这场大裁员,揭开千亿赌局败相 episode artwork

EPISODE · Aug 6, 2024 · 8 MIN

这场大裁员,揭开千亿赌局败相

from 虎嗅·商业有味道

自2021年帕特·基辛格“回归”英特尔成为第八任首席执行官后,这位工程师出身的CEO就开始构建起了他的宏伟蓝图:我们不仅要在芯片设计上保持领先地位,还要重拾芯片制造的业务,将来甚至要为其他公司造芯片。随后三年,英特尔先后重启代工业务、提出IDM2.0模式、收购Tower半导体……还有围绕业务部门之间的各种重组与整合齐头推进。尽管在这个过程中,他屡屡被华尔街的分析师们警告,公司的财务负担已经有积重难返的迹象。但基辛格仍愿意赌上一切,在他看来,芯片制造将帮助英特尔重拾当年的“技术自信”。但在上周四财报公布后,英特尔的境况似乎并不是非常乐观。美东时间8月2日,英特尔开盘后股价大跌26.06%,创下自1982年以来的最大跌幅,市值直接回到了十多年前。这家硅谷标志的芯片巨头到底怎么了?英特尔现在到最危险的时刻了吗?本期,我们一起来听听。

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