PTT職涯區 / Stock (股票)

[新聞] 英特爾董事因對復甦策略看法不同辭職

看板Stock (股票)作者 (kougousei)時間2月前 (2024/08/28 06:35), 2月前編輯推噓84(90推 6噓 60→)
留言156則, 108人參與, 2月前最新討論串1/1
原文標題： Intel board member quit after differences over chipmaker's revival plan 原文連結：https://reurl.cc/Orvrg9 (路透社) 發布時間：August 27, 202410:51 PM GMT+8 記者署名： Max A. Cherney 原文內容： 據三位熟悉此事的消息人士透露， 英特爾(INTC.O.)事會成員陳立武（Lip-Bu Tan）突然辭職， 原因是他與首席執行官Pat Gelsinger及其他董事， 在該董事認為的臃腫的編制、迴避風險的文化以及落後的AI戰略等問題上存在分歧。 半導體業資深人士陳立武（Lip-Bu Tan）在週四提交的一份監管文件中表示， 他離開董事會是因為個人決定「重新安排各種承諾的優先順序」， 他仍然「支持公司及其重要工作」。 這位晶片軟體公司 Cadence 的前執行長在兩年前加入英特爾董事會， 作為恢復英特爾全球晶片製造商領導地位計劃的一部分。 2023 年 10 月，董事會擴大 Tan 的職責，授權他監督製造業務。 據匿名消息人士透露，隨著時間的推移， Tan 對公司龐大的員工編制、該公司對於晶圓代工的應對， 以及英特爾的風險迴避官僚文化感到沮喪。 這位備受投資人肯定的產業資深人士卻因英特爾的策略而離職， 凸顯了英特爾轉型的不確定性。 Tan的離任，使董事會缺少對晶片產業的敏銳度， 因為其他董事會成員都來自學術或金融領域， 或是來自醫療、科技和航空產業的前高階主管。 裁員計畫也是Tan和董事會看法分歧的一環。 Tan想要的是針對性的裁員，特別是針對和工程研發無關的中間管理層。 對Tan和幾位前管理層來說，英特爾的員工編制非常臃腫： 和AMD比較，在某些任務類似的team，員工數目居然達到了AMD的5倍。 一位前管理層表示，裁員的數目遠遠不夠，他覺得至少要再多裁一倍。 Tan曾對人表示，他認為英特爾被官僚的中層經理所把持， 這些人阻礙了英特爾伺服器和桌上型電腦晶片部門的進展， 因此裁員應集中在這些人身上。 英特爾前高管表示，英特爾的員工數目比Nvidia和台積電的總和還要多， 這導致英特爾的文化自滿且缺乏競爭力， 這與英特爾共同創辦人安迪-格魯夫(Andy Grove)曾說過的 「只有偏執者才能生存」精神相去甚遠。 英特爾的轉虧為盈方案有賴於建立與台積電類似的代工業務， 但該公司尚未揭露任何大客戶，並表示該業務預計要到 2027 年才能轉虧為盈。 英特爾去年嘗試以 54 億美元收購以色列晶片製造商高塔半導體， 但因中國阻撓而告吹。 如果併購成功，英特爾將獲得一個專門從事代工的組織， 而英特爾從來沒有在這方面成功過。 據四位熟悉英特爾製造業務的消息人士透露， 如果沒有高塔， 英特爾這家歷史悠久的IDM缺乏與外部客戶合作的需要專業知識， 而英特爾一直在努力吸引外部客戶。 一位與 Tan關係密切的人士表示， Tan對於董事會不採納他的建議， 去讓代工業務更以客戶為中心， 以及去除不必要的官僚作風感到沮喪。 The sudden resignation of a high-profile Intel (INTC.O) board member came after differences with CEO Pat Gelsinger and other directors over what the director considered the U.S. company's bloated workforce, risk-averse culture and lagging artificial intelligence strategy, according to three sources familiar with the matter. Lip-Bu Tan, a semiconductor industry veteran, had said he was leaving the board because of a personal decision to “reprioritize various commitments” and that he remained “supportive of the company and its important work,” in a regulatory filing on Thursday. The former CEO of chip-software company Cadence Design joined Intel’s board two years ago as part of a plan to restore Intel’s place as the leading global chipmaker. The board expanded Tan’s responsibilities in October 2023, authorizing him to oversee manufacturing operations. Over time, Tan grew frustrated by the company’s large workforce, its approach to contract manufacturing and Intel’s risk-averse and bureaucratic culture, according to the sources, who were not authorized to speak publicly. The circumstances around Tan’s exit have not previously been reported. The departure of the industry veteran, who is well-regarded by investors, over Intel's strategy illustrates the uncertainty of its turnaround efforts. Tan leaves as the company endures one of the bleakest periods in its five-decade history that has left it vulnerable to a potential activist shareholder attack, former executives said. Intel has hired investment bank Morgan Stanley to prepare a defense, according to sources familiar with the matter, confirming an earlier report. Intel, headquartered in California, declined to comment. Tan’s venture capital firm, Walden Catalyst, did not respond to a request for comment. Tan’s exit leaves a vacuum of chip-industry technical and business acumen on the board, which is populated by leaders in academia and finance, and former senior executives from the medical, tech and aerospace industries, say investors and semiconductor industry insiders. Former Intel executives told Reuters the company began preparing for a potential activist threat months ago. Reuters could not independently confirm if any shareholders were preparing an approach. ‘ONLY THE PARANOID SURVIVE’ This month, Intel paused its dividend that