被英伟达反超之后，“不服”的英特尔开始发力

金十数据2023-06-19

英特尔将斥资250亿美元在以色列建厂，另外又获得了德国价值100亿欧元的建厂补贴。这家老牌芯片厂商明显开始发力了。最近，人工智能的火爆传遍了大街小巷，分析师和投资者们对科技股更是兴奋不已。吃到“红利”的AI芯片制造商英伟达和AMD市值暴涨，一夜之间占据了各大新闻头条。另一家老牌计算机厂商——英特尔也开始发力。上周，英特尔宣布在波兰建立一个价值46亿美元的半导体组装和测试工厂；周五，英特尔股价创下了...

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its strength","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ba421e012f5afc1e1e50065af653e7c9","symbols_score_info":{"INTC":0.9},"content_text":"英特尔将斥资250亿美元在以色列建厂，另外又获得了德国价值100亿欧元的建厂补贴。这家老牌芯片厂商明显开始发力了。最近，人工智能的火爆传遍了大街小巷，分析师和投资者们对科技股更是兴奋不已。吃到“红利”的AI芯片制造商英伟达和AMD市值暴涨，一夜之间占据了各大新闻头条。另一家老牌计算机厂商——英特尔也开始发力。上周，英特尔宣布在波兰建立一个价值46亿美元的半导体组装和测试工厂；周五，英特尔股价创下了14年来最佳单周表现，上涨16.1%，带动分析师和投资者进一步看多科技股。周日，以色列总理内塔尼亚胡宣布，英特尔公司计划在以色列城市Kiryat Gat斥资250亿美元，建造一个“巨大的、前所未有的”先进芯片制造厂。根据以色列财政部的一份声明，该芯片制造厂计划于2027年开业，至少运营到2035年。英特尔发言人证实公司的确“打算扩大在以色列的制造能力”，以支持首席执行官基辛格提出的“IDM 2.0”战略。6月19日，英特尔又与德国达成一项协议，获得价值100亿欧元(约合109亿美元)补贴，用于在德国东部建设半导体制造工厂。此前，英特尔同意以68亿欧元的政府援助在马格德堡市建造工厂，但由于经济因素而推迟了工厂的开工。在多重利好消息刺激下，摩根士丹利分析师Joseph Moore将英特尔的目标价从31美元上调至38美元。回顾英特尔这一路英特尔这十几年的发展之路可谓是群狼环伺。早在2009年，英特尔就达到了1,090亿美元的市值，当时的第二大芯片制造商高通公司市值为780亿美元，而台积电以520亿美元位列第三。在那时，英伟达估值仅为67亿美元，AMD也只是一家价值28亿美元的公司。转眼到了2020年初，台积电已经以3030亿美元的市值把英特尔甩在了身后，英特尔2610亿美元位居第二，而此时的英伟达也已加速追了上来，以1450亿美元紧随其后。2020年中，英特尔宣布延迟发布下一代芯片，随后英伟达市值反超英特尔。而现在，英伟达颇有后来者居上的意味，最近成为第一个加入万亿市值俱乐部的芯片制造商。但随着英特尔新任CEO基辛格（Pat Gelsinger）大刀阔斧地改革公司业务发展，推出“IDM 2.0”战略，并计划打造一个以美国和欧洲为基础核心的制造网络，减弱整个产业链对于亚洲的依赖，英特尔的未来似乎又出现了新的生机。前路未必一帆风顺不过，想要在AI领域拔得头筹并没有那么简单。就如Moore提醒道的：“英特尔确实有发展AI芯片的机会，但由于其传统服务器业务占比颇大，业务侧重点转移意味着更大的支出。要带动AI业务增长，英特尔首先需要在数据中心和CPU业务等方面扭亏为盈。”此前的疫情期间，英特尔芯片最初十分短缺，但大约一年前又出现了供应过剩，导致数据中心和CPU业务陷入亏损。就投资方面，Moore说，短期内他看好英特尔几年前收购的Habana实验室，明年可能会给英特尔带来芯片方面的实质性收入。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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