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据知情人士透露,英特尔公司(INTC.US)本周将宣布裁员计划,预计裁员幅度将超过员工总数的20%,旨在消除内部官僚作风。此次裁员是继去年8月英特尔宣布的一轮约15,000人裁员之后的又一举措。截至2024年底,英特尔员工总数为108,900人,较上一年的124,800人有所减少。

知情人士表示,此次裁员是英特尔精简管理架构、重塑以工程技术为驱动的企业文化的举措之一。这也将是上个月刚刚上任的首席执行官陈立武(Lip-BuTan)领导下的首次重大重组行动。

英特尔的一位代表拒绝就此发表评论。

多年来,这家陷入困境的芯片制造商在与竞争对手的较量中逐渐失去优势,陈立武也着力于扭转劣势。这家总部位于加利福尼亚州圣克拉拉的公司,不仅失去了技术领先地位,在人工智能计算领域也难以追上英伟达(NVDA.US)步伐。这导致其连续三年销售额下滑,亏损不断加剧。

作为楷登电子(CadenceDesignSystemsInc.)的资深人士,陈立武已承诺剥离那些对英特尔核心业务并非至关重要的资产,并推出更具竞争力的产品。上周,英特尔同意将其可编程芯片部门Altera51%的股份出售给银湖管理公司(SilverLakeManagement),朝着这一目标迈出了一步。

上个月在英特尔视觉(IntelVision)大会上,陈立武表示,英特尔需要补充流失的工程技术人才、改善资产负债表,并根据潜在客户需求优化制造流程。

英特尔将于本周四公布第一季度业绩,将为陈立武提供一个阐述其更多战略的机会。尽管根据华尔街的估计,英特尔营收下滑最严重的时期已经过去,但分析师预计,即便未来能恢复,公司也需数年才能回归到以往水平。

前任首席执行官帕特·基辛格(PatGelsinger)被解职后,现年65岁的陈立武在去年上任。基辛格曾试图扭转英特尔的局面,为此投入巨资以扩大公司工厂网络,并试图将英特尔打造成一家定制芯片制造商。

然而,英特尔目前已推迟大部分扩张计划,其中包括俄亥俄州的一处工厂,该工厂曾被寄予厚望,有望成为全球最大的芯片生产中心。英特尔原本也有望成为2022年《芯片与科学法案》资金的最大受益者,但在唐纳德·特朗普总统的领导下,该计划目前处于不确定状态。

此外,英特尔与台积电(TSM.US)建立制造合作关系的可能性也在降低,这一传闻曾在近几个月引发投资者猜测。台积电首席执行官魏哲家上周表示,公司将专注于自身业务发展。

在这一过程中,英特尔错过了芯片行业几十年来最具营利性的新领域。这家长期主导个人电脑和数据中心处理器市场的公司,却在行业转型人工智能领域时反应迟缓。乘上这一浪潮的英伟达从一个小众参与者发展成为全球最具价值的半导体公司,当前营收已远超英特尔。

基辛格本人也承认,英特尔已经失去了竞争精神,并对公司应对市场变化的速度表示失望。他还没来得及按照自己设想的时间去扭转局面就离开了。上个月,陈立武在首次以首席执行官身份公开亮相时表示,英特尔的转型需要时间,并非易事。

他说:“这不会一蹴而就,但我相信我们能够实现目标。”

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