it had been paying for decades when it reported results and plans to reduce capital spending on factory construction. The next day, investors wiped more than $30 billion from its market value, or more than a quarter of its worth. Intel’s struggles are occurring against the backdrop of aggressive investment and sales from rivals swept up by the surge of interest in artificial intelligence. The AI boom turned graphics chipmaker Nvidia (NVDA.O) , opens new tab into a $3-trillion market-cap company. Intel passed on an opportunity in 2018 to take as much as a 30% stake in ChatGPT-maker OpenAI, Reuters previously reported. Intel acquired at least two AI startups, among more than four efforts since 2010 to build a blockbuster AI chip, according to former executives. Even though its Habana acquisition yielded promising AI chips, its senior leaders left to form a rival effort in Israel, hurting Intel's program, two sources said. To cut costs, Intel announced in August layoffs of more than 15% of its workforce, its second round of cuts in two years. Intel had nearly 125,300 employees globally according to its August financial results. The layoff plan was one source of tension between Tan and the board, according to sources. Tan wanted specific cuts, including middle managers who do not contribute to Intel's engineering efforts. Gelsinger, who took over in 2021 as part of a turnaround plan, added at least 20,000 employees to Intel's payroll by 2022. To Tan and some former Intel executives, the workforce appeared bloated. Teams on some projects were as much as five times larger than others doing comparable work at rivals such as Advanced Micro Devices, according to two sources. One former executive said Intel should have cut double the number it announced in August years ago. Tan has told people he believed Intel was overrun by bureaucratic layers of middle managers who impeded progress at Intel’s server and desktop chips divisions and the cuts should have focused on these people. Intel's workforce, which is larger than those of Nvidia and Taiwan Semiconductor Manufacturing Co combined, has led to a complacent and uncompetitive culture, far from the “only-the-paranoid-survive” ethos of Intel co-founder Andy Grove, former Intel executives said. MANUFACTURING STRUGGLE Intel’s turnaround plan relies on building its foundry business, which helps other companies manufacture chips, similar to TSMC. But the company has not disclosed a big customer and has said the business is not expected to turn a profit until 2027. An attempt last year to break into contract-manufacturing through a $5.4-billion purchase of Israel-based chip manufacturer Tower Semiconductor was scuttled after China blocked the deal. Intel would have obtained an organization dedicated to contract chipmaking, something Intel has never done successfully. Without Tower, Intel, historically a maker of its own chips, lacks the expertise to work with external customers, which it has struggled to attract, according to four sources familiar with Intel’s manufacturing business. Tan grew frustrated as the board did not follow his recommendations over how to make the manufacturing business more customer-centric and to remove unnecessary bureaucracy, a person close to Tan said. Intel has continued to build new factories in Ohio, Arizona and across Europe without naming new customers. 心得/評論： 根據這篇報導 Intel董事會好不容易聘來外部的半導體產業老將陳立武 但人家提出建議想讓代工業務上軌道 卻不鳥他 終於成功趕跑這不長眼的外人了！！ Intel上次想搞代工也是死在文化問題上──根本不懂得如何服務外部客戶 這樣看來除非董事會願意上美光來的那個新負責人大破大立 感覺真的是不太樂觀啊 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 36.229.6.9 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1724798136.A.D42.html
推
08/28 06:44, 2月前 , 1F
噴，向下
08/28 06:44, 1F
推
08/28 06:45, 2月前 , 2F
這是用閩南語發音?
