以及基尔辛格辞职后的不确定性。
However, the firm expects Intel's client computing segment to post growth after a modest recovery in 2025 backed by the PC refresh cycle and its Data Center and AI (DCAI) and Networking and Edge segments.
然而，该公司预计英特尔的客户端计算部门将在2025年经过温和复苏后实现增长，得益于PC更新周期及其IDC概念和人工智能（DCAI）以及网络和边缘部门。
Meanwhile, Intel tapped semiconductor veterans Eric Meurice of ASML Holding NV (NASDAQ:ASML) and Steve Sanghi of Microchip Technology Inc (NASDAQ:MCHP) to its board. Intel has narrowed its eligible CEO list to include former director Lip-Bu Tan.
同时，英特尔邀请了半导体老将阿斯麦（NASDAQ:ASML）的埃里克·莫里斯和微芯科技（NASDAQ:MCHP）的史蒂夫·桑希加入董事会。英特尔已将合格CEO名单缩小到包括前董事李布·谭。
William Stein of Truist Securities and Cody Acree of Benchmark recommended selling the entire Intel company or parts of it, including splitting the manufacturing and products businesses and downsizing. They also noted that Intel's current focus on separating its Products and Foundry businesses could mean forfeiting the $7.8 billion in U.S. chip subsidy.
Truist证券的威廉·斯坦和Benchmark的科迪·阿克里建议出售整个英特尔公司或其部分，包括拆分制造业-半导体和产品业务以及缩编。他们还提到，英特尔目前专注于分离其产品和代工业务可能意味着放弃78亿美元的美国芯片补贴。
Intel interim co-CEO David Zinsner expects the next CEO to be equipped with manufacturing and product skills.
英特尔临时联席首席执行官大卫·辛兹预期下一位CEO将具备制造业和产品技能。
Investors can gain exposure to Intel through First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) and REX FANG & Innovation Equity Premium Income ETF (NASDAQ:FEPI).
投资者可以通过First Trust纳斯达克半导体可交易ETF（纳斯达克:FTXL）和REX FANG与创新股票溢价收益可交易ETF（纳斯达克:FEPI）获取英特尔的投资机会。
Price Action: INTC stock traded higher by 0.20% at $20.20 at premarket Wednesday.
价格动态：英特尔股票在周三盘前上涨0.20%，报20.20美元。
