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Intel Divests Stake In Nvidia Rival Arm Holdings As Part Of Restructuring Efforts: Analyst Highlights 'Renewed Focus On Liquidity And Efficiency'

Intel Divests Stake In Nvidia Rival Arm Holdings As Part Of Restructuring Efforts: Analyst Highlights 'Renewed Focus On Liquidity And Efficiency'

作爲重組努力的一部分,英特爾出售了其在英偉達競爭對手Arm Holdings的股份:分析師強調『重新聚焦流動性和效率』
Benzinga ·  08/14 03:26

Intel Corp. (NASDAQ:INTC) has sold its stake in Arm Holdings (NASDAQ:ARM), a British chip firm, as part of its ongoing restructuring strategy.

英特爾公司(納斯達克:INTC)出售了其所持有的Arm Holdings(納斯達克:ARM)的股權,這是其持續重組策略的一部分。

What Happened: Intel, which is currently undergoing a major restructuring, has offloaded its 1.18 million share stake in Arm Holdings, as per a regulatory filing on Tuesday. The sale is estimated to have brought in around $146.7 million, based on the average stock price of Arm between April and June.

Intel(英特爾)目前正在進行重大重組,根據週二的監管申報,已轉移其對Arm Holdings的118萬股權益。根據Arm在4月至6月間的平均股價,該銷售預計帶來了約1.467億美元的收益。

"This looks to be consistent with the restructuring plan and the renewed focus on liquidity and efficiency that [CEO Pat] Gelsinger laid out from the last conference call," Benchmark Co analyst Cody Acree told Reuters.

「這似乎符合[CEO帕特]蓋爾辛格在上次電話會議中所提出的重組計劃和重點關注流動性和效率的計劃,」Benchmark Co分析師科迪·埃克里告訴路透社。

Intel recently announced a workforce reduction of over 15% and the suspension of its dividend, citing a decline in traditional data center semiconductor spending and a shift towards AI chips.

Intel最近宣佈裁員15%以上,暫停分紅,稱傳統數據中心半導體支出下降,轉向AI芯片。

Intel's restructuring is part of an effort to regain its technological edge, particularly against competitors like NVIDIA Corp. (NASDAQ:NVDA) and Taiwan Semiconductor (NYSE:TSM).

英特爾(Intel)的重組是爲了重新獲得其技術優勢,尤其是對抗像英偉達(NVIDIA Corp.)和台積電 (TSM) 這樣的競爭對手。

Despite the ongoing restructuring, Intel's stock has been struggling, losing over 59% of its value this year. The company's shares dropped by 26% on Aug. 2, following the dividend suspension.

儘管一直在重組,英特爾的股票一直在努力,今年已經失去了59%以上的價值。8月2日,公司股票下跌了26%,隨着分紅的暫停。

Why It Matters: Intel's decision to sell its stake in Arm Holdings comes amid a series of strategic moves aimed at revitalizing the company. Earlier this month, Intel postponed its annual "Innovation" event, initially planned for September, due to financial challenges and a CPU bug controversy. The event is now rescheduled for 2025.

爲振興公司,英特爾決定出售其在Arm Holdings的股權,在一系列戰略舉措中推出。本月早些時候,由於財務挑戰和CPU缺陷爭議,英特爾推遲了原定於9月舉行的年度「創新」大會。現已改期到2025年舉行。

Additionally, Intel has announced plans to cut 15% of its workforce, or about 15,000 jobs, despite receiving $8.5 billion in government grants from the CHIPS and Science Act. This act, signed into law in August 2022, allocated $280 billion for science and technology research, with $52.7 billion earmarked for semiconductor development.

此外,英特爾宣佈計劃裁員15%,約15,000個職位,儘管從CHIPS和Science Act獲得了85億美元的政府補助。該法案於2022年8月簽署,撥出了2800億美元用於科學和技術研究,其中還有527億美元用於半導體開發。

Despite these challenges, some analysts see the potential for a 36% upside, suggesting that the current downturn might present a unique buying opportunity.

儘管面臨諸多挑戰,一些分析師看到了36%的上漲潛力,表示當前的下跌可能會提供獨特的買入機會。

Price Action: Intel Corp's stock closed at $20.47 on Tuesday, marking a significant gain of 5.73% for the day. In after-hours trading, the stock dipped slightly by 0.34%. Year to date, Intel's shares have experienced a substantial decline of 57.18%, according to data from Benzinga Pro.

價格行動:週二,Intel Corp的股票收於20.47美元,當天上漲了5.73%。在盤後交易中,股票略微下跌了0.34%。 根據Benzinga Pro的數據,Intels股票年初以來已經大幅下跌57.18%。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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