08/28 06:45, 2F
查了一下是馬來西亞華人 ※ 編輯: kougousei (36.229.6.9 臺灣), 08/28/2024 06:46:20
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08/28 06:46, 2月前 , 3F
那個新負責人是印度人
08/28 06:46, 3F
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08/28 06:46, 2月前 , 4F
Gelsinger have to response the Intel failed
08/28 06:46, 4F
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08/28 06:46, 2月前 , 5F
美光如果不是把製造放台灣，多半也是GG
08/28 06:46, 5F
※ 編輯: kougousei (36.229.6.9 臺灣), 08/28/2024 06:47:48
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08/28 06:47, 2月前 , 6F
目前還沒看過製造部門大頭是印度人的有好發展
08/28 06:47, 6F
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08/28 06:54, 2月前 , 7F
以前阿三在辦公室玩棒球，後來他的業務變我要做，
08/28 06:54, 7F
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08/28 06:54, 2月前 , 8F
老闆說他做不完很可憐，我就知道阿三就只有嘴厲害
08/28 06:54, 8F
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08/28 06:55, 2月前 , 9F
放空到下市
08/28 06:55, 9F
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08/28 07:01, 2月前 , 10F
這個人非常強，在矽谷屬於第一級別的人物，遠比玩
08/28 07:01, 10F
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08/28 07:01, 2月前 , 11F
政治的G叔強多了，他是cadence CEO,在fpga EAD 這
08/28 07:01, 11F
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08/28 07:01, 2月前 , 12F
塊是教主級地位，另一位是前幾天退休的xilinx CEO
08/28 07:01, 12F
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08/28 07:01, 2月前 , 13F
vector peng. 這種大神你G叔把人家當垃圾看，intc
08/28 07:01, 13F
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08/28 07:01, 2月前 , 14F
沒救了
08/28 07:01, 14F
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08/28 07:07, 2月前 , 15F
目標是政治力打壓對手不是贏過對手技術 選G叔沒錯啊
08/28 07:07, 15F
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08/28 07:07, 2月前 , 16F
但打壓對手不會讓美國獲得更有效率的製造能力
08/28 07:07, 16F
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08/28 07:09, 2月前 , 17F
被鬥走了吧
08/28 07:09, 17F
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08/28 07:09, 2月前 , 18F
股價還有20 等到2塊再來抄底都來的及
08/28 07:09, 18F
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08/28 07:10, 2月前 , 19F
Intel大神太多 這位說到做到 自砍一刀 respect
08/28 07:10, 19F
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08/28 07:10, 2月前 , 20F
死忠哀吹就繼續吹 公司繼續爛 股價繼續跌
08/28 07:10, 20F
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08/28 07:11, 2月前 , 21F
打壓對手應該請台灣人來執行，台灣總統就是完美執行
08/28 07:11, 21F
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08/28 07:11, 2月前 , 22F
的結果範本
08/28 07:11, 22F
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08/28 07:13, 2月前 , 23F
卒業
08/28 07:13, 23F
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08/28 07:13, 2月前 , 24F
印度 in
08/28 07:13, 24F
噓
08/28 07:13, 2月前 , 25F
G叔很難對中層動刀 裡面一堆他以前的手下
08/28 07:13, 25F
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08/28 07:14, 2月前 , 26F
人走茶涼
08/28 07:14, 26F
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08/28 07:15, 2月前 , 27F
看來只能繼續苟延殘喘下去
08/28 07:15, 27F
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08/28 07:16, 2月前 , 28F
idiot公司的工廠共犯結構非常完整堪比鑽石的網狀共
08/28 07:16, 28F
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08/28 07:16, 2月前 , 29F
價
08/28 07:16, 29F
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08/28 07:16, 2月前 , 30F
複製amd走勢 2塊買入 回到前高 賺個2000趴就好
08/28 07:16, 30F
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08/28 07:16, 2月前 , 31F
莫忘之前那一位因緋聞下台的CEO
08/28 07:16, 31F
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08/28 07:18, 2月前 , 32F
劣幣驅良幣
08/28 07:18, 32F
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08/28 07:18, 2月前 , 33F
誰敢在製造面前喊改革一定會被加特林機槍打成篩子
08/28 07:18, 33F
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08/28 07:19, 2月前 , 34F
PTT 公司
08/28 07:19, 34F
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08/28 07:24, 2月前 , 35F
太多印度人
08/28 07:24, 35F
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08/28 07:28, 2月前 , 36F
給尊重
08/28 07:28, 36F
