Intel股東建議外包晶片製造 - 股票

1.原文連結：
https://slashdot.org/story/20/12/29/2338243/

2.原文內容：
Activist hedge fund Third Point LLC is pushing Intel Corp to explore
strategic alternatives, including whether it should keep chip design and
production under one roof, according to a letter it sent to the company's
chairman on Tuesday that was reviewed by Reuters. From the report:

主動避險基金Third Point LLC正在敦促Intel檢討其戰略，包括該公司是否該繼續自
主生產晶片。路透社根據Third Point LLC寄給Intel執行長的信評論：

"Were it to gain traction, Third Point's push for changes could lead to a
major shakeup at Intel, which has been slow to respond to investor calls to
outsource more of its manufacturing capacity. It could also lead to the
unwinding of some of its acquisitions, such as the $16.7 billion purchase of
programmable chip maker Altera in 2015. Third Point Chief Executive Daniel
Loeb wrote to Intel Chairman Omar Ishrak calling for immediate action to
boost the company's position as a major provider of processor chips for PCs
and data centers. The New York-based fund has amassed a nearly $1 billion
stake in Intel, according to people familiar with the matter."

"如果獲得支持的話，Third Point的建議可能為Intel一直沒有將更多晶片生產外包這點
帶來重大變革。這也有可能導致Intel放棄之前的某些併購包含Altera這家晶片製造商。
Third Point執行長Daniel Loeb在信中建議Intel執行長Omar Ishrak立即行動以保持其
目前在PC和資料中心市場的龍頭地位。這家位於紐約的基金已經買入了將近10億美元的
Intel股票。"

3.心得/評論:
Intel製程落後三星和台G
AI落後NVIDIA
蘋果拋棄x86改用ARM
NASDAQ大盤漲43% INTEL跌21%

Intel的高級主管們到底在想什麼？

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