Re: 英特尔CEO打包走人
发表于 ： 02 12月 2024, 21:31
搞成现在这个鸟样还想股价是作死的节奏了
搞成现在这个鸟样还想股价是作死的节奏了
DigiTimes reports that Intel has apparently contacted TSMC's former CEO, Mark Liu, to lead the company in the future. It is important to note that this is a "wild rumor" for now, especially considering the fact that Mark has already retired from TSMC, and his retirement agreement will definitely not have an option for joining another firm, especially when it is an arch-rival. Intel has now announced two interim co-CEOs: David Zinsner and Michelle (MJ) Johnston Holthaus.
While the next CEO replacement hasn't been revealed yet, names are definitely popping up, with one of them being Mark Liu. If we take wild guesses, Intel would probably need someone who can manage to turn around the product markets and maybe someone who already has the experience for such a significant turnover. Potential successors include Raja Koduri, who was previously responsible for Intel's dGPU ambitions, and Victor Peng, a retired AMD executive.
These names are just guesses for now, based on the fact that Team Blue desperately needs a CEO who can restructure the organization, and that too by going into deep roots. Not only is the foundry division a mess right now, but the manufacturing and product departments are victims of sluggish performance, which is why Intel has reached a state where it is looking toward selling off assets.
Intel has appointed Eric Meurice, former CEO of ASML, and Steve Sanghi, chairman and interim CEO of Microchip Technology, to its board of directors. Both are seasoned leaders in the semiconductor industry and bring decades of expertise and significant accomplishments to the board previously led by people without microelectronics experience. What is noteworthy is that both new board members used to work at Intel.
Intel executives say a manufacturing spinoff is possible
Intel (NASDAQ:INTC) is considering several investment firms and strategic buyer Lattice Semiconductor (NASDAQ:LSCC) to sell its Altera unit to, Bloomberg reported.
Included in the list are private equity shops Francisco Partners and Silver Lake Management, the news outlet added, citing people familiar with the matter. Also included are Apollo Global Management (NYSE:APO) and Bain Capital.
Intel has told potential Altera bidders they will have until the end of next month to formalize their offers, with the prospect other firms may enter the fray, the sources told the news outlet.
A number of options are on the table for Altera and Intel, which purchased the unit in 2015 for approximately $17B. Offers from bidders include becoming minority owners to taking over the entire unit. Valuations have also varied, with some suggesting Altera is worth $9B, while others have said it could be worth $12B, Bloomberg added.
Under previous CEO Pat Gelsinger, Intel said it would turn Altera into a stand-alone company.
Research firm Raymond James recently suggested that Marvell (MRVL) could be a bidder for Altera, which makes programmable chips.
Intel did not immediately respond to a request for comment from Seeking Alpha.
“I think it's the board that should have been fired, not him,”
Justin Hotard, the head of Intel's data center and AI group, has left the company to become CEO of telecommunications equipment maker Nokia.
On Monday, Nokia reported that Hotard will replace Nokia CEO Pekka Lundmark, who will step down on March 31 after leading Nokia for four and a half years. Hotard will take over the day after, and Lundmark will remain as his adviser for the rest of the year.