英特尔股价大跌8%：代工业务陷困境，项目削减寻客户

爱集微2025-07-27

英特尔公司近日宣布将大幅削减其代工业务成本，以扭转当前困境，消息一出，其股价应声下跌超过8%。尽管英特尔在周四晚间发布的财报中，营收和第三季度销售预期均超出市场预期，但市场对其芯片制造业务的担忧仍占据主导地位。英特尔CEO李培福（Lip-Bu Tan）在致员工的备忘录中表示，公司即将推出的14A芯片制造工艺将基于已确认的客户承诺进行建设，强调“不再提供空白支票”。同时，英特尔在美国证券交易委员会的...

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Gelsinger）担任CEO后，坦言上任初期的挑战重重。英特尔已基本完成裁员计划，将裁减15%的员工，年底员工总数将降至7.5万人。李培福指出，过去几年公司“投资过早、过多，需求不足”，导致工厂布局分散且利用率低。英特尔净亏损从去年同期的16.1亿美元扩大至29亿美元，每股亏损67美分。公司还计提了8亿美元的资产减值费用，主要与“无明确再利用工具”相关。尽管摩根大通分析师认为英特尔的代工决策是“积极一步”，但持续的市场份额流失仍令人担忧。英特尔在人工智能市场的竞争中明显落后于英伟达，这一现状进一步加剧了市场对其未来前景的疑虑。补充信息显示，英特尔在代工业务上的困境并非一日之病。多年来，公司在代工领域的投入巨大，但未能有效吸引外部客户，导致资源浪费和业务停滞。此次调整代工战略，虽被视为自救之举，但能否真正扭转颓势，仍需时间验证。市场普遍关注英特尔能否在激烈的市场竞争中找到新的增长点，恢复昔日辉煌。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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