推
08/28 07:28, 2月前 , 37F
快逃才是對的
08/28 07:28, 37F
還有 79 則推文
推
08/28 10:42, 2月前 , 117F
其實把晶圓製造切割出去成ISMC，股票也分開就有救了
08/28 10:42, 117F
推
08/28 10:46, 2月前 , 118F
新產品CPU GPU交給台積電代工，比較不需要先進製程
08/28 10:46, 118F
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08/28 10:46, 2月前 , 119F
的部分再自己來，還可以對外接14nm製程的訂單，14nm
08/28 10:46, 119F
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08/28 10:46, 2月前 , 120F
Intel應該是玩得爐火純青
08/28 10:46, 120F
推
08/28 10:52, 2月前 , 121F
姓Tan的 我只服HOCK
08/28 10:52, 121F
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08/28 10:53, 2月前 , 122F
別人的失敗就是我的快樂，台積電續領風騷十年。
08/28 10:53, 122F
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08/28 10:53, 2月前 , 123F
台語發音，讚
08/28 10:53, 123F
推
08/28 10:53, 2月前 , 124F
中層都是印度人 沒救了
08/28 10:53, 124F
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08/28 10:55, 2月前 , 125F
想太多，可以切的話，早就切了，現在需要的是不切也
08/28 10:55, 125F
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08/28 10:55, 2月前 , 126F
能使晶圓代工賺錢的策略
08/28 10:55, 126F
推
08/28 10:58, 2月前 , 127F
印度人獲勝？
08/28 10:58, 127F
推
08/28 11:01, 2月前 , 128F
我喜歡嬰特兒降低失業率的說法 難怪要跟政府吸血
08/28 11:01, 128F
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08/28 11:02, 2月前 , 129F
哀粉繼續裝睡吧
08/28 11:02, 129F
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08/28 11:04, 2月前 , 130F
問題就是不可能賺錢 做一片虧一片
08/28 11:04, 130F
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08/28 11:10, 2月前 , 131F
切不切沒差了 時間過去了 現在就是等死而已
08/28 11:10, 131F
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08/28 11:10, 2月前 , 132F
最後不切也沒辦法 賠錢就是要賣廠房賣部門
08/28 11:10, 132F
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08/28 11:11, 2月前 , 133F
i沒機會了 大家就是在看時代巨人走入癌末而已
08/28 11:11, 133F
推
08/28 11:23, 2月前 , 134F
I員工拍YouTube還好啦, Google員工也是粉專/youtub
08/28 11:23, 134F
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08/28 11:23, 2月前 , 135F
er三棲, 不用雙標啦
08/28 11:23, 135F
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08/28 11:32, 2月前 , 136F
石油之於沙烏地, 晶片之於台灣, 成本低甜度高.
08/28 11:32, 136F
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08/28 11:32, 2月前 , 137F
I 皇想復活, 來台開挖人礦最直接.
08/28 11:32, 137F
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08/28 11:33, 2月前 , 138F
美國惡搞台積電會先被gg客戶抓出來肛吧
08/28 11:33, 138F
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08/28 11:34, 2月前 , 139F
終於趕跑這不長眼的外人了XD
08/28 11:34, 139F
推
08/28 11:41, 2月前 , 140F
都不發息了 2元買是送錢嗎
08/28 11:41, 140F
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08/28 11:49, 2月前 , 141F
GG：計劃通
08/28 11:49, 141F
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08/28 11:49, 2月前 , 142F
Intel來台灣設廠可能最快復活，可是會被美國政府釘
08/28 11:49, 142F
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08/28 11:50, 2月前 , 143F
在牆上
08/28 11:50, 143F
推
08/28 11:59, 2月前 , 144F
被印度人纏上的公司都沒好下場
08/28 11:59, 144F
推
08/28 12:10, 2月前 , 145F
找印度人搞製造會不會就是一個笑話？
08/28 12:10, 145F
推
08/28 12:13, 2月前 , 146F
intel應該是YTer養成班吧
08/28 12:13, 146F
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08/28 12:17, 2月前 , 147F
唯一技術派的高層，想砍廢物中層阿三，結果被鬥走
08/28 12:17, 147F
推
08/28 12:43, 2月前 , 148F
google應該已經沒有youtuber了,公司已經在盯了
08/28 12:43, 148F
推
08/28 13:20, 2月前 , 149F
陳是Tan? 閩南語？
08/28 13:20, 149F
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08/28 13:20, 2月前 , 150F
Intel不考慮跟GG合併？
08/28 13:20, 150F
噓
08/28 14:28, 2月前 , 151F
印特爾
08/28 14:28, 151F
推
08/28 14:31, 2月前 , 152F
新馬用閩南發音很正常 跟他們做過生意就知道 閩南語
08/28 14:31, 152F
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08/28 14:31, 2月前 , 153F
國語 英文 三種語言可以在一句話內混用
08/28 14:31, 153F
推
08/28 15:11, 2月前 , 154F
可悲INTEL，裡面真的悠閒，每個人都在等準點下班
08/28 15:11, 154F
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08/28 15:11, 2月前 , 155F
然後回家拍YTB，再砍30%都嫌不夠吧
08/28 15:11, 155F
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08/28 17:42, 2月前 , 156F
呆伯特新題材嗎
08/28 17:42, 156F
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