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  来源:华尔街见闻

  这已经是英特尔一年内的第二轮大规模裁员。去年8月,公司宣布裁减约15000个职位。截至2024年底,英特尔员工人数已从前一年的124800人减少至108900人。消息公布后,英特尔在周三美股盘前交易中上涨3.5%。

  彭博社23日报道,英特尔计划本周宣布裁员超过20%,这将是新任CEOLip-BuTan上任以来的首次重大重组。

  报道援引知情人士透露,此举旨在削减官僚机构,精简管理层,并重建以工程为导向的企业文化。

  值得注意的是,这已经是英特尔一年内的第二轮大规模裁员。去年8月,公司宣布裁减约15000个职位。截至2024年底,英特尔员工人数已从前一年的124800人减少至108900人。

  今年3月,芯片行业老将Lip-BuTan被任命为英特尔首席执行官。他承诺剥离与核心业务无关的资产,并创造更具吸引力的产品。上周,英特尔同意向SilverLakeManagement出售其可编程芯片部门Altera51%的股权,这是朝着该目标迈出的第一步。

  消息公布后,英特尔在周三美股盘前交易中上涨3.5%。然而,该股在过去12个月中已下跌约43%,周二收盘价为19.51美元。

  新帅上任:Lip-BuTan能否力挽狂澜?

  Lip-BuTan的目标是扭转这家标志性芯片制造商多年来逐渐落后于竞争对手的局面。英特尔在技术上已失去领先优势,并且在人工智能计算领域难以赶上英伟达。这导致公司连续三年销售额下滑,并出现巨额亏损。

  在上个月的英特尔愿景大会上,Tan表示,英特尔需要补充已经失去的工程人才,改善资产负债表,并使其制造流程更好地适应潜在客户的需求。

  英特尔的困境显而易见。该公司未能及时响应人工智能的兴起,错失了芯片行业数十年来利润最丰厚的新领域。这使得英伟达从一个利基市场参与者成长为全球最有价值的半导体公司,其收入现在已超过英特尔的销售额。

  此外,英特尔还推迟了其扩产计划,包括曾被寄予厚望的俄亥俄州工厂。值得注意的是,虽然英特尔曾有望成为2022年《芯片与科学法案》的最大受益者,但在特朗普总统的领导下,该计划目前也面临不确定性。

  英特尔将于周四公布第一季度业绩,Tan将有机会阐述更多战略。尽管华尔街预计英特尔的营收降幅已经触底,但分析师预计,即使能够实现复苏,也需要数年时间才能恢复到之前的销售水平。

  Tan本人也承认:

  风险提示及免责条款

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