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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'

作为重组努力的一部分,英特尔出售了其在英伟达竞争对手Arm Holdings的股份:分析师强调‘重新聚焦流动性和效率’
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.

英特尔公司(纳斯达克:INTC)出售了其所持有的Arm Holdings(纳斯达克:ARM)的股权,这是其持续重组策略的一部分。

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(英特尔)目前正在进行重大重组,根据周二的监管申报,已转移其对Arm Holdings的118万股权益。根据Arm在4月至6月间的平均股价,该销售预计带来了约1.467亿美元的收益。

"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.

“这似乎符合[CEO帕特]盖尔辛格在上次电话会议中所提出的重组计划和重点关注流动性和效率的计划,”Benchmark Co分析师科迪·埃克里告诉路透社。

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最近宣布裁员15%以上,暂停分红,称传统数据中心半导体支出下降,转向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).

英特尔(Intel)的重组是为了重新获得其技术优势,尤其是对抗像英伟达(NVIDIA Corp.)和台积电 (TSM) 这样的竞争对手。

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.

尽管一直在重组,英特尔的股票一直在努力,今年已经失去了59%以上的价值。8月2日,公司股票下跌了26%,随着分红的暂停。

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.

为振兴公司,英特尔决定出售其在Arm Holdings的股权,在一系列战略举措中推出。本月早些时候,由于财务挑战和CPU缺陷争议,英特尔推迟了原定于9月举行的年度“创新”大会。现已改期到2025年举行。

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,英特尔宣布计划裁员15%,约15,000个职位,尽管从CHIPS和Science Act获得了85亿美元的政府补助。该法案于2022年8月签署,拨出了2800亿美元用于科学和技术研究,其中还有527亿美元用于半导体开发。

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

尽管面临诸多挑战,一些分析师看到了36%的上涨潜力,表示当前的下跌可能会提供独特的买入机会。

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.

价格行动:周二,Intel Corp的股票收于20.47美元,当天上涨了5.73%。在盘后交易中,股票略微下跌了0.34%。 根据Benzinga Pro的数据,Intels股票年初以来已经大幅下跌57.18%。

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